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Find FCA registered Financial Advisers Near Me in B94 5

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We have found 572 relevant financial adviser firms within 30 miles of B94 5. Showing page 1 of 39.

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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. 🪧5.4 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. 🪧12.2 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. 🪧12.6 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. 🪧25.1 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. 🪧25.1 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. 🪧28.1 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. 🪧33.7 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. 🪧33.7 Miles
    5. 📍Hilton
  10. 🏢

    Capital J LTD

    FCA reg no.
    229969
    FCA authorised date:
    26/06/15
    Capital J Ltd, an FCA regulated firm, provides diversified financial solutions including life insurance, investments, and pension retirement advice, with a specialism in final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧1.9 Miles
    3. 📍Solihull
  11. 🏢

    Central Wealth Planning LTD

    FCA reg no.
    648564
    FCA authorised date:
    01/03/22
    Central Wealth Planning Ltd, based in Solihull, is a notable financial services firm specialising in diverse financial planning and pension advice, providing tailored services to individuals and families across Warwickshire.
    1. ✔2 Financial Advisers
    2. 🪧2.3 Miles
    3. 📍Solihull
  12. 🏢

    Daryl Toms

    FCA reg no.
    1012483
    FCA authorised date:
    09/05/24
    Daryl Toms is a reputable FCA-regulated financial firm based in the West Midlands, offering expert advice on diverse financial services, from investments to retirement planning. Known for their personalized and professional guidance, they make financial planning accessible for all.
    1. ✔1 Financial Adviser
    2. 🪧2.3 Miles
    3. 📍Shirley
  13. 🏢

    Steven Davies

    FCA reg no.
    1009590
    FCA authorised date:
    19/03/24
    Steven Davies is a trusted financial firm at St. James Place House, Solihull, offering regulated services like financial planning, investment advice and specialised pension guidance, primarily to the West Midlands area.
    1. ✔1 Financial Adviser
    2. 🪧2.3 Miles
    3. 📍Solihull
  14. 🏢

    Sophie Wilkins

    FCA reg no.
    1024723
    FCA authorised date:
    23/01/25
    Sophie Wilkins is a FCA-regulated financial service firm in Solihull, known for expert, tailored advice in investment management, pensions, and comprehensive financial planning. It prioritises clear communication and client satisfaction.
    1. ✔1 Financial Adviser
    2. 🪧2.3 Miles
    3. 📍Solihull
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  16. 🏢

    Hearnden & Weston Wealth Management Limited

    FCA reg no.
    595295
    FCA authorised date:
    01/02/13
    Hearnden & Weston Wealth Management Ltd offers professional, FCA-regulated financial guidance, specialising in life investments, pensions, and tailored financial planning in West Midlands and surrounding areas.
    1. ✔6 Financial Advisers
    2. 🪧2.3 Miles
  17. 🏢

    Thompson Wealth Partners Limited

    FCA reg no.
    1029951
    FCA authorised date:
    30/03/25
    Thompson Wealth Partners Limited is a FCA regulated firm specialising in life investments, retirement advice, and pension transfers. Located in Solihull, they offer personalised services to secure clients' financial futures.
    1. ✔1 Financial Adviser
    2. 🪧2.4 Miles
    3. 📍Solihull
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