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Find FCA registered Financial Advisers Near Me in B66 3


We have found 604 relevant financial adviser firms within 30 miles of B66 3. Showing page 11 of 41.

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  2. 🏢

    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. 🪧9.3 Miles
    3. 📍Bromsgrove
  3. 🏢

    Thomas Sawbridge

    FCA reg no.
    1009084
    FCA authorised date:
    24/02/24
    Thomas Sawbridge is a reputable financial firm in Walsall, West Midlands, offering regulated services including insurance, investments, and financial planning. Known for client-focused approach and professionalism, they service both individuals and businesses.
    1. ✔1 Financial Adviser
    2. 🪧9.5 Miles
    3. 📍Walsall
  4. 🏢

    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. 🪧9.5 Miles
    3. 📍Solihull
  5. 🏢

    Lisa Lee Wealth Management Limited

    FCA reg no.
    808335
    FCA authorised date:
    04/05/18
    Lisa Lee Wealth Management Limited is a reputable, FCA-regulated firm in Pelsall, offering tailored financial planning, investment strategies, insurance, and retirement advice. Their priority is secure wealth management with a client-centric approach.
    1. ✔1 Financial Adviser
    2. 🪧9.6 Miles
    3. 📍Walsall
  6. 🏢

    Sean Slattery

    FCA reg no.
    1040794
    FCA authorised date:
    22/09/25
    Sean Slattery is a regulated Wolverhampton-based firm offering diligent financial planning and advice. Known for expertise in life investments and retirement advice, the approachable and reliable team provides bespoke, strategic solutions.
    1. ✔1 Financial Adviser
    2. 🪧9.6 Miles
    3. 📍Wolverhampton
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  8. 🏢

    Opal Wealth Management LTD

    FCA reg no.
    586905
    FCA authorised date:
    18/03/24
    Opal Wealth Management Ltd, a Wolverhampton-based FCA regulated firm, specializes in financial planning and regulated advice. They offer tailored strategies in life investments and pension retirement, ensuring clients navigate their financial journeys confidently.
    1. ✔1 Financial Adviser
    2. 🪧9.6 Miles
    3. 📍Wolverhampton
  9. 🏢

    Mitonoptimal Portfolio Management (UK) Limited

    FCA reg no.
    770509
    FCA authorised date:
    01/09/17
    MitonOptimal Portfolio Management (UK) Limited is a reputable Wolverhampton-based FCA-registered financial services firm offering tailored advice on investments, pensions, and retirement planning. Known for their diligent and trustworthy approach, they specialise in creating unique financial strateg... read full company profile
    1. ✔3 Financial Advisers
    2. 🪧9.6 Miles
    3. 📍Wolverhampton
  10. 🏢

    David Martin Potter

    FCA reg no.
    215871
    FCA authorised date:
    31/05/05
    David Martin Potter is a reputable, FCA-regulated financial firm offering tailored investment, pension, and financial planning services in the Solihull area and beyond, known for its client-centric approach and regulatory compliance.
    1. ✔2 Financial Advisers
    2. 🪧9.6 Miles
    3. 📍Solihull
  11. 🏢

    Gravel Hill Wealth Management LLP

    FCA reg no.
    449195
    FCA authorised date:
    10/05/06
    Gravel Hill Wealth Management LLP, a respected financial advisory firm in Staffordshire, provides life investments, pension retirement advice and comprehensive financial planning services, with a client-focused approach and tailored solutions.
    1. ✔1 Financial Adviser
    2. 🪧9.6 Miles
    3. 📍Wolverhampton
  12. 🏢

    MONEY TREE FINANCIAL PLANNING LTD

    FCA reg no.
    610798
    FCA authorised date:
    04/02/14
    MONEY TREE FINANCIAL PLANNING LTD, located in Wolverhampton, offers tailored financial planning and regulated advice. Specialises in insurance, investments, pensions, and retirement advice. Known for a client-focused approach and commitment to financial futures.
    1. ✔1 Financial Adviser
    2. 🪧9.6 Miles
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  14. 🏢

    Donna Malone Financial Advice Limited

    FCA reg no.
    914115
    FCA authorised date:
    01/07/20
    Donna Malone Financial Advice, based in Clent, offers expert financial advice on life, investments, and pensions retirement planning. The firm is known for its client-focused approach and tailored financial plans.
    1. ✔2 Financial Advisers
    2. 🪧9.7 Miles
    3. 📍Stourbridge
  15. 🏢

    Royal Acres Financial

    FCA reg no.
    437797
    FCA authorised date:
    17/10/05
    Royal Acres Financial, based in Sutton Coldfield, West Midlands, provides tailored financial advice across the UK, specialising in life insurance, investments and pension retirement advice.
    1. ✔1 Financial Adviser
    2. 🪧9.7 Miles
    3. 📍Sutton Coldfield
  16. 🏢

    Sigma Wealth Partners LTD

    FCA reg no.
    720230
    FCA authorised date:
    01/03/16
    Sigma Wealth Partners Ltd, based in Staffordshire, is a FCA-regulated firm providing personalised financial planning and advice across sectors including insurance and investments to local communities.
    1. ✔1 Financial Adviser
    2. 🪧9.8 Miles
    3. 📍Wolverhampton
  17. 🏢

    Professional Independent Advisers Limited

    FCA reg no.
    125921
    FCA authorised date:
    01/12/01
    Based in Wolverhampton, PIA Wealth Management is a trusted FCA-regulated firm offering comprehensive financial services such as insurance, investments, pension advice, and financial planning catered to individual needs.
    1. ✔7 Financial Advisers
    2. ✔3 Mortgage Brokers
    3. 🪧9.9 Miles
    4. 📍Wolverhampton
  18. 🏢

    AJI Financial Planning LTD

    FCA reg no.
    744946
    FCA authorised date:
    22/04/16
    FCA-regulated AJI Financial Planning Ltd, located in Wolverhampton, West Midlands, offers comprehensive financial planning services, including investments, pensions advice and retirement planning, with a client-focused approach.
    1. ✔1 Financial Adviser
    2. 🪧9.9 Miles
    3. 📍Wolverhampton
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