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Find FCA registered Financial Advisers Near Me in Wimbledon


We have found 2139 relevant financial adviser firms within 30 miles of Wimbledon. Showing page 1 of 143.

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  2. 🏢

    Ewart & Bridgeman Advisers

    FCA reg no.
    439695
    FCA authorised date:
    20/09/05
    Ewart & Bridgeman Advisers is a successful and long-established Senior Partner Practice of St. James's Place. We serve the financial needs of individuals, attorneys, trustees, business owners and families throughout the UK. Peter Ewart was invited to join St. James's Place (formerly J. Rothschi... read full company profile
    1. ✔3 Financial Advisers
    2. ✔Min Pension Savings: £100,000
    3. ✔Min Assets: £200,000
    4. 🪧5.7 Miles
    5. 📍London
  3. 🏢

    Balance Financial Planning

    FCA reg no.
    1005927
    FCA authorised date:
    12/12/23
    HOW WE HELP At Balance Financial Planning we know building wealth is a gradual process, so it’s even more important you make well-informed decisions on how to keep it working for your future. Understanding your financial options can be challenging and sometimes overwhelming.  Whatever your goa... read full company profile
    1. ✔1 Financial Adviser
    2. ✔Min Pension Savings: £50,000
    3. ✔Min Assets: £50,000
    4. 🪧7 Miles
    5. 📍Claygate
  4. 🏢

    Robertson’s Wealth Management LTD

    FCA reg no.
    1043793
    FCA authorised date:
    13/11/25
    1. ✔1 Financial Adviser
    2. 🪧7.4 Miles
    3. 📍London
  5. 🏢

    Westminster Wealth Management LLP

    FCA reg no.
    490519
    FCA authorised date:
    12/12/08
    Westminster Wealth Management brings together a wealth of experience from across the financial services sector. As a fully independent financial advisory practice, we pride ourselves on offering exceedingly high levels of personal service. This has resulted in long-term relationships with our cl... read full company profile
    1. ✔50 Financial Advisers
    2. ✔5 Mortgage Brokers
    3. ✔Min Pension Savings: £200,000
    4. ✔Min Assets: £200,000
    5. 🪧7.7 Miles
    6. 📍 London
  6. 🏢

    Consilium Financial Management

    FCA reg no.
    616512
    FCA authorised date:
    28/02/14
    Established in 2014, Consilium Financial Management is a financial advisory firm offering expert advice across the full spectrum of financial planning matters, including Inheritance Tax, savings and investments, pensions, protection, retirement and later-life planning.  The company’s founder, ... read full company profile
    1. ✔1 Financial Adviser
    2. ✔Min Pension Savings: £50,000
    3. 🪧8.4 Miles
    4. 📍London
  7. 🏢

    Avanti Financial Planning

    FCA reg no.
    1026303
    FCA authorised date:
    28/02/25
    Avanti Financial Planning are independent financial advisers, and our mission is to help you improve your finances and make your aims and aspirations a reality. We deliver a service built around the values, experience and knowledge our leadership team has acquired over the last 70 years. What do... read full company profile
    1. ✔2 Financial Advisers
    2. ✔Min Pension Savings: £150,000
    3. ✔Min Assets: £250,000
    4. 🪧29.7 Miles
    5. 📍Billingshurst
  8. 👤

    David Robertson

    Robertson’s Wealth Management Ltd
    FCA reg no.
    DPR01100
    FCA authorised date:
    13/11/25
    1. ✔Min Pension Savings: £100,000
    2. ✔Min Assets: £100,000
    3. 🪧30.1 Miles
    4. 📍London
  9. 🏢

    Shinfield Financial Planning

    FCA reg no.
    1024843
    FCA authorised date:
    05/02/25
    Thanks for looking at my profile. With my many years of experience (30 years +), I help my clients achieve financial independence, through efficient tax mitigation, wealth creation/preservation and retirement planning solutions. I work through the Quilter Network as an appointed representative ... read full company profile
    1. ✔1 Financial Adviser
    2. ✔Min Pension Savings: £300,000
    3. ✔Min Assets: £300,000
    4. 🪧32 Miles
    5. 📍London
  10. 👤

    Rob Spendley

    Robertsons & Crawford Ltd
    FCA reg no.
    RSS01129
    FCA authorised date:
    03/05/17
    DipPFS Cert Financial Planning (SA) Cert CII(MP & ER) Certificate in Equity Release Director and Independent Financial Advisor Member of the Personal Finance Society & the Society of Mortgage Professionals
    1. ✔Min Pension Savings: £150,000
    2. ✔Min Assets: £500,000
    3. 🪧33.3 Miles
    4. 📍Reading
  11. 🏢

    Robertsons & Crawford LTD

    FCA reg no.
    771963
    FCA authorised date:
    03/05/17
    We are a small Directly Authorised firm of Independent Financial Advisers specialising in providing Pensions & Investment Advice.
    1. ✔2 Financial Advisers
    2. ✔Min Pension Savings: £50,000
    3. ✔Min Assets: £50,000
    4. 🪧33.3 Miles
    5. 📍Reading
  12. 🏢

    Fairview Financial Management LTD

    FCA reg no.
    976151
    FCA authorised date:
    20/05/22
    5* Rated Independent Financial Advisers in Rayleigh, Essex. We provide straight-talking, no-nonsense, independent financial advice, wealth management and financial planning. This includes expert, unbiased advice on; investments, pensions, inheritance tax planning, mortgages and protection i... read full company profile
    1. ✔1 Financial Adviser
    2. 🪧36.8 Miles
    3. 📍Rayleigh
  13. 🏢

    Kate Cooper

    FCA reg no.
    749294
    FCA authorised date:
    07/06/16
    Kate Cooper is a London-based financial firm offering personalized services in life and investment planning, pension advice, and final salary pension transfers, known for their friendly yet professional approach.
    1. ✔1 Financial Adviser
    2. 🪧0 Miles
    3. 📍London
  14. 🏢

    Gem & Co Financial Services Limited

    FCA reg no.
    949148
    FCA authorised date:
    01/11/21
    Gem & Co Financial Services Limited is a trusted, FCA regulated firm based in Wimbledon, offering comprehensive financial planning and advice on life and pensions retirement investment. Known for personalized, professional service.
    1. ✔4 Financial Advisers
    2. 🪧0.2 Miles
    3. 📍Wimbledon
  15. 🏢

    COMPLETE WEALTH MANAGEMENT LTD

    FCA reg no.
    593688
    FCA authorised date:
    01/07/13
    Complete Wealth Management Limited is a trusted FCA regulated firm in London, offering bespoke financial planning services and expert advice on life investments and retirement pensions.
    1. ✔2 Financial Advisers
    2. 🪧0.3 Miles
    3. 📍London
  16. 🏢

    Newbrook Wealth Limited

    FCA reg no.
    1024229
    FCA authorised date:
    15/01/25
    Newbrook Wealth Limited is a trusted, FCA-regulated financial services company in Greater London, specializing in life investments and pensions retirement advice, known for its transparency and personalized solutions.
    1. ✔1 Financial Adviser
    2. 🪧0.3 Miles
    3. 📍London
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