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Find FCA registered Financial Advisers Near Me in OX27 9

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We have found 369 relevant financial adviser firms within 30 miles of OX27 9. Showing page 1 of 25.

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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. 🪧33.3 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. 🪧33.3 Miles
    4. 📍Rugby
  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. 🪧33.5 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. 🪧33.5 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. 🪧36.3 Miles
    5. 📍London
  7. 👤

    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. 🪧37.1 Miles
    4. 📍Lutterworth
  8. 🏢

    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. 🪧37.8 Miles
    3. 📍Thatcham
  9. 🏢

    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. 🪧45.9 Miles
    5. 📍Nottingham
  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. 🪧2.7 Miles
    3. 📍Bicester
  11. 🏢

    Woodlands Financial Management Limited

    FCA reg no.
    993703
    FCA authorised date:
    22/03/23
    Based in Hillesden, Buckingham, Woodlands Financial Management Limited is a trusted FCA-regulated financial advice firm offering comprehensive financial planning and investment services. They specialize in customized solutions for every client's unique needs.
    1. ✔1 Financial Adviser
    2. 🪧3.6 Miles
    3. 📍Buckingham
  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. 🪧3.7 Miles
    3. 📍Bicester
  13. 🏢

    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. 🪧3.7 Miles
    3. 📍Bicester
  14. 🏢

    Nick Barnes Wealth Management LTD

    FCA reg no.
    537020
    FCA authorised date:
    03/12/10
    Nick Barnes Wealth Management Ltd, based in Buckinghamshire, offers comprehensive financial planning services including life investments, pension advice and final salary pension transfers. Well-regarded for its reliable, regulated, personable service.
    1. ✔4 Financial Advisers
    2. 🪧5.8 Miles
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  16. 🏢

    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
  17. 🏢

    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. 🪧8.2 Miles
    3. 📍Brackley
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