Are you an Adviser click here
Search Financial Advisers Logo
Our website uses Cookies.

You can set your preferences here.

Find FCA registered Financial Advisers Near Me in Wokingham

Discover a comprehensive list of FCA-approved financial advisers in Wokingham through our easy-to-navigate online directory. Whether you’re seeking guidance on retirement planning, investments, or financial management, our listings connect you with local professionals ready to support your financial goals. Use the directory to find advisers near you and take confident steps toward your financial future.
Discover a comprehensive list of FCA-approved financial advisers in Wokingham through our easy-to-navigate online directory.
Whether you’re seeking guidance on retirement planning, investments, or financial management, our listings connect you with local professionals ready to support your financial goals. Use the directory to find advisers near you and take confident steps toward your financial future.
Search Financial Advisers Logo

We have found 1019 relevant financial adviser firms within 30 miles of Wokingham. Showing page 1 of 68.

📍Map View
  1. Need Help Choosing an Adviser?
    Enter a few details to get matched with the right adviser and receive a guaranteed callback
  2. 🏢

    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. 🪧4.9 Miles
    5. 📍London
  3. 👤

    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. 🪧6.8 Miles
    4. 📍Reading
  4. 🏢

    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. 🪧6.8 Miles
    5. 📍Reading
  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. 🪧17.9 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. 🪧21.8 Miles
    5. 📍Claygate
  7. 🏢

    Robertson’s Wealth Management LTD

    FCA reg no.
    1043793
    FCA authorised date:
    13/11/25
    1. ✔1 Financial Adviser
    2. 🪧31.4 Miles
    3. 📍London
  8. 🏢

    Westminster Wealth Management LLP

    FCA reg no.
    490519
    FCA authorised date:
    12/12/08
    Westminster Wealth Management brings together a wealth of experience from across the financial services sector. As a fully independent financial advisory practice, we pride ourselves on offering exceedingly high levels of personal service. This has resulted in long-term relationships with our cl... read full company profile
    1. ✔50 Financial Advisers
    2. ✔5 Mortgage Brokers
    3. ✔Min Pension Savings: £200,000
    4. ✔Min Assets: £200,000
    5. 🪧32 Miles
    6. 📍 London
  9. 🏢

    Trident Financial Planning Limited

    FCA reg no.
    969061
    FCA authorised date:
    24/03/24
    Trident Financial Planning Limited is a renowned firm in Wokingham, Berkshire, offering personalised wealth management, investments and pensions retirement advice with proven expertise in final salary pension transfers.
    1. ✔4 Financial Advisers
    2. 🪧0.2 Miles
    3. 📍Wokingham
  10. 🏢

    Tara Financial Services LTD

    FCA reg no.
    118005
    FCA authorised date:
    22/02/22
    Tara Financial Services Ltd, based in Wokingham, Berkshire, is a FCA-registered firm providing comprehensive financial advice including life investments, pensions, and retirement planning, renowned for superior customer service.
    1. ✔1 Financial Adviser
    2. 🪧0.2 Miles
    3. 📍Wokingham
  11. 🏢

    Corfields (UK) Limited

    FCA reg no.
    460889
    FCA authorised date:
    25/01/07
    Corfields (UK) Ltd is a trusted, FCA-regulated financial firm in Wokingham, Berkshire specializing in tailored life investments, pensions retirement solutions, and final salary pension transfers. Their dedicated customer-centric approach ensures a secure financial future.
    1. ✔2 Financial Advisers
    2. 🪧0.2 Miles
    3. 📍Wokingham
  12. 🏢

    BERKSHIRE IFA LIMITED

    FCA reg no.
    826120
    FCA authorised date:
    13/05/19
    Berkshire IFA Limited is a reputable financial advisory firm, providing tailored advice on investments, pensions, and comprehensive financial planning to clients across Berkshire and surrounding areas.
    1. ✔1 Financial Adviser
    2. 🪧0.2 Miles
    3. 📍Wokingham
  13. 🏢

    Christopher Barney

    FCA reg no.
    1020245
    FCA authorised date:
    06/11/24
    FCA registered firm Christopher Barney offers reputable financial planning services specialising in pensions and retirement advice, providing tailored, regulated advice to meet individual client needs.
    1. ✔1 Financial Adviser
    2. 🪧0.3 Miles
    3. 📍Wokingham
  14. Need Help Choosing an Adviser?
    Enter a few details to get matched with the right adviser and receive a guaranteed callback
  15. 🏢

    Employee Benefits Partnership Limited

    FCA reg no.
    573661
    FCA authorised date:
    02/04/12
    A respected Wokingham-based financial services firm, Employee Benefits Partnership Limited offers expert, client-focused advice on various financial aspects including pensions, retirement, and investment planning. Regulated under FCA number 573661.
    1. ✔1 Financial Adviser
    2. 🪧0.6 Miles
    3. 📍Wokingham
  16. 🏢

    Unavida Wealth Management LTD

    FCA reg no.
    440577
    FCA authorised date:
    20/01/06
    UnaVida Wealth Management Ltd is a UK-based financial services firm offering expert life, investment, and pensions advice. Known for its tailored solutions and client-centered approach, it guides clients towards their financial objectives.
    1. ✔2 Financial Advisers
    2. 🪧0.6 Miles
    3. 📍Wokingham
  17. 🏢

    Spend Time LTD

    FCA reg no.
    917358
    FCA authorised date:
    22/06/20
    3. Spend Time Financial Planning is an FCA registered firm in Wokingham, Berkshire, known for its expertise in financial planning, offering life insurance, investments, pension retirement advice and more.
    1. ✔2 Financial Advisers
    2. 🪧1.4 Miles
    3. 📍Wokingham
Page 1 of 68. Showing results 1 to 15.
Click here to see the top of the results
Need Help Choosing an Adviser?
Enter a few details to get matched with the right adviser and receive a guaranteed callback