Are you an Adviser click here
Search Financial Advisers Logo
Our website uses Cookies.

You can set your preferences here.

Find FCA registered Financial Advisers Near Me in RG9 1

Search Financial Advisers Logo

We have found 870 relevant financial adviser firms within 30 miles of RG9 1. Showing page 1 of 58.

📍Map View
  1. Need Help Choosing an Adviser?
    Enter a few details to get matched with the right adviser and receive a guaranteed callback
  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. 🪧6.1 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. 🪧6.1 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. 🪧8.2 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. 🪧17.5 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. 🪧27 Miles
    5. 📍Claygate
  7. 🏢

    Robertson’s Wealth Management LTD

    FCA reg no.
    1043793
    FCA authorised date:
    13/11/25
    1. ✔1 Financial Adviser
    2. 🪧33.4 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. 🪧34.1 Miles
    6. 📍 London
  9. 🏢

    Insight Wealth Management Limited

    FCA reg no.
    1005120
    FCA authorised date:
    28/12/23
    InSight Wealth Management Limited, based in Henley On Thames, Oxfordshire, provides expert financial planning services, from investment decisions to pension advice. FCA-regulated, the seasoned team offers tailored solutions for individual financial needs.
    1. ✔7 Financial Advisers
    2. 🪧0.3 Miles
    3. 📍Henley On Thames
  10. 🏢

    Will Cuthbert

    FCA reg no.
    946988
    FCA authorised date:
    12/03/21
    Will Cuthbert is a reputable Henley-based financial firm providing expert advice on life and investment options, specialising in retirement guidance, pension transfers, and financial planning.
    1. ✔1 Financial Adviser
    2. 🪧0.3 Miles
    3. 📍Henley On Thames
  11. 🏢

    Brightstock Financial Planning LTD

    FCA reg no.
    1007732
    FCA authorised date:
    19/01/24
    Brightstock Financial Planning Ltd, FCA registered, offers expert services in life insurance, investments, and pensions. Based in Oxfordshire, they specialize in final salary pension transfers and comprehensive financial planning solutions.
    1. ✔2 Financial Advisers
    2. 🪧0.5 Miles
    3. 📍Henley On Thames
  12. 🏢

    Heritage Financial Management

    FCA reg no.
    193255
    FCA authorised date:
    29/09/00
    Heritage Financial Management is a UK-based, FCA-regulated firm specialising in wealth management, life investments, and pensions retirement advice. They're known for their tailored advice and client-focused approach.
    1. ✔2 Financial Advisers
    2. 🪧0.5 Miles
    3. 📍Henley On Thames
  13. 🏢

    Apperley Wealth Management Limited

    FCA reg no.
    843297
    FCA authorised date:
    03/06/19
    Apperley Wealth Management Limited, an FCA regulated firm, provides expert financial planning and personalized advice in investments, pensions, and retirement. Based in Henley on Thames, we focus on client satisfaction and customized financial strategies.
    1. ✔2 Financial Advisers
    2. 🪧0.8 Miles
    3. 📍Henley On Thames
  14. Need Help Choosing an Adviser?
    Enter a few details to get matched with the right adviser and receive a guaranteed callback
  15. 🏢

    Josephine Financial Wellbeing LLP

    FCA reg no.
    415295
    FCA authorised date:
    19/11/04
    Josephine Financial Wellbeing LLP, an FCA-regulated firm specialising in financial advice on insurance, investments, and pensions. Known for crafting bespoke plans and simplifying complex matters, they prioritise clients' financial wellness.
    1. ✔2 Financial Advisers
    2. 🪧2.7 Miles
    3. 📍Wargrave
  16. 🏢

    Jacqueline White

    FCA reg no.
    762189
    FCA authorised date:
    19/10/16
    Jacqueline White's FCA-regulated firm offers expert financial planning and advice, including life and investment planning, retirement advice, and pension transfers, to clients in Reading, Berkshire, and surrounding regions.
    1. ✔1 Financial Adviser
    2. 🪧3.3 Miles
    3. 📍Reading
  17. 🏢

    Finli (thames Valley) LTD

    FCA reg no.
    564038
    FCA authorised date:
    22/02/12
    Finli (Thames Valley) Ltd is a reputable, FCA-regulated financial planning firm in Reading, Oxfordshire, offering expert advice on pensions retirement planning and life investments, with a personalised approach for local families.
    1. ✔9 Financial Advisers
    2. 🪧3.3 Miles
    3. 📍Reading
Page 1 of 58. Showing results 1 to 15.
Click here to see the top of the results
Need Help Choosing an Adviser?
Enter a few details to get matched with the right adviser and receive a guaranteed callback