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Find FCA registered Financial Advisers Near Me in Lower Stratton SN3

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We have found 387 relevant financial adviser firms within 30 miles of Lower Stratton SN3. Showing page 1 of 26.

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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. 🪧11.4 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. 🪧25 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. 🪧27 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. 🪧34.2 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. 🪧34.2 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. 🪧36.2 Miles
    5. 📍London
  8. 🏢

    DSNY Wealth Planning LTD

    FCA reg no.
    966782
    FCA authorised date:
    05/01/22
    2plan Wealth Management is a renowned Swindon-based firm offering tailored financial services, with specialties in insurance, investments, and retirement advice. Known for professionalism, they provide unique solutions reflecting clients' individual needs.
    1. ✔3 Financial Advisers
    2. 🪧0.2 Miles
    3. 📍Swindon
  9. 🏢

    Eames Laurie Financial Services

    FCA reg no.
    214848
    FCA authorised date:
    25/05/23
    Eames Laurie Financial Services, a FCA-regulated firm in Swindon, offers tailored financial solutions focusing on pensions, life investments and pension transfers, recognised for its expert, customer-centric approach.
    1. ✔6 Financial Advisers
    2. 🪧0.2 Miles
    3. 📍Swindon
  10. 🏢

    ACHIEVE WEALTH MANAGEMENT (WILTSHIRE) LIMITED

    FCA reg no.
    630996
    FCA authorised date:
    05/01/15
    Achieve Wealth Management (Wilts) Ltd is a distinguished, FCA-regulated financial services firm in Swindon, offering expert advice on life and investment planning, retirement, and comprehensive financial strategies.
    1. ✔1 Financial Adviser
    2. 🪧0.4 Miles
    3. 📍Swindon
  11. 🏢

    Ottaways Insurance & Investment Consultants

    FCA reg no.
    152625
    FCA authorised date:
    16/10/15
    FCA-regulated Ottaways Financial Advisers provide personalized financial guidance, covering investments, life assurance, pensions and more. Known for their professional service, they cater to individuals and families in Swindon and Wiltshire.
    1. ✔2 Financial Advisers
    2. 🪧1 Miles
    3. 📍Swindon
  12. 🏢

    Richard Hall

    FCA reg no.
    807261
    FCA authorised date:
    03/10/18
    Crowood Financial Solutions is a full service advice firm specialising in providing high quality independent pension advice and investment management with a personal service. We can help you with your pensions investments tax and estate planning mortgages and life insurance. We're happy to wor... read full company profile.
    1. ✔2 Financial Advisers
    2. 🪧1.1 Miles
    3. 📍Swindon
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  14. 🏢

    Dermot Brannigan

    FCA reg no.
    929626
    FCA authorised date:
    05/10/20
    Dermot Brannigan is a reputable Swindon-based financial firm offering tailored advice on life, investments, pensions, and retirement, regulated by the FCA and renowned for meeting client-specific needs.
    1. ✔1 Financial Adviser
    2. 🪧1.1 Miles
    3. 📍Swindon
  15. 🏢

    Your Future Your Money Limited

    FCA reg no.
    916202
    FCA authorised date:
    01/06/20
    Your Future Your Money is a regulated financial firm in Swindon offering expert pensions, investments, and life planning advice. Renowned for tailored solutions and customer-aligned services.
    1. ✔2 Financial Advisers
    2. 🪧1.1 Miles
    3. 📍Swindon
  16. 🏢

    Jim McGarvie Wealth Management LLP

    FCA reg no.
    831015
    FCA authorised date:
    16/01/19
    Jim McGarvie Wealth Management LLP is a FCA registered financial firm in Nythe, Swindon specialising in life and investment planning, pension transfers and retirement advice for local clientele.
    1. ✔1 Financial Adviser
    2. 🪧1.3 Miles
    3. 📍Swindon
  17. 🏢

    Zeal Wealth LTD

    FCA reg no.
    1040159
    FCA authorised date:
    08/09/25
    FCA-regulated Zeal Wealth Ltd, based in Swindon, provides expert advice on financial planning, life insurance, and pensions. With a client-focused approach, it is a trusted choice for quality financial guidance.
    1. ✔1 Financial Adviser
    2. 🪧1.8 Miles
    3. 📍Swindon
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