Find FCA registered Financial Advisers Near Me in Wantage
We have found 358 relevant financial adviser firms within 30 miles of Wantage. Showing page 1 of 24.
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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 Financial Adviser
- 🪧15.4 Miles
- 📍Thatcham
- 👤
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- ✔Min Pension Savings: £150,000
- ✔Min Assets: £500,000
- 🪧21.5 Miles
- 📍Reading
- 🏢
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.- ✔2 Financial Advisers
- ✔Min Pension Savings: £50,000
- ✔Min Assets: £50,000
- 🪧21.5 Miles
- 📍Reading
- 👤
Holly Boden
Abode Financial Planning- FCA reg no.
- HXB00262
- FCA authorised date:
- 17/10/23
SMF3 Executive Director- ✔Min Assets: £500,000
- 🪧22.3 Miles
- 📍Cirencester
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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 Financial Adviser
- ✔Min Pension Savings: £300,000
- ✔Min Assets: £300,000
- 🪧23.9 Miles
- 📍London
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415 LLP
- FCA reg no.
- 479512
- FCA authorised date:
- 31/03/08
Based in Wantage, Oxfordshire, 415 LLP is a regulated, FCA-registered firm offering reliable financial advice, pensions consultation, and comprehensive planning services tailored to individual needs.- ✔2 Financial Advisers
- 🪧0.2 Miles
- 📍Wantage
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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 Financial Adviser
- 🪧1.1 Miles
- 📍Wantage
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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 Financial Adviser
- 🪧1.6 Miles
- 📍Wantage
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Stephanie Richards
- FCA reg no.
- 837962
- FCA authorised date:
- 25/03/19
Stephanie Richards is a FCA-certified firm in East Hendred, Oxfordshire, specializing in financial planning, pension advice, and final salary pension transfers with a client-centric approach.- ✔1 Financial Adviser
- 🪧3.7 Miles
- 📍Wantage
- 🏢
Goldsmith Financial Solutions
- FCA reg no.
- 506317
- FCA authorised date:
- 11/02/10
Goldsmith Invest is a globally recognised, FCA regulated firm offering expert financial planning with a focus on customised life investments, pensions, and retirement advice. Their approach is client-centric and consistently reliable.- ✔1 Financial Adviser
- 🪧4.9 Miles
- 📍Harwell
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Craig McLearie Limited
- FCA reg no.
- 439594
- FCA authorised date:
- 20/09/05
Craig Mclearie Limited is a trusted, FCA regulated financial firm offering personalized advice on insurance, investments, pension transfers and retirement planning across the UK.- ✔1 Financial Adviser
- 🪧5.1 Miles
- 📍Abingdon
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Financialmerrett Limited
- FCA reg no.
- 739647
- FCA authorised date:
- 09/03/16
Oxfordshire-based FinancialMerret Limited offers expert, regulated financial advice in areas like insurance, investments, and pensions. Known for their professional, approachable style, they're FCA registered (#739647).- ✔1 Financial Adviser
- 🪧6.6 Miles
- 📍Abingdon
- 🏢
Thaker Wealth LTD
- FCA reg no.
- 981041
- FCA authorised date:
- 16/08/22
Thaker Wealth Ltd, based in Didcot, Oxfordshire, offers expert financial planning and advice on life investments, pensions, and retirement. Their FCA-regulated team delivers personalized strategies to meet individual financial goals.- ✔1 Financial Adviser
- 🪧6.8 Miles
- 📍Didcot
- 🏢
Reed Financial LTD
- FCA reg no.
- 230465
- FCA authorised date:
- 07/02/11
Reed Financial Ltd, based in Hungerford, is a renowned firm offering exceptional financial planning services, including investments and retirement planning. They prioritise personalised solutions for a better financial outcome.- ✔1 Financial Adviser
- 🪧7.2 Miles
- 📍Hungerford
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Olive Wealth Management LTD
- FCA reg no.
- 482693
- FCA authorised date:
- 10/06/08
FCA regulated Olive Wealth Management Ltd provides tailored financial advice and services - including life planning, retirement pensions and investment strategies - to individuals and businesses in Oxfordshire.- ✔1 Financial Adviser
- 🪧8.1 Miles
- 📍Faringdon
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