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Find FCA registered Financial Advisers Near Me in B20 2


We have found 620 relevant financial adviser firms within 30 miles of B20 2. Showing page 5 of 42.

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  2. 🏢

    Jeremy George Lake Financial Services LTD

    FCA reg no.
    602225
    FCA authorised date:
    05/06/13
    Sutton Coldfield-based Jeremy George Lake Financial Services offers comprehensive and regulated financial planning, including life and investment planning, retirement advice, and pension transfers. They offer a client-centred approach available to everyone.
    1. ✔2 Financial Advisers
    2. 🪧4.9 Miles
    3. 📍Sutton Coldfield
  3. 🏢

    S Johnson Wealth Management LLP

    FCA reg no.
    631765
    FCA authorised date:
    05/01/15
    Premier West Midlands financial firm, S Johnson Wealth Management LLP, provides comprehensive, FCA-regulated advice on diverse financial matters, offering personalised solutions aimed at simplifying finance and ensuring secure financial futures.
    1. ✔2 Financial Advisers
    2. 🪧5 Miles
    3. 📍Sutton Coldfield
  4. 🏢

    Martin Jeffers

    FCA reg no.
    945795
    FCA authorised date:
    28/02/21
    Martin Jeffers is a distinguished financial institution in Moseley, Birmingham, offering comprehensive financial planning, including insurance, investments and pension advice, to diverse clients across West Midlands. FCA registered (945795).
    1. ✔1 Financial Adviser
    2. 🪧5.1 Miles
    3. 📍Birmingham
  5. 🏢

    Ethical Adviser(UK) LTD

    FCA reg no.
    923809
    FCA authorised date:
    02/11/20
    Ethical Adviser UK Ltd is a Sutton Coldfield-based financial services firm specialising in life and investment advisements, pensions retirement planning, and providing bespoke financial plans tailored to individual client needs.
    1. ✔1 Financial Adviser
    2. 🪧5.1 Miles
    3. 📍West Midlands
  6. 🏢

    FINLI (fa92) LIMITED

    FCA reg no.
    195522
    FCA authorised date:
    01/12/01
    Based in Sherbourne, Finli is a renowned financial firm providing expert advice in life investments and pensions retirement planning. Regulated by the FCA, they offer personalised financial planning services to diverse clients.
    1. ✔20 Financial Advisers
    2. ✔3 Mortgage Brokers
    3. 🪧5.1 Miles
    4. 📍Royal Sutton Coldfield
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  8. 🏢

    Oaklands Wealth Management LTD

    FCA reg no.
    432451
    FCA authorised date:
    04/07/05
    Oaklands Wealth Management Ltd, a FCA regulated firm in Sutton Coldfield, provides expert financial planning and retirement advice. Known for their professionalism and approachability, they cater to seasoned investors and newcomers alike.
    1. ✔1 Financial Adviser
    2. 🪧5.1 Miles
    3. 📍Sutton Coldfield
  9. 🏢

    J & P Financial Services Limited

    FCA reg no.
    708386
    FCA authorised date:
    01/12/15
    J & P Financial Services Limited provides expert, FCA-regulated financial advice from Sutton Coldfield, offering comprehensive planning and personalised guidance on life & investments and pension retirement plans.
    1. ✔4 Financial Advisers
    2. 🪧5.1 Miles
    3. 📍Sutton Coldfield
  10. 🏢

    Gemini Wealth Management Limited

    FCA reg no.
    458880
    FCA authorised date:
    13/12/06
    Gemini Wealth Management Limited, a renowned financial planning firm based in Sutton Coldfield, offers comprehensive, client-focused advice on life, investment, and retirement planning, serving individuals and families region-wide.
    1. ✔11 Financial Advisers
    2. 🪧5.2 Miles
    3. 📍Sutton Coldfield
  11. 🏢

    James McDarby

    FCA reg no.
    1016949
    FCA authorised date:
    16/09/24
    James McDarby is a renowned FCA-regulated financial planning firm in Sutton Coldfield, offering tailored financial services including life and investments planning, pensions advice and final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧5.2 Miles
    3. 📍Sutton Coldfield
  12. 🏢

    AM 360 Financial Planning Limited

    FCA reg no.
    987559
    FCA authorised date:
    23/11/22
    AM 360 Financial Planning Limited is a FCA registered financial services firm in Sutton Coldfield, providing regulated advice on life investments, retirement planning and more to clients in the surrounding region.
    1. ✔2 Financial Advisers
    2. 🪧5.3 Miles
    3. 📍Sutton Coldfield
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  14. 🏢

    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. 🪧5.3 Miles
    3. 📍Sutton Coldfield
  15. 🏢

    Temple Row Wealth Management LTD

    FCA reg no.
    846077
    FCA authorised date:
    27/09/24
    Temple Row Wealth Management Ltd, based in Sutton Coldfield, West Midlands, offers tailored, regulated financial advice. Specialising in life investments, pensions, and financial planning, they provide a client-focused approach to both individuals and businesses.
    1. ✔1 Financial Adviser
    2. 🪧5.4 Miles
    3. 📍Sutton Coldfield
  16. 🏢

    Andrzej Garwolinski

    FCA reg no.
    604397
    FCA authorised date:
    11/07/13
    Andrzej Garwolinski, a FCA-regulated firm based in Birmingham, offers specialized financial planning services including investments, pensions and retirement strategies, with expertise in final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧5.4 Miles
    3. 📍Birmingham
  17. 🏢

    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. 🪧5.5 Miles
    3. 📍Walsall
  18. 🏢

    OPUS Independent Financial Planning Limited

    FCA reg no.
    529492
    FCA authorised date:
    01/11/10
    At OPUS Independent Financial Planning Limited in the West Midlands, we offer regulated financial advice on life, investments, and pensions. Our professional team delivers tailored services to meet each client's specific needs.
    1. ✔2 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧5.5 Miles
    4. 📍Sutton Coldfield
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