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Find FCA registered Financial Advisers Near Me in B18 4


We have found 619 relevant financial adviser firms within 30 miles of B18 4. Showing page 7 of 42.

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  2. 🏢

    Legacy Planning Partners LTD

    FCA reg no.
    1032953
    FCA authorised date:
    17/10/25
    Legacy Planning Partners Ltd is a reputable financial advisory firm in Warwickshire, specializing in life, investments, pensions, and retirement advice, serving clients across the region with professional, approachable service.
    1. ✔3 Financial Advisers
    2. 🪧7.1 Miles
    3. 📍Birmingham
  3. 🏢

    Masterplan Financial LTD

    FCA reg no.
    746267
    FCA authorised date:
    01/11/16
    Masterplan Wealth is a Sutton Coldfield-based financial services firm specialising in insurance, investments, pensions, and comprehensive financial planning. Known for their professional, approachable and client-centred service, they offer regulated advice tailored to diverse client needs.
    1. ✔6 Financial Advisers
    2. ✔2 Mortgage Brokers
    3. 🪧7.2 Miles
    4. 📍Sutton Coldfield
  4. 🏢

    KEY FINANCIAL PLANNING LIMITED

    FCA reg no.
    841524
    FCA authorised date:
    28/10/19
    Key Financial Planning Limited, a reputable FCA regulated firm, offers comprehensive life and investment advice, tailored retirement solutions, and strategic financial planning in Sutton Coldfield, West Midlands.
    1. ✔2 Financial Advisers
    2. 🪧7.2 Miles
    3. 📍Sutton Coldfield
  5. 🏢

    JM Mortgages Limited

    FCA reg no.
    829467
    FCA authorised date:
    27/12/18
    The Mortgage Mall is a Walsall-based, FCA-regulated firm offering expert financial planning, retirement guidance, and investment advice. Known for tailored, regulated solutions, we aid clients' journey towards financial stability.
    1. ✔1 Financial Adviser
    2. 🪧7.2 Miles
    3. 📍Walsall
  6. 🏢

    Deven Yagnic Limited

    FCA reg no.
    954615
    FCA authorised date:
    01/12/21
    Deven Yagnic Limited is a client-centered, FCA-regulated financial services firm offering comprehensive financial planning, including life insurance, investments, pensions and retirement advice in the West Midlands and beyond.
    1. ✔1 Financial Adviser
    2. 🪧7.2 Miles
    3. 📍Sutton Coldfield
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  8. 🏢

    DBS Financial Associates LTD

    FCA reg no.
    809861
    FCA authorised date:
    23/05/18
    DBS Financial Associates Ltd is a Wolverhampton-based financial firm providing customized services in life insurance, investments, pensions advice, final salary pension transfers, and financial planning. They're FCA-regulated and prioritize client-centered solutions.
    1. ✔2 Financial Advisers
    2. 🪧7.2 Miles
    3. 📍Wolverhampton
  9. 🏢

    Warren Wealth Limited

    FCA reg no.
    846108
    FCA authorised date:
    23/02/24
    Warren Wealth Limited is a regulated financial planning firm based in Solihull, West Midlands, offering tailored advice in investments, pensions, and final salary pension transfers. They specialise in customised financial solutions.
    1. ✔1 Financial Adviser
    2. ✔Min Pension Savings: £150,000
    3. ✔Min Assets: £150,000
    4. 🪧7.2 Miles
    5. 📍Solihull
  10. 🏢

    Dean Wills

    FCA reg no.
    992409
    FCA authorised date:
    24/02/23
    Dean Wills is a trusted financial advisor located in West Midlands, offering personalised financial planning services specialising in life and investments, pensions, and strategic planning. Regulated by the FCA under number 992409.
    1. ✔1 Financial Adviser
    2. 🪧7.2 Miles
    3. 📍Sutton Coldfield
  11. 🏢

    JORDAN FINANCIAL MANAGEMENT LIMITED

    FCA reg no.
    474932
    FCA authorised date:
    02/01/08
    Jordan Financial Management Limited, based in West Midlands, provides regulated financial advice including life investments, pensions retirement, and financial planning. They prioritise client security with a tailored, high-quality service.
    1. ✔6 Financial Advisers
    2. 🪧7.3 Miles
    3. 📍Sutton Coldfield
  12. 🏢

    Karl Badrick

    FCA reg no.
    586985
    FCA authorised date:
    28/08/12
    Karl Badrick provides regulated financial advisory services, ranging from life insurance to pension planning. Based in Solihull, they offer bespoke solutions for individual clients, with a knack for demystifying complex finances.
    1. ✔1 Financial Adviser
    2. 🪧7.3 Miles
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  14. 🏢

    ELWELL FINANCIAL PLANNING LTD

    FCA reg no.
    939347
    FCA authorised date:
    25/11/20
    Elwell Financial Planning Ltd, based in Sutton Coldfield, offers regulated financial advice with a focus on detailed planning, life investments and pensions retirement, specialising in final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧7.4 Miles
    3. 📍Sutton Coldfield
  15. 🏢

    John Barrett Financial Services Limited

    FCA reg no.
    207468
    FCA authorised date:
    23/04/02
    Based in Solihull, West Midlands, The Exchange is a regulated financial firm offering comprehensive services. Renowned for its tailored advice, it specializes in insurance, retirement planning, and strategic financial planning.
    1. ✔1 Financial Adviser
    2. 🪧7.5 Miles
    3. 📍Solihull
  16. 🏢

    TIMMINS WHITTAKER LIMITED

    FCA reg no.
    137325
    FCA authorised date:
    01/12/01
    Regulated by the FCA, Timmins Whittaker Ltd offers varied financial services, including life planning and retirement advice, from their Brierley Hill location in West Midlands.
    1. ✔1 Financial Adviser
    2. 🪧7.5 Miles
    3. 📍Brierley Hill
  17. 🏢

    Victoria Wheale

    FCA reg no.
    1044494
    FCA authorised date:
    19/11/25
    Victoria Wheale is a reputable financial services firm in West Midlands, providing expert advice on life investments, pensions, and comprehensive financial planning to individuals and businesses. Conveying trusted, regulated and tailored solutions to clients' financial futures.
    1. ✔1 Financial Adviser
    2. 🪧7.5 Miles
    3. 📍Dudley
  18. 🏢

    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. ✔1 Financial Adviser
    2. 🪧7.6 Miles
    3. 📍Birmingham
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