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Find FCA registered Financial Advisers Near Me in SN7 8

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We have found 361 relevant financial adviser firms within 30 miles of SN7 8. Showing page 1 of 25.

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  2. 👤

    Holly Boden

    Abode Financial Planning
    FCA reg no.
    HXB00262
    FCA authorised date:
    17/10/23
    SMF3 Executive Director
    1. ✔Min Assets: £500,000
    2. 🪧15.9 Miles
    3. 📍Cirencester
  3. 🏢

    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. 🪧22.8 Miles
    3. 📍Thatcham
  4. 👤

    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. 🪧28.5 Miles
    4. 📍Reading
  5. 🏢

    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. 🪧28.5 Miles
    5. 📍Reading
  6. 🏢

    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. 🪧31 Miles
    5. 📍London
  7. 👤

    Chervin Dell

    Intelligent Financial Advisory
    FCA reg no.
    CMD01104
    FCA authorised date:
    13/07/15
    I have Level 4 DipFA Qualification and 23 years experience working within the financial services industry. Everyday I use this experience to provide holistic wealth planning advice to clients, which primarily covers investments, pensions, estate planning and taxation. I pride myself in giving a 5*... read full individual profile
    1. ✔Min Pension Savings: £50,000
    2. ✔Min Assets: £50,000
    3. 🪧56.9 Miles
    4. 📍Lutterworth
  8. 🏢

    Olive Wealth Management LTD

    FCA reg no.
    482693
    FCA authorised date:
    10/06/08
    FCA regulated Olive Wealth Management Ltd provides tailored financial advice and services - including life planning, retirement pensions and investment strategies - to individuals and businesses in Oxfordshire.
    1. ✔1 Financial Adviser
    2. 🪧2.1 Miles
    3. 📍Faringdon
  9. 🏢

    HYATT FINANCIAL MANAGEMENT LIMITED LIABILITY PARTNERSHIP

    FCA reg no.
    1016266
    FCA authorised date:
    23/07/24
    HYATT FINANCIAL MANAGEMENT LLP is an FCA-registered firm in Bampton, Oxfordshire, specializing in financial planning and pension advice, offering tailored, dependable financial strategies to a wide range of clients.
    1. ✔2 Financial Advisers
    2. 🪧4.2 Miles
    3. 📍Bampton
  10. 🏢

    Piggybank UK Limited

    FCA reg no.
    533565
    FCA authorised date:
    04/01/11
    Piggybank UK Limited, an FCA regulated firm in Alvescot, Oxfordshire, offers expert financial planning and advice, specializing in insurance, investments, pensions, and final salary pension transfers. They provide tailored services to meet individual needs.
    1. ✔2 Financial Advisers
    2. 🪧5.4 Miles
    3. 📍Bampton
  11. 🏢

    Unique Financial Planning Limited

    FCA reg no.
    216560
    FCA authorised date:
    30/10/23
    8. Unique Financial Planning, based in Weybridge, Surrey, is a client-oriented financial advisory firm offering regulated services such as life and investment planning, pensions advice, and comprehensive financial planning.
    1. ✔25 Financial Advisers
    2. 🪧6 Miles
    3. 📍Swindon
  12. 🏢

    Universe Financial Advice LTD

    FCA reg no.
    913719
    FCA authorised date:
    03/08/20
    Universe Financial Advice Ltd, an FCA-regulated firm in Oxfordshire, specialises in life and investment services, along with retirement planning. Known for tailored guidance and broad regional service, they are a trusted financial partner.
    1. ✔1 Financial Adviser
    2. 🪧6.7 Miles
    3. 📍Wantage
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  14. 🏢

    Stephen John Wright

    FCA reg no.
    1042310
    FCA authorised date:
    31/10/25
    Stephen John Wright is a reputable, FCA-regulated financial firm in Carterton, Oxfordshire, offering personalised advice across investments, pensions, and comprehensive financial planning. Dedicated to helping clients make informed financial decisions.
    1. ✔1 Financial Adviser
    2. 🪧7.2 Miles
    3. 📍Carterton
  15. 🏢

    415 LLP

    FCA reg no.
    479512
    FCA authorised date:
    31/03/08
    Based in Wantage, Oxfordshire, 415 LLP is a regulated, FCA-registered firm offering reliable financial advice, pensions consultation, and comprehensive planning services tailored to individual needs.
    1. ✔2 Financial Advisers
    2. 🪧7.3 Miles
    3. 📍Wantage
  16. 🏢

    Dandelion Financial Limited

    FCA reg no.
    606555
    FCA authorised date:
    02/01/14
    Dandelion Financial Limited, regulated by the FCA, provides expert financial planning services, specializing in life and pension retirement advice, and investment solutions in the Wiltshire region.
    1. ✔2 Financial Advisers
    2. 🪧7.8 Miles
    3. 📍Swindon
  17. 🏢

    TWM Financial Partners LTD

    FCA reg no.
    1021394
    FCA authorised date:
    04/12/24
    TWM Financial Partners Ltd is a Witney-based, FCA-regulated firm offering comprehensive financial planning including life investments, pension advice, and final salary pension transfers. Professional and reliable, they help clients achieve their financial goals.
    1. ✔7 Financial Advisers
    2. 🪧8.2 Miles
    3. 📍Witney
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