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Find FCA registered Financial Advisers Near Me in RG20 7

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We have found 400 relevant financial adviser firms within 30 miles of RG20 7. 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. 🪧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. 🪧16.9 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. 🪧16.9 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. 🪧18.9 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. 🪧27.3 Miles
    3. 📍Cirencester
  7. 🏢

    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. 🪧5.4 Miles
    3. 📍Hungerford
  8. 🏢

    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. 🪧5.4 Miles
    3. 📍Hungerford
  9. 🏢

    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. 🪧5.4 Miles
    3. 📍Hungerford
  10. 🏢

    Point To Point Financial Management LLP

    FCA reg no.
    823811
    FCA authorised date:
    19/10/18
    Point To Point Financial Management LLP is a regulated financial planning company in Oxfordshire, known for providing personalised strategies in life investments, pensions, and retirement advice.
    1. ✔1 Financial Adviser
    2. 🪧5.5 Miles
    3. 📍Wantage
  11. 🏢

    Goldsmith Financial Solutions

    FCA reg no.
    506317
    FCA authorised date:
    11/02/10
    Goldsmith Invest is a globally recognised, FCA regulated firm offering expert financial planning with a focus on customised life investments, pensions, and retirement advice. Their approach is client-centric and consistently reliable.
    1. ✔1 Financial Adviser
    2. 🪧5.7 Miles
    3. 📍Harwell
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  13. 🏢

    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. 🪧6.1 Miles
    3. 📍Newbury
  14. 🏢

    Stephanie Richards

    FCA reg no.
    837962
    FCA authorised date:
    25/03/19
    Stephanie Richards is a FCA-certified firm in East Hendred, Oxfordshire, specializing in financial planning, pension advice, and final salary pension transfers with a client-centric approach.
    1. ✔1 Financial Adviser
    2. 🪧6.1 Miles
    3. 📍Wantage
  15. 🏢

    415 LLP

    FCA reg no.
    479512
    FCA authorised date:
    31/03/08
    Based in Wantage, Oxfordshire, 415 LLP is a regulated, FCA-registered firm offering reliable financial advice, pensions consultation, and comprehensive planning services tailored to individual needs.
    1. ✔2 Financial Advisers
    2. 🪧6.4 Miles
    3. 📍Wantage
  16. 🏢

    Universe Financial Advice LTD

    FCA reg no.
    913719
    FCA authorised date:
    03/08/20
    Universe Financial Advice Ltd, an FCA-regulated firm in Oxfordshire, specialises in life and investment services, along with retirement planning. Known for tailored guidance and broad regional service, they are a trusted financial partner.
    1. ✔1 Financial Adviser
    2. 🪧6.9 Miles
    3. 📍Wantage
  17. 🏢

    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. 🪧7 Miles
    3. 📍Newbury
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