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Find FCA registered Financial Advisers Near Me in Walton ST15

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We have found 397 relevant financial adviser firms within 30 miles of Walton ST15. Showing page 1 of 27.

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  2. 👤

    Tom Buck

    Calder Financial Ltd
    FCA reg no.
    TEB00011
    FCA authorised date:
    17/01/22
    SOLLA (Society of Later Life Advisors Accredited) Level 4 Financial Planning Certification
    1. ✔Min Pension Savings: £50,000
    2. ✔Min Assets: £50,000
    3. 🪧21.4 Miles
    4. 📍Hilton
  3. 🏢

    Calder Financial LTD

    FCA reg no.
    586897
    FCA authorised date:
    17/01/22
    We work closely with clients from family owned businesses, entreprenuers and new business starts ups, and families who want to grow their wealth, manage it and then protect it as a lasting legacy for generations to come. As independent advisors we work closely to create plans that allow our clients... read full company profile
    1. ✔1 Financial Adviser
    2. ✔Min Pension Savings: £50,000
    3. ✔Min Assets: £50,000
    4. 🪧21.4 Miles
    5. 📍Hilton
  4. 🏢

    Blakebrooke Financial Advice LTD

    FCA reg no.
    932163
    FCA authorised date:
    17/08/20
    We Specialise in providing high quality advice on many aspects of wealth management, working with you yo help you acheive your financial goals.
    1. ✔3 Financial Advisers
    2. ✔Min Pension Savings: £50,000
    3. ✔Min Assets: £20,000
    4. 🪧34.3 Miles
    5. 📍Nottingham
  5. 🏢

    Linkage Financial Solutions

    FCA reg no.
    998729
    FCA authorised date:
    28/06/23
    As an independent financial and mortgage advisory firm based in Beverley. We are not tied to any particular provider and can advise you on products from across the whole market. We will always take a rounded view of the options, considering factors such as charges, customer service,... read full company profile
    1. ✔1 Financial Adviser
    2. ✔Min Pension Savings: £100,000
    3. 🪧35.2 Miles
    4. 📍Beverley
  6. 🏢

    The Stonegate Wealth Group LTD

    FCA reg no.
    945057
    FCA authorised date:
    01/06/21
    Stonegate Wealth Management, a Staffordshire-based financial firm, provides regulated, holistic financial planning services including insurance, investments, and retirement advice, committed to achieving client financial stability and success.
    1. ✔2 Financial Advisers
    2. 🪧0.5 Miles
    3. 📍Staffordshire
  7. 🏢

    RETIREMENT PLANNING (UK) LIMITED

    FCA reg no.
    401320
    FCA authorised date:
    15/11/04
    Retirement Planning UK Ltd, a trusted financial firm based in Staffordshire, offers comprehensive financial services across the UK, specialising in pension retirement advice, financial planning, insurance, and investments.
    1. ✔2 Financial Advisers
    2. ✔4 Mortgage Brokers
    3. 🪧0.6 Miles
    4. 📍Stone
  8. 🏢

    Robert Watson Wood

    FCA reg no.
    216156
    FCA authorised date:
    31/05/05
    Rocwood Financial Consultancy offers personalized financial planning such as pensions advice and life planning. Based in Staffordshire, this FCA regulated firm is a trusted source for investors and planners region-wide.
    1. ✔1 Financial Adviser
    2. 🪧3.8 Miles
  9. 🏢

    Dean Statham Wealth Management LLP

    FCA reg no.
    486856
    FCA authorised date:
    30/07/08
    Dean Statham Wealth Management LLP is a reputable, FCA-regulated firm providing broad-range financial planning services, including life and investment advice, and pension retirement planning in Staffordshire and surrounding counties.
    1. ✔2 Financial Advisers
    2. 🪧4.3 Miles
    3. 📍Stafford
  10. 🏢

    GH Financial Consultancy Limited

    FCA reg no.
    232552
    FCA authorised date:
    05/08/04
    GH Financial Consultancy Limited is a Staffordshire-based firm specialising in tailored financial planning services, including investment, retirement advice, and insurances. Renowned nationwide, they prioritise client needs with a proven track record.
    1. ✔1 Financial Adviser
    2. 🪧4.5 Miles
    3. 📍Meir Heath
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  12. 🏢

    Julian Spencer

    FCA reg no.
    608070
    FCA authorised date:
    02/10/13
    Julian Spencer is a Staffordshire-based leading financial planning firm offering tailored services such as life insurance, investments, pensions retirement advice, and final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧4.7 Miles
    3. 📍Stoke On Trent
  13. 🏢

    All Counties Financial Limited

    FCA reg no.
    440049
    FCA authorised date:
    03/11/05
    All Counties Financial Limited is an FCA regulated firm providing reliable financial planning and advice services in Staffordshire, known for their approachable outlook and tailored client solutions.
    1. ✔1 Financial Adviser
    2. 🪧4.9 Miles
    3. 📍Stafford
  14. 🏢

    Ellison Wealth Management LTD

    FCA reg no.
    971647
    FCA authorised date:
    10/03/22
    Ellison Wealth Management Ltd provides tailor-made financial services in Staffordshire, with a specialisation in life insurance, retirement planning, and investments. Known for approachability, professionalism, and FCA-regulated compliance.
    1. ✔2 Financial Advisers
    2. 🪧5 Miles
    3. 📍Stafford
  15. 🏢

    Rob Jackson Financial Planning LTD

    FCA reg no.
    979628
    FCA authorised date:
    25/07/22
    Rob Jackson Financial Planning Ltd in Stoke on Trent provides trusted, regulated financial advice specialising in life investments, pensions and final salary pension transfers. Focused on client needs, ensuring secure financial futures.
    1. ✔1 Financial Adviser
    2. 🪧5.4 Miles
    3. 📍Stoke On Trent
  16. 🏢

    Philip Marsden

    FCA reg no.
    125073
    FCA authorised date:
    01/12/01
    Philip Marsden is a FCA regulated firm specialising in personalised financial guidance including insurance, investments and retirement advice. With broad regional coverage, it's renowned for dependable advice and professional approachability.
    1. ✔1 Financial Adviser
    2. 🪧5.4 Miles
    3. 📍Stafford
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  18. 🏢

    Stuart Jones

    FCA reg no.
    1034392
    FCA authorised date:
    28/05/25
    Stuart Jones is a Stafford-based, FCA-regulated financial services firm specialising in tailored financial advice, including life insurance, investment strategies, and pension planning. Known for their approachable demeanor and comprehensive approach, they cater to clients across Staffordshire.
    1. ✔1 Financial Adviser
    2. 🪧6 Miles
    3. 📍Stafford
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