Find FCA registered Financial Advisers Near Me in Alcester
We have found 579 relevant financial adviser firms within 30 miles of Alcester. Showing page 9 of 39.
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Lakeside Financial Services LTD
- FCA reg no.
- 646852
- FCA authorised date:
- 17/09/14
FCA-regulated Lakeside Financial Services Ltd offers bespoke advice on life investment, pensions, and retirement. Based in Solihull, they provide accessible financial planning to clients across the West Midlands and beyond.- ✔2 Financial Advisers
- 🪧11.9 Miles
- 📍Solihull
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Marc Faulkner
- FCA reg no.
- 652427
- FCA authorised date:
- 30/10/14
FCA-regulated Marc Faulkner firm, based in Dickens Heath, Shirley, specialises in financial planning, offering tailored advice on life investments, pension retirement, and more for unique financial goals. Known for their professional, personalised services.- ✔1 Financial Adviser
- 🪧11.9 Miles
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Mark Bagley
- FCA reg no.
- 588162
- FCA authorised date:
- 13/09/12
Mark Bagley's renowned FCA-regulated firm offers comprehensive financial planning services including life insurance, pension retirement advice, investments, and final salary pension transfers, with a focus on personalised client solutions.- ✔1 Financial Adviser
- 🪧12 Miles
- 📍Warwick
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H-j Wealth Planning Limited
- FCA reg no.
- 518901
- FCA authorised date:
- 01/03/10
H-J Wealth Planning Ltd, an FCA registered firm in West Midlands, offers personalised financial advice on diverse sectors like insurance, investments, and pensions, highlighting trust, strategic planning, and financial security.- ✔2 Financial Advisers
- 🪧12 Miles
- 📍Birmingham
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Casey Financial Planning Limited
- FCA reg no.
- 944939
- FCA authorised date:
- 15/02/21
Casey Financial Planning Limited provides expert, FCA regulated financial planning services in Birmingham. Tailoring to individual needs, they specialize in investment and pension guidance, retirement advice, and final salary pension transfers.- ✔1 Financial Adviser
- 🪧12 Miles
- 📍Birmingham
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Benjamin Evans
- FCA reg no.
- 1034161
- FCA authorised date:
- 27/05/25
Based in Dorridge, Solihull, Benjamin Evans is an FCA-regulated firm offering personalised financial planning services, specializing in life and investment planning, pension transfers and retirement advice. Noted for their approachability and commitment to long-term growth.- ✔1 Financial Adviser
- 🪧12.3 Miles
- 📍Solihull
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JEM Financial Planning LTD
- FCA reg no.
- 930071
- FCA authorised date:
- 01/10/20
JEM Financial Planning Ltd, a respected FCA regulated firm in Broadway, Worcestershire, offers comprehensive financial services including life and investment advice, pensions retirement guidance, and tailored financial strategies.- ✔9 Financial Advisers
- ✔3 Mortgage Brokers
- 🪧12.3 Miles
- 📍Broadway
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Arden Associates (IFA) LLP
- FCA reg no.
- 208500
- FCA authorised date:
- 27/02/02
Arden Associates is a Worcestershire-based, FCA-regulated firm specialising in personalised financial planning and pension advice, offering tailored solutions to clients in Droitwich and surrounding counties.- ✔1 Financial Adviser
- 🪧12.3 Miles
- 📍Droitwich
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Oakley Independent Advisers Limited
- FCA reg no.
- 1004073
- FCA authorised date:
- 20/11/23
Oakley Independent Advisers Limited, based in Worcestershire, provides expert, regulated financial planning services including life investment and retirement advice. Known for its reliable, personalised and approachable client-focused approach.- ✔2 Financial Advisers
- ✔1 Mortgage Broker
- 🪧12.4 Miles
- 📍Droitwich
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JANE NEWMAN FINANCIAL PLANNING LIMITED
- FCA reg no.
- 832988
- FCA authorised date:
- 07/05/19
A reputable Droitwich-based firm, JANE NEWMAN FINANCIAL PLANNING LIMITED offers regulated financial services such as life/investment planning and retirement advice, adhering to strict FCA standards.- ✔3 Financial Advisers
- ✔1 Mortgage Broker
- 🪧12.4 Miles
- 📍Droitwich
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Davidson Pert Financial Associates LTD
- FCA reg no.
- 533521
- FCA authorised date:
- 30/06/22
Davidson Pert Financial Associates Ltd, based in Warwick, offers FCA regulated financial expertise and advice. Their services include investments, retirement planning, and broader financial planning, focusing on lifetime value solutions.- ✔1 Financial Adviser
- 🪧12.4 Miles
- 📍Warwick
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Whateley Wealth Management Limited
- FCA reg no.
- 715678
- FCA authorised date:
- 04/01/16
Whateley Wealth Management Limited is a FCA registered firm offering expert financial planning advice, specialising in life and investment services, pensions retirement advice and personal financial planning in Birmingham.- ✔7 Financial Advisers
- 🪧12.6 Miles
- 📍Birmingham
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Jenny Lomas
- FCA reg no.
- 842769
- FCA authorised date:
- 19/11/19
Jenny Lomas is an FCA-regulated firm based in Warwick, offering diverse financial services including insurance, investment, and retirement advice. Known for client-focused service and tailored financial planning, they serve both businesses and individuals.- ✔1 Financial Adviser
- 🪧12.6 Miles
- 📍Warwick
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Fallon Associates Limited
- FCA reg no.
- 402324
- FCA authorised date:
- 18/10/04
Fallon Associates Limited is a respected FCA-regulated financial firm specializing in pensions, investments, and insurance. Central to Worcestershire, they offer personalized, reliable guidance for your unique financial needs.- ✔1 Financial Adviser
- 🪧12.7 Miles
- 📍Bromsgrove
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Johnson Gibbs
- FCA reg no.
- 176487
- FCA authorised date:
- 01/12/01
Johnson Gibbs is a FCA-regulated firm in Warwick, offering financial services including insurance, financial planning, and pension advice. They specialize in investments, serving with integrity and a professional yet approachable style.- ✔1 Financial Adviser
- 🪧12.7 Miles
- 📍Warwick
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