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Find FCA registered Financial Advisers Near Me in B60 2

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We have found 568 relevant financial adviser firms within 30 miles of B60 2. Showing page 1 of 38.

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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. 🪧12.7 Miles
    4. 📍Solihull
  3. 🏢

    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. 🪧19.7 Miles
    4. 📍Beverley
  4. 🏢

    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. 🪧19.8 Miles
    5. 📍Nottingham
  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. 🪧34.3 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. 🪧34.3 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. 🪧37.2 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. 🪧37.5 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. 🪧37.5 Miles
    5. 📍Hilton
  10. 🏢

    Reynolds Financial Solutions LTD

    FCA reg no.
    564882
    FCA authorised date:
    20/09/11
    Reynolds Financial Solutions is a Bromsgrove-based, FCA registered firm offering comprehensive financial services, including life investments, pensions, and financial planning, with a personalized, client-focused approach.
    1. ✔1 Financial Adviser
    2. 🪧0.7 Miles
    3. 📍Bromsgrove
  11. 🏢

    Ashley Law Bromsgrove LTD

    FCA reg no.
    607985
    FCA authorised date:
    20/01/15
    Ashley Law Bromsgrove Ltd is a trusted partner for personalised financial planning, specialising in life and investments services, pensions retirement advice, and final salary pension transfers. Fully regulated by the FCA under number 607985.
    1. ✔4 Financial Advisers
    2. 🪧1 Miles
    3. 📍Bromsgrove
  12. 🏢

    Orca Wealth LTD

    FCA reg no.
    1007211
    FCA authorised date:
    05/01/24
    Orca Wealth is a UK-based, FCA-regulated financial planning firm offering expertise in life and investment strategy, pension transfers, and custom retirement advice, committed to helping clients navigate finances with confidence.
    1. ✔1 Financial Adviser
    2. 🪧1.2 Miles
    3. 📍Bromsgrove
  13. 🏢

    Clarke Baron Associates LTD

    FCA reg no.
    483649
    FCA authorised date:
    21/05/08
    Holyoakes Group Ltd is a trusted, FCA-regulated financial services provider in Bromsgrove, Worcestershire, offering expert retirement advice, pension transfers, and comprehensive financial planning to local clients.
    1. ✔1 Financial Adviser
    2. 🪧1.2 Miles
    3. 📍Bromsgrove
  14. 🏢

    HOLYOAKES GROUP LIMITED

    FCA reg no.
    426166
    FCA authorised date:
    09/06/05
    Regulated by the FCA, Holyoakes Group Ltd. is a trusted financial advisory firm in Worcestershire, specialising in life, investment management, pensions, and regulated financial planning.
    1. ✔3 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧1.2 Miles
    4. 📍Bromsgrove
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  16. 🏢

    AFH Independent Financial Services Limited

    FCA reg no.
    216704
    FCA authorised date:
    02/12/02
    Bromsgrove-based AFH Wealth Management offers comprehensive financial planning services, including wealth management, investments, pensions retirement advice, insurance, and more. They provide regulated, tailored financial advice for both individuals and businesses.
    1. ✔230 Financial Advisers
    2. ✔5 Mortgage Brokers
    3. 🪧1.4 Miles
    4. 📍Bromsgrove
  17. 🏢

    Fallon Associates Limited

    FCA reg no.
    402324
    FCA authorised date:
    18/10/04
    Fallon Associates Limited is a respected FCA-regulated financial firm specializing in pensions, investments, and insurance. Central to Worcestershire, they offer personalized, reliable guidance for your unique financial needs.
    1. ✔1 Financial Adviser
    2. 🪧2.2 Miles
    3. 📍Bromsgrove
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