Find FCA registered Financial Advisers Near Me in Woolstone MK15
We have found 459 relevant financial adviser firms within 30 miles of Woolstone MK15. Showing page 3 of 31.
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John Clements
- FCA reg no.
- 608733
- FCA authorised date:
- 14/10/13
John Clements, based in Newport Pagnell, provides clear, client-focused financial planning services, including investment advice, retirement planning and pension transfers, under FCA regulation 608733.- ✔3 Financial Advisers
- 🪧3.2 Miles
- 📍Newport Pagnell
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Active Financial LTD
- FCA reg no.
- 1013616
- FCA authorised date:
- 18/06/24
Active Financial Ltd provides expert financial planning and retirement advice in Milton Keynes. Our FCA-regulated team specialises in life investments, pensions and final salary pension transfers.- ✔2 Financial Advisers
- 🪧3.3 Miles
- 📍Milton Keynes
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Minaxi Patel
- FCA reg no.
- 918854
- FCA authorised date:
- 02/01/20
Minaxi Patel's financial planning firm in Milton Keynes, UK, offers a range of regulated services including insurance, investments, and pension advice. Known for its approachable, client-focused ethos, it specializes in individualized, comprehensible financial planning.- ✔1 Financial Adviser
- 🪧3.4 Miles
- 📍Milton Keynes
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Perspective (south) Limited
- FCA reg no.
- 178690
- FCA authorised date:
- 01/12/01
Perspective (South) Limited is a reliable financial advising firm in Milton Keynes, Buckinghamshire, specializing in life investments, pensions retirement advice, and financial planning. They offer tailored services to meet individual client needs.- ✔58 Financial Advisers
- ✔2 Mortgage Brokers
- 🪧3.4 Miles
- 📍Milton Keynes
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Qdos Financial Solutions
- FCA reg no.
- 222291
- FCA authorised date:
- 23/06/15
Milton Keynes-based Qdos Financial Solutions offers expert, regulated financial advice, specializing in life insurance, investments, and retirement planning, tailored to client needs throughout Buckinghamshire.- ✔1 Financial Adviser
- 🪧3.4 Miles
- 📍Milton Keynes
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Lewis Christopher Limited
- FCA reg no.
- 431767
- FCA authorised date:
- 06/06/05
Lewis Christopher is a family-run financial planning and mortgage firm based at Moulsoe Business Centre, just off junction 14 of the M1 near Milton Keynes. The firm was set up by Geoff Cardno in 2001. Today the team includes two financial advisers and two mortgage advisers, supported by our own admi... read full company profile.- ✔2 Financial Advisers
- ✔2 Mortgage Brokers
- 🪧3.5 Miles
- 📍Newport Pagnell
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Eden Financial & Wealth Management Limited
- FCA reg no.
- 534391
- FCA authorised date:
- 09/03/22
Eden Financial & Wealth Management Limited offers reliable financial advice on life, investments, pensions and more. The FCA regulated firm tailors solutions to meet diverse financial needs for clients across Bedfordshire.- ✔4 Financial Advisers
- 🪧4.1 Miles
- 📍Milton Keynes
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Bob Gibbs Financial Planning Limited
- FCA reg no.
- 1007920
- FCA authorised date:
- 31/01/24
Bob Gibbs Financial Planning Ltd in Milton Keynes, offers FCA-regulated advice on financial services including life and investments, pensions retirement, and final salary pension transfers. Known for their personalized, professional approach.- ✔3 Financial Advisers
- 🪧4.2 Miles
- 📍Milton Keynes
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Ad Valorem Wealth Management Services Limited
- FCA reg no.
- 1040510
- FCA authorised date:
- 06/09/25
FCA registered financial firm Ad Valorem, based in Milton Keynes, offers personalised advice on investments, pensions and comprehensive financial planning. Specialising in final pension transfers, they prioritise a client-centric approach.- ✔1 Financial Adviser
- 🪧4.5 Miles
- 📍Milton Keynes
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Boosst Limited
- FCA reg no.
- 791683
- FCA authorised date:
- 03/04/18
boosst is an award-winning, employee-owned financial planning firm based at Church View in Hulcote, Bedfordshire. In 2024, our founders transferred 100% of the company's shares into an Employee Ownership Trust, meaning boosst is owned entirely by the people who work in it - not by a parent company... read full company profile.- ✔4 Financial Advisers
- 🪧4.6 Miles
- 📍Milton Keynes
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Odyssey Wealth Management LTD
- FCA reg no.
- 610640
- FCA authorised date:
- 21/11/13
Odyssey Wealth Management Ltd, located in Milton Keynes, offers comprehensive financial services such as investments, life insurance, and personalised retirement advice. They provide robust financial planning tailored to each client's needs.- ✔3 Financial Advisers
- 🪧4.6 Miles
- 📍Milton Keynes
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MBW Wealth Management LTD
- FCA reg no.
- 777669
- FCA authorised date:
- 27/04/17
MBW Wealth Management Ltd provides trusted financial planning services in Buckinghamshire, specialising in investment portfolios, pensions retirement, life investments, and strategic financial planning, regulated by the FCA (No. 777669).- ✔1 Financial Adviser
- 🪧4.7 Miles
- 📍Milton Keynes
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WHITELEAF FINANCIAL PLANNING LTD
- FCA reg no.
- 939290
- FCA authorised date:
- 25/11/20
Whiteleaf Financial Planning Ltd provides comprehensive, personalised financial guidance in life insurance, investments, and pensions retirement advice, specialising in final salary pension transfers. Regulated by the FCA, they are dedicated to securing clients' financial future.- ✔2 Financial Advisers
- 🪧4.8 Miles
- 📍Milton Keynes
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Vizion Wealth LLP
- FCA reg no.
- 565523
- FCA authorised date:
- 17/01/12
FCA-regulated Vizion Wealth LLP offers comprehensive financial services including wealth management and retirement advice. Serving Milton Keynes and beyond, they prioritize clients' financial stability with tailored, trusted advice.- ✔2 Financial Advisers
- 🪧5.4 Miles
- 📍Milton Keynes
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Chrystie Savage Limited
- FCA reg no.
- 564580
- FCA authorised date:
- 15/09/11
Chrystie Savage Limited, based in Stony Stratford, Buckinghamshire, provides tailored financial services, specialising in life and investment management, pensions, retirement planning and broad financial planning, ensuring regulated and trustworthy advice.- ✔1 Financial Adviser
- 🪧5.5 Miles
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