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Find FCA registered Financial Advisers Near Me in Upper Wargrave RG10

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We have found 1075 relevant financial adviser firms within 30 miles of Upper Wargrave RG10. Showing page 1 of 72.

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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. 🪧6.4 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. 🪧6.4 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. 🪧7.4 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. 🪧18.5 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. 🪧24.5 Miles
    5. 📍Claygate
  7. 🏢

    Robertson’s Wealth Management LTD

    FCA reg no.
    1043793
    FCA authorised date:
    13/11/25
    1. ✔1 Financial Adviser
    2. 🪧31.4 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. 🪧32 Miles
    6. 📍 London
  9. 🏢

    Josephine Financial Wellbeing LLP

    FCA reg no.
    415295
    FCA authorised date:
    19/11/04
    Josephine Financial Wellbeing LLP, an FCA-regulated firm specialising in financial advice on insurance, investments, and pensions. Known for crafting bespoke plans and simplifying complex matters, they prioritise clients' financial wellness.
    1. ✔2 Financial Advisers
    2. 🪧0.9 Miles
    3. 📍Wargrave
  10. 🏢

    Jacqueline White

    FCA reg no.
    762189
    FCA authorised date:
    19/10/16
    Jacqueline White's FCA-regulated firm offers expert financial planning and advice, including life and investment planning, retirement advice, and pension transfers, to clients in Reading, Berkshire, and surrounding regions.
    1. ✔1 Financial Adviser
    2. 🪧1.3 Miles
    3. 📍Reading
  11. 🏢

    The Money Guardian Limited

    FCA reg no.
    797161
    FCA authorised date:
    22/12/17
    FCA-regulated Money Guardian Limited, based in Twyford, Berkshire, offers comprehensive financial planning and regulated advice. Specializing in life investments, pensions and retirement advice, they provide bespoke financial guidance with a client-centric approach.
    1. ✔1 Financial Adviser
    2. ✔1 Mortgage Broker
    3. 🪧1.8 Miles
    4. 📍Reading
  12. 🏢

    Goodall-smith Wealth Management Limited

    FCA reg no.
    794776
    FCA authorised date:
    22/11/17
    Goodall-Smith Wealth Management offers trusted financial planning and advice, specialising in insurance, investments and pensions, with a reputation for tailored strategies to meet unique financial needs.
    1. ✔5 Financial Advisers
    2. 🪧1.9 Miles
    3. 📍Reading
  13. 🏢

    R & M Wealth Management LLP

    FCA reg no.
    415513
    FCA authorised date:
    23/11/04
    R & M Wealth Management LLP is a reputable, FCA-regulated financial planning firm in Berkshire, specializing in life investments, retirement pensions, and general financial planning, with a customer-centric approach.
    1. ✔3 Financial Advisers
    2. 🪧1.9 Miles
    3. 📍Waltham St Lawrence
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  15. 🏢

    A & J WEALTH MANAGEMENT LIMITED

    FCA reg no.
    428590
    FCA authorised date:
    04/10/05
    AFH Wealth Management Cookham, based in Berkshire, offers comprehensive financial services including wealth management, investments and pensions advice. Serving Maidenhead and beyond, they specialize in strategic life investment guidance.
    1. ✔9 Financial Advisers
    2. 🪧2.2 Miles
    3. 📍Maidenhead
  16. 🏢

    BENEDICT CHARLES FINANCIAL PLANNING LTD

    FCA reg no.
    762015
    FCA authorised date:
    18/10/16
    Benedict Charles Financial Planning Ltd is a FCA-regulated firm specialising in life and investments advice, pension retirement planning, and other financial services across Reading and surrounding counties.
    1. ✔1 Financial Adviser
    2. 🪧2.3 Miles
    3. 📍Reading
  17. 🏢

    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. 🪧2.5 Miles
    3. 📍Henley On Thames
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