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Find FCA registered Financial Advisers Near Me in GL7 3

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We have found 362 relevant financial adviser firms within 30 miles of GL7 3. Showing page 1 of 25.

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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. 🪧9.4 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. 🪧29.7 Miles
    3. 📍Thatcham
  4. 🏢

    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. 🪧38.4 Miles
    5. 📍London
  5. 👤

    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. 🪧55.2 Miles
    4. 📍Lutterworth
  6. 🏢

    Piggybank UK Limited

    FCA reg no.
    533565
    FCA authorised date:
    04/01/11
    Piggybank UK Limited, an FCA regulated firm in Alvescot, Oxfordshire, offers expert financial planning and advice, specializing in insurance, investments, pensions, and final salary pension transfers. They provide tailored services to meet individual needs.
    1. ✔2 Financial Advisers
    2. 🪧3.5 Miles
    3. 📍Bampton
  7. 🏢

    JPA Financial Planning LTD

    FCA reg no.
    999473
    FCA authorised date:
    11/07/23
    JPA Financial Planning Ltd, a leading FCA-regulated firm in Fairford, Gloucestershire, specializes in personalized life and investments, pensions retirement advice, and final salary pension transfers across the UK.
    1. ✔7 Financial Advisers
    2. 🪧4.2 Miles
    3. 📍Fairford
  8. 🏢

    Stephen John Wright

    FCA reg no.
    1042310
    FCA authorised date:
    31/10/25
    Stephen John Wright is a reputable, FCA-regulated financial firm in Carterton, Oxfordshire, offering personalised advice across investments, pensions, and comprehensive financial planning. Dedicated to helping clients make informed financial decisions.
    1. ✔1 Financial Adviser
    2. 🪧5.4 Miles
    3. 📍Carterton
  9. 🏢

    Courtney Jones Financial Services LTD

    FCA reg no.
    1023846
    FCA authorised date:
    29/01/25
    Courtney Jones Financial Services Ltd, an FCA regulated company, specialises in providing expert financial and retirement planning services. Based in Burford, we offer tailored solutions including investments, and pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧5.5 Miles
    3. 📍Burford
  10. 🏢

    TPC Witney Limited

    FCA reg no.
    586770
    FCA authorised date:
    22/08/12
    TPC Witney Ltd, a regulated financial services firm in Burford, Oxfordshire, offering life investments, retirement plans and comprehensive financial planning. Known for trustworthy advice, proficiency, and a client-focused approach to secure your financial future.
    1. ✔1 Financial Adviser
    2. 🪧6.5 Miles
    3. 📍Burford
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  12. 🏢

    Dandelion Financial Limited

    FCA reg no.
    606555
    FCA authorised date:
    02/01/14
    Dandelion Financial Limited, regulated by the FCA, provides expert financial planning services, specializing in life and pension retirement advice, and investment solutions in the Wiltshire region.
    1. ✔2 Financial Advisers
    2. 🪧6.7 Miles
    3. 📍Swindon
  13. 🏢

    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
  14. 🏢

    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. 🪧6.7 Miles
    3. 📍Faringdon
  15. 🏢

    Jane Davidson

    FCA reg no.
    474075
    FCA authorised date:
    19/10/07
    Jane Davidson, a reputable FCA registered financial firm in Poulton, Gloucestershire, offers tailored financial advice for life and investment planning, pensions, and comprehensive financial planning. Welcoming both new and seasoned investors.
    1. ✔1 Financial Adviser
    2. 🪧7.3 Miles
    3. 📍Cirencester
  16. 🏢

    Rachel Vincent

    FCA reg no.
    1038409
    FCA authorised date:
    16/07/25
    Rachel Vincent is an FCA regulated firm in Cirencester, providing bespoke financial planning services including life investments and pension transfers, predominantly serving clients in Poulton and surrounding regions.
    1. ✔1 Financial Adviser
    2. 🪧7.5 Miles
    3. 📍Cirencester
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  18. 🏢

    HYATT FINANCIAL MANAGEMENT LIMITED LIABILITY PARTNERSHIP

    FCA reg no.
    1016266
    FCA authorised date:
    23/07/24
    HYATT FINANCIAL MANAGEMENT LLP is an FCA-registered firm in Bampton, Oxfordshire, specializing in financial planning and pension advice, offering tailored, dependable financial strategies to a wide range of clients.
    1. ✔2 Financial Advisers
    2. 🪧7.6 Miles
    3. 📍Bampton
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