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Find FCA registered Financial Advisers Near Me in Wallingford


We have found 521 relevant financial adviser firms within 30 miles of Wallingford. Showing page 4 of 35.

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  2. 🏢

    Apperley Wealth Management Limited

    FCA reg no.
    843297
    FCA authorised date:
    03/06/19
    Apperley Wealth Management Limited, an FCA regulated firm, provides expert financial planning and personalized advice in investments, pensions, and retirement. Based in Henley on Thames, we focus on client satisfaction and customized financial strategies.
    1. ✔2 Financial Advisers
    2. 🪧10.4 Miles
    3. 📍Henley On Thames
  3. 🏢

    Finli (thames Valley) LTD

    FCA reg no.
    564038
    FCA authorised date:
    22/02/12
    Finli (Thames Valley) Ltd is a reputable, FCA-regulated financial planning firm in Reading, Oxfordshire, offering expert advice on pensions retirement planning and life investments, with a personalised approach for local families.
    1. ✔9 Financial Advisers
    2. 🪧10.4 Miles
    3. 📍Reading
  4. 🏢

    Brightstock Financial Planning LTD

    FCA reg no.
    1007732
    FCA authorised date:
    19/01/24
    Brightstock Financial Planning Ltd, FCA registered, offers expert services in life insurance, investments, and pensions. Based in Oxfordshire, they specialize in final salary pension transfers and comprehensive financial planning solutions.
    1. ✔2 Financial Advisers
    2. 🪧10.6 Miles
    3. 📍Henley On Thames
  5. 🏢

    Heritage Financial Management

    FCA reg no.
    193255
    FCA authorised date:
    29/09/00
    Heritage Financial Management is a UK-based, FCA-regulated firm specialising in wealth management, life investments, and pensions retirement advice. They're known for their tailored advice and client-focused approach.
    1. ✔2 Financial Advisers
    2. 🪧10.6 Miles
    3. 📍Henley On Thames
  6. 🏢

    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. 🪧11 Miles
    3. 📍Henley On Thames
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  8. 🏢

    Will Cuthbert

    FCA reg no.
    946988
    FCA authorised date:
    12/03/21
    Will Cuthbert is a reputable Henley-based financial firm providing expert advice on life and investment options, specialising in retirement guidance, pension transfers, and financial planning.
    1. ✔1 Financial Adviser
    2. 🪧11 Miles
    3. 📍Henley On Thames
  9. 🏢

    Anthony Pound

    FCA reg no.
    1041204
    FCA authorised date:
    31/10/25
    Anthony Pound is a regulated financial service provider in Oxford, offering tailored solutions in financial planning, life investments, and pension advice. The FCA-registered firm serves Oxfordshire county and adjacent areas.
    1. ✔1 Financial Adviser
    2. 🪧11.1 Miles
    3. 📍Oxford
  10. 🏢

    Fox Payne Associates Limited

    FCA reg no.
    215499
    FCA authorised date:
    31/05/05
    Fox Payne Associates Ltd, Caversham, Reading, offers regulated advice across financial sectors, with a specialty in pension transfers and comprehensive financial planning. Known for professional, tailored services.
    1. ✔8 Financial Advisers
    2. 🪧11.2 Miles
    3. 📍Reading
  11. 🏢

    Yellow Bear Financial Consultancy LLP

    FCA reg no.
    744163
    FCA authorised date:
    12/09/16
    Yellow Bear Financial Consultancy LLP offers FCA-regulated life and investment management, pensions retirement advice, and comprehensive financial planning services in Chinnor, Oxfordshire with professional yet friendly approach.
    1. ✔2 Financial Advisers
    2. 🪧11.3 Miles
    3. 📍Chinnor
  12. 🏢

    SOMNIUM FINANCIAL PLANNING LTD

    FCA reg no.
    765178
    FCA authorised date:
    13/02/17
    SOMNIUM Financial Planning Ltd, based in Oxfordshire, offers personalised, regulated advice for life, investment, and pension retirement planning, committed to high standards of financial guidance.
    1. ✔1 Financial Adviser
    2. 🪧11.3 Miles
    3. 📍Chinnor
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  14. 🏢

    Intelligent Wealth Strategies LTD

    FCA reg no.
    953558
    FCA authorised date:
    24/06/21
    Intelligent Wealth Strategies Ltd is a renowned financial planning firm located in Calcot, Reading. It offers client-focused, FCA-regulated services in life & investments, pension retirement advice, and overall financial planning.
    1. ✔1 Financial Adviser
    2. 🪧11.3 Miles
    3. 📍Reading
  15. 🏢

    Point To Point Financial Management LLP

    FCA reg no.
    823811
    FCA authorised date:
    19/10/18
    Point To Point Financial Management LLP is a regulated financial planning company in Oxfordshire, known for providing personalised strategies in life investments, pensions, and retirement advice.
    1. ✔1 Financial Adviser
    2. 🪧11.4 Miles
    3. 📍Wantage
  16. 🏢

    Caliber Financial Planning LTD

    FCA reg no.
    524454
    FCA authorised date:
    21/05/10
    Located in Chinnor, Oxfordshire, Caliber Financial Planning Ltd offers regulated financial services under the FCA. Specializing in life investments, pensions and comprehensive planning, they're your local experts for secure financial futures.
    1. ✔2 Financial Advisers
    2. 🪧11.4 Miles
    3. 📍Chinnor
  17. 🏢

    Paula Bicknell

    FCA reg no.
    758241
    FCA authorised date:
    12/09/16
    Paula Bicknell is a reputable financial firm in Theale, Berkshire offering regulated financial services including investments, pensions advice, and comprehensive financial planning, overseen by FCA registration 758241.
    1. ✔2 Financial Advisers
    2. 🪧11.4 Miles
    3. 📍Theale
  18. 🏢

    Money Principles LTD

    FCA reg no.
    946656
    FCA authorised date:
    06/12/21
    Money Principles Ltd, a regulated financial services firm based in Berkshire, provides expert advice on life investments, retirement planning and overall financial health for a tailored, client-focused approach.
    1. ✔2 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧11.5 Miles
    4. 📍Reading
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