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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 7 of 35.

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  2. 🏢

    Axiom Financial Services LTD

    FCA reg no.
    455338
    FCA authorised date:
    02/10/06
    Axiom Financial Services Ltd is a trusted, FCA-regulated financial advisory firm in Beckley, Oxford. They specialise in life investments, pensions, and retirement advice, delivering tailored financial solutions across Oxfordshire.
    1. ✔1 Financial Adviser
    2. 🪧13.7 Miles
    3. 📍Oxford
  3. 🏢

    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. 🪧13.7 Miles
    3. 📍Reading
  4. 🏢

    Thomas Pike

    FCA reg no.
    1007706
    FCA authorised date:
    02/01/24
    Thomas Pike, a dedicated financial service firm based in Oxford, offers a comprehensive range of services including pension and investment planning. Regulated by the FCA, they prioritize client-focused, trustworthy financial planning.
    1. ✔1 Financial Adviser
    2. 🪧13.9 Miles
    3. 📍Oxford
  5. 🏢

    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. 🪧14 Miles
    3. 📍Reading
  6. 🏢

    Universe Financial Advice LTD

    FCA reg no.
    913719
    FCA authorised date:
    03/08/20
    Universe Financial Advice Ltd, an FCA-regulated firm in Oxfordshire, specialises in life and investment services, along with retirement planning. Known for tailored guidance and broad regional service, they are a trusted financial partner.
    1. ✔1 Financial Adviser
    2. 🪧14 Miles
    3. 📍Wantage
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  8. 🏢

    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. 🪧14 Miles
    4. 📍Reading
  9. 🏢

    Wichert Associates Wealth Management LLP

    FCA reg no.
    759706
    FCA authorised date:
    03/10/16
    Haddenham-based Wichert Associates Wealth Management LLP offers regulated financial advice and planning across Buckinghamshire, specializing in insurance, investments, and pensions retirement advice. They provide accessible, customized solutions for a wide range of clientele.
    1. ✔1 Financial Adviser
    2. 🪧14.2 Miles
    3. 📍Haddenham
  10. 🏢

    Milligan Financial Planning Limited

    FCA reg no.
    945625
    FCA authorised date:
    14/06/21
    Milligan Financial Planning Limited, an FCA regulated Berkshire firm, offers expert financial planning services including investments and retirement advice. Known for tailored client-focused solutions, they cater to both new and seasoned investors.
    1. ✔1 Financial Adviser
    2. 🪧14.3 Miles
    3. 📍Berkshire
  11. 🏢

    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. 🪧14.4 Miles
    3. 📍Reading
  12. 🏢

    RKP Wealth Management

    FCA reg no.
    799009
    FCA authorised date:
    19/01/18
    RKP Wealth Management in Reading, Berkshire provides reliable financial planning solutions, specialising in life and investment strategies. It offers personalised services for pensions, retirement and pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧14.5 Miles
    3. 📍Reading
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  14. 🏢

    The Acorn Partnership IFA LLP

    FCA reg no.
    496300
    FCA authorised date:
    02/04/09
    Acorn Partnership IFA LLP is an esteemed, FCA-regulated financial institution in Woodley, Reading, specializing in comprehensive financial planning including risk-adjusted returns, pensions, investments, and retirement planning.
    1. ✔1 Financial Adviser
    2. 🪧14.6 Miles
    3. 📍Reading
  15. 🏢

    Merlin Andrew

    FCA reg no.
    1030930
    FCA authorised date:
    29/03/25
    Merlin Andrew is a trusted, FCA-regulated firm specialising in financial planning, life insurance, investments, and pensions retirement advice in Marlow, Buckinghamshire and surrounding regions.
    1. ✔1 Financial Adviser
    2. 🪧14.6 Miles
    3. 📍Marlow
  16. 🏢

    Victoria Reeman

    FCA reg no.
    1024574
    FCA authorised date:
    31/01/25
    Victoria Reeman is a top financial firm based in Haddenham, Buckinghamshire, specialising in tailored financial planning services. Known for its professional, friendly approach, it's a trusted financial advisor for local families.
    1. ✔1 Financial Adviser
    2. 🪧14.6 Miles
    3. 📍Aylesbury
  17. 🏢

    Dynamic Financial Planning LTD

    FCA reg no.
    1001055
    FCA authorised date:
    07/08/23
    Dynamic FP, a FCA regulated financial planning company, offers personalised services in pensions, retirement, and investments. Known for a client-centric approach, the firm caters to both first-time buyers and long-term investors.
    1. ✔1 Financial Adviser
    2. 🪧14.7 Miles
    3. 📍Aylesbury
  18. 🏢

    SIMON HANNAM LIMITED

    FCA reg no.
    520525
    FCA authorised date:
    28/07/10
    Berkshire-based Trusted Financial Solutions specialises in financial services, offering expert advice on life, pensions, investments, and retirement planning. Renowned for tailored and regulated client-focused solutions, they simplify complex financial concepts.
    1. ✔1 Financial Adviser
    2. 🪧14.8 Miles
    3. 📍Thatcham
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