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Find FCA registered Financial Advisers Near Me in Upper Wanborough SN4

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We have found 345 relevant financial adviser firms within 30 miles of Upper Wanborough SN4. Showing page 1 of 23.

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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. 🪧14.6 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 Miles
    3. 📍Thatcham
  4. 👤

    Tim Hall

    Robertsons & Crawford Ltd
    FCA reg no.
    TXH00221
    FCA authorised date:
    03/05/17
    The fee we charge is commensurate with the amount of work required to provide you with the service you need. We provide an initial, no obligation one-hour meeting to discuss your needs free of charge, where we will establish what work is required and will be able to provide a quotation of costs at t... read full individual profile
    1. ✔Min Pension Savings: £50,000
    2. ✔Min Assets: £50,000
    3. 🪧27.1 Miles
    4. 📍Bradford On Avon
  5. 👤

    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. 🪧31.7 Miles
    4. 📍Reading
  6. 🏢

    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. 🪧31.7 Miles
    5. 📍Reading
  7. 🏢

    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. 🪧33.6 Miles
    5. 📍London
  8. 🏢

    Lewington Wealth Management Limited

    FCA reg no.
    437868
    FCA authorised date:
    18/08/05
    Lewington Wealth Management Limited is a Badbury-based, FCA regulated financial firm offering expert services in life investments, pensions, and comprehensive financial planning. They are renowned for their tailored advice and strategic wealth management.
    1. ✔4 Financial Advisers
    2. 🪧1.7 Miles
    3. 📍Badbury
  9. 🏢

    Jim McGarvie Wealth Management LLP

    FCA reg no.
    831015
    FCA authorised date:
    16/01/19
    Jim McGarvie Wealth Management LLP is a FCA registered financial firm in Nythe, Swindon specialising in life and investment planning, pension transfers and retirement advice for local clientele.
    1. ✔1 Financial Adviser
    2. 🪧2.1 Miles
    3. 📍Swindon
  10. 🏢

    Ridgeway Financial Services LTD

    FCA reg no.
    195401
    FCA authorised date:
    27/02/12
    Ridgeway Financial Services Ltd, based in Wiltshire, is a FCA-registered firm specialising in financial planning and regulated advice on investments, pensions, and final salary pension transfers in the Greater Swindon area.
    1. ✔1 Financial Adviser
    2. 🪧2.3 Miles
    3. 📍Swindon
  11. 🏢

    Beadvised LTD

    FCA reg no.
    795005
    FCA authorised date:
    02/08/24
    Swindon-based Beadvised Mortgage Solutions specialises in a wide range of financial services, including insurance, investment guidance and pension advice. Trusted for their comprehensive financial planning, they serve Swindon and surrounding regions.
    1. ✔2 Financial Advisers
    2. 🪧2.8 Miles
    3. 📍Swindon
  12. 🏢

    Zeal Wealth LTD

    FCA reg no.
    1040159
    FCA authorised date:
    08/09/25
    FCA-regulated Zeal Wealth Ltd, based in Swindon, provides expert advice on financial planning, life insurance, and pensions. With a client-focused approach, it is a trusted choice for quality financial guidance.
    1. ✔1 Financial Adviser
    2. 🪧2.9 Miles
    3. 📍Swindon
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  14. 🏢

    ACHIEVE WEALTH MANAGEMENT (WILTSHIRE) LIMITED

    FCA reg no.
    630996
    FCA authorised date:
    05/01/15
    Achieve Wealth Management (Wilts) Ltd is a distinguished, FCA-regulated financial services firm in Swindon, offering expert advice on life and investment planning, retirement, and comprehensive financial strategies.
    1. ✔1 Financial Adviser
    2. 🪧3.1 Miles
    3. 📍Swindon
  15. 🏢

    DSNY Wealth Planning LTD

    FCA reg no.
    966782
    FCA authorised date:
    05/01/22
    2plan Wealth Management is a renowned Swindon-based firm offering tailored financial services, with specialties in insurance, investments, and retirement advice. Known for professionalism, they provide unique solutions reflecting clients' individual needs.
    1. ✔3 Financial Advisers
    2. 🪧3.4 Miles
    3. 📍Swindon
  16. 🏢

    Eames Laurie Financial Services

    FCA reg no.
    214848
    FCA authorised date:
    25/05/23
    Eames Laurie Financial Services, a FCA-regulated firm in Swindon, offers tailored financial solutions focusing on pensions, life investments and pension transfers, recognised for its expert, customer-centric approach.
    1. ✔6 Financial Advisers
    2. 🪧3.4 Miles
    3. 📍Swindon
  17. 🏢

    Hawkeye Financial Limited

    FCA reg no.
    812145
    FCA authorised date:
    22/06/18
    Swindon-based Hawkeye Financial Limited offers a wide range of financial services including insurance, investments, and retirement advice. Known for their personalised service, they are a reliable choice for financial consultation in Wiltshire.
    1. ✔2 Financial Advisers
    2. 🪧3.4 Miles
    3. 📍Swindon
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