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Find FCA registered Financial Advisers Near Me in RG5 3

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We have found 813 relevant financial adviser firms within 30 miles of RG5 3. Showing page 1 of 55.

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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 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 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. 🪧3.3 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. 🪧15.2 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. 🪧25.5 Miles
    5. 📍Claygate
  7. 🏢

    Robertson’s Wealth Management LTD

    FCA reg no.
    1043793
    FCA authorised date:
    13/11/25
    1. ✔1 Financial Adviser
    2. 🪧33.9 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. 🪧34.6 Miles
    6. 📍 London
  9. 🏢

    The Acorn Partnership IFA LLP

    FCA reg no.
    496300
    FCA authorised date:
    02/04/09
    Acorn Partnership IFA LLP is an esteemed, FCA-regulated financial institution in Woodley, Reading, specializing in comprehensive financial planning including risk-adjusted returns, pensions, investments, and retirement planning.
    1. ✔1 Financial Adviser
    2. 🪧0.8 Miles
    3. 📍Reading
  10. 🏢

    WARGRAVE & HENLEY FINANCIAL SERVICES LIMITED

    FCA reg no.
    623847
    FCA authorised date:
    15/09/14
    Wargrave & Henley Financial Services Limited, located near Reading, Berkshire, offers regulated financial services, specialising in retirement advice, investment consultancy, and life stage planning. Trusted in Reading and beyond.
    1. ✔1 Financial Adviser
    2. 🪧0.8 Miles
    3. 📍Reading
  11. 🏢

    Milligan Financial Planning Limited

    FCA reg no.
    945625
    FCA authorised date:
    14/06/21
    Milligan Financial Planning Limited, an FCA regulated Berkshire firm, offers expert financial planning services including investments and retirement advice. Known for tailored client-focused solutions, they cater to both new and seasoned investors.
    1. ✔1 Financial Adviser
    2. 🪧1 Miles
    3. 📍Berkshire
  12. 🏢

    Corellia Financial Services Limited

    FCA reg no.
    793798
    FCA authorised date:
    01/02/18
    Corellia Financial Advisors, based in Winnersh, Berkshire, provides FCA-regulated financial advice. Known for making complex finances understandable, the team offers comprehensive financial planning, life investments, and pensions retirement advice.
    1. ✔1 Financial Adviser
    2. 🪧1.2 Miles
    3. 📍Winnersh
  13. 🏢

    JPM Asset Management Limited

    FCA reg no.
    453251
    FCA authorised date:
    18/07/06
    JPM Asset Management Limited is a reputable, FCA-registered financial firm in Reading, offering bespoke services such as life investment advice and pension planning. With professional, yet approachable experts, it's trusted by many.
    1. ✔2 Financial Advisers
    2. 🪧1.2 Miles
    3. 📍Reading
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  15. 🏢

    Pathfinder Wealth Management LTD

    FCA reg no.
    1017317
    FCA authorised date:
    03/11/25
    Pathfinder Wealth Management Ltd is a Berkshire-based financial planning firm specialising in life, investment and pension retirement services. Known for trustworthy, FCA regulated advice, they offer tailored solutions for individual financial goals.
    1. ✔3 Financial Advisers
    2. 🪧1.5 Miles
    3. 📍Wokingham
  16. 🏢

    Apex Financial Services & Wealth Management LTD

    FCA reg no.
    924704
    FCA authorised date:
    20/04/20
    Apex Financial Services & Wealth Management Ltd is a reputable FCA-regulated firm specializing in financial planning, retirement guidance, investment strategies, and pension transfers, based in Reading, Berkshire.
    1. ✔2 Financial Advisers
    2. 🪧1.5 Miles
  17. 🏢

    Wholesome Financial Planning Limited

    FCA reg no.
    995296
    FCA authorised date:
    24/04/23
    You want your money to work hard for you and for the planet. That’s our vision too. At Wholesome Financial Planning, we help you take control of your financial future while aligning your investments with the values that matter most to you. You might be looking to tackle environmental and social... read full company profile.
    1. ✔2 Financial Advisers
    2. 🪧1.9 Miles
    3. 📍Reading
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