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Find FCA registered Financial Advisers Near Me in OX25 5

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We have found 314 relevant financial adviser firms within 30 miles of OX25 5. Showing page 1 of 21.

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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. 🪧32.9 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. 🪧32.9 Miles
    4. 📍Rugby
  4. 🏢

    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. 🪧36.9 Miles
    3. 📍Thatcham
  5. 👤

    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. 🪧37.3 Miles
    4. 📍Lutterworth
  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. 🪧38.6 Miles
    5. 📍London
  7. 🏢

    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. 🪧42 Miles
    5. 📍Nottingham
  8. 🏢

    Cooper Brewer LTD

    FCA reg no.
    913052
    FCA authorised date:
    01/07/20
    Cooper Brewer Ltd is a trusted, FCA regulated firm in Oxfordshire, providing comprehensive financial services, including life investments, retirement planning, and general financial planning. Known for tailored solutions and client-oriented focus.
    1. ✔1 Financial Adviser
    2. 🪧4.1 Miles
    3. 📍Banbury
  9. 🏢

    Allen & Schofield Financial Consultants

    FCA reg no.
    413232
    FCA authorised date:
    27/04/06
    Allen & Schofield Financial Consultants, based in Banbury, Oxfordshire, are FCA-regulated specialists in life insurance, and pension planning. Known for their transparency, personalized strategies, and approachable style, they're a reliable financial partner.
    1. ✔1 Financial Adviser
    2. 🪧5.2 Miles
    3. 📍Banbury
  10. 🏢

    VF Financial Management LTD

    FCA reg no.
    512230
    FCA authorised date:
    12/11/09
    VF Financial Management Ltd is a FCA registered, professional financial advisory firm in Kidlington, Oxfordshire, offering tailored financial services like insurance, investments and bespoke retirement advice.
    1. ✔1 Financial Adviser
    2. 🪧5.8 Miles
    3. 📍Kidlington
  11. 🏢

    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. 🪧5.8 Miles
    3. 📍Oxfordshire
  12. 🏢

    Cherwell Financial Services Limited

    FCA reg no.
    624548
    FCA authorised date:
    01/09/14
    Cherwell Financial Services Limited is an FCA registered firm offering a range of financial services in Oxfordshire. Known for their client-focused approach, they specialize in personalized retirement strategies and pension transfers.
    1. ✔2 Financial Advisers
    2. 🪧5.8 Miles
    3. 📍Banbury
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  14. 🏢

    A1 MORTGAGES LIMITED

    FCA reg no.
    713784
    FCA authorised date:
    04/01/16
    A1 Mortgages have been advising clients for many years on all aspects of Mortgages Savings Investments and Pensions. We have built a significant client base of satisfied customers. Our client base has been built on recommendations. Our specialisation is in all types of mortgages We have a variet... read full company profile.
    1. ✔1 Financial Adviser
    2. 🪧6 Miles
    3. 📍Bicester
  15. 🏢

    Daniel Kelly

    FCA reg no.
    576501
    FCA authorised date:
    02/03/12
    Woodstock Wealth Management, an FCA-registered firm in Oxfordshire, offers expert financial planning services including investment advice, retirement planning, and pension transfers with a client-oriented approach.
    1. ✔1 Financial Adviser
    2. 🪧6.1 Miles
    3. 📍Woodstock
  16. 🏢

    Pelican Financial Planning Limited

    FCA reg no.
    1011438
    FCA authorised date:
    24/03/24
    Pelican Financial Planning Ltd is a reputable, FCA-regulated firm based in Bicester, Oxfordshire, providing expert regulated advice on financial planning, investments, and pensions retirement, especially life investments and final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧6.4 Miles
    3. 📍Bicester
  17. 🏢

    Clear Vision Financial Services

    FCA reg no.
    209701
    FCA authorised date:
    31/05/05
    Clear Vision Financial Services is a FCA authorised provider of regulated financial advice, specialising in pensions, retirement advice, and final salary pension transfers, serving private clients and businesses in Bicester.
    1. ✔2 Financial Advisers
    2. 🪧6.5 Miles
    3. 📍Bicester
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