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Find FCA registered Financial Advisers Near Me in Down End OX15

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We have found 389 relevant financial adviser firms within 30 miles of Down End OX15. Showing page 1 of 26.

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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. 🪧26.7 Miles
    3. 📍Cirencester
  3. 🏢

    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. 🪧29.9 Miles
    5. 📍Rugby
  4. 👤

    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. 🪧29.9 Miles
    4. 📍Rugby
  5. 🏢

    Linkage Financial Solutions

    FCA reg no.
    998729
    FCA authorised date:
    28/06/23
    As an independent financial and mortgage advisory firm based in Beverley. We are not tied to any particular provider and can advise you on products from across the whole market. We will always take a rounded view of the options, considering factors such as charges, customer service,... read full company profile
    1. ✔1 Financial Adviser
    2. ✔Min Pension Savings: £100,000
    3. 🪧34.4 Miles
    4. 📍Beverley
  6. 👤

    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. 🪧34.6 Miles
    4. 📍Lutterworth
  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. 🪧35.2 Miles
    5. 📍Nottingham
  8. 🏢

    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. 🪧46.3 Miles
    5. 📍London
  9. 👤

    Tom Buck

    Calder Financial Ltd
    FCA reg no.
    TEB00011
    FCA authorised date:
    17/01/22
    SOLLA (Society of Later Life Advisors Accredited) Level 4 Financial Planning Certification
    1. ✔Min Pension Savings: £50,000
    2. ✔Min Assets: £50,000
    3. 🪧57.2 Miles
    4. 📍Hilton
  10. 🏢

    Calder Financial LTD

    FCA reg no.
    586897
    FCA authorised date:
    17/01/22
    We work closely with clients from family owned businesses, entreprenuers and new business starts ups, and families who want to grow their wealth, manage it and then protect it as a lasting legacy for generations to come. As independent advisors we work closely to create plans that allow our clients... read full company profile
    1. ✔1 Financial Adviser
    2. ✔Min Pension Savings: £50,000
    3. ✔Min Assets: £50,000
    4. 🪧57.2 Miles
    5. 📍Hilton
  11. 🏢

    McArthur-white Wealth Management

    FCA reg no.
    193985
    FCA authorised date:
    19/06/06
    McArthur-White Wealth Management, regulated by the FCA, provides expert, client-focused financial advice and services in Banbury, Oxfordshire. Renowned for a trustworthy and approachable style, they serve clients in Swalcliffe and surrounding areas.
    1. ✔1 Financial Adviser
    2. 🪧2.6 Miles
    3. 📍Banbury
  12. 🏢

    Susan Rowley

    FCA reg no.
    959557
    FCA authorised date:
    03/03/22
    SCR Financial Services, based in Burdrop, provides tailored financial solutions, specialising in life investments, pension advice and salary transfers with integrity and professional excellence in Oxfordshire.
    1. ✔1 Financial Adviser
    2. 🪧2.9 Miles
    3. 📍Oxon
  13. 🏢

    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. 🪧4.1 Miles
    3. 📍Chipping Norton
  14. 🏢

    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. 🪧4.1 Miles
    3. 📍Chipping Norton
  15. 🏢

    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. 🪧4.1 Miles
    3. 📍Chipping Norton
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  17. 🏢

    William & Partners PIO Limited

    FCA reg no.
    934617
    FCA authorised date:
    30/10/25
    1. ✔1 Financial Adviser
    2. 🪧4.9 Miles
    3. 📍Bloxham
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