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Find FCA registered Financial Advisers Near Me in Woking

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We have found 1912 relevant financial adviser firms within 30 miles of Woking. Showing page 1 of 128.

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  2. 🏢

    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. 🪧10.1 Miles
    5. 📍Claygate
  3. 🏢

    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. 🪧18 Miles
    5. 📍London
  4. 👤

    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. 🪧20.3 Miles
    4. 📍Reading
  5. 🏢

    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. 🪧20.3 Miles
    5. 📍Reading
  6. 🏢

    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. 🪧21.2 Miles
    5. 📍Billingshurst
  7. 🏢

    Robertson’s Wealth Management LTD

    FCA reg no.
    1043793
    FCA authorised date:
    13/11/25
    1. ✔1 Financial Adviser
    2. 🪧23.1 Miles
    3. 📍London
  8. 🏢

    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. 🪧23.6 Miles
    6. 📍 London
  9. 🏢

    Simple Wealth Solutions

    FCA reg no.
    949781
    FCA authorised date:
    26/04/21
    I started work in the Finance industry over 30 years ago. Working in London for the largest Friendly Society in the World; Liverpool Victoria. I am the youngest of six siblings, married with three children of my own; so fully understand the importance of saving for the future and protecting your we... read full company profile
    1. ✔1 Financial Adviser
    2. 🪧30.2 Miles
    3. 📍Thatcham
  10. 🏢

    Hoe Bridge Wealth Limited

    FCA reg no.
    1018974
    FCA authorised date:
    20/09/24
    Hoe Bridge Wealth Limited is a Woking-based financial advisory firm specialising in personalised financial planning services, including retirement advice, pension transfers, and investment management, for diverse clientele across Surrey.
    1. ✔1 Financial Adviser
    2. 🪧0 Miles
    3. 📍Woking
  11. 🏢

    Aimpoint Wealth Partners LTD

    FCA reg no.
    836431
    FCA authorised date:
    13/03/19
    Aimpoint Wealth Partners Ltd offers diverse financial services including investment and retirement advice. Based in Surrey, they're dedicated to tailoring solutions to secure their clients' future with a client-oriented approach.
    1. ✔1 Financial Adviser
    2. 🪧0.1 Miles
    3. 📍Woking
  12. 🏢

    Clarity Limited

    FCA reg no.
    185468
    FCA authorised date:
    01/12/01
    Clarity Limited is a reputable Woking, Surrey-based financial firm recognized for its range of financial services including wealth management, life insurance, and financial planning. The FCA-regulated firm also offers strategic investment advice and pensions retirement advice.
    1. ✔8 Financial Advisers
    2. 🪧0.2 Miles
    3. 📍Woking
  13. 🏢

    Jason Ball

    FCA reg no.
    480864
    FCA authorised date:
    05/12/08
    We are very unusual in the service we offer. For a start we are one of only a handful of UK regulated IFAs offering true generic financial planning. We carry out the majority of meeting online via Zoom and we are half the cost of the average IFA. We have an in house legal team for Wills and Estate P... read full company profile.
    1. ✔1 Financial Adviser
    2. 🪧0.2 Miles
    3. 📍Woking
  14. 🏢

    Clarus Wealth Limited

    FCA reg no.
    581586
    FCA authorised date:
    18/05/12
    FCA-regulated Clarus Wealth Limited, based in Woking, Surrey, provides financial services including life investments, pension advice, and financial planning, simplifying complex finance issues for client's future security.
    1. ✔3 Financial Advisers
    2. 🪧0.3 Miles
    3. 📍Woking
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  16. 🏢

    Oakhill Financial Solutions LTD

    FCA reg no.
    1030776
    FCA authorised date:
    31/03/25
    Oakhill Financial Solutions Ltd, regulated by the FCA offers comprehensive financial planning, investment advice, and retirement solutions in Woking, Surrey, tailored to individual needs and ensuring financial security.
    1. ✔1 Financial Adviser
    2. 🪧0.7 Miles
    3. 📍Woking
  17. 🏢

    Fortis Wealth Management LTD

    FCA reg no.
    1025410
    FCA authorised date:
    31/01/25
    M&G plc, based in Woking, Surrey, is a trusted financial firm offering robust solutions in life investments and pensions, tailored to unique client needs. Regulated by the FCA, they specialise in comprehensive financial planning.
    1. ✔1 Financial Adviser
    2. 🪧0.8 Miles
    3. 📍Woking
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