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Find FCA registered Financial Advisers Near Me in RG40 4

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We have found 787 relevant financial adviser firms within 30 miles of RG40 4. Showing page 1 of 53.

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  2. 🏢

    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. 🪧3.6 Miles
    5. 📍London
  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. 🪧6.5 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. 🪧6.5 Miles
    5. 📍Reading
  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. 🪧15.5 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. 🪧23.9 Miles
    5. 📍Claygate
  7. 🏢

    Robertson’s Wealth Management LTD

    FCA reg no.
    1043793
    FCA authorised date:
    13/11/25
    1. ✔1 Financial Adviser
    2. 🪧34.3 Miles
    3. 📍London
  8. 🏢

    Westminster Wealth Management LLP

    FCA reg no.
    490519
    FCA authorised date:
    12/12/08
    Westminster Wealth Management brings together a wealth of experience from across the financial services sector. As a fully independent financial advisory practice, we pride ourselves on offering exceedingly high levels of personal service. This has resulted in long-term relationships with our cl... read full company profile
    1. ✔50 Financial Advisers
    2. ✔5 Mortgage Brokers
    3. ✔Min Pension Savings: £200,000
    4. ✔Min Assets: £200,000
    5. 🪧34.9 Miles
    6. 📍 London
  9. 🏢

    Arborheath LTD

    FCA reg no.
    937373
    FCA authorised date:
    01/04/21
    Arborheath Ltd is a FCA-regulated financial planning firm in Berkshire, specializing in life investments, pension retirement and general investment planning. It offers personalised, client-centric services for both novice and experienced investors.
    1. ✔2 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧1.1 Miles
    4. 📍Berkshire
  10. 🏢

    Info4 Limited

    FCA reg no.
    304902
    FCA authorised date:
    31/10/04
    Info4 Limited is a Berkshire-based financial firm offering reliable advice on insurances, investments, pensions, and retirement planning. Regulated by the FCA, they provide tailored financial solutions for individuals and businesses.
    1. ✔1 Financial Adviser
    2. 🪧1.3 Miles
    3. 📍Wokingham
  11. 🏢

    Arborfield Wealth Limited

    FCA reg no.
    987996
    FCA authorised date:
    17/07/23
    Arborfield Wealth Limited is a regulated financial services firm in Reading, Berkshire, specializing in life investments, pensions, retirement planning, and personalized financial advice for individuals and local families.
    1. ✔1 Financial Adviser
    2. 🪧1.5 Miles
    3. 📍Arborfield
  12. 🏢

    Samuel Jason Henry

    FCA reg no.
    400852
    FCA authorised date:
    14/07/14
    Samuel Jason Henry is a renowned financial firm in Reading, Berkshire, specializing in life and investment planning, pensions, retirement advice, and comprehensive financial services tailored to individual needs.
    1. ✔3 Financial Advisers
    2. 🪧1.7 Miles
    3. 📍Reading
  13. 🏢

    Velarium Wealth LTD

    FCA reg no.
    953492
    FCA authorised date:
    01/11/21
    Velarium Wealth Ltd, an FCA-regulated firm in Berkshire, offers trustworthy financial services including insurance, investments, and retirement planning, known for their professional and friendly approach.
    1. ✔1 Financial Adviser
    2. 🪧2.2 Miles
    3. 📍Reading
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  15. 🏢

    Unavida Wealth Management LTD

    FCA reg no.
    440577
    FCA authorised date:
    20/01/06
    UnaVida Wealth Management Ltd is a UK-based financial services firm offering expert life, investment, and pensions advice. Known for its tailored solutions and client-centered approach, it guides clients towards their financial objectives.
    1. ✔2 Financial Advisers
    2. 🪧2.7 Miles
    3. 📍Wokingham
  16. 🏢

    Employee Benefits Partnership Limited

    FCA reg no.
    573661
    FCA authorised date:
    02/04/12
    A respected Wokingham-based financial services firm, Employee Benefits Partnership Limited offers expert, client-focused advice on various financial aspects including pensions, retirement, and investment planning. Regulated under FCA number 573661.
    1. ✔1 Financial Adviser
    2. 🪧2.8 Miles
    3. 📍Wokingham
  17. 🏢

    Financial Planning Partners Limited

    FCA reg no.
    301132
    FCA authorised date:
    31/10/04
    Financial Planning Partners Limited is a trusted firm of independent financial advisers, with offices in Crowthorne in Berkshire and Egham in Surrey. Specialising in wealth management, retirement planning and legacy provision for wealthy families, business owners and senior executives. Regulated... read full company profile.
    1. ✔3 Financial Advisers
    2. 🪧3.1 Miles
    3. 📍Crowthorne
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