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Find FCA registered Financial Advisers Near Me in Caldecott OX14

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We have found 425 relevant financial adviser firms within 30 miles of Caldecott OX14. Showing page 1 of 29.

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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. 🪧18.8 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. 🪧20 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. 🪧20 Miles
    5. 📍Reading
  5. 🏢

    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. 🪧22.9 Miles
    5. 📍London
  6. 👤

    Holly Boden

    Abode Financial Planning
    FCA reg no.
    HXB00262
    FCA authorised date:
    17/10/23
    SMF3 Executive Director
    1. ✔Min Assets: £500,000
    2. 🪧26.5 Miles
    3. 📍Cirencester
  7. 👤

    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. 🪧55.4 Miles
    4. 📍Lutterworth
  8. 🏢

    Wincroft Wealth Management Limited

    FCA reg no.
    977996
    FCA authorised date:
    27/06/22
    Based in Abingdon, Oxfordshire, Wincroft Wealth Management Limited offers personalised financial planning services, specialising in life investments and pensions. They offer client-centric, regulated, tailored financial solutions to individuals and businesses.
    1. ✔1 Financial Adviser
    2. 🪧0.5 Miles
    3. 📍Abingdon
  9. 🏢

    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. 🪧1.3 Miles
    3. 📍Abingdon
  10. 🏢

    White Horse Wealth Management LTD

    FCA reg no.
    1027535
    FCA authorised date:
    27/03/25
    White Horse Wealth Management Ltd is a trusted FCA-regulated financial advisory firm in Oxfordshire, offering comprehensive financial planning solutions for life transitions, pensions and investments, prioritising client-focused services.
    1. ✔1 Financial Adviser
    2. 🪧1.6 Miles
    3. 📍Abingdon
  11. 🏢

    Steven John Nichols

    FCA reg no.
    432924
    FCA authorised date:
    19/05/05
    Based in Abingdon, Steven John Nichols is a specialist firm offering expert pension retirement advice, investment services, and comprehensive financial planning throughout Oxfordshire and surrounding counties.
    1. ✔1 Financial Adviser
    2. 🪧2.2 Miles
    3. 📍Abingdon
  12. 🏢

    Simon Rowberry

    FCA reg no.
    417383
    FCA authorised date:
    17/01/05
    Simon Rowberry is an FCA-regulated financial firm in Oxfordshire, specializing in financial advisory services such as pensions and investments, providing individually-tailored solutions with a professional, approachable demeanor.
    1. ✔1 Financial Adviser
    2. 🪧2.5 Miles
    3. 📍Culham
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  14. 🏢

    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. 🪧3.7 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. 🪧4.4 Miles
    3. 📍Didcot
  16. 🏢

    William Gow

    FCA reg no.
    470448
    FCA authorised date:
    14/08/07
    William Gow is an Oxfordshire-based, FCA-regulated financial planning firm delivering personalised advice on life investments, pensions, and retirement planning, committed to securing clients' financial future.
    1. ✔1 Financial Adviser
    2. 🪧4.9 Miles
    3. 📍Abingdon
  17. 🏢

    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. 🪧5.4 Miles
    3. 📍Wantage
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