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Find FCA registered Financial Advisers Near Me in Belmont OX12

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We have found 352 relevant financial adviser firms within 30 miles of Belmont OX12. Showing page 1 of 24.

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  2. 🏢

    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. 🪧15.8 Miles
    3. 📍Thatcham
  3. 👤

    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. 🪧21.8 Miles
    4. 📍Reading
  4. 🏢

    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. 🪧21.8 Miles
    5. 📍Reading
  5. 👤

    Holly Boden

    Abode Financial Planning
    FCA reg no.
    HXB00262
    FCA authorised date:
    17/10/23
    SMF3 Executive Director
    1. ✔Min Assets: £500,000
    2. 🪧21.9 Miles
    3. 📍Cirencester
  6. 🏢

    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. 🪧24.3 Miles
    5. 📍London
  7. 🏢

    415 LLP

    FCA reg no.
    479512
    FCA authorised date:
    31/03/08
    Based in Wantage, Oxfordshire, 415 LLP is a regulated, FCA-registered firm offering reliable financial advice, pensions consultation, and comprehensive planning services tailored to individual needs.
    1. ✔2 Financial Advisers
    2. 🪧0.2 Miles
    3. 📍Wantage
  8. 🏢

    Universe Financial Advice LTD

    FCA reg no.
    913719
    FCA authorised date:
    03/08/20
    Universe Financial Advice Ltd, an FCA-regulated firm in Oxfordshire, specialises in life and investment services, along with retirement planning. Known for tailored guidance and broad regional service, they are a trusted financial partner.
    1. ✔1 Financial Adviser
    2. 🪧0.7 Miles
    3. 📍Wantage
  9. 🏢

    Point To Point Financial Management LLP

    FCA reg no.
    823811
    FCA authorised date:
    19/10/18
    Point To Point Financial Management LLP is a regulated financial planning company in Oxfordshire, known for providing personalised strategies in life investments, pensions, and retirement advice.
    1. ✔1 Financial Adviser
    2. 🪧2 Miles
    3. 📍Wantage
  10. 🏢

    Stephanie Richards

    FCA reg no.
    837962
    FCA authorised date:
    25/03/19
    Stephanie Richards is a FCA-certified firm in East Hendred, Oxfordshire, specializing in financial planning, pension advice, and final salary pension transfers with a client-centric approach.
    1. ✔1 Financial Adviser
    2. 🪧4 Miles
    3. 📍Wantage
  11. 🏢

    Goldsmith Financial Solutions

    FCA reg no.
    506317
    FCA authorised date:
    11/02/10
    Goldsmith Invest is a globally recognised, FCA regulated firm offering expert financial planning with a focus on customised life investments, pensions, and retirement advice. Their approach is client-centric and consistently reliable.
    1. ✔1 Financial Adviser
    2. 🪧5.3 Miles
    3. 📍Harwell
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  13. 🏢

    Craig McLearie Limited

    FCA reg no.
    439594
    FCA authorised date:
    20/09/05
    Craig Mclearie Limited is a trusted, FCA regulated financial firm offering personalized advice on insurance, investments, pension transfers and retirement planning across the UK.
    1. ✔1 Financial Adviser
    2. 🪧5.4 Miles
    3. 📍Abingdon
  14. 🏢

    Financialmerrett Limited

    FCA reg no.
    739647
    FCA authorised date:
    09/03/16
    Oxfordshire-based FinancialMerret Limited offers expert, regulated financial advice in areas like insurance, investments, and pensions. Known for their professional, approachable style, they're FCA registered (#739647).
    1. ✔1 Financial Adviser
    2. 🪧6.7 Miles
    3. 📍Abingdon
  15. 🏢

    Thaker Wealth LTD

    FCA reg no.
    981041
    FCA authorised date:
    16/08/22
    Thaker Wealth Ltd, based in Didcot, Oxfordshire, offers expert financial planning and advice on life investments, pensions, and retirement. Their FCA-regulated team delivers personalized strategies to meet individual financial goals.
    1. ✔1 Financial Adviser
    2. 🪧7.1 Miles
    3. 📍Didcot
  16. 🏢

    Reed Financial LTD

    FCA reg no.
    230465
    FCA authorised date:
    07/02/11
    Reed Financial Ltd, based in Hungerford, is a renowned firm offering exceptional financial planning services, including investments and retirement planning. They prioritise personalised solutions for a better financial outcome.
    1. ✔1 Financial Adviser
    2. 🪧7.1 Miles
    3. 📍Hungerford
  17. 🏢

    Olive Wealth Management LTD

    FCA reg no.
    482693
    FCA authorised date:
    10/06/08
    FCA regulated Olive Wealth Management Ltd provides tailored financial advice and services - including life planning, retirement pensions and investment strategies - to individuals and businesses in Oxfordshire.
    1. ✔1 Financial Adviser
    2. 🪧7.7 Miles
    3. 📍Faringdon
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