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Find FCA registered Financial Advisers Near Me in OX44 7

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We have found 537 relevant financial adviser firms within 30 miles of OX44 7. Showing page 1 of 36.

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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. 🪧17.6 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. 🪧17.6 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. 🪧20.6 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. 🪧21.8 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. 🪧49.3 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. 🪧49.3 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. 🪧53.3 Miles
    4. 📍Lutterworth
  9. 🏢

    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. 🪧0.7 Miles
    3. 📍Oxfordshire
  10. 🏢

    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. 🪧1.5 Miles
    3. 📍Oxford
  11. 🏢

    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. 🪧1.6 Miles
    3. 📍Oxford
  12. 🏢

    Davey & Weber Independent Financial Advisers LTD

    FCA reg no.
    773971
    FCA authorised date:
    13/12/17
    Based in Oxford, Davey & Weber Independent Financial Advisers Ltd specialise in life insurance, investments and retirement advice. They are a trusted resource for detailed financial planning and pension transfers.
    1. ✔2 Financial Advisers
    2. 🪧2.2 Miles
    3. 📍Oxford
  13. 🏢

    Adaurum Limited

    FCA reg no.
    402746
    FCA authorised date:
    01/10/04
    Adaurum Limited is an FCA-regulated firm in Oxfordshire offering top-tier financial services, specialising in life and investment planning, and retirement advice throughout the UK.
    1. ✔2 Financial Advisers
    2. 🪧3.9 Miles
    3. 📍Watlington
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  15. 🏢

    Red Kite Wealth Management Limited

    FCA reg no.
    800111
    FCA authorised date:
    09/04/18
    Red Kite Wealth Management Limited, based in Benson, is a trusted local specialist in life investments, pensions, retirement advice and financial planning, delivering insightful, FCA-regulated guidance throughout Oxfordshire.
    1. ✔1 Financial Adviser
    2. 🪧4.9 Miles
    3. 📍Wallingford
  16. 🏢

    J A Morgan & Partners

    FCA reg no.
    214942
    FCA authorised date:
    31/05/05
    J A Morgan & Partners is a FCA-regulated financial planning firm in Watlington, Oxfordshire, known for personalized strategic plans and expert advice on life investments, retirement, and pension transfers.
    1. ✔2 Financial Advisers
    2. 🪧5.2 Miles
    3. 📍Watlington
  17. 🏢

    LOGIC MORTGAGE SERVICES LTD

    FCA reg no.
    1046318
    FCA authorised date:
    22/12/25
    Logic Mortgage Services Ltd is a reputable Oxfordshire-based financial firm offering tailored advice for life and investment planning, pension retirement, and more, serving the Watlington area and beyond.
    1. ✔1 Financial Adviser
    2. 🪧5.3 Miles
    3. 📍Watlington
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