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Find FCA registered Financial Advisers Near Me in B97 9


We have found 596 relevant financial adviser firms within 30 miles of B97 9. Showing page 24 of 40.

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  2. 🏢

    Common Sense Financial Planning LTD

    FCA reg no.
    496888
    FCA authorised date:
    25/01/22
    Common Sense Financial Planning Ltd, based in Coventry, offers expert financial services including life investments planning and retirement advice. Experts in final salary pension transfers, they provide client-focused, strategic financial solutions.
    1. ✔1 Financial Adviser
    2. 🪧18.3 Miles
    3. 📍Coventry
  3. 🏢

    AM 360 Financial Planning Limited

    FCA reg no.
    987559
    FCA authorised date:
    23/11/22
    AM 360 Financial Planning Limited is a FCA registered financial services firm in Sutton Coldfield, providing regulated advice on life investments, retirement planning and more to clients in the surrounding region.
    1. ✔2 Financial Advisers
    2. 🪧18.3 Miles
    3. 📍Sutton Coldfield
  4. 🏢

    Oculus Wealth Management (birmingham) LTD

    FCA reg no.
    963466
    FCA authorised date:
    05/11/21
    Oculus Wealth Management is a professional, FCA-regulated firm in Walsall, specializing in life, investments, and pension advice. Reputed for assisting local families and first-time buyers with client-focused, tailored services.
    1. ✔1 Financial Adviser
    2. 🪧18.3 Miles
    3. 📍Walsall
  5. 🏢

    Mota Singh Sarai

    FCA reg no.
    215650
    FCA authorised date:
    31/05/05
    Mota Singh Sarai is a reputable, FCA-regulated financial firm in Walsall, West Midlands, specialising in tailored financial services from investments to pension advice. Known for their client-focused, approachable style.
    1. ✔1 Financial Adviser
    2. 🪧18.3 Miles
    3. 📍Walsall
  6. 🏢

    Gareth Whitehead

    FCA reg no.
    945798
    FCA authorised date:
    28/02/21
    Gareth Whitehead is a Coventry-based financial planning firm offering tailored services in insurance, pensions and investment management. Registered with the FCA, they're known for reliable, regulated advice and customer-centric service.
    1. ✔1 Financial Adviser
    2. 🪧18.4 Miles
    3. 📍Coventry
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  8. 🏢

    MJB Financial Planning LTD

    FCA reg no.
    652592
    FCA authorised date:
    31/10/14
    Coventry-based MJB Financial Planning Ltd is a FCA-regulated financial partner, offering expert advice on investments, pensions, and financial planning across the West Midlands region.
    1. ✔1 Financial Adviser
    2. 🪧18.4 Miles
    3. 📍Coventry
  9. 🏢

    Temple Row Wealth Management LTD

    FCA reg no.
    846077
    FCA authorised date:
    27/09/24
    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.
    1. ✔1 Financial Adviser
    2. 🪧18.5 Miles
    3. 📍Sutton Coldfield
  10. 🏢

    James McDarby

    FCA reg no.
    1016949
    FCA authorised date:
    16/09/24
    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.
    1. ✔1 Financial Adviser
    2. 🪧18.5 Miles
    3. 📍Sutton Coldfield
  11. 🏢

    Inderjit Singh Bachra

    FCA reg no.
    782729
    FCA authorised date:
    27/06/17
    Inderjit Singh Bachra is a reputable, FCA-regulated financial firm in Walsall specializing in various financial services including life and investment planning, and pension transfers, catering to clients across surrounding counties.
    1. ✔1 Financial Adviser
    2. 🪧18.5 Miles
    3. 📍Walsall
  12. 🏢

    DBS Financial Associates LTD

    FCA reg no.
    809861
    FCA authorised date:
    23/05/18
    DBS Financial Associates Ltd is a Wolverhampton-based financial firm providing customized services in life insurance, investments, pensions advice, final salary pension transfers, and financial planning. They're FCA-regulated and prioritize client-centered solutions.
    1. ✔2 Financial Advisers
    2. 🪧18.5 Miles
    3. 📍Wolverhampton
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  14. 🏢

    Gemini Wealth Management Limited

    FCA reg no.
    458880
    FCA authorised date:
    13/12/06
    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.
    1. ✔11 Financial Advisers
    2. 🪧18.6 Miles
    3. 📍Sutton Coldfield
  15. 🏢

    OPUS Independent Financial Planning Limited

    FCA reg no.
    529492
    FCA authorised date:
    01/11/10
    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.
    1. ✔2 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧18.6 Miles
    4. 📍Sutton Coldfield
  16. 🏢

    Napier Private Wealth Limited

    FCA reg no.
    986216
    FCA authorised date:
    28/10/22
    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.
    1. ✔1 Financial Adviser
    2. 🪧18.6 Miles
    3. 📍Sutton Coldfield
  17. 🏢

    Masterplan Financial LTD

    FCA reg no.
    746267
    FCA authorised date:
    01/11/16
    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.
    1. ✔6 Financial Advisers
    2. ✔2 Mortgage Brokers
    3. 🪧18.7 Miles
    4. 📍Sutton Coldfield
  18. 🏢

    KEY FINANCIAL PLANNING LIMITED

    FCA reg no.
    841524
    FCA authorised date:
    28/10/19
    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.
    1. ✔2 Financial Advisers
    2. 🪧18.7 Miles
    3. 📍Sutton Coldfield
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