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Find FCA registered Financial Advisers Near Me in OX33 1

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We have found 465 relevant financial adviser firms within 30 miles of OX33 1. Showing page 1 of 31.

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  2. 👤

    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. 🪧22.3 Miles
    4. 📍Reading
  3. 🏢

    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. 🪧22.3 Miles
    5. 📍Reading
  4. 🏢

    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. 🪧25.3 Miles
    5. 📍London
  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. 🪧25.7 Miles
    3. 📍Thatcham
  6. 🏢

    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. 🪧44.7 Miles
    5. 📍Rugby
  7. 👤

    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. 🪧44.7 Miles
    4. 📍Rugby
  8. 👤

    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. 🪧48.8 Miles
    4. 📍Lutterworth
  9. 🏢

    Axiom Financial Services LTD

    FCA reg no.
    455338
    FCA authorised date:
    02/10/06
    Axiom Financial Services Ltd is a trusted, FCA-regulated financial advisory firm in Beckley, Oxford. They specialise in life investments, pensions, and retirement advice, delivering tailored financial solutions across Oxfordshire.
    1. ✔1 Financial Adviser
    2. 🪧3.2 Miles
    3. 📍Oxford
  10. 🏢

    Long Row Wealth Advisory Limited

    FCA reg no.
    978338
    FCA authorised date:
    01/12/22
    Long Row Wealth Advisory, based in Oxfordshire, is a professional financial firm. It provides regulated advice on life and investments, pensions, retirement, and financial planning serving Oxford and nearby regions.
    1. ✔1 Financial Adviser
    2. 🪧4.1 Miles
    3. 📍Oxfordshire
  11. 🏢

    Anthony Pound

    FCA reg no.
    1041204
    FCA authorised date:
    31/10/25
    Anthony Pound is a regulated financial service provider in Oxford, offering tailored solutions in financial planning, life investments, and pension advice. The FCA-registered firm serves Oxfordshire county and adjacent areas.
    1. ✔1 Financial Adviser
    2. 🪧4.5 Miles
    3. 📍Oxford
  12. 🏢

    Grendon Independent Financial Services Limited

    FCA reg no.
    810943
    FCA authorised date:
    26/02/19
    Grendon Independent Financial Services, based in Oxford, offers tailored financial solutions, including life investments, pensions retirement advice, and premium financial planning. The team provides reliable, regulated advice to individuals throughout Oxfordshire.
    1. ✔1 Financial Adviser
    2. 🪧4.7 Miles
    3. 📍Oxford
  13. 🏢

    Diem Marshall Wealth Management Limited

    FCA reg no.
    813853
    FCA authorised date:
    31/12/18
    Diem Marshall Wealth Management Limited is a Stadhampton-based firm offering comprehensive financial planning services across Oxfordshire and beyond. Specialising in life & investment management and pension retirement advice, they provide tailored and reliable support for individual financial goals.... read full company profile
    1. ✔1 Financial Adviser
    2. 🪧5.4 Miles
    3. 📍Oxford
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  15. 🏢

    Elizabeth Maudsley

    FCA reg no.
    912225
    FCA authorised date:
    12/08/19
    Elizabeth Maudsley is a reputable Oxford-based financial firm specialising in tailored financial planning, pensions retirement advice, and final salary pension transfers. Regulated by the FCA and serving Oxfordshire region.
    1. ✔1 Financial Adviser
    2. 🪧5.5 Miles
    3. 📍Oxford
  16. 🏢

    Mark Barclay Wealth Management LLP

    FCA reg no.
    515337
    FCA authorised date:
    29/12/09
    Oxford-based Mark Barclay Wealth Management LLP provides personalized, FCA-regulated financial planning services including life and investment strategies and pension advice to individuals and businesses.
    1. ✔2 Financial Advisers
    2. 🪧5.7 Miles
    3. 📍Oxford
  17. 🏢

    Azimuth Financial (oxford) Limited

    FCA reg no.
    958141
    FCA authorised date:
    11/10/21
    Azimuth Financial (Oxford) Limited, regulated by FCA, offers impeccable financial services including life investments, pensions retirement advice, and financial planning. Known for its professionalism, the firm provides personalized, trustworthy advice.
    1. ✔1 Financial Adviser
    2. 🪧5.7 Miles
    3. 📍Oxford
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