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Find FCA registered Financial Advisers Near Me in B26 3

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We have found 643 relevant financial adviser firms within 30 miles of B26 3. 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. 🪧2.6 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. 🪧5.3 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. 🪧5.3 Miles
    4. 📍Beverley
  5. 🏢

    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. 🪧22.2 Miles
    5. 📍Rugby
  6. 👤

    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. 🪧22.2 Miles
    4. 📍Rugby
  7. 👤

    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. 🪧24.1 Miles
    4. 📍Lutterworth
  8. 👤

    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. 🪧25.8 Miles
    4. 📍Hilton
  9. 🏢

    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. 🪧25.8 Miles
    5. 📍Hilton
  10. 🏢

    A.s.j. Financial Services Limited

    FCA reg no.
    144985
    FCA authorised date:
    01/12/01
    A.S.J. Financial Services Ltd, a FCA regulated firm based in Solihull, offers comprehensive financial services including life insurance, investment advice, and retirement strategies. Known for simplifying complex financial landscapes.
    1. ✔1 Financial Adviser
    2. 🪧1.7 Miles
    3. 📍Solihull
  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. 🪧2.1 Miles
    3. 📍Birmingham
  12. 🏢

    Linear Wealth Management Limited

    FCA reg no.
    1029031
    FCA authorised date:
    04/03/25
    Solihull-based Linear Wealth Management Limited offers regulated financial services like life insurance, investments, pensions advice and specialises in final salary pension transfers and financial planning.
    1. ✔2 Financial Advisers
    2. 🪧2.1 Miles
    3. 📍Solihull
  13. 🏢

    Richard Shorthouse

    FCA reg no.
    220615
    FCA authorised date:
    13/11/02
    Ashley Independent Financial Advisers, based in Birmingham, specialises in wealth management, investments, and retirement strategies. Offering tailored financial solutions, they focus on client-specific needs, serving Solihull Parkway and surrounding areas.
    1. ✔1 Financial Adviser
    2. 🪧2.3 Miles
    3. 📍Birmingham
  14. 🏢

    Belisarius Wealth Management Limited

    FCA reg no.
    514817
    FCA authorised date:
    01/04/10
    Belisarius Wealth Management Limited, an FCA-regulated firm, offers comprehensive financial services including investment planning and pensions retirement advice from their Birmingham Business Park location.
    1. ✔1 Financial Adviser
    2. 🪧2.5 Miles
    3. 📍Birmingham
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  16. 🏢

    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. 🪧2.6 Miles
    5. 📍Solihull
  17. 🏢

    Lucent Financial Planning LTD

    FCA reg no.
    945107
    FCA authorised date:
    02/08/21
    Lucent Financial Planning Ltd, located in Solihull, West Midlands, offers personalised and FCA-regulated financial advice in life investments, pensions, and retirement planning. Known for their professional approach and client-focus.
    1. ✔5 Financial Advisers
    2. 🪧2.6 Miles
    3. 📍Solihull
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