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Find FCA registered Financial Advisers Near Me in HP18 9

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We have found 499 relevant financial adviser firms within 30 miles of HP18 9. Showing page 1 of 34.

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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. 🪧24.2 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. 🪧24.2 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. 🪧27.1 Miles
    5. 📍London
  5. 🏢

    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. 🪧29.3 Miles
    3. 📍Thatcham
  6. 🏢

    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. 🪧42.5 Miles
    5. 📍Rugby
  7. 👤

    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. 🪧42.5 Miles
    4. 📍Rugby
  8. 👤

    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. 🪧46.4 Miles
    4. 📍Lutterworth
  9. 🏢

    Aspen Financial Advice Limited

    FCA reg no.
    601824
    FCA authorised date:
    29/05/13
    Aspen Financial Advice Limited is an FCA-regulated firm based in Thame, Oxfordshire, offering tailored financial planning services including life investments, pensions, retirement and transfer advice.
    1. ✔3 Financial Advisers
    2. 🪧4.5 Miles
    3. 📍Thame
  10. 🏢

    Wills & Trusts Independent Financial Planning Limited

    FCA reg no.
    223962
    FCA authorised date:
    17/06/03
    Wills & Trusts Independent Financial Planning Limited is a trusted financial services firm in Thame, offering specialized advice in life investments, pensions, and financial planning to clients in Oxfordshire.
    1. ✔2 Financial Advisers
    2. 🪧4.6 Miles
    3. 📍Thame
  11. 🏢

    Thameside Financial Planning Limited

    FCA reg no.
    609980
    FCA authorised date:
    14/01/14
    Thameside Financial Planning Limited, based in Thame, Oxfordshire, provides comprehensive financial planning, regulated advice and retirement expertise. The ethical firm, regulated by the FCA, focuses on individual needs and serves surrounding areas.
    1. ✔1 Financial Adviser
    2. 🪧4.6 Miles
    3. 📍Thame
  12. 🏢

    M Collins Finance LTD

    FCA reg no.
    988288
    FCA authorised date:
    05/12/22
    M Collins Finance Ltd, based in Thame, Oxfordshire, is an FCA regulated financial consultancy offering life insurance, investment advice, pension retirement guidance, final salary pension transfers and bespoke financial planning.
    1. ✔2 Financial Advisers
    2. 🪧4.8 Miles
    3. 📍Thame
  13. 🏢

    EQ Financial Planning Limited

    FCA reg no.
    952281
    FCA authorised date:
    04/06/21
    2plan Wealth Management is a leading financial services provider in Aylesbury, Buckinghamshire, offering tailored financial advice and an array of services including insurance, investments, and pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧4.9 Miles
    3. 📍Aylesbury
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  15. 🏢

    Richardsons Financial Services Limited

    FCA reg no.
    141816
    FCA authorised date:
    01/12/01
    Richardsons Financial Services Limited in Thame, Oxfordshire, provides regulated financial advice and planning. Renowned for transparency and expertise, the firm specializes in pensions retirement advice, final salary pension transfers, and other financial planning areas.
    1. ✔3 Financial Advisers
    2. 🪧4.9 Miles
    3. 📍Thame
  16. 🏢

    Wichert Associates Wealth Management LLP

    FCA reg no.
    759706
    FCA authorised date:
    03/10/16
    Haddenham-based Wichert Associates Wealth Management LLP offers regulated financial advice and planning across Buckinghamshire, specializing in insurance, investments, and pensions retirement advice. They provide accessible, customized solutions for a wide range of clientele.
    1. ✔1 Financial Adviser
    2. 🪧5.1 Miles
    3. 📍Haddenham
  17. 🏢

    Victoria Reeman

    FCA reg no.
    1024574
    FCA authorised date:
    31/01/25
    Victoria Reeman is a top financial firm based in Haddenham, Buckinghamshire, specialising in tailored financial planning services. Known for its professional, friendly approach, it's a trusted financial advisor for local families.
    1. ✔1 Financial Adviser
    2. 🪧5.8 Miles
    3. 📍Aylesbury
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