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Find FCA registered Financial Advisers Near Me in Balsall Heath B13


We have found 623 relevant financial adviser firms within 30 miles of Balsall Heath B13. Showing page 17 of 42.

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  2. 🏢

    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. 🪧12 Miles
    3. 📍Henley In Arden
  3. 🏢

    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. 🪧12 Miles
    3. 📍Henley In Arden
  4. 🏢

    Orca Wealth LTD

    FCA reg no.
    1007211
    FCA authorised date:
    05/01/24
    Orca Wealth is a UK-based, FCA-regulated financial planning firm offering expertise in life and investment strategy, pension transfers, and custom retirement advice, committed to helping clients navigate finances with confidence.
    1. ✔1 Financial Adviser
    2. 🪧12.1 Miles
    3. 📍Bromsgrove
  5. 🏢

    Clarke Baron Associates LTD

    FCA reg no.
    483649
    FCA authorised date:
    21/05/08
    Holyoakes Group Ltd is a trusted, FCA-regulated financial services provider in Bromsgrove, Worcestershire, offering expert retirement advice, pension transfers, and comprehensive financial planning to local clients.
    1. ✔1 Financial Adviser
    2. 🪧12.1 Miles
    3. 📍Bromsgrove
  6. 🏢

    HOLYOAKES GROUP LIMITED

    FCA reg no.
    426166
    FCA authorised date:
    09/06/05
    Regulated by the FCA, Holyoakes Group Ltd. is a trusted financial advisory firm in Worcestershire, specialising in life, investment management, pensions, and regulated financial planning.
    1. ✔3 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧12.1 Miles
    4. 📍Bromsgrove
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  8. 🏢

    Woolley & Harris Independent Financial Advisers Limited

    FCA reg no.
    515361
    FCA authorised date:
    21/06/10
    Woolley & Harris, situated in Kingswinford, West Midlands, offers a range of regulated financial services, from retirement advice to pension transfers. Clients value their approachable ethos and tailored advice.
    1. ✔1 Financial Adviser
    2. ✔2 Mortgage Brokers
    3. 🪧12.2 Miles
    4. 📍Kingswinford
  9. 🏢

    AFH Independent Financial Services Limited

    FCA reg no.
    216704
    FCA authorised date:
    02/12/02
    Bromsgrove-based AFH Wealth Management offers comprehensive financial planning services, including wealth management, investments, pensions retirement advice, insurance, and more. They provide regulated, tailored financial advice for both individuals and businesses.
    1. ✔230 Financial Advisers
    2. ✔5 Mortgage Brokers
    3. 🪧12.4 Miles
    4. 📍Bromsgrove
  10. 🏢

    CJP Financial Planning LTD

    FCA reg no.
    597096
    FCA authorised date:
    12/03/13
    CJP Financial Planning Ltd is a trusted, FCA-regulated firm specializing in financial services including insurance, investments, pensions advice, and operating in Walsall, West Midlands. Known for their client-focused, tailored advice.
    1. ✔4 Financial Advisers
    2. 🪧12.4 Miles
    3. 📍Walsall
  11. 🏢

    JPA Financial Services LTD

    FCA reg no.
    587254
    FCA authorised date:
    02/01/13
    JPA Financial Services Ltd is a trusted, FCA-regulated finance firm in West Midlands, offering expert advice and solutions for life, investments, pensions and retirement, with tailored services prioritizing clients' financial needs.
    1. ✔9 Financial Advisers
    2. 🪧12.4 Miles
    3. 📍Kingswinford
  12. 🏢

    BELL SIMPSON LIMITED

    FCA reg no.
    706520
    FCA authorised date:
    25/09/15
    BELL SIMPSON LIMITED is a trusted, FCA-regulated financial services firm in Dudley, West Midlands, offering expert advice on investments, retirement, and comprehensive financial planning for individuals and businesses alike.
    1. ✔1 Financial Adviser
    2. 🪧12.4 Miles
    3. 📍Dudley
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  14. 🏢

    Lisa Lee Wealth Management Limited

    FCA reg no.
    808335
    FCA authorised date:
    04/05/18
    Lisa Lee Wealth Management Limited is a reputable, FCA-regulated firm in Pelsall, offering tailored financial planning, investment strategies, insurance, and retirement advice. Their priority is secure wealth management with a client-centric approach.
    1. ✔1 Financial Adviser
    2. 🪧12.7 Miles
    3. 📍Walsall
  15. 🏢

    Greentree Wealth Management Limited

    FCA reg no.
    956993
    FCA authorised date:
    05/07/22
    Greentree Wealth Management Limited is a trusted financial planning firm near Birmingham, offering tailored advice on life investments, retirement, and pensions to clients locally and beyond. Its client-centric approach makes it ideal for first-time investors and seasoned savers.
    1. ✔3 Financial Advisers
    2. 🪧12.9 Miles
    3. 📍Worcestershire
  16. 🏢

    Thomas Sawbridge

    FCA reg no.
    1009084
    FCA authorised date:
    24/02/24
    Thomas Sawbridge is a reputable financial firm in Walsall, West Midlands, offering regulated services including insurance, investments, and financial planning. Known for client-focused approach and professionalism, they service both individuals and businesses.
    1. ✔1 Financial Adviser
    2. 🪧12.9 Miles
    3. 📍Walsall
  17. 🏢

    Pinnacle Financial Planning LTD

    FCA reg no.
    493625
    FCA authorised date:
    09/04/09
    Pinnacle Financial Planning Ltd, based in Redditch, Warwickshire, offers comprehensive financial planning, including life insurance, investments, and retirement advice, tailored to individual client needs. Regulated by the FCA (No. 493625).
    1. ✔15 Financial Advisers
    2. 🪧13.1 Miles
    3. 📍Redditch
  18. 🏢

    Obsidian Financial Limited

    FCA reg no.
    509756
    FCA authorised date:
    04/08/10
    Staffordshire-based Obsidian Financial Limited, regulated by the FCA, offers custom financial solutions such as life, investments, and pensions retirement advice while delivering professional financial planning services across Staffordshire.
    1. ✔18 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧13.2 Miles
    4. 📍Tamworth
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