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Find FCA registered Financial Advisers Near Me in Purley on Thames RG8

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We have found 626 relevant financial adviser firms within 30 miles of Purley on Thames RG8. Showing page 1 of 42.

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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. 🪧3.7 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. 🪧3.7 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. 🪧6.4 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. 🪧10.3 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. 🪧32 Miles
    5. 📍Claygate
  7. 🏢

    Kye Punter

    FCA reg no.
    978766
    FCA authorised date:
    08/07/22
    Kye Punter is a leading financial services firm in Tilehurst, Reading, focusing on life investments, pensions, and comprehensive financial planning. Regulated by the FCA, they offer personalised, trustworthy advice for financial needs.
    1. ✔1 Financial Adviser
    2. 🪧0.3 Miles
    3. 📍Reading
  8. 🏢

    Simon Bell

    FCA reg no.
    515776
    FCA authorised date:
    05/01/10
    Simon Bell is a trusted FCA-regulated financial firm, offering expert financial planning services for individuals and businesses in the Reading region, specialising in life investments, pensions and retirement advice.
    1. ✔1 Financial Adviser
    2. 🪧0.4 Miles
    3. 📍Reading
  9. 🏢

    Thames Valley Financial Planning Limited

    FCA reg no.
    1004493
    FCA authorised date:
    06/11/23
    Thames Valley Financial Planning Limited is a Berkshire-based, FCA-regulated firm offering tailored financial strategies and regulated advice. Services include insurance, pension advice, and comprehensive financial planning to individuals and businesses.
    1. ✔1 Financial Adviser
    2. 🪧0.7 Miles
  10. 🏢

    Matthew Bicknell

    FCA reg no.
    840157
    FCA authorised date:
    12/04/19
    Matthew Bicknell is a UK-based, FCA-regulated financial firm specializing in life and investment planning, pension transfers, retirement advice, and comprehensive financial planning, renowned for their friendly and professional service.
    1. ✔1 Financial Adviser
    2. 🪧1 Miles
    3. 📍Reading
  11. 🏢

    ALASTAIR FRITH WEALTH MANAGEMENT (IFA) LIMITED

    FCA reg no.
    622485
    FCA authorised date:
    30/04/14
    FCA-regulated Vision IFP offers tailored financial planning services in Reading, Berkshire. Specialties include life investments, pensions retirement advice, and final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧1.1 Miles
    3. 📍Reading
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  13. 🏢

    JANUS FINANCIAL CONSULTANCY LTD

    FCA reg no.
    529609
    FCA authorised date:
    04/01/11
    JANUS FINANCIAL CONSULTANCY LTD is a Pangbourne, Berkshire-based, FCA-regulated firm specialising in life investments, pensions retirement planning and overall financial planning. Known for its professional yet approachable style, it offers tailored, expert financial services.
    1. ✔2 Financial Advisers
    2. 🪧1.4 Miles
    3. 📍Pangbourne
  14. 🏢

    Barrett Wealth LLP

    FCA reg no.
    580434
    FCA authorised date:
    01/05/12
    Barrett Wealth LLP is a financial planning firm, providing reliable, tailored advice on life investments, pensions, and comprehensive financial planning. Known for professionalism, approachability, and client-focus, they serve Berkshire and beyond.
    1. ✔2 Financial Advisers
    2. 🪧1.5 Miles
    3. 📍Reading
  15. 🏢

    Mapledurham Financial Planning LTD

    FCA reg no.
    1037709
    FCA authorised date:
    11/07/25
    Mapledurham Financial Planning Ltd offers reliable financial advice, specialising in life investments, pensions and retirement planning. Based in Oxfordshire, they assure personalised, professional services under FCA registration number 1037709.
    1. ✔1 Financial Adviser
    2. 🪧2.3 Miles
    3. 📍Reading
  16. 🏢

    Intelligent Wealth Strategies LTD

    FCA reg no.
    953558
    FCA authorised date:
    24/06/21
    Intelligent Wealth Strategies Ltd is a renowned financial planning firm located in Calcot, Reading. It offers client-focused, FCA-regulated services in life & investments, pension retirement advice, and overall financial planning.
    1. ✔1 Financial Adviser
    2. 🪧2.5 Miles
    3. 📍Reading
  17. 🏢

    Stephen Frederick Gordon

    FCA reg no.
    193137
    FCA authorised date:
    01/12/01
    Stephen Frederick Gordon's financial firm, located in Berkshire near Reading, offers trusted and regulated financial advice in areas of life investments, pensions, and retirement planning. They are appreciated for their approachable, client-focused manner.
    1. ✔1 Financial Adviser
    2. 🪧2.9 Miles
    3. 📍Reading
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