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Find FCA registered Financial Advisers Near Me in RG45 6

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We have found 1000 relevant financial adviser firms within 30 miles of RG45 6. Showing page 1 of 67.

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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. 🪧6.3 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. 🪧8.8 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. 🪧8.8 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. 🪧18.6 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. 🪧20.8 Miles
    5. 📍Claygate
  7. 🏢

    Avanti Financial Planning

    FCA reg no.
    1026303
    FCA authorised date:
    28/02/25
    Avanti Financial Planning are independent financial advisers, and our mission is to help you improve your finances and make your aims and aspirations a reality. We deliver a service built around the values, experience and knowledge our leadership team has acquired over the last 70 years. What do... read full company profile
    1. ✔2 Financial Advisers
    2. ✔Min Pension Savings: £150,000
    3. ✔Min Assets: £250,000
    4. 🪧29.2 Miles
    5. 📍Billingshurst
  8. 🏢

    Robertson’s Wealth Management LTD

    FCA reg no.
    1043793
    FCA authorised date:
    13/11/25
    1. ✔1 Financial Adviser
    2. 🪧31.4 Miles
    3. 📍London
  9. 🏢

    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. 🪧32 Miles
    6. 📍 London
  10. 🏢

    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. 🪧0.5 Miles
    3. 📍Crowthorne
  11. 🏢

    Bespoke Independent Financial Advisers Limited

    FCA reg no.
    610625
    FCA authorised date:
    22/05/14
    Bespoke IFA, located in Berkshire, offers regulated financial advice on services like investments and retirement planning. Known for tailoring their services, they are a leading financial advisor in the region.
    1. ✔5 Financial Advisers
    2. 🪧0.5 Miles
    3. 📍Crowthorne
  12. 🏢

    Roffey Wealth Management LLP

    FCA reg no.
    588236
    FCA authorised date:
    14/09/12
    Roffey Wealth Management LLP is a Berkshire-based financial services firm known for expertly managing investments and pensions, providing unique, regulated advice for each client's needs.
    1. ✔2 Financial Advisers
    2. 🪧0.5 Miles
    3. 📍Crowthorne
  13. 🏢

    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. 🪧2.1 Miles
    3. 📍Wokingham
  14. 🏢

    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. 🪧2.4 Miles
    3. 📍Wokingham
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  16. 🏢

    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. 🪧2.5 Miles
    3. 📍Wokingham
  17. 🏢

    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. 🪧2.5 Miles
    3. 📍Wokingham
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