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Find FCA registered Financial Advisers Near Me in RG20 5

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We have found 491 relevant financial adviser firms within 30 miles of RG20 5. Showing page 1 of 33.

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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. 🪧4.8 Miles
    3. 📍Thatcham
  3. 🏢

    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. 🪧14.1 Miles
    5. 📍London
  4. 👤

    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. 🪧14.5 Miles
    4. 📍Reading
  5. 🏢

    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. 🪧14.5 Miles
    5. 📍Reading
  6. 🏢

    Julian Sunley

    FCA reg no.
    483491
    FCA authorised date:
    25/09/12
    Julian Sunley, an FCA regulated firm in Thatcham, Hampshire, offers expert financial planning services such as insurance, investments, pensions, and tailored retirement advice to foster a secure financial future for clients.
    1. ✔1 Financial Adviser
    2. 🪧2.6 Miles
    3. 📍Thatcham
  7. 🏢

    Prosperity Financial Services LTD

    FCA reg no.
    400448
    FCA authorised date:
    31/05/05
    Regulated by the FCA, Prosperity Financial Services Ltd near Reading offers comprehensive financial solutions and expert advice in financial planning, insurance, investments, and pensions. Trusted for their efficient and personalised approach.
    1. ✔12 Financial Advisers
    2. 🪧4.3 Miles
    3. 📍Reading
  8. 🏢

    Ripley Jonathan Oyler

    FCA reg no.
    216117
    FCA authorised date:
    31/05/05
    Based in Reading, Ripley Jonathan Oyler is a reputable financial planning firm. Regulated by the FCA, they provide strategic life and investment advice, pension guidance, and final salary pension transfers.
    1. ✔2 Financial Advisers
    2. 🪧4.3 Miles
    3. 📍Reading
  9. 🏢

    Warwick Road Financial Services LTD

    FCA reg no.
    656015
    FCA authorised date:
    27/11/14
    Warwick Road Financial Services Ltd is a renowned, FCA-regulated firm in Aldermaston, Berkshire, offering comprehensive financial planning services including life investments and pensions retirement advice. Known for their client-focused approach.
    1. ✔15 Financial Advisers
    2. 🪧4.3 Miles
    3. 📍Aldermaston
  10. 🏢

    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. 🪧5.1 Miles
    3. 📍Newbury
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  12. 🏢

    SIMON HANNAM LIMITED

    FCA reg no.
    520525
    FCA authorised date:
    28/07/10
    Berkshire-based Trusted Financial Solutions specialises in financial services, offering expert advice on life, pensions, investments, and retirement planning. Renowned for tailored and regulated client-focused solutions, they simplify complex financial concepts.
    1. ✔1 Financial Adviser
    2. 🪧5.5 Miles
    3. 📍Thatcham
  13. 🏢

    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. 🪧5.8 Miles
    3. 📍Newbury
  14. 🏢

    Meraki Financial Planning Limited

    FCA reg no.
    1016215
    FCA authorised date:
    27/06/24
    Meraki Financial Planning Limited is an FCA-regulated firm offering comprehensive financial services in Thatcham, Berkshire. They specialize in life investments, pensions, retirement advice, and overall financial planning, prioritizing client-centered solutions.
    1. ✔1 Financial Adviser
    2. 🪧5.8 Miles
    3. 📍Thatcham
  15. 🏢

    Blyth Wealth Management Limited

    FCA reg no.
    982544
    FCA authorised date:
    04/04/23
    Blyth Wealth Management Limited, a FCA-regulated firm in Basingstoke, offers personalized financial planning services including life investments, pensions, and retirement advice, with a commitment to helping clients secure their future.
    1. ✔1 Financial Adviser
    2. 🪧6.1 Miles
    3. 📍Basingstoke
  16. 🏢

    ONE FINANCIAL ADVISER LTD

    FCA reg no.
    611058
    FCA authorised date:
    30/09/14
    FCA-regulated firm, 6. One Financial Adviser based in Newbury, Berkshire, provides expert advice on life investments and pensions retirement. Known for their approachability, they specialize in tailored financial strategies and reliable advice.
    1. ✔3 Financial Advisers
    2. 🪧6.1 Miles
    3. 📍Newbury
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  18. 🏢

    PROTECT and INVEST LIMITED

    FCA reg no.
    469073
    FCA authorised date:
    21/09/07
    PROTECT AND INVEST LIMITED is a professional financial firm located in Newbury, offering regulated advice and financial planning in life investments and pensions retirement. They provide client-focused, custom-tailored financial solutions.
    1. ✔2 Financial Advisers
    2. 🪧6.1 Miles
    3. 📍Newbury
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