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Find FCA registered Financial Advisers Near Me in Oakley OX39

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We have found 744 relevant financial adviser firms within 30 miles of Oakley OX39. Showing page 1 of 50.

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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. 🪧17.2 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. 🪧17.2 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. 🪧19.8 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. 🪧25.4 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. 🪧34.2 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. 🪧36.8 Miles
    6. 📍 London
  9. 👤

    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. 🪧54.3 Miles
    4. 📍Lutterworth
  10. 🏢

    Yellow Bear Financial Consultancy LLP

    FCA reg no.
    744163
    FCA authorised date:
    12/09/16
    Yellow Bear Financial Consultancy LLP offers FCA-regulated life and investment management, pensions retirement advice, and comprehensive financial planning services in Chinnor, Oxfordshire with professional yet friendly approach.
    1. ✔2 Financial Advisers
    2. 🪧0 Miles
    3. 📍Chinnor
  11. 🏢

    SOMNIUM FINANCIAL PLANNING LTD

    FCA reg no.
    765178
    FCA authorised date:
    13/02/17
    SOMNIUM Financial Planning Ltd, based in Oxfordshire, offers personalised, regulated advice for life, investment, and pension retirement planning, committed to high standards of financial guidance.
    1. ✔1 Financial Adviser
    2. 🪧0 Miles
    3. 📍Chinnor
  12. 🏢

    Caliber Financial Planning LTD

    FCA reg no.
    524454
    FCA authorised date:
    21/05/10
    Located in Chinnor, Oxfordshire, Caliber Financial Planning Ltd offers regulated financial services under the FCA. Specializing in life investments, pensions and comprehensive planning, they're your local experts for secure financial futures.
    1. ✔2 Financial Advisers
    2. 🪧0.1 Miles
    3. 📍Chinnor
  13. 🏢

    Candid Financial Advice Limited

    FCA reg no.
    630986
    FCA authorised date:
    12/12/14
    Candid Financial Advice Ltd, located in Chinnor, is a renowned FCA-regulated firm recognized for exceptional financial planning and retirement advice, including expertise in final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧0.3 Miles
    3. 📍Chinnor
  14. 🏢

    Paul Johnson

    FCA reg no.
    1023717
    FCA authorised date:
    23/01/25
    Paul Johnson, a trustworthy FCA-regulated firm, offers comprehensive financial services including investment, retirement advice, and meticulous financial planning in Kingston Blount, Oxfordshire. They are committed to transparency and client-centric approach.
    1. ✔1 Financial Adviser
    2. 🪧1 Miles
    3. 📍Chinnor
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  16. 🏢

    Rushton Ricard LLP

    FCA reg no.
    948449
    FCA authorised date:
    01/09/21
    Rushton Ricard LLP, a regulated financial services firm in Aston Rowant, Watlington, offers personalized services including insurance and pensions advice. They are committed to helping secure financial futures for individuals, businesses, and families.
    1. ✔1 Financial Adviser
    2. 🪧1.5 Miles
    3. 📍Watlington
  17. 🏢

    West Frazier Limited

    FCA reg no.
    136778
    FCA authorised date:
    01/12/01
    West Frazier Limited is a reputable Stokenchurch-based financial services firm, specialising in tailored financial planning and regulated advice on life, investments, pensions, and retirement. Regulated by the FCA, it offers professional and safe investment handling.
    1. ✔2 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧2.7 Miles
    4. 📍High Wycombe
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