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Find FCA registered Financial Advisers Near Me in Merryhill Green RG41

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We have found 870 relevant financial adviser firms within 30 miles of Merryhill Green RG41. Showing page 1 of 58.

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  2. 🏢

    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
  3. 👤

    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. 🪧4.8 Miles
    4. 📍Reading
  4. 🏢

    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. 🪧4.8 Miles
    5. 📍Reading
  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. 🪧16.5 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. 🪧23.6 Miles
    5. 📍Claygate
  7. 🏢

    Robertson’s Wealth Management LTD

    FCA reg no.
    1043793
    FCA authorised date:
    13/11/25
    1. ✔1 Financial Adviser
    2. 🪧32.5 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. 🪧33.2 Miles
    6. 📍 London
  9. 🏢

    Pathfinder Wealth Management LTD

    FCA reg no.
    1017317
    FCA authorised date:
    03/11/25
    Pathfinder Wealth Management Ltd is a Berkshire-based financial planning firm specialising in life, investment and pension retirement services. Known for trustworthy, FCA regulated advice, they offer tailored solutions for individual financial goals.
    1. ✔3 Financial Advisers
    2. 🪧0.6 Miles
    3. 📍Wokingham
  10. 🏢

    Apex Financial Services & Wealth Management LTD

    FCA reg no.
    924704
    FCA authorised date:
    20/04/20
    Apex Financial Services & Wealth Management Ltd is a reputable FCA-regulated firm specializing in financial planning, retirement guidance, investment strategies, and pension transfers, based in Reading, Berkshire.
    1. ✔2 Financial Advisers
    2. 🪧0.6 Miles
  11. 🏢

    Corellia Financial Services Limited

    FCA reg no.
    793798
    FCA authorised date:
    01/02/18
    Corellia Financial Advisors, based in Winnersh, Berkshire, provides FCA-regulated financial advice. Known for making complex finances understandable, the team offers comprehensive financial planning, life investments, and pensions retirement advice.
    1. ✔1 Financial Adviser
    2. 🪧1 Miles
    3. 📍Winnersh
  12. 🏢

    Bluesky Financial Planners Limited

    FCA reg no.
    914561
    FCA authorised date:
    01/09/20
    Berkshire-based Bluesky Chartered Financial Planners offer FCA-regulated financial advice, specializing in life investments, retirement strategies and pensions. Renowned for their personable and client-focused approach.
    1. ✔4 Financial Advisers
    2. 🪧1.2 Miles
  13. 🏢

    The Acorn Partnership IFA LLP

    FCA reg no.
    496300
    FCA authorised date:
    02/04/09
    Acorn Partnership IFA LLP is an esteemed, FCA-regulated financial institution in Woodley, Reading, specializing in comprehensive financial planning including risk-adjusted returns, pensions, investments, and retirement planning.
    1. ✔1 Financial Adviser
    2. 🪧1.3 Miles
    3. 📍Reading
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  15. 🏢

    Clear View Financial Services Limited

    FCA reg no.
    215729
    FCA authorised date:
    31/05/05
    Clear View Financial Services Limited, based in Reading, offers regulated financial advice on life investments, pensions, retirement, and pension transfers. Trustworthy and client-focused, they assist families in making informed financial decisions.
    1. ✔3 Financial Advisers
    2. 🪧1.7 Miles
    3. 📍Reading
  16. 🏢

    Milligan Financial Planning Limited

    FCA reg no.
    945625
    FCA authorised date:
    14/06/21
    Milligan Financial Planning Limited, an FCA regulated Berkshire firm, offers expert financial planning services including investments and retirement advice. Known for tailored client-focused solutions, they cater to both new and seasoned investors.
    1. ✔1 Financial Adviser
    2. 🪧2 Miles
    3. 📍Berkshire
  17. 🏢

    Tara Financial Services LTD

    FCA reg no.
    118005
    FCA authorised date:
    22/02/22
    Tara Financial Services Ltd, based in Wokingham, Berkshire, is a FCA-registered firm providing comprehensive financial advice including life investments, pensions, and retirement planning, renowned for superior customer service.
    1. ✔1 Financial Adviser
    2. 🪧2.1 Miles
    3. 📍Wokingham
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