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Find FCA registered Financial Advisers Near Me in Watlington

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We have found 680 relevant financial adviser firms within 30 miles of Watlington. Showing page 1 of 46.

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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. 🪧13.4 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. 🪧13.4 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. 🪧16.3 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. 🪧20.2 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. 🪧35 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. 🪧57.2 Miles
    4. 📍Lutterworth
  8. 🏢

    LOGIC MORTGAGE SERVICES LTD

    FCA reg no.
    1046318
    FCA authorised date:
    22/12/25
    Logic Mortgage Services Ltd is a reputable Oxfordshire-based financial firm offering tailored advice for life and investment planning, pension retirement, and more, serving the Watlington area and beyond.
    1. ✔1 Financial Adviser
    2. 🪧0.1 Miles
    3. 📍Watlington
  9. 🏢

    Logic Financial Services LTD

    FCA reg no.
    627030
    FCA authorised date:
    03/11/14
    Logic Financial Services Ltd is an FCA regulated company in Watlington, Oxfordshire that provides comprehensive financial guidance. They offer life and investment advice, pension retirement options, and full financial planning.
    1. ✔2 Financial Advisers
    2. 🪧0.1 Miles
    3. 📍Watlington
  10. 🏢

    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. 🪧1.4 Miles
    3. 📍Watlington
  11. 🏢

    Adaurum Limited

    FCA reg no.
    402746
    FCA authorised date:
    01/10/04
    Adaurum Limited is an FCA-regulated firm in Oxfordshire offering top-tier financial services, specialising in life and investment planning, and retirement advice throughout the UK.
    1. ✔2 Financial Advisers
    2. 🪧2.1 Miles
    3. 📍Watlington
  12. 🏢

    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. 🪧3.1 Miles
    3. 📍Oxford
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  14. 🏢

    Rushton Ricard LLP

    FCA reg no.
    948449
    FCA authorised date:
    01/09/21
    Rushton Ricard LLP, a regulated financial services firm in Aston Rowant, Watlington, offers personalized services including insurance and pensions advice. They are committed to helping secure financial futures for individuals, businesses, and families.
    1. ✔1 Financial Adviser
    2. 🪧3.9 Miles
    3. 📍Watlington
  15. 🏢

    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. 🪧4.2 Miles
    3. 📍Wallingford
  16. 🏢

    Paul Johnson

    FCA reg no.
    1023717
    FCA authorised date:
    23/01/25
    Paul Johnson, a trustworthy FCA-regulated firm, offers comprehensive financial services including investment, retirement advice, and meticulous financial planning in Kingston Blount, Oxfordshire. They are committed to transparency and client-centric approach.
    1. ✔1 Financial Adviser
    2. 🪧4.4 Miles
    3. 📍Chinnor
  17. 🏢

    West Frazier Limited

    FCA reg no.
    136778
    FCA authorised date:
    01/12/01
    West Frazier Limited is a reputable Stokenchurch-based financial services firm, specialising in tailored financial planning and regulated advice on life, investments, pensions, and retirement. Regulated by the FCA, it offers professional and safe investment handling.
    1. ✔2 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧4.5 Miles
    4. 📍High Wycombe
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