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Find FCA registered Financial Advisers Near Me in RG17 9

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We have found 369 relevant financial adviser firms within 30 miles of RG17 9. Showing page 1 of 25.

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  2. 🏢

    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. 🪧9.2 Miles
    3. 📍Thatcham
  3. 👤

    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. 🪧21.3 Miles
    4. 📍Reading
  4. 🏢

    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. 🪧21.3 Miles
    5. 📍Reading
  5. 🏢

    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. 🪧22.2 Miles
    5. 📍London
  6. 👤

    Holly Boden

    Abode Financial Planning
    FCA reg no.
    HXB00262
    FCA authorised date:
    17/10/23
    SMF3 Executive Director
    1. ✔Min Assets: £500,000
    2. 🪧29.5 Miles
    3. 📍Cirencester
  7. 👤

    Tim Hall

    Robertsons & Crawford Ltd
    FCA reg no.
    TXH00221
    FCA authorised date:
    03/05/17
    The fee we charge is commensurate with the amount of work required to provide you with the service you need. We provide an initial, no obligation one-hour meeting to discuss your needs free of charge, where we will establish what work is required and will be able to provide a quotation of costs at t... read full individual profile
    1. ✔Min Pension Savings: £50,000
    2. ✔Min Assets: £50,000
    3. 🪧34.1 Miles
    4. 📍Bradford On Avon
  8. 🏢

    CSM Financial Solutions Limited

    FCA reg no.
    942693
    FCA authorised date:
    05/08/21
    Based in Inkpen, Berkshire, CSM Financial Solutions Limited is a FCA-regulated financial services firm specializing in investment planning, retirement advice, and comprehensive financial planning. They offer professional guidance for first-time investors and retirees.
    1. ✔1 Financial Adviser
    2. 🪧0.5 Miles
    3. 📍Berkshire
  9. 🏢

    Essential Wealth Management and Advice Limited

    FCA reg no.
    518528
    FCA authorised date:
    22/10/24
    Essential Wealth Management is a FCA regulated firm in West Woodhay specialising in tailored financial solutions, life investments, pension advice, and comprehensive financial planning. The team offers competent, compliant, personalised advice.
    1. ✔3 Financial Advisers
    2. 🪧1.4 Miles
    3. 📍Newbury
  10. 🏢

    John Williams

    FCA reg no.
    419875
    FCA authorised date:
    07/01/05
    John Williams is a reputable Hungerford-based financial firm known for personalized financial planning, encompassing insurance, investments, pensions, and final salary pension transfers. Ensuring dependable financial solutions to businesses and individuals alike.
    1. ✔3 Financial Advisers
    2. 🪧3.1 Miles
    3. 📍Hungerford
  11. 🏢

    Aqua Financial Limited

    FCA reg no.
    605083
    FCA authorised date:
    11/11/13
    Aqua Financial Limited, based in Hungerford, Berkshire, provides reliable and professional financial advice on life investments and retirement planning, tailored to individual client needs. Regulated by the FCA (605083).
    1. ✔3 Financial Advisers
    2. 🪧3.2 Miles
    3. 📍Hungerford
  12. 🏢

    Brown Dog Financial Planning Limited

    FCA reg no.
    713239
    FCA authorised date:
    07/08/15
    Brown Dog Financial Planning Limited in Hungerford, Wiltshire offers regulated financial advice, specialising in life investments, pensions, and comprehensive financial planning for the Berkshire region.
    1. ✔2 Financial Advisers
    2. 🪧3.3 Miles
    3. 📍Hungerford
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  14. 🏢

    Harridge Financial Services Limited

    FCA reg no.
    468481
    FCA authorised date:
    30/05/07
    Harridge Financial Services, situated in Hungerford, Berkshire, is a trusted, FCA-regulated firm offering bespoke financial planning, retirement advice, pension transfers, insurance services, and investment strategies.
    1. ✔14 Financial Advisers
    2. 🪧3.4 Miles
    3. 📍Hungerford
  15. 🏢

    Lilleyco Financial Services

    FCA reg no.
    191842
    FCA authorised date:
    31/05/05
    LilleyCo Financial Services is a FCA-regulated firm offering comprehensive financial solutions in Berkshire. Skilled in life/investment advice, pensions, and holistic financial planning, they simplify complex decisions for tailor-made financial guidance.
    1. ✔2 Financial Advisers
    2. 🪧4.8 Miles
    3. 📍Hungerford
  16. 🏢

    Miller James Financial Planning Limited

    FCA reg no.
    972481
    FCA authorised date:
    22/04/24
    Miller James Financial Planning Limited is a reputable FCA-regulated financial advisor based in Hungerford, Berkshire, offering expert advice in life investments, pensions, and other critical financial planning areas.
    1. ✔2 Financial Advisers
    2. 🪧4.8 Miles
    3. 📍Hungerford
  17. 🏢

    Private & Commercial Lifetime Partners Limited

    FCA reg no.
    200847
    FCA authorised date:
    11/06/07
    P&C Lifetime Partners, centrally located in Berkshire, is a reputable FCA-regulated firm known for its expert financial planning, pension advice, and investment strategies, dedicated to ensuring sustainable future growth.
    1. ✔4 Financial Advisers
    2. 🪧4.8 Miles
    3. 📍Hungerford
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