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Find FCA registered Financial Advisers Near Me in Alum Rock B8

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We have found 635 relevant financial adviser firms within 30 miles of Alum Rock B8. Showing page 1 of 43.

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  2. 👤

    Matthew Warren

    Warren Wealth Limited
    FCA reg no.
    MRW01183
    FCA authorised date:
    23/02/24
    Our charges are based on your specific circumstances and advice needs to ensure that the fee charged is fair for the work involved
    1. ✔Min Pension Savings: £150,000
    2. ✔Min Assets: £150,000
    3. 🪧5.3 Miles
    4. 📍Solihull
  3. 🏢

    Blakebrooke Financial Advice LTD

    FCA reg no.
    932163
    FCA authorised date:
    17/08/20
    We Specialise in providing high quality advice on many aspects of wealth management, working with you yo help you acheive your financial goals.
    1. ✔3 Financial Advisers
    2. ✔Min Pension Savings: £50,000
    3. ✔Min Assets: £20,000
    4. 🪧6.9 Miles
    5. 📍Nottingham
  4. 🏢

    Linkage Financial Solutions

    FCA reg no.
    998729
    FCA authorised date:
    28/06/23
    As an independent financial and mortgage advisory firm based in Beverley. We are not tied to any particular provider and can advise you on products from across the whole market. We will always take a rounded view of the options, considering factors such as charges, customer service,... read full company profile
    1. ✔1 Financial Adviser
    2. ✔Min Pension Savings: £100,000
    3. 🪧7.3 Miles
    4. 📍Beverley
  5. 👤

    Tom Buck

    Calder Financial Ltd
    FCA reg no.
    TEB00011
    FCA authorised date:
    17/01/22
    SOLLA (Society of Later Life Advisors Accredited) Level 4 Financial Planning Certification
    1. ✔Min Pension Savings: £50,000
    2. ✔Min Assets: £50,000
    3. 🪧24 Miles
    4. 📍Hilton
  6. 🏢

    Calder Financial LTD

    FCA reg no.
    586897
    FCA authorised date:
    17/01/22
    We work closely with clients from family owned businesses, entreprenuers and new business starts ups, and families who want to grow their wealth, manage it and then protect it as a lasting legacy for generations to come. As independent advisors we work closely to create plans that allow our clients... read full company profile
    1. ✔1 Financial Adviser
    2. ✔Min Pension Savings: £50,000
    3. ✔Min Assets: £50,000
    4. 🪧24 Miles
    5. 📍Hilton
  7. 🏢

    MDM Wealth LTD

    FCA reg no.
    823733
    FCA authorised date:
    03/06/19
    Helping successful families and individuals achieve financial freedom with award-winning, Chartered & Certified advice. MDM Wealth Ltd is a family-run financial planning firm, who specialise in retirement planning, wealth management, and investment strategies for affluent families, business owne... read full company profile
    1. ✔1 Financial Adviser
    2. ✔Min Pension Savings: £500,000
    3. ✔Min Assets: £500,000
    4. 🪧25.1 Miles
    5. 📍Rugby
  8. 👤

    Daniel Martin

    MDM Wealth Ltd
    FCA reg no.
    DXM03088
    FCA authorised date:
    03/06/19
    Certified Financial Planner Chartered Financial Planner BA (Hons) Finance and Investment
    1. ✔Min Pension Savings: £500,000
    2. ✔Min Assets: £500,000
    3. 🪧25.1 Miles
    4. 📍Rugby
  9. 👤

    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. 🪧26.5 Miles
    4. 📍Lutterworth
  10. 🏢

    Intentional Financial Planning LTD

    FCA reg no.
    1028497
    FCA authorised date:
    07/03/25
    Intentional Financial Planning Ltd is a trusted, FCA registered firm in Somerset, offering tailored financial services including investments, pensions, and strategic planning for individuals, families, and businesses.
    1. ✔1 Financial Adviser
    2. 🪧2.4 Miles
    3. 📍Birmingham
  11. 🏢

    ADLER FINANCIAL PLANNING LIMITED

    FCA reg no.
    501854
    FCA authorised date:
    01/12/09
    Adler Financial Planning Limited, regulated by FCA, is a reliable Birmingham-based firm specializing in life and investment strategies, pensions, and retirement advice, dedicated to providing tailor-made financial plans.
    1. ✔4 Financial Advisers
    2. 🪧2.4 Miles
    3. 📍Birmingham
  12. 🏢

    Coton Financial Management LTD

    FCA reg no.
    230155
    FCA authorised date:
    06/04/04
    Birmingham-based Coton Financial Management Ltd provides expert guidance in life investments, pensions, and retirement planning. As an FCA-regulated firm, they offer trusted, personalized advice on financial management.
    1. ✔1 Financial Adviser
    2. 🪧2.6 Miles
    3. 📍Birmingham
  13. 🏢

    Peak Life Financial Planning LTD

    FCA reg no.
    994600
    FCA authorised date:
    06/04/23
    Birmingham-based Peak Life Financial Planning Ltd offers regulated financial services, specialising in retirement advice and final salary pension transfers. Trust them for tailored, reliable, client-focused advice.
    1. ✔1 Financial Adviser
    2. 🪧3 Miles
    3. 📍Birmingham
  14. 🏢

    William James Financial Services Limited

    FCA reg no.
    970913
    FCA authorised date:
    31/01/23
    William James Financial Services Limited in Birmingham specializes in financial planning, retirement advice, and life investments, known for simplifying complex finances and providing personalised solutions.
    1. ✔8 Financial Advisers
    2. 🪧3 Miles
    3. 📍Birmingham
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  16. 🏢

    WESLEYAN FINANCIAL SERVICES LIMITED

    FCA reg no.
    134753
    FCA authorised date:
    01/12/01
    Wesleyan Financial Services Ltd is a Birmingham-based financial firm, providing regulated financial planning and advice including life and investment planning, pensions, and retirement advice. Offering tailored services to meet individual needs, they serve the West Midlands and beyond.
    1. ✔217 Financial Advisers
    2. ✔7 Mortgage Brokers
    3. 🪧3 Miles
    4. 📍Birmingham
  17. 🏢

    Colmore Partners Limited

    FCA reg no.
    944323
    FCA authorised date:
    04/02/21
    Colmore Partners, a trusted FCA-approved firm in Birmingham, specializes in life insurance, investment guidance, and pension advisory, known for their customer-centric approach and integrity.
    1. ✔4 Financial Advisers
    2. 🪧3.1 Miles
    3. 📍Birmingham
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