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Find FCA registered Financial Advisers Near Me in OX27 7

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We have found 336 relevant financial adviser firms within 30 miles of OX27 7. Showing page 1 of 23.

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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. 🪧31.1 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. 🪧31.1 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. 🪧35.3 Miles
    4. 📍Lutterworth
  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. 🪧38.8 Miles
    3. 📍Thatcham
  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. 🪧39.1 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. 🪧41.8 Miles
    5. 📍Nottingham
  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. 🪧62.4 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. 🪧62.4 Miles
    5. 📍Hilton
  10. 🏢

    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. 🪧3.7 Miles
    3. 📍Bicester
  11. 🏢

    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. 🪧4.6 Miles
    3. 📍Bicester
  12. 🏢

    Brown & Co Financial Planning LTD

    FCA reg no.
    1001505
    FCA authorised date:
    21/08/23
    Brown & Co Financial Planning Ltd in Bicester, Oxfordshire is a FCA regulated firm providing expert guidance in financial planning, pensions, and retirement advice. Known for its tailored, trusted advice, it serves local and surrounding regions.
    1. ✔1 Financial Adviser
    2. 🪧4.7 Miles
    3. 📍Bicester
  13. 🏢

    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
  14. 🏢

    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. 🪧5.2 Miles
    3. 📍Banbury
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  16. 🏢

    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. 🪧5.3 Miles
    3. 📍Banbury
  17. 🏢

    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. 🪧5.7 Miles
    3. 📍Bicester
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