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Find FCA registered Financial Advisers Near Me in Whaddon GL52

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We have found 354 relevant financial adviser firms within 30 miles of Whaddon GL52. Showing page 1 of 24.

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  2. 👤

    Holly Boden

    Abode Financial Planning
    FCA reg no.
    HXB00262
    FCA authorised date:
    17/10/23
    SMF3 Executive Director
    1. ✔Min Assets: £500,000
    2. 🪧14.8 Miles
    3. 📍Cirencester
  3. 🏢

    The Family Wealth Partnership

    FCA reg no.
    473815
    FCA authorised date:
    08/12/23
    We believe that everyone deserves a long, happy and fulfilling retirement. Our mission is to help you achieve this by providing tax-efficient pension planning solutions that enable you to tick off your bucket list and spend time with your family and loved ones.    We are financial planning experts... read full company profile
    1. ✔1 Financial Adviser
    2. ✔Min Assets: £250,000
    3. 🪧18 Miles
    4. 📍Ledbury
  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. 🪧44.2 Miles
    5. 📍Nottingham
  5. 🏢

    MDM Wealth LTD

    FCA reg no.
    823733
    FCA authorised date:
    03/06/19
    Helping successful families and individuals achieve financial freedom with award-winning, Chartered & Certified advice. MDM Wealth Ltd is a family-run financial planning firm, who specialise in retirement planning, wealth management, and investment strategies for affluent families, business owne... read full company profile
    1. ✔1 Financial Adviser
    2. ✔Min Pension Savings: £500,000
    3. ✔Min Assets: £500,000
    4. 🪧48.9 Miles
    5. 📍Rugby
  6. 👤

    Daniel Martin

    MDM Wealth Ltd
    FCA reg no.
    DXM03088
    FCA authorised date:
    03/06/19
    Certified Financial Planner Chartered Financial Planner BA (Hons) Finance and Investment
    1. ✔Min Pension Savings: £500,000
    2. ✔Min Assets: £500,000
    3. 🪧48.9 Miles
    4. 📍Rugby
  7. 👤

    Chervin Dell

    Intelligent Financial Advisory
    FCA reg no.
    CMD01104
    FCA authorised date:
    13/07/15
    I have Level 4 DipFA Qualification and 23 years experience working within the financial services industry. Everyday I use this experience to provide holistic wealth planning advice to clients, which primarily covers investments, pensions, estate planning and taxation. I pride myself in giving a 5*... read full individual profile
    1. ✔Min Pension Savings: £50,000
    2. ✔Min Assets: £50,000
    3. 🪧53.4 Miles
    4. 📍Lutterworth
  8. 🏢

    JFS Cheltenham Limited

    FCA reg no.
    194161
    FCA authorised date:
    01/12/01
    JFS Cheltenham Limited is a FCA regulated company offering bespoke financial advice, specializing in life, investments and pensions retirement advice. Located in Gloucestershire, they're committed to building strong financial futures.
    1. ✔2 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧0.4 Miles
    4. 📍Cheltenham
  9. 🏢

    Spalding Wealth Management Limited

    FCA reg no.
    982587
    FCA authorised date:
    06/09/22
    Spalding Wealth Management Limited, based in Cheltenham, Gloucestershire, is a trusted FCA-regulated firm offering diverse financial services with a personalised, friendly approach.
    1. ✔1 Financial Adviser
    2. 🪧0.5 Miles
    3. 📍Cheltenham
  10. 🏢

    De Rose Wealth Management LTD

    FCA reg no.
    713508
    FCA authorised date:
    11/08/15
    Cheltenham-based De Rose Wealth Management Ltd offers comprehensive financial services including life investments and retirement planning. They bring dependable, personalised advice backed by their FCA registration to clients in Gloucestershire and beyond.
    1. ✔1 Financial Adviser
    2. 🪧0.6 Miles
    3. 📍Cheltenham
  11. 🏢

    Cheltenham Wealth Financial Practice LTD

    FCA reg no.
    195949
    FCA authorised date:
    01/12/01
    Cheltenham Wealth Financial Practice Ltd is a renowned FCA registered institution, offering comprehensive financial services focused on life and investment planning, pensions retirement advice in Gloucestershire and beyond.
    1. ✔1 Financial Adviser
    2. 🪧0.7 Miles
    3. 📍Cheltenham
  12. 🏢

    DLM Wealth Management LLP

    FCA reg no.
    772311
    FCA authorised date:
    02/05/17
    DLM Wealth Management LLP is a reputable financial firm in Cheltenham, Gloucestershire, offering expert life and investment advice, specializing in tailored pensions retirement and financial planning services.
    1. ✔1 Financial Adviser
    2. 🪧0.7 Miles
    3. 📍Cheltenham
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  14. 🏢

    Boote Financial Planning LTD

    FCA reg no.
    499781
    FCA authorised date:
    22/04/09
    Boote Financial Planning Ltd is a Cheltenham-based, FCA registered financial services firm, providing expert advice in life investments, pensions, and retirement planning, serving its clientele with a customer-first approach.
    1. ✔1 Financial Adviser
    2. 🪧0.7 Miles
    3. 📍Cheltenham
  15. 🏢

    LEGAL & MEDICAL INVESTMENTS LIMITED

    FCA reg no.
    185193
    FCA authorised date:
    01/12/01
    Legal & Medical Investments Ltd is a Cheltenham-based financial planning firm offering tailored advice on life investments, pensions, and retirement strategies, serving clients throughout Gloucestershire.
    1. ✔26 Financial Advisers
    2. ✔3 Mortgage Brokers
    3. 🪧0.8 Miles
    4. 📍Cheltenham
  16. 🏢

    Cactus Financial Planning LTD

    FCA reg no.
    990743
    FCA authorised date:
    02/10/23
    Cactus Financial Planning Ltd, based in Gloucestershire, offers personalised financial solutions including life insurance, investments, and pensions retirement advice. Known for transparency and diligence, they serve individuals and businesses alike.
    1. ✔2 Financial Advisers
    2. 🪧0.8 Miles
    3. 📍Gloucestershire
  17. 🏢

    ROCKWEALTH COTSWOLDS LTD

    FCA reg no.
    1043777
    FCA authorised date:
    03/11/25
    Located in Cheltenham, ROCKWEALTH COTSWOLDS LTD is a trusted FCA-regulated financial firm offering high-quality services such as life investments, pensions advice, and general financial planning across Gloucestershire.
    1. ✔1 Financial Adviser
    2. 🪧0.8 Miles
    3. 📍Cheltenham
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