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Find FCA registered Financial Advisers Near Me in RG9 5

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We have found 680 relevant financial adviser firms within 30 miles of RG9 5. Showing page 1 of 46.

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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. 🪧7.4 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. 🪧7.4 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. 🪧10.2 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. 🪧15.6 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. 🪧31.6 Miles
    5. 📍Claygate
  7. 🏢

    Paul James Howard

    FCA reg no.
    607322
    FCA authorised date:
    02/01/14
    Box Financial Planning is a FCA-regulated firm based in Reading, Oxfordshire offering reliable financial planning services focusing on life and investments, pensions retirement advice, and comprehensive financial planning.
    1. ✔1 Financial Adviser
    2. 🪧2.9 Miles
    3. 📍Reading
  8. 🏢

    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. 🪧4.1 Miles
    3. 📍Reading
  9. 🏢

    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. 🪧4.2 Miles
    3. 📍Henley On Thames
  10. 🏢

    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. 🪧4.4 Miles
    3. 📍Henley On Thames
  11. 🏢

    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. 🪧4.4 Miles
    3. 📍Henley On Thames
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  13. 🏢

    Mapledurham Financial Planning LTD

    FCA reg no.
    1037709
    FCA authorised date:
    11/07/25
    Mapledurham Financial Planning Ltd offers reliable financial advice, specialising in life investments, pensions and retirement planning. Based in Oxfordshire, they assure personalised, professional services under FCA registration number 1037709.
    1. ✔1 Financial Adviser
    2. 🪧4.6 Miles
    3. 📍Reading
  14. 🏢

    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. 🪧4.8 Miles
    3. 📍Henley On Thames
  15. 🏢

    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. 🪧4.8 Miles
    3. 📍Henley On Thames
  16. 🏢

    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. 🪧4.8 Miles
    3. 📍Reading
  17. 🏢

    Stephen Frederick Gordon

    FCA reg no.
    193137
    FCA authorised date:
    01/12/01
    Stephen Frederick Gordon's financial firm, located in Berkshire near Reading, offers trusted and regulated financial advice in areas of life investments, pensions, and retirement planning. They are appreciated for their approachable, client-focused manner.
    1. ✔1 Financial Adviser
    2. 🪧5.3 Miles
    3. 📍Reading
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