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Find FCA registered Financial Advisers Near Me in RG20 0

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We have found 402 relevant financial adviser firms within 30 miles of RG20 0. Showing page 1 of 27.

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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. 🪧6.8 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. 🪧19.1 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. 🪧19.1 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. 🪧19.7 Miles
    5. 📍London
  6. 🏢

    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. 🪧2.1 Miles
    3. 📍Newbury
  7. 🏢

    Andrew Street Wealth Management LTD

    FCA reg no.
    736699
    FCA authorised date:
    15/02/16
    Andrew Street Wealth Management Ltd, an FCA regulated firm based in Newbury, Berkshire, specialises in life investments, retirement planning, and pension advice. They offer personalised services to build and secure clients' financial future.
    1. ✔1 Financial Adviser
    2. 🪧2.6 Miles
    3. 📍Newbury
  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. 🪧3 Miles
    3. 📍Berkshire
  9. 🏢

    Hynes Davis Limited

    FCA reg no.
    178759
    FCA authorised date:
    01/12/01
    Hynes Davis Ltd is a Berkshire-based financial firm specialising in personalised advice on investment, retirement, and pensions, trusted for its transparency, professionalism and approachable style.
    1. ✔1 Financial Adviser
    2. 🪧3.6 Miles
    3. 📍Newbury
  10. 🏢

    CHESTER ROSE FINANCIAL PLANNING LTD

    FCA reg no.
    726620
    FCA authorised date:
    01/07/16
    Chester Rose Financial Planning Limited is a reputable, FCA-regulated firm in Newbury, Berkshire, specializing in financial planning, retirement advice, and insurance services, known for its personalized, client-centric approach.
    1. ✔10 Financial Advisers
    2. 🪧3.7 Miles
    3. 📍Newbury
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  12. 🏢

    Carl Hope

    FCA reg no.
    453710
    FCA authorised date:
    01/09/06
    Douglas Hope Financial Management is a FCA-regulated firm in Newbury, Berkshire specialising in life investments, pensions retirement advice, and general financial planning, offering reliable services tailored to clients' unique needs.
    1. ✔3 Financial Advisers
    2. 🪧3.8 Miles
    3. 📍Newbury
  13. 🏢

    Baggerman Wealth Management LTD

    FCA reg no.
    682588
    FCA authorised date:
    07/04/15
    Baggerman Wealth Management Ltd, an FCA-regulated firm in Newbury, Berkshire, provides personalised advice on life investments, pensions retirement, and final salary pension transfers with professionalism and integrity.
    1. ✔4 Financial Advisers
    2. 🪧3.8 Miles
    3. 📍Newbury
  14. 🏢

    Oculus Wealth Management (newbury) Limited

    FCA reg no.
    935113
    FCA authorised date:
    29/09/20
    Oculus Wealth Management is a FCA registered firm based in Newbury, offering personalised financial services including life investments, pensions, and retirement advice to residents of Berkshire and beyond.
    1. ✔1 Financial Adviser
    2. 🪧3.9 Miles
    3. 📍Newbury
  15. 🏢

    Kate Talbot Financial Planning Limited

    FCA reg no.
    943119
    FCA authorised date:
    21/06/21
    Based in Newbury, Berkshire, Kate Talbot Financial Planning Ltd offers trusted, regulated financial advice, specialising in life investments and pensions retirement planning. Known for their approachable style and diverse clientele.
    1. ✔2 Financial Advisers
    2. 🪧3.9 Miles
    3. 📍Newbury
  16. 🏢

    Beckley Financial Planning LTD

    FCA reg no.
    914618
    FCA authorised date:
    07/10/19
    2plan Wealth Management, a FCA-regulated firm in Newbury, Berkshire, provides expert advice on insurance, investments, and financial planning. Services are client-focused, catering to individual financial needs and future aspirations.
    1. ✔1 Financial Adviser
    2. 🪧4.1 Miles
    3. 📍Newbury
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  18. 🏢

    Nicholas Higgs

    FCA reg no.
    983338
    FCA authorised date:
    14/09/22
    Nicholas Higgs is a regulated financial firm based in Newbury, Berkshire, specialising in life insurance, investments, and pensions. Known for their approachable style and tailored advice, they reliably serve individual and business clients.
    1. ✔1 Financial Adviser
    2. 🪧4.2 Miles
    3. 📍Newbury
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