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Find FCA registered Financial Advisers Near Me in RG2 9

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We have found 765 relevant financial adviser firms within 30 miles of RG2 9. Showing page 1 of 51.

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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. 🪧1.5 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. 🪧4.4 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. 🪧4.4 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. 🪧14 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. 🪧25.5 Miles
    5. 📍Claygate
  7. 🏢

    Robertson’s Wealth Management LTD

    FCA reg no.
    1043793
    FCA authorised date:
    13/11/25
    1. ✔1 Financial Adviser
    2. 🪧35.3 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. 🪧35.9 Miles
    6. 📍 London
  9. 🏢

    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. 🪧0.1 Miles
    3. 📍Reading
  10. 🏢

    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. 🪧0.7 Miles
    3. 📍Arborfield
  11. 🏢

    Arborheath LTD

    FCA reg no.
    937373
    FCA authorised date:
    01/04/21
    Arborheath Ltd is a FCA-regulated financial planning firm in Berkshire, specializing in life investments, pension retirement and general investment planning. It offers personalised, client-centric services for both novice and experienced investors.
    1. ✔2 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧1.1 Miles
    4. 📍Berkshire
  12. 🏢

    Samuel Jason Henry

    FCA reg no.
    400852
    FCA authorised date:
    14/07/14
    Samuel Jason Henry is a renowned financial firm in Reading, Berkshire, specializing in life and investment planning, pensions, retirement advice, and comprehensive financial services tailored to individual needs.
    1. ✔3 Financial Advisers
    2. 🪧1.2 Miles
    3. 📍Reading
  13. 🏢

    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. 🪧1.9 Miles
    3. 📍Reading
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  15. 🏢

    Bluesky Financial Planners Limited

    FCA reg no.
    914561
    FCA authorised date:
    01/09/20
    Berkshire-based Bluesky Chartered Financial Planners offer FCA-regulated financial advice, specializing in life investments, retirement strategies and pensions. Renowned for their personable and client-focused approach.
    1. ✔4 Financial Advisers
    2. 🪧2.2 Miles
  16. 🏢

    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. 🪧2.4 Miles
    3. 📍Swallowfield
  17. 🏢

    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. 🪧2.9 Miles
    3. 📍Berkshire
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