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Find FCA registered Financial Advisers Near Me in OX18 2

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We have found 353 relevant financial adviser firms within 30 miles of OX18 2. Showing page 1 of 24.

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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. 🪧14.9 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. 🪧26.2 Miles
    3. 📍Thatcham
  4. 👤

    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. 🪧31.1 Miles
    4. 📍Reading
  5. 🏢

    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. 🪧31.1 Miles
    5. 📍Reading
  6. 🏢

    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. 🪧33.8 Miles
    5. 📍London
  7. 🏢

    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. 🪧49 Miles
    5. 📍Rugby
  8. 👤

    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. 🪧49 Miles
    4. 📍Rugby
  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. 🪧53.7 Miles
    4. 📍Lutterworth
  10. 🏢

    HYATT FINANCIAL MANAGEMENT LIMITED LIABILITY PARTNERSHIP

    FCA reg no.
    1016266
    FCA authorised date:
    23/07/24
    HYATT FINANCIAL MANAGEMENT LLP is an FCA-registered firm in Bampton, Oxfordshire, specializing in financial planning and pension advice, offering tailored, dependable financial strategies to a wide range of clients.
    1. ✔2 Financial Advisers
    2. 🪧2.2 Miles
    3. 📍Bampton
  11. 🏢

    Piggybank UK Limited

    FCA reg no.
    533565
    FCA authorised date:
    04/01/11
    Piggybank UK Limited, an FCA regulated firm in Alvescot, Oxfordshire, offers expert financial planning and advice, specializing in insurance, investments, pensions, and final salary pension transfers. They provide tailored services to meet individual needs.
    1. ✔2 Financial Advisers
    2. 🪧2.3 Miles
    3. 📍Bampton
  12. 🏢

    Stephen John Wright

    FCA reg no.
    1042310
    FCA authorised date:
    31/10/25
    Stephen John Wright is a reputable, FCA-regulated financial firm in Carterton, Oxfordshire, offering personalised advice across investments, pensions, and comprehensive financial planning. Dedicated to helping clients make informed financial decisions.
    1. ✔1 Financial Adviser
    2. 🪧3.6 Miles
    3. 📍Carterton
  13. 🏢

    Olive Wealth Management LTD

    FCA reg no.
    482693
    FCA authorised date:
    10/06/08
    FCA regulated Olive Wealth Management Ltd provides tailored financial advice and services - including life planning, retirement pensions and investment strategies - to individuals and businesses in Oxfordshire.
    1. ✔1 Financial Adviser
    2. 🪧4.8 Miles
    3. 📍Faringdon
  14. 🏢

    TWM Financial Partners LTD

    FCA reg no.
    1021394
    FCA authorised date:
    04/12/24
    TWM Financial Partners Ltd is a Witney-based, FCA-regulated firm offering comprehensive financial planning including life investments, pension advice, and final salary pension transfers. Professional and reliable, they help clients achieve their financial goals.
    1. ✔7 Financial Advisers
    2. 🪧4.9 Miles
    3. 📍Witney
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  16. 🏢

    Parkside Financial Planning LTD

    FCA reg no.
    986599
    FCA authorised date:
    04/11/22
    Parkside Financial Planning Ltd, based in Witney, Oxfordshire, offers trusted financial planning services across the UK. Specialising in life and investment planning, final salary pension transfers, and pensions retirement advice. FCA regulated.
    1. ✔1 Financial Adviser
    2. 🪧5.2 Miles
    3. 📍Witney
  17. 🏢

    Phoenix Wealth Management LTD.

    FCA reg no.
    190353
    FCA authorised date:
    01/12/01
    Phoenix Wealth Management Ltd. in Witney offers expert, regulated financial advice, specializing in pension transfers, comprehensive planning, insurance, and investments for Oxfordshire clients. Proficient in tailoring services to clients' unique financial situations.
    1. ✔2 Financial Advisers
    2. 🪧5.6 Miles
    3. 📍Witney
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