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Find FCA registered Financial Advisers Near Me in B91 2

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We have found 621 relevant financial adviser firms within 30 miles of B91 2. Showing page 1 of 42.

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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. 🪧1.1 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. 🪧6.1 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. 🪧6.4 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. 🪧21.6 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. 🪧21.6 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. 🪧23.9 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. 🪧27.7 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. 🪧27.7 Miles
    5. 📍Hilton
  10. 🏢

    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. 🪧1.1 Miles
    3. 📍Solihull
  11. 🏢

    Jai Atwal LTD

    FCA reg no.
    403623
    FCA authorised date:
    06/10/11
    Jai Atwal Ltd is a FCA-regulated financial planning firm based in Solihull, West Midlands, providing tailored financial services and guidance with a focus on customer's financial goals.
    1. ✔1 Financial Adviser
    2. 🪧1.2 Miles
    3. 📍Solihull
  12. 🏢

    Warren Wealth Limited

    FCA reg no.
    846108
    FCA authorised date:
    23/02/24
    Warren Wealth Limited is a regulated financial planning firm based in Solihull, West Midlands, offering tailored advice in investments, pensions, and final salary pension transfers. They specialise in customised financial solutions.
    1. ✔1 Financial Adviser
    2. ✔Min Pension Savings: £150,000
    3. ✔Min Assets: £150,000
    4. 🪧2.1 Miles
    5. 📍Solihull
  13. 🏢

    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. 🪧2.1 Miles
    3. 📍Solihull
  14. 🏢

    DP's Financial Advice & Services

    FCA reg no.
    222166
    FCA authorised date:
    02/07/03
    DP's Financial Advice & Services, an FCA registered firm, offers comprehensive financial planning and tailored retirement advice in Solihull, West Midlands. Known for customer focus, transparency and making finance understandable.
    1. ✔3 Financial Advisers
    2. 🪧2.2 Miles
    3. 📍Solihull
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  16. 🏢

    Bridge Financial Solutions Limited

    FCA reg no.
    753200
    FCA authorised date:
    19/07/16
    Bridge Financial Solutions Limited is a trusted FCA-regulated financial planning specialist based in Knowle, Solihull, providing personalised investment advice, retirement planning, and pension transfers in the West Midlands region.
    1. ✔1 Financial Adviser
    2. 🪧2.2 Miles
    3. 📍Solihull
  17. 🏢

    Mustin Pearce Financial Management LTD

    FCA reg no.
    982072
    FCA authorised date:
    31/08/22
    Mustin Pearce Financial Management Ltd, based in Knowle, West Midlands, is a trusted, FCA-registered firm offering professional financial planning and advice tailored to individual client needs.
    1. ✔1 Financial Adviser
    2. 🪧2.2 Miles
    3. 📍Solihull
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