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Find FCA registered Financial Advisers Near Me in RG20 8

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We have found 422 relevant financial adviser firms within 30 miles of RG20 8. Showing page 1 of 29.

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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. 🪧6.6 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. 🪧18.4 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. 🪧29.2 Miles
    3. 📍Cirencester
  7. 🏢

    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. 🪧2.2 Miles
    3. 📍Newbury
  8. 🏢

    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. 🪧3.5 Miles
    3. 📍Newbury
  9. 🏢

    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. 🪧3.6 Miles
    3. 📍Hungerford
  10. 🏢

    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. 🪧3.6 Miles
    3. 📍Hungerford
  11. 🏢

    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. 🪧3.6 Miles
    3. 📍Hungerford
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  13. 🏢

    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. 🪧3.7 Miles
    3. 📍Newbury
  14. 🏢

    Creative Lifestyle Planning LTD

    FCA reg no.
    934058
    FCA authorised date:
    29/11/22
    Creative Lifestyle Planning Ltd, located in Newbury, Berkshire, offers regulated financial advice & planning, including life insurance, investments & pensions retirement advice. Tailored solutions for all aspects of modern living. FCA registration number 934058.
    1. ✔1 Financial Adviser
    2. 🪧3.7 Miles
    3. 📍Newbury
  15. 🏢

    Stewart Bellinger

    FCA reg no.
    1027254
    FCA authorised date:
    20/02/25
    Stewart Bellinger, a Newbury-based financial planner, specializes in life insurance, pension options, and retirement advice. Known for his approachable style and dedication to client needs, he's particularly skilled in final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧3.7 Miles
    3. 📍Newbury
  16. 🏢

    Hames Associates Wealth Management

    FCA reg no.
    415108
    FCA authorised date:
    18/11/04
    Hames Associates Wealth Management, based in Newbury, Berkshire, is a FCA regulated firm offering expert financial services including planning, insurance, investments and pensions. Renowned for their client-focused service, they serve greater London and beyond.
    1. ✔2 Financial Advisers
    2. 🪧3.7 Miles
    3. 📍Newbury
  17. 🏢

    Grace Williams

    FCA reg no.
    1019889
    FCA authorised date:
    04/10/24
    Grace Williams is a distinguished, FCA-regulated firm in Newbury, offering a range of financial services including insurance, investments, and personalised financial planning with a focus on pension strategies.
    1. ✔1 Financial Adviser
    2. 🪧3.7 Miles
    3. 📍Newbury
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