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Find FCA registered Financial Advisers Near Me in B61 7

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We have found 598 relevant financial adviser firms within 30 miles of B61 7. Showing page 1 of 40.

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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. 🪧14.7 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. 🪧21.8 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. 🪧21.8 Miles
    5. 📍Nottingham
  5. 🏢

    The Family Wealth Partnership

    FCA reg no.
    473815
    FCA authorised date:
    08/12/23
    We believe that everyone deserves a long, happy and fulfilling retirement. Our mission is to help you achieve this by providing tax-efficient pension planning solutions that enable you to tick off your bucket list and spend time with your family and loved ones.    We are financial planning experts... read full company profile
    1. ✔1 Financial Adviser
    2. ✔Min Assets: £250,000
    3. 🪧24 Miles
    4. 📍Ledbury
  6. 🏢

    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. 🪧36.1 Miles
    5. 📍Rugby
  7. 👤

    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. 🪧36.1 Miles
    4. 📍Rugby
  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. 🪧39.3 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. 🪧39.3 Miles
    5. 📍Hilton
  10. 🏢

    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. 🪧0.9 Miles
    4. 📍Bromsgrove
  11. 🏢

    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
  12. 🏢

    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
  13. 🏢

    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. 🪧1.3 Miles
    3. 📍Bromsgrove
  14. 🏢

    Whitehouse Money LTD

    FCA reg no.
    1011921
    FCA authorised date:
    01/10/24
    Whitehouse Money Ltd is a FCA licensed financial services firm specialising in financial planning and regulated advice, including life investments and retirement planning, for a diverse clientele in Worcestershire and beyond.
    1. ✔3 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧1.3 Miles
    4. 📍Bromsgrove
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  16. 🏢

    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. 🪧1.3 Miles
    3. 📍Bromsgrove
  17. 🏢

    Mineham Mortgage Services Limited

    FCA reg no.
    805613
    FCA authorised date:
    03/04/18
    Mineham Mortgage Services Limited is a reputable, FCA-regulated financial firm in Worcestershire, offering expert advice on investments, pensions, and insurance. Known for exceptional, personalized service to local businesses and families.
    1. ✔1 Financial Adviser
    2. 🪧1.4 Miles
    3. 📍Bromsgrove
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