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Find FCA registered Financial Advisers Near Me in RG21 5

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We have found 607 relevant financial adviser firms within 30 miles of RG21 5. Showing page 1 of 41.

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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. 🪧10.6 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. 🪧11.1 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. 🪧13 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. 🪧13 Miles
    5. 📍Reading
  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. 🪧33 Miles
    5. 📍Claygate
  7. 🏢

    Fortem Financial Management Limited

    FCA reg no.
    773709
    FCA authorised date:
    10/03/17
    Fortem Financial Management Limited, located in Hampshire, provides trustworthy and regulated financial advice, specializing in life investments and retirement planning. They offer tailored services like pensions advice and comprehensive financial planning.
    1. ✔2 Financial Advisers
    2. 🪧0.7 Miles
    3. 📍Basingstoke
  8. 🏢

    Headley Financial Services Limited

    FCA reg no.
    527443
    FCA authorised date:
    04/01/11
    Headley Financial Services, based in Basingstoke, provides expert life and investment advice, as well as pensions and retirement guidance. They offer tailored financial planning solutions to meet individual client needs.
    1. ✔5 Financial Advisers
    2. 🪧0.9 Miles
    3. 📍Basingstoke
  9. 🏢

    Simon Li

    FCA reg no.
    841779
    FCA authorised date:
    10/05/19
    Simon Li, a leading Hampshire-based financial firm, offers comprehensive services in investment advice, pensions retirement planning and more. Renowned for personalised services, they cater to local families with tailored strategies.
    1. ✔1 Financial Adviser
    2. 🪧0.9 Miles
  10. 🏢

    Rosemount Financial Solutions LTD

    FCA reg no.
    448935
    FCA authorised date:
    07/03/06
    Based in Basingstoke, Hampshire, Rosemount Financial Solutions Ltd is a FCA-regulated authority in financial planning. Providing expert advice on various financial aspects, the firm offers personalised, reliable services for all client needs.
    1. ✔1 Financial Adviser
    2. 🪧0.9 Miles
    3. 📍Basingstoke
  11. 🏢

    Rosemount Financial Solutions (IFA) Limited

    FCA reg no.
    535515
    FCA authorised date:
    01/11/11
    Rosemount Financial Solutions is a top-tier, FCA regulated firm in Basingstoke, Hampshire offering comprehensive financial planning services, including investment planning, life insurance, and pension advice. Known for their approachable team and professional service.
    1. ✔18 Financial Advisers
    2. ✔76 Mortgage Brokers
    3. 🪧0.9 Miles
    4. 📍Basingstoke
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  13. 🏢

    Sterling House Financial Management Limited

    FCA reg no.
    1038871
    FCA authorised date:
    05/08/25
    FCA registered Sterling House Financial Management Limited provides expert financial planning and advice, including investments, and bespoke pension transfers, tailored to individual and business needs.
    1. ✔1 Financial Adviser
    2. 🪧1 Miles
    3. 📍Basingstoke
  14. 🏢

    Verma Finance Limited

    FCA reg no.
    1019269
    FCA authorised date:
    12/09/24
    Verma Finance Limited is a Hampshire-based, FCA registered firm offering secure financial solutions including investment advice, pension transfers and comprehensive financial planning. Known for tailored services and excellence, they guide clients towards financial stability.
    1. ✔1 Financial Adviser
    2. 🪧1.8 Miles
    3. 📍Basingstoke
  15. 🏢

    Leonna Salmon Financial Planning LTD

    FCA reg no.
    912381
    FCA authorised date:
    19/08/19
    Leonna Salmon Financial Planning Ltd, based in Basingstoke, offers expert, FCA-regulated financial advice, for life, investments, and pensions, extending services to retirement and final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧1.9 Miles
    3. 📍Basingstoke
  16. 🏢

    M&d Wealth Management Limited

    FCA reg no.
    928451
    FCA authorised date:
    24/06/20
    M&D Wealth Management Limited offers robust, regulated financial planning services including insurance, investments, and retirement advice. Located in Old Basing, they are lauded for their personalized solutions and approachable demeanor.
    1. ✔1 Financial Adviser
    2. 🪧1.9 Miles
  17. 🏢

    Martin Keyte Financial Planning LTD

    FCA reg no.
    601434
    FCA authorised date:
    22/05/13
    Martin Keyte Financial Planning Ltd, a FCA regulated Hampshire-based firm, specialises in comprehensive financial services such as investments and pension advice, offering personalised financial planning solutions.
    1. ✔1 Financial Adviser
    2. 🪧2.2 Miles
    3. 📍Basingstoke
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