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Find FCA registered Financial Advisers Near Me in Summertown OX2


We have found 408 relevant financial adviser firms within 30 miles of Summertown OX2. Showing page 15 of 28.

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  2. 🏢

    Aspirational Financial Planning Limited

    FCA reg no.
    922435
    FCA authorised date:
    03/08/20
    Based in Marlow, Buckinghamshire, Aspirational Financial Planning Limited offers FCA-regulated financial services including life insurance, investments, and retirement advice to local businesses and families.
    1. ✔1 Financial Adviser
    2. 🪧25.5 Miles
    3. 📍Marlow
  3. 🏢

    Monica Curtis Associates Limited

    FCA reg no.
    787607
    FCA authorised date:
    05/12/17
    MC Financial Solutions is a FCA-regulated firm in Buckinghamshire, offering personalized financial planning and retirement advice. Committed professionals tailor solutions for unique needs, serving clients locally and beyond.
    1. ✔1 Financial Adviser
    2. 🪧25.5 Miles
    3. 📍Marlow
  4. 🏢

    Heatherwood Financial Services

    FCA reg no.
    175006
    FCA authorised date:
    02/10/07
    Heatherwood Financial Services in Warwickshire offers customised financial solutions including financial planning, pension advice, and insurance offerings. They specialise in personalised investment strategies to secure clients' financial futures.
    1. ✔1 Financial Adviser
    2. 🪧25.6 Miles
    3. 📍Shipston On Stour
  5. 🏢

    Chad Walker

    FCA reg no.
    1018801
    FCA authorised date:
    24/09/24
    Chad Walker is a revered financial firm in Warwickshire, providing reliable services like life investments, pension retirement advice, and financial planning. Known for professionalism and integrity, they offer client-focused, regulated advice.
    1. ✔1 Financial Adviser
    2. 🪧25.6 Miles
    3. 📍Shipston On Stour
  6. 🏢

    Kate Talbot Financial Planning Limited

    FCA reg no.
    943119
    FCA authorised date:
    21/06/21
    Based in Newbury, Berkshire, Kate Talbot Financial Planning Ltd offers trusted, regulated financial advice, specialising in life investments and pensions retirement planning. Known for their approachable style and diverse clientele.
    1. ✔2 Financial Advisers
    2. 🪧25.6 Miles
    3. 📍Newbury
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  8. 🏢

    Nicholas Higgs

    FCA reg no.
    983338
    FCA authorised date:
    14/09/22
    Nicholas Higgs is a regulated financial firm based in Newbury, Berkshire, specialising in life insurance, investments, and pensions. Known for their approachable style and tailored advice, they reliably serve individual and business clients.
    1. ✔1 Financial Adviser
    2. 🪧25.6 Miles
    3. 📍Newbury
  9. 🏢

    Creative Lifestyle Planning LTD

    FCA reg no.
    934058
    FCA authorised date:
    29/11/22
    Creative Lifestyle Planning Ltd, located in Newbury, Berkshire, offers regulated financial advice & planning, including life insurance, investments & pensions retirement advice. Tailored solutions for all aspects of modern living. FCA registration number 934058.
    1. ✔1 Financial Adviser
    2. 🪧25.6 Miles
    3. 📍Newbury
  10. 🏢

    Stewart Bellinger

    FCA reg no.
    1027254
    FCA authorised date:
    20/02/25
    Stewart Bellinger, a Newbury-based financial planner, specializes in life insurance, pension options, and retirement advice. Known for his approachable style and dedication to client needs, he's particularly skilled in final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧25.6 Miles
    3. 📍Newbury
  11. 🏢

    Hames Associates Wealth Management

    FCA reg no.
    415108
    FCA authorised date:
    18/11/04
    Hames Associates Wealth Management, based in Newbury, Berkshire, is a FCA regulated firm offering expert financial services including planning, insurance, investments and pensions. Renowned for their client-focused service, they serve greater London and beyond.
    1. ✔2 Financial Advisers
    2. 🪧25.6 Miles
    3. 📍Newbury
  12. 🏢

    Grace Williams

    FCA reg no.
    1019889
    FCA authorised date:
    04/10/24
    Grace Williams is a distinguished, FCA-regulated firm in Newbury, offering a range of financial services including insurance, investments, and personalised financial planning with a focus on pension strategies.
    1. ✔1 Financial Adviser
    2. 🪧25.6 Miles
    3. 📍Newbury
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  14. 🏢

    NJL Wealth LLP

    FCA reg no.
    1046247
    FCA authorised date:
    13/12/25
    NJL Wealth LLP, a regulated financial advisory company in Newbury, Berkshire, specialises in ethical finance, providing robust investment practices and strategic wealth creation plans for individual and corporate clients.
    1. ✔1 Financial Adviser
    2. 🪧25.6 Miles
    3. 📍Newbury
  15. 🏢

    Nilaj Odedra

    FCA reg no.
    1030927
    FCA authorised date:
    29/03/25
    Nilaj Odedra is a reliable financial firm in Newbury, Berkshire, offering regulated advice, financial planning, life and investment planning and retirement advice. Known for approachability and personalised service. FCA registered.
    1. ✔1 Financial Adviser
    2. 🪧25.6 Miles
    3. 📍Newbury
  16. 🏢

    Jensen Wealth Management Limited

    FCA reg no.
    784162
    FCA authorised date:
    13/07/17
    Jensen Wealth Management is a trusted, FCA-regulated firm in Newbury, Berkshire, offering personalized financial services including life and investments advice, retirement planning, and pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧25.6 Miles
    3. 📍Newbury
  17. 🏢

    Simon Tang Wealth Management

    FCA reg no.
    585564
    FCA authorised date:
    31/07/12
    Simon Tang Wealth Management, located in Newbury, offers reliable, regulated financial advice and services. They specialize in life and investment planning, final salary pension transfers, and retirement advice.
    1. ✔1 Financial Adviser
    2. 🪧25.6 Miles
    3. 📍Newbury
  18. 🏢

    Moyes Wealth Management Limited

    FCA reg no.
    781342
    FCA authorised date:
    09/06/17
    Berkshire-based Moyes Wealth Management Limited is a trusted, FCA regulated firm providing comprehensive, tailored financial planning services across Southern England, specializing in life investments, pensions, and retirement advice.
    1. ✔1 Financial Adviser
    2. 🪧25.6 Miles
    3. 📍Newbury
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