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Find FCA registered Financial Advisers Near Me in B66 4

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We have found 603 relevant financial adviser firms within 30 miles of B66 4. Showing page 1 of 41.

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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. 🪧9 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. 🪧12.7 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. 🪧13.1 Miles
    4. 📍Beverley
  5. 👤

    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. 🪧26.7 Miles
    4. 📍Hilton
  6. 🏢

    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. 🪧26.7 Miles
    5. 📍Hilton
  7. 🏢

    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. 🪧30.7 Miles
    5. 📍Rugby
  8. 👤

    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. 🪧30.7 Miles
    4. 📍Rugby
  9. 👤

    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. 🪧32.4 Miles
    4. 📍Lutterworth
  10. 🏢

    Nisha Nischal

    FCA reg no.
    924997
    FCA authorised date:
    24/04/20
    Nisha Nischal is a Birmingham-based, FCA-regulated firm specialising in personalised financial planning services, offering expert advice on life insurance, investments, and final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧0.3 Miles
    3. 📍Birmingham
  11. 🏢

    Mortgage Link (central) Limited

    FCA reg no.
    412239
    FCA authorised date:
    17/08/22
    Birmingham-based Mortgage Link (Central) Limited is a trusted FCA-regulated firm, offering expert financial services in life and investment planning, pensions, and comprehensive financial planning across West Midlands. Registration number: 412239.
    1. ✔1 Financial Adviser
    2. 🪧0.5 Miles
    3. 📍Birmingham
  12. 🏢

    Better Invest Direct Limited

    FCA reg no.
    431216
    FCA authorised date:
    18/04/05
    Better Invest Direct Limited, registered under FCA number 431216, offers client-focused financial services in Birmingham. They specialize in insurance, investments, pensions retirement advice, and final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧1.2 Miles
    3. 📍Birmingham
  13. 🏢

    Griffin Wylde Limited

    FCA reg no.
    115092
    FCA authorised date:
    01/12/01
    Griffin Wylde Limited, a respected financial planning firm in Edgbaston, specializes in life, investments, and pensions services. They provide expert advice on final salary pension transfers and retirement planning.
    1. ✔2 Financial Advisers
    2. 🪧1.2 Miles
    3. 📍Birmingham
  14. 🏢

    Encore Family Office LTD

    FCA reg no.
    772934
    FCA authorised date:
    02/03/17
    Birmingham-based, FCA-regulated BRWM specialises in personalised financial services including life investments, pensions retirement, and final salary pension transfers for the West Midlands region. They provide comprehensive financial planning and tailored solutions for secure financial futures.
    1. ✔2 Financial Advisers
    2. 🪧1.2 Miles
    3. 📍Birmingham
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  16. 🏢

    Barnett Ravenscroft Financial Services Limited

    FCA reg no.
    225634
    FCA authorised date:
    21/01/04
    Birmingham-based Barnett Ravenscroft Wealth Management is a FCA-regulated firm specializing in financial planning and wealth management. Renowned for their tailored, client-centric approach, they expertly guide clients towards a secure financial future.
    1. ✔1 Financial Adviser
    2. 🪧1.2 Miles
    3. 📍Birmingham
  17. 🏢

    Whitefriars Financial Services Limited

    FCA reg no.
    222458
    FCA authorised date:
    11/07/03
    Whitefriars Financial Services Limited in Birmingham provides trusted financial planning, investment advice, and pension transfers. Operating under FCA registration, they offer bespoke services tailored to individual client needs.
    1. ✔3 Financial Advisers
    2. 🪧1.3 Miles
    3. 📍Birmingham
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