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Find FCA registered Financial Advisers Near Me in B97 4


We have found 594 relevant financial adviser firms within 30 miles of B97 4. Showing page 3 of 40.

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  2. 🏢

    Casey Financial Planning Limited

    FCA reg no.
    944939
    FCA authorised date:
    15/02/21
    Casey Financial Planning Limited provides expert, FCA regulated financial planning services in Birmingham. Tailoring to individual needs, they specialize in investment and pension guidance, retirement advice, and final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧6.8 Miles
    3. 📍Birmingham
  3. 🏢

    Footes Financial Planning UK Limited

    FCA reg no.
    692441
    FCA authorised date:
    08/10/15
    Footes Financial Planning UK Limited offers exceptional service in life and investment planning, pensions and retirement advice. FCA-regulated, it provides tailored, comprehensive financial assistance from its Birmingham base.
    1. ✔1 Financial Adviser
    2. 🪧6.8 Miles
    3. 📍Birmingham
  4. 🏢

    Legacy Planning Partners LTD

    FCA reg no.
    1032953
    FCA authorised date:
    17/10/25
    Legacy Planning Partners Ltd is a reputable financial advisory firm in Warwickshire, specializing in life, investments, pensions, and retirement advice, serving clients across the region with professional, approachable service.
    1. ✔3 Financial Advisers
    2. 🪧7 Miles
    3. 📍Birmingham
  5. 🏢

    MPA Financial Management Limited

    FCA reg no.
    434931
    FCA authorised date:
    10/10/05
    MPA Financial Management Limited, FCA registered, offers expert financial planning services in Warwickshire. Specializing in life investments and pension advice, they provide tailored solutions to individual needs from their Henley-in-Arden office.
    1. ✔12 Financial Advisers
    2. 🪧7.2 Miles
    3. 📍Henley In Arden
  6. 🏢

    Iconic Investments (GB) LTD

    FCA reg no.
    653202
    FCA authorised date:
    07/11/14
    Iconic Investments (GB) Ltd is a FCA-regulated company in Warwickshire, providing comprehensive financial services such as life and investment planning, pension advice, and financial planning tailored to clients' goals.
    1. ✔1 Financial Adviser
    2. 🪧7.2 Miles
    3. 📍Henley In Arden
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  8. 🏢

    WARWICKSHIRE INDEPENDENT FINANCIAL SERVICES LIMITED

    FCA reg no.
    467173
    FCA authorised date:
    02/07/07
    Warwickshire Independent Financial Services Ltd offers comprehensive financial services, including insurance and pensions advice, in Henley in Arden. Regulated by the FCA, their personable team provides regulated, trusted solutions.
    1. ✔2 Financial Advisers
    2. 🪧7.2 Miles
    3. 📍Henley In Arden
  9. 🏢

    Totality Wealth Limited

    FCA reg no.
    986555
    FCA authorised date:
    03/11/22
    Totality Wealth is a FCA registered financial advisory firm in Warwickshire, specializing in life investments, pensions, retirement planning, and comprehensive wealth management. Trusted for their client-focused approach to regulated solutions.
    1. ✔2 Financial Advisers
    2. 🪧7.2 Miles
    3. 📍Henley In Arden
  10. 🏢

    The Full Picture Financial Planning Limited

    FCA reg no.
    1001250
    FCA authorised date:
    09/08/23
    Warwickshire-based, FCA regulated Full Picture Financial Planning Ltd offers tailored financial planning services, specialising in life and investment planning, pension advice, and final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧7.2 Miles
    3. 📍Henley In Arden
  11. 🏢

    Southcote Financial Limited

    FCA reg no.
    676388
    FCA authorised date:
    25/01/16
    Based in Kings Norton, Birmingham, Southcote Financial Limited offers regulated financial advice, specialising in life investments, pensions, and financial planning. Known for their tailored solutions and approachable ethos, they serve clients across West Midlands.
    1. ✔2 Financial Advisers
    2. 🪧7.3 Miles
    3. 📍Birmingham
  12. 🏢

    Newbold Wealth Management Limited

    FCA reg no.
    946569
    FCA authorised date:
    01/09/21
    Based in Solihull, Newbold Wealth Management Limited provides financial services, including investments and pensions retirement advice, with professional, client-focused approaches tailored to unique financial situations.
    1. ✔2 Financial Advisers
    2. 🪧7.4 Miles
    3. 📍Solihull
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  14. 🏢

    Lakeside Financial Services LTD

    FCA reg no.
    646852
    FCA authorised date:
    17/09/14
    FCA-regulated Lakeside Financial Services Ltd offers bespoke advice on life investment, pensions, and retirement. Based in Solihull, they provide accessible financial planning to clients across the West Midlands and beyond.
    1. ✔2 Financial Advisers
    2. 🪧7.5 Miles
    3. 📍Solihull
  15. 🏢

    Marc Faulkner

    FCA reg no.
    652427
    FCA authorised date:
    30/10/14
    FCA-regulated Marc Faulkner firm, based in Dickens Heath, Shirley, specialises in financial planning, offering tailored advice on life investments, pension retirement, and more for unique financial goals. Known for their professional, personalised services.
    1. ✔1 Financial Adviser
    2. 🪧7.5 Miles
  16. 🏢

    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. 🪧7.5 Miles
    3. 📍Solihull
  17. 🏢

    Ascott Wealth Management Limited

    FCA reg no.
    598230
    FCA authorised date:
    28/03/13
    Ascott Wealth Management Limited provides comprehensive financial planning services, including advice on insurance, investments and pensions. Known for their trustworthy, regulated advice, they serve Warwickshire and beyond.
    1. ✔1 Financial Adviser
    2. 🪧7.5 Miles
    3. 📍Henley In Arden
  18. 🏢

    Just Wealth Management Limited

    FCA reg no.
    676469
    FCA authorised date:
    10/03/15
    Just Wealth Management Limited is an FCA-regulated firm based in Solihull, offering financial planning, investment strategies, retirement advice, and pension transfers. Committed to integrity and professionalism, they provide tailored solutions for their clients' financial goals.
    1. ✔1 Financial Adviser
    2. 🪧7.6 Miles
    3. 📍Solihull
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