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Find FCA registered Financial Advisers Near Me in RG7 5

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We have found 559 relevant financial adviser firms within 30 miles of RG7 5. Showing page 1 of 38.

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  2. 🏢

    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. 🪧4.8 Miles
    3. 📍Thatcham
  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. 🪧7.5 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. 🪧7.5 Miles
    5. 📍Reading
  5. 🏢

    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. 🪧8.4 Miles
    5. 📍London
  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. 🪧35.1 Miles
    5. 📍Claygate
  7. 🏢

    Money Principles LTD

    FCA reg no.
    946656
    FCA authorised date:
    06/12/21
    Money Principles Ltd, a regulated financial services firm based in Berkshire, provides expert advice on life investments, retirement planning and overall financial health for a tailored, client-focused approach.
    1. ✔2 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧1.3 Miles
    4. 📍Reading
  8. 🏢

    The Richard Goaman Practice

    FCA reg no.
    415109
    FCA authorised date:
    18/11/04
    Based in Upper Woolhampton, The Richard Goaman Practice provides expert financial planning advice, specializing in pensions retirement and final salary pension transfers. Regulated by the FCA, they offer personalised, reliable financial services.
    1. ✔1 Financial Adviser
    2. 🪧2.5 Miles
    3. 📍Reading
  9. 🏢

    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. 🪧3.1 Miles
    3. 📍Theale
  10. 🏢

    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. 🪧3.1 Miles
    3. 📍Reading
  11. 🏢

    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. 🪧3.2 Miles
    3. 📍Theale
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  13. 🏢

    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. 🪧3.4 Miles
    3. 📍Reading
  14. 🏢

    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. 🪧3.6 Miles
    3. 📍Reading
  15. 🏢

    Prosperity Financial Services LTD

    FCA reg no.
    400448
    FCA authorised date:
    31/05/05
    Regulated by the FCA, Prosperity Financial Services Ltd near Reading offers comprehensive financial solutions and expert advice in financial planning, insurance, investments, and pensions. Trusted for their efficient and personalised approach.
    1. ✔12 Financial Advisers
    2. 🪧4.1 Miles
    3. 📍Reading
  16. 🏢

    Ripley Jonathan Oyler

    FCA reg no.
    216117
    FCA authorised date:
    31/05/05
    Based in Reading, Ripley Jonathan Oyler is a reputable financial planning firm. Regulated by the FCA, they provide strategic life and investment advice, pension guidance, and final salary pension transfers.
    1. ✔2 Financial Advisers
    2. 🪧4.1 Miles
    3. 📍Reading
  17. 🏢

    Warwick Road Financial Services LTD

    FCA reg no.
    656015
    FCA authorised date:
    27/11/14
    Warwick Road Financial Services Ltd is a renowned, FCA-regulated firm in Aldermaston, Berkshire, offering comprehensive financial planning services including life investments and pensions retirement advice. Known for their client-focused approach.
    1. ✔15 Financial Advisers
    2. 🪧4.1 Miles
    3. 📍Aldermaston
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