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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 9 of 35.

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  2. 🏢

    Pathfinder Wealth Management LTD

    FCA reg no.
    1017317
    FCA authorised date:
    03/11/25
    Pathfinder Wealth Management Ltd is a Berkshire-based financial planning firm specialising in life, investment and pension retirement services. Known for trustworthy, FCA regulated advice, they offer tailored solutions for individual financial goals.
    1. ✔3 Financial Advisers
    2. 🪧15.4 Miles
    3. 📍Wokingham
  3. 🏢

    Apex Financial Services & Wealth Management LTD

    FCA reg no.
    924704
    FCA authorised date:
    20/04/20
    Apex Financial Services & Wealth Management Ltd is a reputable FCA-regulated firm specializing in financial planning, retirement guidance, investment strategies, and pension transfers, based in Reading, Berkshire.
    1. ✔2 Financial Advisers
    2. 🪧15.4 Miles
  4. 🏢

    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. 🪧15.4 Miles
    3. 📍Waltham St Lawrence
  5. 🏢

    RBS Associates

    FCA reg no.
    457658
    FCA authorised date:
    01/12/06
    RBS Associates, based in Marlow, Buckinghamshire, is a leader in financial planning and retirement advice. Regulated by FCA, they provide expert life, investment, and pension strategies tailored to individual needs.
    1. ✔1 Financial Adviser
    2. 🪧15.5 Miles
    3. 📍Marlow
  6. 🏢

    ORCHARD HOUSE (i.f.a.s) LTD.

    FCA reg no.
    433181
    FCA authorised date:
    02/08/05
    Orchard House (IFAs) Ltd is an FCA-regulated financial advisory firm in Buckinghamshire, providing bespoke advice on life investments, pensions retirement and financial planning for secure financial future.
    1. ✔8 Financial Advisers
    2. 🪧15.6 Miles
    3. 📍Marlow
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  8. 🏢

    ONE FINANCIAL ADVISER LTD

    FCA reg no.
    611058
    FCA authorised date:
    30/09/14
    FCA-regulated firm, 6. One Financial Adviser based in Newbury, Berkshire, provides expert advice on life investments and pensions retirement. Known for their approachability, they specialize in tailored financial strategies and reliable advice.
    1. ✔3 Financial Advisers
    2. 🪧15.7 Miles
    3. 📍Newbury
  9. 🏢

    Aspirational Financial Planning Limited

    FCA reg no.
    922435
    FCA authorised date:
    03/08/20
    Based in Marlow, Buckinghamshire, Aspirational Financial Planning Limited offers FCA-regulated financial services including life insurance, investments, and retirement advice to local businesses and families.
    1. ✔1 Financial Adviser
    2. 🪧15.7 Miles
    3. 📍Marlow
  10. 🏢

    Monica Curtis Associates Limited

    FCA reg no.
    787607
    FCA authorised date:
    05/12/17
    MC Financial Solutions is a FCA-regulated firm in Buckinghamshire, offering personalized financial planning and retirement advice. Committed professionals tailor solutions for unique needs, serving clients locally and beyond.
    1. ✔1 Financial Adviser
    2. 🪧15.7 Miles
    3. 📍Marlow
  11. 🏢

    Bluesky Financial Planners Limited

    FCA reg no.
    914561
    FCA authorised date:
    01/09/20
    Berkshire-based Bluesky Chartered Financial Planners offer FCA-regulated financial advice, specializing in life investments, retirement strategies and pensions. Renowned for their personable and client-focused approach.
    1. ✔4 Financial Advisers
    2. 🪧15.9 Miles
  12. 🏢

    Daniel Kitchen LTD

    FCA reg no.
    200154
    FCA authorised date:
    11/11/09
    Daniel Kitchen Ltd, an FCA-regulated company near Kidlington, provides expertise in financial planning, including life and investments, pension retirement, and final salary pension transfers to meet unique client needs.
    1. ✔1 Financial Adviser
    2. 🪧15.9 Miles
    3. 📍Kidlington
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  14. 🏢

    CG Finance LTD

    FCA reg no.
    1048944
    FCA authorised date:
    15/01/26
    Located in the heart of Buckinghamshire, CG Finance Ltd is a distinguished financial company regulated by the FCA under number 1048944. Strategically situated on Oxford Road, High Wycombe, this reputable firm offers extensive expertise in savings & investments, pensions and retirement planning, fina... read full company profile.
    1. ✔1 Financial Adviser
    2. 🪧16 Miles
    3. 📍High Wycombe
  15. 🏢

    Nicholas Higgs

    FCA reg no.
    983338
    FCA authorised date:
    14/09/22
    Nicholas Higgs is a regulated financial firm based in Newbury, Berkshire, specialising in life insurance, investments, and pensions. Known for their approachable style and tailored advice, they reliably serve individual and business clients.
    1. ✔1 Financial Adviser
    2. 🪧16 Miles
    3. 📍Newbury
  16. 🏢

    Creative Lifestyle Planning LTD

    FCA reg no.
    934058
    FCA authorised date:
    29/11/22
    Creative Lifestyle Planning Ltd, located in Newbury, Berkshire, offers regulated financial advice & planning, including life insurance, investments & pensions retirement advice. Tailored solutions for all aspects of modern living. FCA registration number 934058.
    1. ✔1 Financial Adviser
    2. 🪧16 Miles
    3. 📍Newbury
  17. 🏢

    Stewart Bellinger

    FCA reg no.
    1027254
    FCA authorised date:
    20/02/25
    Stewart Bellinger, a Newbury-based financial planner, specializes in life insurance, pension options, and retirement advice. Known for his approachable style and dedication to client needs, he's particularly skilled in final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧16 Miles
    3. 📍Newbury
  18. 🏢

    Hames Associates Wealth Management

    FCA reg no.
    415108
    FCA authorised date:
    18/11/04
    Hames Associates Wealth Management, based in Newbury, Berkshire, is a FCA regulated firm offering expert financial services including planning, insurance, investments and pensions. Renowned for their client-focused service, they serve greater London and beyond.
    1. ✔2 Financial Advisers
    2. 🪧16 Miles
    3. 📍Newbury
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