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Find FCA registered Financial Advisers Near Me in Caldecott OX14


We have found 425 relevant financial adviser firms within 30 miles of Caldecott OX14. Showing page 19 of 29.

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  2. 🏢

    Lifestyle Wealth Limited

    FCA reg no.
    997556
    FCA authorised date:
    07/06/23
    Lifestyle Wealth Limited, an FCA registered firm in Aylesbury, Buckinghamshire, specializes in insurance, investments, retirement advice, and personalized financial planning, tailored by professionals to suit client needs.
    1. ✔2 Financial Advisers
    2. 🪧24.8 Miles
    3. 📍Aylesbury
  3. 🏢

    Arborfield Wealth Limited

    FCA reg no.
    987996
    FCA authorised date:
    17/07/23
    Arborfield Wealth Limited is a regulated financial services firm in Reading, Berkshire, specializing in life investments, pensions, retirement planning, and personalized financial advice for individuals and local families.
    1. ✔1 Financial Adviser
    2. 🪧25 Miles
    3. 📍Arborfield
  4. 🏢

    John Murphy Financial Management Limited

    FCA reg no.
    925053
    FCA authorised date:
    01/02/21
    John Murphy Financial Management is an FCA-regulated firm based in High Wycombe, offering expert advice in life insurance, investments and pensions retirement planning with a focus on personalized strategies.
    1. ✔1 Financial Adviser
    2. 🪧25 Miles
    3. 📍High Wycombe
  5. 🏢

    Court View Financial Planning Limited

    FCA reg no.
    572914
    FCA authorised date:
    18/01/12
    Based in Buckinghamshire, Court View Financial Planning Limited offers tailored financial advice, specialising in life and investment planning, pensions, and comprehensive financial management. They are known for their client-centric approach and FCA-regulated expertise.
    1. ✔3 Financial Advisers
    2. 🪧25.1 Miles
    3. 📍Halton
  6. 🏢

    More Wealth Planning LTD

    FCA reg no.
    728136
    FCA authorised date:
    13/05/16
    More Wealth Planning Ltd is a seasoned financial planning firm in Great Missenden, Buckinghamshire offering regulated advisory services, investment guidance, and retirement advice to secure clients' financial futures.
    1. ✔2 Financial Advisers
    2. 🪧25.1 Miles
    3. 📍Great Missenden
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  8. 🏢

    Samuel Jason Henry

    FCA reg no.
    400852
    FCA authorised date:
    14/07/14
    Samuel Jason Henry is a renowned financial firm in Reading, Berkshire, specializing in life and investment planning, pensions, retirement advice, and comprehensive financial services tailored to individual needs.
    1. ✔3 Financial Advisers
    2. 🪧25.1 Miles
    3. 📍Reading
  9. 🏢

    Michael Philips

    FCA reg no.
    144745
    FCA authorised date:
    01/12/01
    Buckinghamshire-based Michael Philips offers professional financial planning and expert advice, covering life and investments, pensions, and retirement. Regulated by the FCA, they offer tailored advice to locals and first-time buyers.
    1. ✔1 Financial Adviser
    2. 🪧25.1 Miles
    3. 📍Aylesbury
  10. 🏢

    Assured Wealth Management Limited

    FCA reg no.
    1010494
    FCA authorised date:
    15/04/24
    Assured Wealth Management Limited provides proficient financial planning advice, encompassing life and investments, pensions and salary pension transfers. Specialising in tailored solutions, they cater to diverse clientele towards a secure future.
    1. ✔1 Financial Adviser
    2. 🪧25.2 Miles
    3. 📍Swindon
  11. 🏢

    BUTLER TOLL LIMITED

    FCA reg no.
    442229
    FCA authorised date:
    10/02/06
    Butler Toll Ltd, based in Swindon, Wiltshire, is a regulated financial advisory firm specializing in life investments, pensions, and comprehensive financial planning. Known for its client-oriented service, Butler Toll delivers personalized, transparent, and effective financial advice.
    1. ✔3 Financial Advisers
    2. 🪧25.2 Miles
    3. 📍Swindon
  12. 🏢

    ALEX JAMES INDEPENDENT FINANCIAL ADVISERS LTD

    FCA reg no.
    684887
    FCA authorised date:
    03/08/15
    Alex James Independent Financial Advisers Ltd provides bespoke, client-centric financial services including investments and retirement planning in Buckinghamshire, ensuring personalized solutions under FCA regulation number 684887.
    1. ✔1 Financial Adviser
    2. 🪧25.2 Miles
    3. 📍Bourne End
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  14. 🏢

    Oculus Wealth Management (wiltshire) LTD

    FCA reg no.
    783190
    FCA authorised date:
    03/07/17
    Oculus Wealth Management, Wiltshire is a FCA-regulated trusted financial advisor based in Swindon, providing tailored financial and retirement planning strategies for clients across the region.
    1. ✔2 Financial Advisers
    2. 🪧25.3 Miles
    3. 📍Swindon
  15. 🏢

    Arborheath LTD

    FCA reg no.
    937373
    FCA authorised date:
    01/04/21
    Arborheath Ltd is a FCA-regulated financial planning firm in Berkshire, specializing in life investments, pension retirement and general investment planning. It offers personalised, client-centric services for both novice and experienced investors.
    1. ✔2 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧25.3 Miles
    4. 📍Berkshire
  16. 🏢

    Executive Advisory Services Limited

    FCA reg no.
    154311
    FCA authorised date:
    01/12/01
    Executive Advisory Services Ltd, based in Cookham, Berkshire, is a trusted FCA-regulated firm offering personalised advice on life investments, pensions, retirement and financial planning. They cater especially to first-time individuals seeking guidance.
    1. ✔6 Financial Advisers
    2. ✔2 Mortgage Brokers
    3. 🪧25.4 Miles
    4. 📍Maidenhead
  17. 🏢

    OAKWOOD FINANCIAL SERVICES LTD

    FCA reg no.
    660574
    FCA authorised date:
    01/07/15
    Oakwood Financial Services Ltd is a FCA regulated firm offering life and investment management, pensions retirement advice, and bespoke financial planning in Buckinghamshire and surrounding areas. Their custom strategies aim to facilitate your financial journey.
    1. ✔3 Financial Advisers
    2. 🪧25.4 Miles
    3. 📍Flackwell Heath
  18. 🏢

    Christopher Lawrence Whibley

    FCA reg no.
    215341
    FCA authorised date:
    31/05/05
    Christopher Lawrence Whibley is a trusted financial advisor based in Bourne End, Buckinghamshire offering a range of services including investment advice, pension transfers, retirement planning, and tailored financial planning.
    1. ✔1 Financial Adviser
    2. 🪧25.4 Miles
    3. 📍Bourne End
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