Find FCA registered Financial Advisers Near Me in B97 6
We have found 590 relevant financial adviser firms within 30 miles of B97 6. Showing page 3 of 40.
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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 Financial Adviser
- 🪧6.1 Miles
- 📍Birmingham
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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.- ✔2 Financial Advisers
- 🪧6.3 Miles
- 📍Birmingham
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LITTLE GREEN OWL FINANCIAL PLANNING LTD
- FCA reg no.
- 944337
- FCA authorised date:
- 04/02/21
Based in Worcestershire, Little Green Owl Financial Planning Ltd offers a range of regulated financial services, from life insurance to comprehensive financial planning, with a client-focused approach.- ✔1 Financial Adviser
- 🪧6.5 Miles
- 📍Droitwich
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Segbourne Financial Management Limited
- FCA reg no.
- 409085
- FCA authorised date:
- 23/11/04
Segbourne Financial Management Limited provides comprehensive, bespoke financial advice and services across Oldham and Greater Manchester. Their expertise includes life investments, pensions, retirement advice and strategic financial planning.- ✔1 Financial Adviser
- 🪧6.6 Miles
- 📍Chadwich
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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.- ✔2 Financial Advisers
- 🪧6.9 Miles
- 📍Solihull
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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.- ✔2 Financial Advisers
- 🪧7 Miles
- 📍Solihull
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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 Financial Adviser
- 🪧7 Miles
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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 Financial Adviser
- 🪧7.1 Miles
- 📍Solihull
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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 Financial Adviser
- 🪧7.3 Miles
- 📍Solihull
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DFM Financial Planning Limited
- FCA reg no.
- 815929
- FCA authorised date:
- 09/08/18
UK-based DFM Financial Planning offers tailored, regulated financial services, specialising in life and investment planning, pensions advice and more. Reach them in Alcester, Warwickshire for a secure financial future.- ✔1 Financial Adviser
- 🪧7.4 Miles
- 📍Alcester
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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 Financial Adviser
- 🪧7.7 Miles
- 📍Shirley
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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 Financial Adviser
- 🪧7.7 Miles
- 📍Solihull
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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 Financial Adviser
- 🪧7.7 Miles
- 📍Solihull
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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 Financial Adviser
- 🪧7.7 Miles
- 📍Solihull
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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.- ✔12 Financial Advisers
- 🪧7.7 Miles
- 📍Henley In Arden
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