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Find FCA registered Financial Advisers Near Me in RG2 8

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We have found 729 relevant financial adviser firms within 30 miles of RG2 8. Showing page 1 of 49.

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  2. 🏢

    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. 🪧0.7 Miles
    5. 📍London
  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. 🪧2.5 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. 🪧2.5 Miles
    5. 📍Reading
  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. 🪧12.4 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. 🪧27.4 Miles
    5. 📍Claygate
  7. 🏢

    Robertson’s Wealth Management LTD

    FCA reg no.
    1043793
    FCA authorised date:
    13/11/25
    1. ✔1 Financial Adviser
    2. 🪧36.7 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. 🪧37.3 Miles
    6. 📍 London
  9. 🏢

    RKP Wealth Management

    FCA reg no.
    799009
    FCA authorised date:
    19/01/18
    RKP Wealth Management in Reading, Berkshire provides reliable financial planning solutions, specialising in life and investment strategies. It offers personalised services for pensions, retirement and pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧1 Miles
    3. 📍Reading
  10. 🏢

    Velarium Wealth LTD

    FCA reg no.
    953492
    FCA authorised date:
    01/11/21
    Velarium Wealth Ltd, an FCA-regulated firm in Berkshire, offers trustworthy financial services including insurance, investments, and retirement planning, known for their professional and friendly approach.
    1. ✔1 Financial Adviser
    2. 🪧2.1 Miles
    3. 📍Reading
  11. 🏢

    Milligan Financial Planning Limited

    FCA reg no.
    945625
    FCA authorised date:
    14/06/21
    Milligan Financial Planning Limited, an FCA regulated Berkshire firm, offers expert financial planning services including investments and retirement advice. Known for tailored client-focused solutions, they cater to both new and seasoned investors.
    1. ✔1 Financial Adviser
    2. 🪧2.6 Miles
    3. 📍Berkshire
  12. 🏢

    Wholesome Financial Planning Limited

    FCA reg no.
    995296
    FCA authorised date:
    24/04/23
    You want your money to work hard for you and for the planet. That’s our vision too. At Wholesome Financial Planning, we help you take control of your financial future while aligning your investments with the values that matter most to you. You might be looking to tackle environmental and social... read full company profile.
    1. ✔2 Financial Advisers
    2. 🪧2.7 Miles
    3. 📍Reading
  13. 🏢

    Rockwealth Reading LTD

    FCA reg no.
    1009104
    FCA authorised date:
    29/04/24
    Rockwealth Reading Ltd is a trusted financial advisory firm in Berkshire, offering specialist services like life insurance, investments, and pensions retirement advice, with focus on final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧2.7 Miles
    3. 📍Swallowfield
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  15. 🏢

    Verdant Financial Planning Limited

    FCA reg no.
    928401
    FCA authorised date:
    01/12/20
    Verdant Financial Planning Limited is a reputable, FCA-regulated firm in Reading, Berkshire, offering tailored advice on wealth management and financial strategies with client-focused services.
    1. ✔7 Financial Advisers
    2. 🪧2.8 Miles
    3. 📍Reading
  16. 🏢

    Crowe Financial Planning UK Limited

    FCA reg no.
    185323
    FCA authorised date:
    01/12/01
    Crowe Financial Planning UK Limited provides tailored financial services specializing in life investments, pension retirement advice, and comprehensive financial planning. Known for client-focused, clear, and accurate services.
    1. ✔10 Financial Advisers
    2. 🪧2.8 Miles
    3. 📍Reading
  17. 🏢

    Arborfield Wealth Limited

    FCA reg no.
    987996
    FCA authorised date:
    17/07/23
    Arborfield Wealth Limited is a regulated financial services firm in Reading, Berkshire, specializing in life investments, pensions, retirement planning, and personalized financial advice for individuals and local families.
    1. ✔1 Financial Adviser
    2. 🪧2.8 Miles
    3. 📍Arborfield
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