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Find FCA registered Financial Advisers Near Me in Summertown OX2

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We have found 408 relevant financial adviser firms within 30 miles of Summertown OX2. Showing page 1 of 28.

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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. 🪧25.4 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. 🪧25.4 Miles
    5. 📍Reading
  4. 🏢

    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. 🪧26.3 Miles
    3. 📍Thatcham
  5. 👤

    Holly Boden

    Abode Financial Planning
    FCA reg no.
    HXB00262
    FCA authorised date:
    17/10/23
    SMF3 Executive Director
    1. ✔Min Assets: £500,000
    2. 🪧27.9 Miles
    3. 📍Cirencester
  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. 🪧28.4 Miles
    5. 📍London
  7. 🏢

    MDM Wealth LTD

    FCA reg no.
    823733
    FCA authorised date:
    03/06/19
    Helping successful families and individuals achieve financial freedom with award-winning, Chartered & Certified advice. MDM Wealth Ltd is a family-run financial planning firm, who specialise in retirement planning, wealth management, and investment strategies for affluent families, business owne... read full company profile
    1. ✔1 Financial Adviser
    2. ✔Min Pension Savings: £500,000
    3. ✔Min Assets: £500,000
    4. 🪧43.5 Miles
    5. 📍Rugby
  8. 👤

    Daniel Martin

    MDM Wealth Ltd
    FCA reg no.
    DXM03088
    FCA authorised date:
    03/06/19
    Certified Financial Planner Chartered Financial Planner BA (Hons) Finance and Investment
    1. ✔Min Pension Savings: £500,000
    2. ✔Min Assets: £500,000
    3. 🪧43.5 Miles
    4. 📍Rugby
  9. 👤

    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. 🪧47.8 Miles
    4. 📍Lutterworth
  10. 🏢

    Soyuz Investments LTD

    FCA reg no.
    439631
    FCA authorised date:
    20/09/05
    Soyuz Investments Ltd is a dynamic Oxford-based financial firm, regulated by the FCA, offering life insurance, investment strategies, and renowned pension expertise across the UK.
    1. ✔1 Financial Adviser
    2. 🪧0.3 Miles
    3. 📍Oxford
  11. 🏢

    Mark Barclay Wealth Management LLP

    FCA reg no.
    515337
    FCA authorised date:
    29/12/09
    Oxford-based Mark Barclay Wealth Management LLP provides personalized, FCA-regulated financial planning services including life and investment strategies and pension advice to individuals and businesses.
    1. ✔2 Financial Advisers
    2. 🪧0.3 Miles
    3. 📍Oxford
  12. 🏢

    Azimuth Financial (oxford) Limited

    FCA reg no.
    958141
    FCA authorised date:
    11/10/21
    Azimuth Financial (Oxford) Limited, regulated by FCA, offers impeccable financial services including life investments, pensions retirement advice, and financial planning. Known for its professionalism, the firm provides personalized, trustworthy advice.
    1. ✔1 Financial Adviser
    2. 🪧0.3 Miles
    3. 📍Oxford
  13. 🏢

    Courtlands Wealth Planning LTD

    FCA reg no.
    809017
    FCA authorised date:
    12/09/18
    Based in Oxford, Courtlands Wealth Planning Ltd is a reliable, FCA-regulated provider of bespoke financial advice and planning services, specializing in life investments and pensions retirement guidance.
    1. ✔1 Financial Adviser
    2. 🪧0.3 Miles
    3. 📍Oxford
  14. 🏢

    Folan Brookes Financial Consultants Limited

    FCA reg no.
    936685
    FCA authorised date:
    20/10/20
    Oxford-based Folan Brookes Financial Consultants Limited offers comprehensive financial planning services, specialising in personalised life, investment strategies and pension advice, all backed by FCA registration number 936685.
    1. ✔1 Financial Adviser
    2. ✔1 Mortgage Broker
    3. 🪧0.3 Miles
    4. 📍Oxford
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  16. 🏢

    Thomas Pike

    FCA reg no.
    1007706
    FCA authorised date:
    02/01/24
    Thomas Pike, a dedicated financial service firm based in Oxford, offers a comprehensive range of services including pension and investment planning. Regulated by the FCA, they prioritize client-focused, trustworthy financial planning.
    1. ✔1 Financial Adviser
    2. 🪧0.5 Miles
    3. 📍Oxford
  17. 🏢

    Elizabeth Maudsley

    FCA reg no.
    912225
    FCA authorised date:
    12/08/19
    Elizabeth Maudsley is a reputable Oxford-based financial firm specialising in tailored financial planning, pensions retirement advice, and final salary pension transfers. Regulated by the FCA and serving Oxfordshire region.
    1. ✔1 Financial Adviser
    2. 🪧0.9 Miles
    3. 📍Oxford
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