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Find FCA registered Financial Advisers Near Me in Lower Caversham RG4

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We have found 731 relevant financial adviser firms within 30 miles of Lower Caversham RG4. Showing page 1 of 49.

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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. 🪧1.1 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. 🪧1.1 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. 🪧3.7 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. 🪧13.2 Miles
    3. 📍Thatcham
  6. 🏢

    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. 🪧28 Miles
    5. 📍Claygate
  7. 🏢

    Robertson’s Wealth Management LTD

    FCA reg no.
    1043793
    FCA authorised date:
    13/11/25
    1. ✔1 Financial Adviser
    2. 🪧36.2 Miles
    3. 📍London
  8. 🏢

    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. 🪧36.9 Miles
    6. 📍 London
  9. 🏢

    Fox Payne Associates Limited

    FCA reg no.
    215499
    FCA authorised date:
    31/05/05
    Fox Payne Associates Ltd, Caversham, Reading, offers regulated advice across financial sectors, with a specialty in pension transfers and comprehensive financial planning. Known for professional, tailored services.
    1. ✔8 Financial Advisers
    2. 🪧0.6 Miles
    3. 📍Reading
  10. 🏢

    Crowe Financial Planning UK Limited

    FCA reg no.
    185323
    FCA authorised date:
    01/12/01
    Crowe Financial Planning UK Limited provides tailored financial services specializing in life investments, pension retirement advice, and comprehensive financial planning. Known for client-focused, clear, and accurate services.
    1. ✔10 Financial Advisers
    2. 🪧0.6 Miles
    3. 📍Reading
  11. 🏢

    Penneck Wealth Limited

    FCA reg no.
    1045104
    FCA authorised date:
    14/11/25
    Berkshire-based Penneck Wealth Limited offers comprehensive financial planning and regulated advice, specializing in life and investments services, pensions retirement advice, and final salary pension transfers. FCA registered, it ensures secure financial futures for clients.
    1. ✔1 Financial Adviser
    2. 🪧0.7 Miles
    3. 📍Reading
  12. 🏢

    Wholesome Financial Planning Limited

    FCA reg no.
    995296
    FCA authorised date:
    24/04/23
    You want your money to work hard for you and for the planet. That’s our vision too. At Wholesome Financial Planning, we help you take control of your financial future while aligning your investments with the values that matter most to you. You might be looking to tackle environmental and social... read full company profile.
    1. ✔2 Financial Advisers
    2. 🪧0.8 Miles
    3. 📍Reading
  13. 🏢

    Skyblue Planners Limited

    FCA reg no.
    763336
    FCA authorised date:
    01/11/16
    Skyblue Financial Planners, based in Reading, offers comprehensive FCA-regulated advice on wealth management, life investments, pension transfers and retirement plans, providing tailored strategies to suit individual clients' needs.
    1. ✔1 Financial Adviser
    2. 🪧1.3 Miles
    3. 📍Reading
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  15. 🏢

    JPM Asset Management Limited

    FCA reg no.
    453251
    FCA authorised date:
    18/07/06
    JPM Asset Management Limited is a reputable, FCA-registered financial firm in Reading, offering bespoke services such as life investment advice and pension planning. With professional, yet approachable experts, it's trusted by many.
    1. ✔2 Financial Advisers
    2. 🪧1.3 Miles
    3. 📍Reading
  16. 🏢

    Verdant Financial Planning Limited

    FCA reg no.
    928401
    FCA authorised date:
    01/12/20
    Verdant Financial Planning Limited is a reputable, FCA-regulated firm in Reading, Berkshire, offering tailored advice on wealth management and financial strategies with client-focused services.
    1. ✔7 Financial Advisers
    2. 🪧1.3 Miles
    3. 📍Reading
  17. 🏢

    Stephen Frederick Gordon

    FCA reg no.
    193137
    FCA authorised date:
    01/12/01
    Stephen Frederick Gordon's financial firm, located in Berkshire near Reading, offers trusted and regulated financial advice in areas of life investments, pensions, and retirement planning. They are appreciated for their approachable, client-focused manner.
    1. ✔1 Financial Adviser
    2. 🪧1.5 Miles
    3. 📍Reading
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