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Find FCA registered Financial Advisers Near Me in OX17 2

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We have found 354 relevant financial adviser firms within 30 miles of OX17 2. Showing page 1 of 24.

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  2. 🏢

    MDM Wealth LTD

    FCA reg no.
    823733
    FCA authorised date:
    03/06/19
    Helping successful families and individuals achieve financial freedom with award-winning, Chartered & Certified advice. MDM Wealth Ltd is a family-run financial planning firm, who specialise in retirement planning, wealth management, and investment strategies for affluent families, business owne... read full company profile
    1. ✔1 Financial Adviser
    2. ✔Min Pension Savings: £500,000
    3. ✔Min Assets: £500,000
    4. 🪧22.2 Miles
    5. 📍Rugby
  3. 👤

    Daniel Martin

    MDM Wealth Ltd
    FCA reg no.
    DXM03088
    FCA authorised date:
    03/06/19
    Certified Financial Planner Chartered Financial Planner BA (Hons) Finance and Investment
    1. ✔Min Pension Savings: £500,000
    2. ✔Min Assets: £500,000
    3. 🪧22.2 Miles
    4. 📍Rugby
  4. 👤

    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. 🪧26.5 Miles
    4. 📍Lutterworth
  5. 🏢

    Linkage Financial Solutions

    FCA reg no.
    998729
    FCA authorised date:
    28/06/23
    As an independent financial and mortgage advisory firm based in Beverley. We are not tied to any particular provider and can advise you on products from across the whole market. We will always take a rounded view of the options, considering factors such as charges, customer service,... read full company profile
    1. ✔1 Financial Adviser
    2. ✔Min Pension Savings: £100,000
    3. 🪧32.5 Miles
    4. 📍Beverley
  6. 🏢

    Blakebrooke Financial Advice LTD

    FCA reg no.
    932163
    FCA authorised date:
    17/08/20
    We Specialise in providing high quality advice on many aspects of wealth management, working with you yo help you acheive your financial goals.
    1. ✔3 Financial Advisers
    2. ✔Min Pension Savings: £50,000
    3. ✔Min Assets: £20,000
    4. 🪧33.4 Miles
    5. 📍Nottingham
  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. 🪧48 Miles
    5. 📍London
  8. 👤

    Tom Buck

    Calder Financial Ltd
    FCA reg no.
    TEB00011
    FCA authorised date:
    17/01/22
    SOLLA (Society of Later Life Advisors Accredited) Level 4 Financial Planning Certification
    1. ✔Min Pension Savings: £50,000
    2. ✔Min Assets: £50,000
    3. 🪧53.5 Miles
    4. 📍Hilton
  9. 🏢

    Calder Financial LTD

    FCA reg no.
    586897
    FCA authorised date:
    17/01/22
    We work closely with clients from family owned businesses, entreprenuers and new business starts ups, and families who want to grow their wealth, manage it and then protect it as a lasting legacy for generations to come. As independent advisors we work closely to create plans that allow our clients... read full company profile
    1. ✔1 Financial Adviser
    2. ✔Min Pension Savings: £50,000
    3. ✔Min Assets: £50,000
    4. 🪧53.5 Miles
    5. 📍Hilton
  10. 🏢

    Oculus Wealth Management (oxfordshire) Limited

    FCA reg no.
    817221
    FCA authorised date:
    24/08/18
    Oculus Wealth Management, based in Middleton Cheney, offers FCA-regulated financial planning and advice, specialising in life investments, pensions and final salary pension transfers for Northamptonshire residents.
    1. ✔1 Financial Adviser
    2. 🪧1.1 Miles
    3. 📍Banbury
  11. 🏢

    Philip T. English International Financial Services Limited

    FCA reg no.
    125041
    FCA authorised date:
    01/12/01
    Philip T. English International Financial Services Limited is a well-regarded firm specializing in wealth management, life investments, pensions, and financial planning. It offers tailored, regulated advice in Banbury and Northamptonshire.
    1. ✔4 Financial Advisers
    2. 🪧4.3 Miles
    3. 📍Banbury
  12. 🏢

    Swann Financial Limited

    FCA reg no.
    451053
    FCA authorised date:
    20/04/06
    Swann Financial Limited, based in Banbury, Oxfordshire, is an FCA-regulated firm offering tailor-made financial planning and advice, specializing in life investments and pension retirement advice. Known for precision, professionalism, and a client-centric approach.
    1. ✔15 Financial Advisers
    2. 🪧4.3 Miles
    3. 📍Banbury
  13. 🏢

    ELLACOTTS WEALTH PLANNING LIMITED

    FCA reg no.
    611045
    FCA authorised date:
    18/02/14
    Ellacotts Wealth Planning Limited is an Oxfordshire-based firm offering reliable financial planning services. Known for tailored wealth planning, the client-focused team specialises in life investments, pensions, and retirement planning.
    1. ✔2 Financial Advisers
    2. 🪧4.4 Miles
    3. 📍Banbury
  14. 🏢

    Vision Wealth Management LTD

    FCA reg no.
    597180
    FCA authorised date:
    03/01/24
    Vision Wealth Management Ltd is a trusted, FCA-registered financial planning provider based in Northamptonshire, offering tailored advice on investments, pension transfers, life insurance, and more to individual clients.
    1. ✔1 Financial Adviser
    2. 🪧4.9 Miles
    3. 📍Daventry
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  16. 🏢

    Oliver Jones

    FCA reg no.
    1040065
    FCA authorised date:
    22/08/25
    Northamptonshire-based financial services firm, Oliver Jones, specialises in personalised financial planning and advice, including life insurance, investments, and retirement solutions. Known for a professional yet approachable team. FCA registered.
    1. ✔1 Financial Adviser
    2. 🪧5 Miles
    3. 📍Brackley
  17. 🏢

    Periscope Financial Limited

    FCA reg no.
    972986
    FCA authorised date:
    12/10/22
    Periscope Financial Limited is a renowned firm based in Banbury, Oxfordshire, offering professional financial solutions including life insurance, investments, and retirement advice. Registered with the FCA, they are committed to helping clients make informed financial decisions.
    1. ✔1 Financial Adviser
    2. 🪧5.2 Miles
    3. 📍Oxfordshire
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