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Find FCA registered Financial Advisers Near Me in Brookend OX7

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We have found 337 relevant financial adviser firms within 30 miles of Brookend OX7. Showing page 1 of 23.

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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. 🪧20.4 Miles
    3. 📍Cirencester
  3. 🏢

    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. 🪧36.5 Miles
    3. 📍Thatcham
  4. 🏢

    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. 🪧37.3 Miles
    5. 📍Rugby
  5. 👤

    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. 🪧37.3 Miles
    4. 📍Rugby
  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. 🪧41.5 Miles
    5. 📍London
  7. 🏢

    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. 🪧41.9 Miles
    5. 📍Nottingham
  8. 👤

    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. 🪧42 Miles
    4. 📍Lutterworth
  9. 🏢

    Hall Financial Planning LLP

    FCA reg no.
    618207
    FCA authorised date:
    22/07/14
    FCA-regulated Hall Financial Planning, based in Oxfordshire, specialises in trustworthy and personalised life and investment services, pensions retirement advice, and comprehensive financial planning.
    1. ✔1 Financial Adviser
    2. 🪧3.1 Miles
    3. 📍Chipping Norton
  10. 🏢

    Wise Investments LTD

    FCA reg no.
    230553
    FCA authorised date:
    29/09/04
    Wise Investments is a renowned FCA-regulated firm based in Chipping Norton, offering comprehensive financial planning, wealth management, pensions retirement advice and bespoke guidance for individuals and businesses.
    1. ✔8 Financial Advisers
    2. 🪧3.3 Miles
    3. 📍Chipping Norton
  11. 🏢

    Shires Wealth Management LTD

    FCA reg no.
    764050
    FCA authorised date:
    10/11/16
    Shires Wealth Management Ltd is a trustworthy financial services company based in Oxfordshire, providing comprehensive financial solutions. Specializing in various segments including insurance and pensions, it offers expert investment advice.
    1. ✔1 Financial Adviser
    2. 🪧3.7 Miles
    3. 📍Chipping Norton
  12. 🏢

    Cotswold Financial Solutions LTD

    FCA reg no.
    1018958
    FCA authorised date:
    07/10/24
    Cotswold Financial Solutions Ltd is a trusted FCA-regulated firm providing expert financial advice and planning services, specializing in life and investment management, pension retirement advice, and strategic planning in Oxfordshire.
    1. ✔2 Financial Advisers
    2. 🪧3.7 Miles
    3. 📍Chipping Norton
  13. 🏢

    Longhurst Limited

    FCA reg no.
    924828
    FCA authorised date:
    22/09/20
    Longhurst Limited is an FCA regulated Oxfordshire-based financial firm offering tailored life insurance, investments, and retirement planning services, extending their expertise beyond Oxfordshire to neighbouring counties.
    1. ✔1 Financial Adviser
    2. 🪧3.9 Miles
    3. 📍Chipping Norton
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  15. 🏢

    Philip James Financial Services LTD.

    FCA reg no.
    531018
    FCA authorised date:
    18/04/11
    Philip James Financial Services Ltd, based in Oxfordshire, offers a comprehensive suite of financial services including insurance, investment and retirement planning. The company is an FCA regulated, reliable and approachable choice for financial advice.
    1. ✔4 Financial Advisers
    2. 🪧6.7 Miles
    3. 📍Burford
  16. 🏢

    Mathews Comfort Financial Services Limited

    FCA reg no.
    137195
    FCA authorised date:
    01/12/01
    Oxfordshire-based Mathews Comfort Financial Services Ltd. provides expert financial planning, regulated advice, and comprehensive financial services including life and investments, pension retirement advice. FCA regulated (137195), they are trustworthy, accessible and reliable.
    1. ✔3 Financial Advisers
    2. 🪧6.9 Miles
    3. 📍Witney
  17. 🏢

    Parkside Financial Planning LTD

    FCA reg no.
    986599
    FCA authorised date:
    04/11/22
    Parkside Financial Planning Ltd, based in Witney, Oxfordshire, offers trusted financial planning services across the UK. Specialising in life and investment planning, final salary pension transfers, and pensions retirement advice. FCA regulated.
    1. ✔1 Financial Adviser
    2. 🪧7 Miles
    3. 📍Witney
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