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Find FCA registered Financial Advisers Near Me in Lechlade-on-Thames

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We have found 369 relevant financial adviser firms within 30 miles of Lechlade-on-Thames. 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. 🪧9.2 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. 🪧28.2 Miles
    3. 📍Thatcham
  4. 👤

    Tim Hall

    Robertsons & Crawford Ltd
    FCA reg no.
    TXH00221
    FCA authorised date:
    03/05/17
    The fee we charge is commensurate with the amount of work required to provide you with the service you need. We provide an initial, no obligation one-hour meeting to discuss your needs free of charge, where we will establish what work is required and will be able to provide a quotation of costs at t... read full individual profile
    1. ✔Min Pension Savings: £50,000
    2. ✔Min Assets: £50,000
    3. 🪧33.7 Miles
    4. 📍Bradford On Avon
  5. 👤

    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. 🪧35 Miles
    4. 📍Reading
  6. 🏢

    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. 🪧35 Miles
    5. 📍Reading
  7. 🏢

    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. 🪧37.4 Miles
    5. 📍London
  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. 🪧57.3 Miles
    4. 📍Lutterworth
  9. 🏢

    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. 🪧3.9 Miles
    3. 📍Fairford
  10. 🏢

    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. 🪧4.4 Miles
    3. 📍Swindon
  11. 🏢

    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. 🪧4.7 Miles
    3. 📍Bampton
  12. 🏢

    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. 🪧5.5 Miles
    3. 📍Faringdon
  13. 🏢

    Unique Financial Planning Limited

    FCA reg no.
    216560
    FCA authorised date:
    30/10/23
    8. Unique Financial Planning, based in Weybridge, Surrey, is a client-oriented financial advisory firm offering regulated services such as life and investment planning, pensions advice, and comprehensive financial planning.
    1. ✔25 Financial Advisers
    2. 🪧5.9 Miles
    3. 📍Swindon
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  15. 🏢

    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. 🪧7 Miles
    3. 📍Carterton
  16. 🏢

    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. 🪧7.1 Miles
    3. 📍Cirencester
  17. 🏢

    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. 🪧7.1 Miles
    3. 📍Cirencester
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