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Find FCA registered Financial Advisers Near Me in Newbury

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We have found 452 relevant financial adviser firms within 30 miles of Newbury. Showing page 1 of 31.

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  2. 🏢

    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. 🪧3.3 Miles
    3. 📍Thatcham
  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. 🪧15.3 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. 🪧15.3 Miles
    5. 📍Reading
  5. 🏢

    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. 🪧16.2 Miles
    5. 📍London
  6. 🏢

    Carl Hope

    FCA reg no.
    453710
    FCA authorised date:
    01/09/06
    Douglas Hope Financial Management is a FCA-regulated firm in Newbury, Berkshire specialising in life investments, pensions retirement advice, and general financial planning, offering reliable services tailored to clients' unique needs.
    1. ✔3 Financial Advisers
    2. 🪧0.2 Miles
    3. 📍Newbury
  7. 🏢

    Baggerman Wealth Management LTD

    FCA reg no.
    682588
    FCA authorised date:
    07/04/15
    Baggerman Wealth Management Ltd, an FCA-regulated firm in Newbury, Berkshire, provides personalised advice on life investments, pensions retirement, and final salary pension transfers with professionalism and integrity.
    1. ✔4 Financial Advisers
    2. 🪧0.2 Miles
    3. 📍Newbury
  8. 🏢

    CHESTER ROSE FINANCIAL PLANNING LTD

    FCA reg no.
    726620
    FCA authorised date:
    01/07/16
    Chester Rose Financial Planning Limited is a reputable, FCA-regulated firm in Newbury, Berkshire, specializing in financial planning, retirement advice, and insurance services, known for its personalized, client-centric approach.
    1. ✔10 Financial Advisers
    2. 🪧0.2 Miles
    3. 📍Newbury
  9. 🏢

    PROTECT and INVEST LIMITED

    FCA reg no.
    469073
    FCA authorised date:
    21/09/07
    PROTECT AND INVEST LIMITED is a professional financial firm located in Newbury, offering regulated advice and financial planning in life investments and pensions retirement. They provide client-focused, custom-tailored financial solutions.
    1. ✔2 Financial Advisers
    2. 🪧0.3 Miles
    3. 📍Newbury
  10. 🏢

    G & J Harms LTD

    FCA reg no.
    402340
    FCA authorised date:
    22/07/04
    G & J Harms Ltd is a Berkshire-based financial firm offering investment advice, retirement planning, and comprehensive financial services, specialising in life investments, pensions and pension transfers. Regulated by FCA.
    1. ✔2 Financial Advisers
    2. 🪧0.3 Miles
    3. 📍Newbury
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  12. 🏢

    Nicholas Higgs

    FCA reg no.
    983338
    FCA authorised date:
    14/09/22
    Nicholas Higgs is a regulated financial firm based in Newbury, Berkshire, specialising in life insurance, investments, and pensions. Known for their approachable style and tailored advice, they reliably serve individual and business clients.
    1. ✔1 Financial Adviser
    2. 🪧0.4 Miles
    3. 📍Newbury
  13. 🏢

    Creative Lifestyle Planning LTD

    FCA reg no.
    934058
    FCA authorised date:
    29/11/22
    Creative Lifestyle Planning Ltd, located in Newbury, Berkshire, offers regulated financial advice & planning, including life insurance, investments & pensions retirement advice. Tailored solutions for all aspects of modern living. FCA registration number 934058.
    1. ✔1 Financial Adviser
    2. 🪧0.4 Miles
    3. 📍Newbury
  14. 🏢

    Stewart Bellinger

    FCA reg no.
    1027254
    FCA authorised date:
    20/02/25
    Stewart Bellinger, a Newbury-based financial planner, specializes in life insurance, pension options, and retirement advice. Known for his approachable style and dedication to client needs, he's particularly skilled in final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧0.4 Miles
    3. 📍Newbury
  15. 🏢

    Hames Associates Wealth Management

    FCA reg no.
    415108
    FCA authorised date:
    18/11/04
    Hames Associates Wealth Management, based in Newbury, Berkshire, is a FCA regulated firm offering expert financial services including planning, insurance, investments and pensions. Renowned for their client-focused service, they serve greater London and beyond.
    1. ✔2 Financial Advisers
    2. 🪧0.4 Miles
    3. 📍Newbury
  16. 🏢

    Grace Williams

    FCA reg no.
    1019889
    FCA authorised date:
    04/10/24
    Grace Williams is a distinguished, FCA-regulated firm in Newbury, offering a range of financial services including insurance, investments, and personalised financial planning with a focus on pension strategies.
    1. ✔1 Financial Adviser
    2. 🪧0.4 Miles
    3. 📍Newbury
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  18. 🏢

    NJL Wealth LLP

    FCA reg no.
    1046247
    FCA authorised date:
    13/12/25
    NJL Wealth LLP, a regulated financial advisory company in Newbury, Berkshire, specialises in ethical finance, providing robust investment practices and strategic wealth creation plans for individual and corporate clients.
    1. ✔1 Financial Adviser
    2. 🪧0.4 Miles
    3. 📍Newbury
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