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Find FCA registered Financial Advisers Near Me in RG31 7

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We have found 620 relevant financial adviser firms within 30 miles of RG31 7. Showing page 1 of 42.

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  2. 👤

    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. 🪧3.3 Miles
    4. 📍Reading
  3. 🏢

    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. 🪧3.3 Miles
    5. 📍Reading
  4. 🏢

    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. 🪧4.8 Miles
    5. 📍London
  5. 🏢

    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 Miles
    3. 📍Thatcham
  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. 🪧31.4 Miles
    5. 📍Claygate
  7. 🏢

    Intelligent Wealth Strategies LTD

    FCA reg no.
    953558
    FCA authorised date:
    24/06/21
    Intelligent Wealth Strategies Ltd is a renowned financial planning firm located in Calcot, Reading. It offers client-focused, FCA-regulated services in life & investments, pension retirement advice, and overall financial planning.
    1. ✔1 Financial Adviser
    2. 🪧0.3 Miles
    3. 📍Reading
  8. 🏢

    Ian Manson Thompson

    FCA reg no.
    193364
    FCA authorised date:
    31/05/05
    Ian Manson Thompson is a FCA-recognised financial firm in Reading, Berkshire, offering regulated advice and specialising in life-investments, tailored pensions retirement advice, and final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧0.6 Miles
    3. 📍Reading
  9. 🏢

    MacBeth Financial Services LTD

    FCA reg no.
    612177
    FCA authorised date:
    20/12/13
    Berkshire-based Macbeth Financial Services Ltd. offers expert, FCA-regulated financial advice and services including life insurance, financial planning, pension transfers, and investments. Trusted by individuals and businesses for tailored solutions.
    1. ✔1 Financial Adviser
    2. 🪧0.8 Miles
    3. 📍Reading
  10. 🏢

    Paula Bicknell

    FCA reg no.
    758241
    FCA authorised date:
    12/09/16
    Paula Bicknell is a reputable financial firm in Theale, Berkshire offering regulated financial services including investments, pensions advice, and comprehensive financial planning, overseen by FCA registration 758241.
    1. ✔2 Financial Advisers
    2. 🪧1 Miles
    3. 📍Theale
  11. 🏢

    Gallimore Wealth Management LLP

    FCA reg no.
    440429
    FCA authorised date:
    10/10/05
    Gallimore Wealth Management LLP provides expert financial planning and investment advice, including insurance, retirement and investment services. Regulated by the FCA, they are known for their client-focused, practical approach.
    1. ✔5 Financial Advisers
    2. 🪧1 Miles
    3. 📍Theale
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  13. 🏢

    Bluestone Financial Planning Limited

    FCA reg no.
    966977
    FCA authorised date:
    09/05/22
    Bluestone Financial Planning Limited, regulated by the FCA, is a reputable firm in Reading, Berkshire offering impartial, comprehensive advice on financial matters. Known for simplifying complex concepts, they provide tailored, client-focused financial planning services.
    1. ✔2 Financial Advisers
    2. 🪧1 Miles
    3. 📍Reading
  14. 🏢

    Matthew Bicknell

    FCA reg no.
    840157
    FCA authorised date:
    12/04/19
    Matthew Bicknell is a UK-based, FCA-regulated financial firm specializing in life and investment planning, pension transfers, retirement advice, and comprehensive financial planning, renowned for their friendly and professional service.
    1. ✔1 Financial Adviser
    2. 🪧1.8 Miles
    3. 📍Reading
  15. 🏢

    Thames Valley Financial Planning Limited

    FCA reg no.
    1004493
    FCA authorised date:
    06/11/23
    Thames Valley Financial Planning Limited is a Berkshire-based, FCA-regulated firm offering tailored financial strategies and regulated advice. Services include insurance, pension advice, and comprehensive financial planning to individuals and businesses.
    1. ✔1 Financial Adviser
    2. 🪧2.1 Miles
  16. 🏢

    ALASTAIR FRITH WEALTH MANAGEMENT (IFA) LIMITED

    FCA reg no.
    622485
    FCA authorised date:
    30/04/14
    FCA-regulated Vision IFP offers tailored financial planning services in Reading, Berkshire. Specialties include life investments, pensions retirement advice, and final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧2.2 Miles
    3. 📍Reading
  17. 🏢

    Kye Punter

    FCA reg no.
    978766
    FCA authorised date:
    08/07/22
    Kye Punter is a leading financial services firm in Tilehurst, Reading, focusing on life investments, pensions, and comprehensive financial planning. Regulated by the FCA, they offer personalised, trustworthy advice for financial needs.
    1. ✔1 Financial Adviser
    2. 🪧2.5 Miles
    3. 📍Reading
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