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Find FCA registered Financial Advisers Near Me in HP15 7

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We have found 1891 relevant financial adviser firms within 30 miles of HP15 7. Showing page 1 of 127.

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  2. 👤

    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. 🪧17.8 Miles
    4. 📍Reading
  3. 🏢

    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. 🪧17.8 Miles
    5. 📍Reading
  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. 🪧19.3 Miles
    5. 📍London
  5. 🏢

    Balance Financial Planning

    FCA reg no.
    1005927
    FCA authorised date:
    12/12/23
    HOW WE HELP At Balance Financial Planning we know building wealth is a gradual process, so it’s even more important you make well-informed decisions on how to keep it working for your future. Understanding your financial options can be challenging and sometimes overwhelming.  Whatever your goa... read full company profile
    1. ✔1 Financial Adviser
    2. ✔Min Pension Savings: £50,000
    3. ✔Min Assets: £50,000
    4. 🪧25.9 Miles
    5. 📍Claygate
  6. 🏢

    Robertson’s Wealth Management LTD

    FCA reg no.
    1043793
    FCA authorised date:
    13/11/25
    1. ✔1 Financial Adviser
    2. 🪧27 Miles
    3. 📍London
  7. 🏢

    Westminster Wealth Management LLP

    FCA reg no.
    490519
    FCA authorised date:
    12/12/08
    Westminster Wealth Management brings together a wealth of experience from across the financial services sector. As a fully independent financial advisory practice, we pride ourselves on offering exceedingly high levels of personal service. This has resulted in long-term relationships with our cl... read full company profile
    1. ✔50 Financial Advisers
    2. ✔5 Mortgage Brokers
    3. ✔Min Pension Savings: £200,000
    4. ✔Min Assets: £200,000
    5. 🪧27.6 Miles
    6. 📍 London
  8. 🏢

    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 Miles
    3. 📍Thatcham
  9. 👤

    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. 🪧59.8 Miles
    4. 📍Lutterworth
  10. 🏢

    Barhams Financial Services LTD

    FCA reg no.
    206515
    FCA authorised date:
    24/07/15
    Buckinghamshire-based Barhams Financial Services Ltd specialises in regulated financial planning and retirement advice across a variety of segments, providing professional, reliable and client-focused services.
    1. ✔1 Financial Adviser
    2. 🪧0.5 Miles
    3. 📍Hazlemere
  11. 🏢

    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. 🪧0.6 Miles
    3. 📍High Wycombe
  12. 🏢

    WILLANS WEALTH MANAGEMENT LTD

    FCA reg no.
    939765
    FCA authorised date:
    30/11/20
    Willans Wealth Management Ltd is a reputable, FCA-regulated financial services firm in High Wycombe, offering expert advice on investments, life insurance, pension retirement, and complex financial planning.
    1. ✔1 Financial Adviser
    2. 🪧1.1 Miles
    3. 📍High Wycombe
  13. 🏢

    Applewood Financial Solutions LTD

    FCA reg no.
    1016046
    FCA authorised date:
    14/07/24
    Applewood Financial Solutions Ltd, a High Wycombe-based firm, offers strategic financial planning, including life investments, pension advice, and overall financial planning. Known for their client-focused, tailored services across Buckinghamshire.
    1. ✔1 Financial Adviser
    2. 🪧1.3 Miles
    3. 📍High Wycombe
  14. 🏢

    Philip Harper LLP

    FCA reg no.
    485423
    FCA authorised date:
    09/09/08
    Philip Harper LLP is a reputable, FCA registered financial advisory firm based in Penn, High Wycombe, known for its client-centric approach and comprehensive range of tailored financial services.
    1. ✔4 Financial Advisers
    2. 🪧1.5 Miles
    3. 📍High Wycombe
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  16. 🏢

    Money Matters (bucks) Limited

    FCA reg no.
    925725
    FCA authorised date:
    04/01/21
    Money Matters (Bucks) Ltd is a FCA-regulated financial advisory firm in Buckinghamshire, offering bespoke solutions for life, investments, pensions, and financial planning with a personalized, approachable service.
    1. ✔1 Financial Adviser
    2. 🪧1.6 Miles
    3. 📍Buckinghamshire
  17. 🏢

    Ian Marsh

    FCA reg no.
    927265
    FCA authorised date:
    04/06/20
    Ian Marsh is an FCA-regulated financial planning firm based in Penn, High Wycombe, specializing in life and investments, pensions, retirement advice, and final salary pension transfers. They prioritize trust, dedication, and personalized service.
    1. ✔1 Financial Adviser
    2. 🪧1.9 Miles
    3. 📍High Wycombe
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