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Find FCA registered Financial Advisers Near Me in RG40 5

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We have found 1113 relevant financial adviser firms within 30 miles of RG40 5. Showing page 1 of 75.

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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. 🪧5.5 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. 🪧7.1 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. 🪧7.1 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. 🪧18.4 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. 🪧21.4 Miles
    5. 📍Claygate
  7. 🏢

    Robertson’s Wealth Management LTD

    FCA reg no.
    1043793
    FCA authorised date:
    13/11/25
    1. ✔1 Financial Adviser
    2. 🪧30.7 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. 🪧31.3 Miles
    6. 📍 London
  9. 🏢

    Trident Financial Planning Limited

    FCA reg no.
    969061
    FCA authorised date:
    24/03/24
    Trident Financial Planning Limited is a renowned firm in Wokingham, Berkshire, offering personalised wealth management, investments and pensions retirement advice with proven expertise in final salary pension transfers.
    1. ✔4 Financial Advisers
    2. 🪧0.9 Miles
    3. 📍Wokingham
  10. 🏢

    Tara Financial Services LTD

    FCA reg no.
    118005
    FCA authorised date:
    22/02/22
    Tara Financial Services Ltd, based in Wokingham, Berkshire, is a FCA-registered firm providing comprehensive financial advice including life investments, pensions, and retirement planning, renowned for superior customer service.
    1. ✔1 Financial Adviser
    2. 🪧0.9 Miles
    3. 📍Wokingham
  11. 🏢

    Corfields (UK) Limited

    FCA reg no.
    460889
    FCA authorised date:
    25/01/07
    Corfields (UK) Ltd is a trusted, FCA-regulated financial firm in Wokingham, Berkshire specializing in tailored life investments, pensions retirement solutions, and final salary pension transfers. Their dedicated customer-centric approach ensures a secure financial future.
    1. ✔2 Financial Advisers
    2. 🪧0.9 Miles
    3. 📍Wokingham
  12. 🏢

    BERKSHIRE IFA LIMITED

    FCA reg no.
    826120
    FCA authorised date:
    13/05/19
    Berkshire IFA Limited is a reputable financial advisory firm, providing tailored advice on investments, pensions, and comprehensive financial planning to clients across Berkshire and surrounding areas.
    1. ✔1 Financial Adviser
    2. 🪧0.9 Miles
    3. 📍Wokingham
  13. 🏢

    Christopher Barney

    FCA reg no.
    1020245
    FCA authorised date:
    06/11/24
    FCA registered firm Christopher Barney offers reputable financial planning services specialising in pensions and retirement advice, providing tailored, regulated advice to meet individual client needs.
    1. ✔1 Financial Adviser
    2. 🪧0.9 Miles
    3. 📍Wokingham
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  15. 🏢

    Spend Time LTD

    FCA reg no.
    917358
    FCA authorised date:
    22/06/20
    3. Spend Time Financial Planning is an FCA registered firm in Wokingham, Berkshire, known for its expertise in financial planning, offering life insurance, investments, pension retirement advice and more.
    1. ✔2 Financial Advisers
    2. 🪧1.4 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. 🪧1.4 Miles
    3. 📍Wokingham
  17. 🏢

    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. 🪧1.5 Miles
    3. 📍Wokingham
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