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Find FCA registered Financial Advisers Near Me in RG8 9

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We have found 522 relevant financial adviser firms within 30 miles of RG8 9. Showing page 1 of 35.

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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. 🪧8.7 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. 🪧9.4 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. 🪧9.4 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. 🪧11.9 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. 🪧37.6 Miles
    5. 📍Claygate
  7. 🏢

    Hendred Financial Partners

    FCA reg no.
    786878
    FCA authorised date:
    16/08/17
    Hendred Financial Partners, an FCA-regulated firm in Goring, offers comprehensive financial planning services, specializing in life investments, retirement advice, and strategic financial planning across GB region.
    1. ✔1 Financial Adviser
    2. 🪧1.7 Miles
    3. 📍Reading
  8. 🏢

    Laser Financial Solutions (UK) LTD

    FCA reg no.
    1007067
    FCA authorised date:
    08/02/24
    Laser Financial Solutions, based in Reading, Berkshire, delivers regulated, bespoke advice in investments, pensions, and financial planning. Approachable experts committed to securing your financial future.
    1. ✔3 Financial Advisers
    2. 🪧2.3 Miles
    3. 📍Reading
  9. 🏢

    Featherstone Partners Limited

    FCA reg no.
    799741
    FCA authorised date:
    02/07/18
    Featherstone Partners is a FCA-regulated firm based in Yattendon, Berkshire, offering tailored financial services including life insurance, investments, and pension retirement planning.
    1. ✔3 Financial Advisers
    2. 🪧3.4 Miles
    3. 📍Yattendon
  10. 🏢

    November Financial Services Limited

    FCA reg no.
    626360
    FCA authorised date:
    01/09/14
    Based in Reading, November Financial Services Limited is a FCA-regulated firm specializing in life and investment segments, pensions retirement advice, and comprehensive financial planning. Known for providing tailored, region-specific advice.
    1. ✔1 Financial Adviser
    2. 🪧4.2 Miles
    3. 📍Reading
  11. 🏢

    Barrett Wealth LLP

    FCA reg no.
    580434
    FCA authorised date:
    01/05/12
    Barrett Wealth LLP is a financial planning firm, providing reliable, tailored advice on life investments, pensions, and comprehensive financial planning. Known for professionalism, approachability, and client-focus, they serve Berkshire and beyond.
    1. ✔2 Financial Advisers
    2. 🪧4.3 Miles
    3. 📍Reading
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  13. 🏢

    JANUS FINANCIAL CONSULTANCY LTD

    FCA reg no.
    529609
    FCA authorised date:
    04/01/11
    JANUS FINANCIAL CONSULTANCY LTD is a Pangbourne, Berkshire-based, FCA-regulated firm specialising in life investments, pensions retirement planning and overall financial planning. Known for its professional yet approachable style, it offers tailored, expert financial services.
    1. ✔2 Financial Advisers
    2. 🪧4.5 Miles
    3. 📍Pangbourne
  14. 🏢

    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. 🪧5.3 Miles
    4. 📍Reading
  15. 🏢

    Matthew Bicknell

    FCA reg no.
    840157
    FCA authorised date:
    12/04/19
    Matthew Bicknell is a UK-based, FCA-regulated financial firm specializing in life and investment planning, pension transfers, retirement advice, and comprehensive financial planning, renowned for their friendly and professional service.
    1. ✔1 Financial Adviser
    2. 🪧5.9 Miles
    3. 📍Reading
  16. 🏢

    Kye Punter

    FCA reg no.
    978766
    FCA authorised date:
    08/07/22
    Kye Punter is a leading financial services firm in Tilehurst, Reading, focusing on life investments, pensions, and comprehensive financial planning. Regulated by the FCA, they offer personalised, trustworthy advice for financial needs.
    1. ✔1 Financial Adviser
    2. 🪧6 Miles
    3. 📍Reading
  17. 🏢

    Simon Bell

    FCA reg no.
    515776
    FCA authorised date:
    05/01/10
    Simon Bell is a trusted FCA-regulated financial firm, offering expert financial planning services for individuals and businesses in the Reading region, specialising in life investments, pensions and retirement advice.
    1. ✔1 Financial Adviser
    2. 🪧6 Miles
    3. 📍Reading
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