Find FCA registered Financial Advisers Near Me in B91 3

Sutton Coldfield-based Jeremy George Lake Financial Services offers comprehensive and regulated financial planning, including life and investment planning, retirement advice, and pension transfers. They offer a client-centred approach available to everyone.

Rachel Kerr, regulated by the FCA (1024924), is a Kenilworth-based financial services provider specializing in insurance, investments, and pension transfers. The firm offers tailored solutions focused on client empowerment and financial wellbeing.

JEM Wealth Management Ltd offers regulated financial advice, specialising in life and investment management, pensions, and retirement planning. Known for personalised services, they assist clients across the West Midlands. FCA registration number 938402.

Warwickshire-based firm, Bridgegate Wealth Management Ltd, offers FCA-regulated financial advice specialising in life and investment planning, pension advice, and personalised financial solutions to clients in Kenilworth and surrounding areas.

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.

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.

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.

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.

Circle Financial Services Limited specialises in life, investments, and pensions retirement advice, especially final salary pension transfers. Located in Coventry, they serve clients with regulated, tailored financial planning services.

Masterplan Wealth is a Sutton Coldfield-based financial services firm specialising in insurance, investments, pensions, and comprehensive financial planning. Known for their professional, approachable and client-centred service, they offer regulated advice tailored to diverse client needs.

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.

PFEP Wealth is a Halesowen-based financial firm offering expert advice in life investments, pensions and financial planning. Regulated by the FCA, it provides tailored strategies to optimise financial futures.

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.

Jordan Financial Management Limited, based in West Midlands, provides regulated financial advice including life investments, pensions retirement, and financial planning. They prioritise client security with a tailored, high-quality service.

Dean Wills is a trusted financial advisor located in West Midlands, offering personalised financial planning services specialising in life and investments, pensions, and strategic planning. Regulated by the FCA under number 992409.