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Find FCA registered Financial Advisers Near Me in Wallingford

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We have found 521 relevant financial adviser firms within 30 miles of Wallingford. Showing page 1 of 35.

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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. 🪧12.1 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. 🪧12.1 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. 🪧15.1 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. 🪧15.2 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. 🪧37.9 Miles
    5. 📍Claygate
  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. 🪧59.8 Miles
    4. 📍Lutterworth
  8. 🏢

    Henley Wealth Management LTD

    FCA reg no.
    646660
    FCA authorised date:
    16/09/14
    Based in Wallingford, Henley Wealth Management Ltd is a reputable provider of comprehensive financial services, specialising in life investments, retirement advice, and bespoke, regulated financial planning. Regulated by the FCA (646660).
    1. ✔1 Financial Adviser
    2. 🪧0 Miles
    3. 📍Wallingford
  9. 🏢

    Frizzell Wealth Management Limited

    FCA reg no.
    570227
    FCA authorised date:
    01/12/11
    Frizzell Wealth Management Limited, an FCA-regulated financial firm in Wallingford, Oxfordshire, provides expert advice on insurance, investments, and pensions to clients across Oxfordshire. They offer bespoke financial solutions tailored to individual needs.
    1. ✔9 Financial Advisers
    2. 🪧0.1 Miles
    3. 📍Wallingford
  10. 🏢

    Denham Wealth Management LLP

    FCA reg no.
    468415
    FCA authorised date:
    29/05/07
    Based in Wallingford, Oxfordshire, Denham Wealth Management LLP offers reliable, regulated financial advice and bespoke solutions. Specializing in pensions, investments, and comprehensive financial planning, they cater to a wide client base.
    1. ✔4 Financial Advisers
    2. 🪧0.1 Miles
    3. 📍Wallingford
  11. 🏢

    Paul Beebee Wealth Management LTD

    FCA reg no.
    418487
    FCA authorised date:
    21/12/04
    Paul Beebee Wealth Management Ltd is a FCA-regulated firm in Oxfordshire, providing diverse financial services including life investments, pensions retirement advice, and comprehensive financial planning.
    1. ✔1 Financial Adviser
    2. 🪧0.1 Miles
    3. 📍Wallingford
  12. 🏢

    Red Kite Wealth Management Limited

    FCA reg no.
    800111
    FCA authorised date:
    09/04/18
    Red Kite Wealth Management Limited, based in Benson, is a trusted local specialist in life investments, pensions, retirement advice and financial planning, delivering insightful, FCA-regulated guidance throughout Oxfordshire.
    1. ✔1 Financial Adviser
    2. 🪧2 Miles
    3. 📍Wallingford
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  14. 🏢

    J A Morgan & Partners

    FCA reg no.
    214942
    FCA authorised date:
    31/05/05
    J A Morgan & Partners is a FCA-regulated financial planning firm in Watlington, Oxfordshire, known for personalized strategic plans and expert advice on life investments, retirement, and pension transfers.
    1. ✔2 Financial Advisers
    2. 🪧4.6 Miles
    3. 📍Watlington
  15. 🏢

    November Financial Services Limited

    FCA reg no.
    626360
    FCA authorised date:
    01/09/14
    Based in Reading, November Financial Services Limited is a FCA-regulated firm specializing in life and investment segments, pensions retirement advice, and comprehensive financial planning. Known for providing tailored, region-specific advice.
    1. ✔1 Financial Adviser
    2. 🪧5.2 Miles
    3. 📍Reading
  16. 🏢

    Hendred Financial Partners

    FCA reg no.
    786878
    FCA authorised date:
    16/08/17
    Hendred Financial Partners, an FCA-regulated firm in Goring, offers comprehensive financial planning services, specializing in life investments, retirement advice, and strategic financial planning across GB region.
    1. ✔1 Financial Adviser
    2. 🪧5.4 Miles
    3. 📍Reading
  17. 🏢

    Davey & Weber Independent Financial Advisers LTD

    FCA reg no.
    773971
    FCA authorised date:
    13/12/17
    Based in Oxford, Davey & Weber Independent Financial Advisers Ltd specialise in life insurance, investments and retirement advice. They are a trusted resource for detailed financial planning and pension transfers.
    1. ✔2 Financial Advisers
    2. 🪧5.4 Miles
    3. 📍Oxford
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