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Find FCA registered Financial Advisers Near Me in RG9 6

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We have found 856 relevant financial adviser firms within 30 miles of RG9 6. Showing page 1 of 58.

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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. 🪧10.2 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. 🪧10.2 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. 🪧12.6 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. 🪧20 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. 🪧29.5 Miles
    5. 📍Claygate
  7. 🏢

    Robertson’s Wealth Management LTD

    FCA reg no.
    1043793
    FCA authorised date:
    13/11/25
    1. ✔1 Financial Adviser
    2. 🪧34.2 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. 🪧34.8 Miles
    6. 📍 London
  9. 🏢

    Grovewood Insurance Services Limited

    FCA reg no.
    183300
    FCA authorised date:
    21/07/15
    Grovewood Insurance Services Limited is a trusted financial services firm based in High Wycombe, known for providing professional, tailored advice and reliable services ranging from life insurance to comprehensive financial planning.
    1. ✔1 Financial Adviser
    2. 🪧3.4 Miles
    3. 📍High Wycombe
  10. 🏢

    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. 🪧3.8 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. 🪧4.1 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. 🪧4.1 Miles
    3. 📍Henley On Thames
  13. 🏢

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

    The Gary Hewett Partnership

    FCA reg no.
    599530
    FCA authorised date:
    17/04/13
    The Gary Hewett Partnership is a reputable, FCA regulated firm renowned for providing expert financial planning advice including pensions and investments. Based in Marlow, they offer tailored solutions with an approachable demeanor.
    1. ✔1 Financial Adviser
    2. 🪧4.5 Miles
    3. 📍Marlow
  17. 🏢

    West Frazier Limited

    FCA reg no.
    136778
    FCA authorised date:
    01/12/01
    West Frazier Limited is a reputable Stokenchurch-based financial services firm, specialising in tailored financial planning and regulated advice on life, investments, pensions, and retirement. Regulated by the FCA, it offers professional and safe investment handling.
    1. ✔2 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧4.6 Miles
    4. 📍High Wycombe
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