Find FCA registered Financial Advisers Near Me in B11 3
We have found 621 relevant financial adviser firms within 30 miles of B11 3. Showing page 20 of 42.
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Rachel Kerr
- FCA reg no.
- 1024924
- FCA authorised date:
- 24/01/25
Rachel Kerr, regulated by the FCA (1024924), is a Kenilworth-based financial services provider specializing in insurance, investments, and pension transfers. The firm offers tailored solutions focused on client empowerment and financial wellbeing.- ✔1 Financial Adviser
- 🪧14.6 Miles
- 📍Kenilworth
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Bridgegate Wealth Management LTD
- FCA reg no.
- 416964
- FCA authorised date:
- 07/12/04
Warwickshire-based firm, Bridgegate Wealth Management Ltd, offers FCA-regulated financial advice specialising in life and investment planning, pension advice, and personalised financial solutions to clients in Kenilworth and surrounding areas.- ✔3 Financial Advisers
- 🪧14.7 Miles
- 📍Kenilworth
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JALAPENO (UK) LIMITED
- FCA reg no.
- 433988
- FCA authorised date:
- 27/01/24
Jalapeno (UK) Limited is a reputable, FCA-regulated financial firm in Coventry specialising in life investments, retirement advice, and pension transfers, providing reliable, tailored financial solutions across West Midlands.- ✔2 Financial Advisers
- 🪧14.7 Miles
- 📍Coventry
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RFG Financial Management Limited
- FCA reg no.
- 697885
- FCA authorised date:
- 05/08/15
RFG Financial Management Limited, based in Coventry, West Midlands, provides transparent and diligent financial solutions. Specializing in life investments, pensions and retirement planning, they are committed to helping clients navigate their financial landscape.- ✔1 Financial Adviser
- 🪧14.8 Miles
- 📍Coventry
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Godiva Financial Planning LTD
- FCA reg no.
- 932501
- FCA authorised date:
- 20/08/20
Godiva Financial Planning Ltd, a trusted Coventry-based firm, offers comprehensive financial services including life insurance, investments, pension transfers and personalised financial advice.- ✔1 Financial Adviser
- 🪧14.9 Miles
- 📍Coventry
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Sean Slattery
- FCA reg no.
- 1040794
- FCA authorised date:
- 22/09/25
Sean Slattery is a regulated Wolverhampton-based firm offering diligent financial planning and advice. Known for expertise in life investments and retirement advice, the approachable and reliable team provides bespoke, strategic solutions.- ✔1 Financial Adviser
- 🪧14.9 Miles
- 📍Wolverhampton
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Opal Wealth Management LTD
- FCA reg no.
- 586905
- FCA authorised date:
- 18/03/24
Opal Wealth Management Ltd, a Wolverhampton-based FCA regulated firm, specializes in financial planning and regulated advice. They offer tailored strategies in life investments and pension retirement, ensuring clients navigate their financial journeys confidently.- ✔1 Financial Adviser
- 🪧14.9 Miles
- 📍Wolverhampton
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Gravel Hill Wealth Management LLP
- FCA reg no.
- 449195
- FCA authorised date:
- 10/05/06
Gravel Hill Wealth Management LLP, a respected financial advisory firm in Staffordshire, provides life investments, pension retirement advice and comprehensive financial planning services, with a client-focused approach and tailored solutions.- ✔1 Financial Adviser
- 🪧15 Miles
- 📍Wolverhampton
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Mitonoptimal Portfolio Management (UK) Limited
- FCA reg no.
- 770509
- FCA authorised date:
- 01/09/17
MitonOptimal Portfolio Management (UK) Limited is a reputable Wolverhampton-based FCA-registered financial services firm offering tailored advice on investments, pensions, and retirement planning. Known for their diligent and trustworthy approach, they specialise in creating unique financial strateg... read full company profile- ✔3 Financial Advisers
- 🪧15 Miles
- 📍Wolverhampton
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Oakwood Financial Advisers Limited
- FCA reg no.
- 724878
- FCA authorised date:
- 03/05/16
Oakwood Financial Advisers Limited is a Coventry-based firm offering dependable investment advice and tailored financial planning solutions, focusing on life investments, pensions, and retirement advice. Regulated by the FCA, they are committed to transparent and trustworthy service.- ✔2 Financial Advisers
- 🪧15 Miles
- 📍Coventry
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MONEY TREE FINANCIAL PLANNING LTD
- FCA reg no.
- 610798
- FCA authorised date:
- 04/02/14
MONEY TREE FINANCIAL PLANNING LTD, located in Wolverhampton, offers tailored financial planning and regulated advice. Specialises in insurance, investments, pensions, and retirement advice. Known for a client-focused approach and commitment to financial futures.- ✔1 Financial Adviser
- 🪧15.1 Miles
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LITTLE GREEN OWL FINANCIAL PLANNING LTD
- FCA reg no.
- 944337
- FCA authorised date:
- 04/02/21
Based in Worcestershire, Little Green Owl Financial Planning Ltd offers a range of regulated financial services, from life insurance to comprehensive financial planning, with a client-focused approach.- ✔1 Financial Adviser
- 🪧15.2 Miles
- 📍Droitwich
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Sigma Wealth Partners LTD
- FCA reg no.
- 720230
- FCA authorised date:
- 01/03/16
Sigma Wealth Partners Ltd, based in Staffordshire, is a FCA-regulated firm providing personalised financial planning and advice across sectors including insurance and investments to local communities.- ✔1 Financial Adviser
- 🪧15.2 Miles
- 📍Wolverhampton
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Professional Independent Advisers Limited
- FCA reg no.
- 125921
- FCA authorised date:
- 01/12/01
Based in Wolverhampton, PIA Wealth Management is a trusted FCA-regulated firm offering comprehensive financial services such as insurance, investments, pension advice, and financial planning catered to individual needs.- ✔7 Financial Advisers
- ✔3 Mortgage Brokers
- 🪧15.2 Miles
- 📍Wolverhampton
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AJI Financial Planning LTD
- FCA reg no.
- 744946
- FCA authorised date:
- 22/04/16
FCA-regulated AJI Financial Planning Ltd, located in Wolverhampton, West Midlands, offers comprehensive financial planning services, including investments, pensions advice and retirement planning, with a client-focused approach.- ✔1 Financial Adviser
- 🪧15.3 Miles
- 📍Wolverhampton
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