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Find FCA registered Financial Advisers Near Me in Princes Risborough


We have found 815 relevant financial adviser firms within 30 miles of Princes Risborough. Showing page 1 of 55.

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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. 🪧19.8 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. 🪧19.8 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. 🪧22.1 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. 🪧28.9 Miles
    3. 📍Thatcham
  6. 🏢

    Balance Financial Planning

    FCA reg no.
    1005927
    FCA authorised date:
    12/12/23
    HOW WE HELP At Balance Financial Planning we know building wealth is a gradual process, so it’s even more important you make well-informed decisions on how to keep it working for your future. Understanding your financial options can be challenging and sometimes overwhelming.  Whatever your goa... read full company profile
    1. ✔1 Financial Adviser
    2. ✔Min Pension Savings: £50,000
    3. ✔Min Assets: £50,000
    4. 🪧33 Miles
    5. 📍Claygate
  7. 🏢

    Robertson’s Wealth Management LTD

    FCA reg no.
    1043793
    FCA authorised date:
    13/11/25
    1. ✔1 Financial Adviser
    2. 🪧33.7 Miles
    3. 📍London
  8. 🏢

    Westminster Wealth Management LLP

    FCA reg no.
    490519
    FCA authorised date:
    12/12/08
    Westminster Wealth Management brings together a wealth of experience from across the financial services sector. As a fully independent financial advisory practice, we pride ourselves on offering exceedingly high levels of personal service. This has resulted in long-term relationships with our cl... read full company profile
    1. ✔50 Financial Advisers
    2. ✔5 Mortgage Brokers
    3. ✔Min Pension Savings: £200,000
    4. ✔Min Assets: £200,000
    5. 🪧34.3 Miles
    6. 📍 London
  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. 🪧53.5 Miles
    4. 📍Lutterworth
  10. 🏢

    Stephen Devey

    FCA reg no.
    139034
    FCA authorised date:
    01/12/01
    Abraxas Financial Consultants are regulated experts based in Buckinghamshire, offering personalised financial planning advice and solutions for individuals and businesses, specialising in life investments and pensions retirement.
    1. ✔1 Financial Adviser
    2. 🪧2 Miles
    3. 📍Princes Risborough
  11. 🏢

    Baileywood Financial Planning LTD

    FCA reg no.
    480384
    FCA authorised date:
    14/03/08
    Taylor Wealth Management, an FCA-regulated firm based in Buckinghamshire, specializes in life investments, pension advice, and comprehensive financial planning, offering tailored services to mirror clients' unique financial goals.
    1. ✔4 Financial Advisers
    2. 🪧2.5 Miles
    3. 📍Great Missenden
  12. 🏢

    Simon Charles Heald

    FCA reg no.
    216366
    FCA authorised date:
    31/05/05
    Simon Charles Heald, based in Buckinghamshire, provides regulated financial services including life insurance as well as investment advice. Specialities include pensions retirement advice and comprehensive financial planning.
    1. ✔1 Financial Adviser
    2. 🪧3 Miles
    3. 📍Wendover
  13. 🏢

    Candid Financial Advice Limited

    FCA reg no.
    630986
    FCA authorised date:
    12/12/14
    Candid Financial Advice Ltd, located in Chinnor, is a renowned FCA-regulated firm recognized for exceptional financial planning and retirement advice, including expertise in final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧3.7 Miles
    3. 📍Chinnor
  14. 🏢

    Caliber Financial Planning LTD

    FCA reg no.
    524454
    FCA authorised date:
    21/05/10
    Located in Chinnor, Oxfordshire, Caliber Financial Planning Ltd offers regulated financial services under the FCA. Specializing in life investments, pensions and comprehensive planning, they're your local experts for secure financial futures.
    1. ✔2 Financial Advisers
    2. 🪧3.8 Miles
    3. 📍Chinnor
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  16. 🏢

    Yellow Bear Financial Consultancy LLP

    FCA reg no.
    744163
    FCA authorised date:
    12/09/16
    Yellow Bear Financial Consultancy LLP offers FCA-regulated life and investment management, pensions retirement advice, and comprehensive financial planning services in Chinnor, Oxfordshire with professional yet friendly approach.
    1. ✔2 Financial Advisers
    2. 🪧3.9 Miles
    3. 📍Chinnor
  17. 🏢

    SOMNIUM FINANCIAL PLANNING LTD

    FCA reg no.
    765178
    FCA authorised date:
    13/02/17
    SOMNIUM Financial Planning Ltd, based in Oxfordshire, offers personalised, regulated advice for life, investment, and pension retirement planning, committed to high standards of financial guidance.
    1. ✔1 Financial Adviser
    2. 🪧3.9 Miles
    3. 📍Chinnor
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