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Find FCA registered Financial Advisers Near Me in OX29 8

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We have found 357 relevant financial adviser firms within 30 miles of OX29 8. 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. 🪧23.1 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. 🪧30.6 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. 🪧31.6 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. 🪧31.6 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. 🪧34.5 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. 🪧40.4 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. 🪧40.4 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. 🪧44.9 Miles
    4. 📍Lutterworth
  10. 🏢

    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. 🪧47.4 Miles
    5. 📍Nottingham
  11. 🏢

    AMBER WEALTH CREATION LIMITED

    FCA reg no.
    401162
    FCA authorised date:
    13/08/04
    AMBER WEALTH CREATION LIMITED is a FCA-regulated firm in Witney, Oxfordshire, specializing in life and investment planning, retirement strategies, and final salary pension transfers. They offer client-focused financial management that simplifies financial planning.
    1. ✔4 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧1.3 Miles
    4. 📍Witney
  12. 🏢

    Mathews Comfort Financial Services Limited

    FCA reg no.
    137195
    FCA authorised date:
    01/12/01
    Oxfordshire-based Mathews Comfort Financial Services Ltd. provides expert financial planning, regulated advice, and comprehensive financial services including life and investments, pension retirement advice. FCA regulated (137195), they are trustworthy, accessible and reliable.
    1. ✔3 Financial Advisers
    2. 🪧1.6 Miles
    3. 📍Witney
  13. 🏢

    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. 🪧2.3 Miles
    3. 📍Woodstock
  14. 🏢

    Fiona Loader

    FCA reg no.
    959533
    FCA authorised date:
    01/10/21
    Fiona Loader is a renowned, FCA-authorised financial planning firm based in Oxfordshire, specialising in life, pensions, and investments advice tailored to individuals' circumstances. Recognised for their expertise in pension retirement advice.
    1. ✔1 Financial Adviser
    2. 🪧3.4 Miles
    3. 📍Oxford
  15. 🏢

    James Bason Wealth Management Limited

    FCA reg no.
    931797
    FCA authorised date:
    12/08/20
    James Bason Wealth Management is a professional financial advisory firm based in Oxfordshire, specialising in bespoke financial planning, regulated advice, pensions retirement and life investments. Known for client-focused approach and reliable financial wisdom.
    1. ✔2 Financial Advisers
    2. 🪧3.8 Miles
    3. 📍Witney
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  17. 🏢

    FOX & CO. FINANCIAL MANAGEMENT LIMITED

    FCA reg no.
    446579
    FCA authorised date:
    11/05/06
    FOX & CO. FINANCIAL MANAGEMENT LIMITED, based in Witney, Oxfordshire, offers expert life and financial planning services focused on securing future investments and guiding through pension decisions. They emphasize a client-focused, tailored approach.
    1. ✔1 Financial Adviser
    2. 🪧3.9 Miles
    3. 📍Witney
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