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Find FCA registered Financial Advisers Near Me in B78 3


We have found 724 relevant financial adviser firms within 30 miles of B78 3. Showing page 3 of 49.

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  2. 🏢

    KEY FINANCIAL PLANNING LIMITED

    FCA reg no.
    841524
    FCA authorised date:
    28/10/19
    Key Financial Planning Limited, a reputable FCA regulated firm, offers comprehensive life and investment advice, tailored retirement solutions, and strategic financial planning in Sutton Coldfield, West Midlands.
    1. ✔2 Financial Advisers
    2. 🪧5.6 Miles
    3. 📍Sutton Coldfield
  3. 🏢

    Chapter House Wealth Management Limited

    FCA reg no.
    913373
    FCA authorised date:
    15/05/20
    Based in Lichfield, Staffordshire, Chapter House Wealth Management Limited provides expert financial planning, investment advice, and pension guidance to a vast client base in Birmingham and beyond.
    1. ✔2 Financial Advisers
    2. 🪧5.6 Miles
    3. 📍Lichfield
  4. 🏢

    Reynolds Wealth Management LTD

    FCA reg no.
    668210
    FCA authorised date:
    28/05/15
    Reynolds Wealth Management Ltd, based in Staffordshire, offers tailored financial services including life and investment advice, retirement planning, and holistic financial planning. Known for its professionalism and bespoke approach, the firm builds long-term client relationships.
    1. ✔1 Financial Adviser
    2. ✔1 Mortgage Broker
    3. 🪧5.6 Miles
    4. 📍Lichfield
  5. 🏢

    OPUS Independent Financial Planning Limited

    FCA reg no.
    529492
    FCA authorised date:
    01/11/10
    At OPUS Independent Financial Planning Limited in the West Midlands, we offer regulated financial advice on life, investments, and pensions. Our professional team delivers tailored services to meet each client's specific needs.
    1. ✔2 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧5.6 Miles
    4. 📍Sutton Coldfield
  6. 🏢

    Napier Private Wealth Limited

    FCA reg no.
    986216
    FCA authorised date:
    28/10/22
    Napier Private Wealth Limited is a reputable, FCA-regulated financial firm in Sutton Coldfield, West Midlands, specialising in life investments, pensions, final salary pension transfers and comprehensive financial planning.
    1. ✔1 Financial Adviser
    2. 🪧5.6 Miles
    3. 📍Sutton Coldfield
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  8. 🏢

    ELWELL FINANCIAL PLANNING LTD

    FCA reg no.
    939347
    FCA authorised date:
    25/11/20
    Elwell Financial Planning Ltd, based in Sutton Coldfield, offers regulated financial advice with a focus on detailed planning, life investments and pensions retirement, specialising in final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧5.7 Miles
    3. 📍Sutton Coldfield
  9. 🏢

    Temple Row Wealth Management LTD

    FCA reg no.
    846077
    FCA authorised date:
    27/09/24
    Temple Row Wealth Management Ltd, based in Sutton Coldfield, West Midlands, offers tailored, regulated financial advice. Specialising in life investments, pensions, and financial planning, they provide a client-focused approach to both individuals and businesses.
    1. ✔1 Financial Adviser
    2. 🪧5.7 Miles
    3. 📍Sutton Coldfield
  10. 🏢

    Gemini Wealth Management Limited

    FCA reg no.
    458880
    FCA authorised date:
    13/12/06
    Gemini Wealth Management Limited, a renowned financial planning firm based in Sutton Coldfield, offers comprehensive, client-focused advice on life, investment, and retirement planning, serving individuals and families region-wide.
    1. ✔11 Financial Advisers
    2. 🪧5.8 Miles
    3. 📍Sutton Coldfield
  11. 🏢

    James McDarby

    FCA reg no.
    1016949
    FCA authorised date:
    16/09/24
    James McDarby is a renowned FCA-regulated financial planning firm in Sutton Coldfield, offering tailored financial services including life and investments planning, pensions advice and final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧5.8 Miles
    3. 📍Sutton Coldfield
  12. 🏢

    Lehmann Financial Management Limited

    FCA reg no.
    1042409
    FCA authorised date:
    18/09/25
    Lehmann Financial Management, based in Lichfield, Staffordshire, is an FCA-regulated firm offering tailored financial solutions including strategic planning, insurance, and pension advice. Known for client-centric approach and expert guidance on investment decisions.
    1. ✔1 Financial Adviser
    2. 🪧5.9 Miles
    3. 📍Lichfield
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  14. 🏢

    AM 360 Financial Planning Limited

    FCA reg no.
    987559
    FCA authorised date:
    23/11/22
    AM 360 Financial Planning Limited is a FCA registered financial services firm in Sutton Coldfield, providing regulated advice on life investments, retirement planning and more to clients in the surrounding region.
    1. ✔2 Financial Advisers
    2. 🪧5.9 Miles
    3. 📍Sutton Coldfield
  15. 🏢

    Field Hamlin Wealth Management Limited

    FCA reg no.
    997398
    FCA authorised date:
    05/06/24
    Field Hamlin Wealth Management Limited offers regulated financial services including life and investments, pensions retirement advice, and financial planning in Lichfield, Staffordshire and beyond.
    1. ✔1 Financial Adviser
    2. 🪧5.9 Miles
    3. 📍Staffordshire
  16. 🏢

    Andrew Davies-rounds & Michelle Davies-rounds

    FCA reg no.
    689827
    FCA authorised date:
    28/04/15
    Andrew and Michelle Davies-Rounds are FCA-regulated financial advisors in Lichfield, Staffordshire, specialising in insurance, investments, pensions, and retirement advice. Known for their client-focused approach, they offer reliable and personalised financial planning.
    1. ✔2 Financial Advisers
    2. 🪧6 Miles
    3. 📍Lichfield
  17. 🏢

    42 Wealth Management LTD

    FCA reg no.
    732318
    FCA authorised date:
    12/07/16
    42 Wealth Management Ltd., regulated by the FCA, offers client-focused financial services including wealth management and regulated advice from Lichfield, Staffordshire. They specialize in investments, life pensions, and retirement advice.
    1. ✔2 Financial Advisers
    2. 🪧6 Miles
    3. 📍Lichfield
  18. 🏢

    DRB ASSOCIATES LIMITED

    FCA reg no.
    445657
    FCA authorised date:
    13/02/06
    Pool House Advisers, a trusted financial services firm based in Lichfield, Staffordshire, provides tailored, regulated advice and comprehensive financial planning. They specialise in life investments and pension retirement advice.
    1. ✔4 Financial Advisers
    2. 🪧6 Miles
    3. 📍Lichfield
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