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 21 of 42.
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Reynolds Wealth Management LTD
- FCA reg no.
- 668210
- FCA authorised date:
- 28/05/15
Reynolds Wealth Management Ltd, based in Staffordshire, offers tailored financial services including life and investment advice, retirement planning, and holistic financial planning. Known for its professionalism and bespoke approach, the firm builds long-term client relationships.- ✔1 Financial Adviser
- ✔1 Mortgage Broker
- 🪧15.2 Miles
- 📍Lichfield
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COTSWOLD INDEPENDENT FINANCIAL SERVICES LTD
- FCA reg no.
- 604634
- FCA authorised date:
- 21/10/13
Cotswold Independent Financial Services offers professional financial planning and regulated advice in Coventry, West Midlands. They specialize in life, investments, and pensions retirement advice, providing bespoke services rooted in trust.- ✔8 Financial Advisers
- ✔3 Mortgage Brokers
- 🪧15.3 Miles
- 📍Coventry
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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 Financial Adviser
- 🪧15.3 Miles
- 📍Coventry
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Morgan Financial Planning
- FCA reg no.
- 656321
- FCA authorised date:
- 28/11/14
Regulated by the FCA, Morgan Financial Planning in Lichfield, Staffordshire offers expert financial advice on life, investments and pensions. Their proficient team provides professional service for investors in the regional market.- ✔1 Financial Adviser
- 🪧15.4 Miles
- 📍Lichfield
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CTP Wealth Management Limited
- FCA reg no.
- 606997
- FCA authorised date:
- 09/09/13
CTP Wealth Management Ltd is a reliable, FCA-regulated financial consulting firm near Wolverhampton, specialising in investments, pensions retirement, final salary pension transfers, and life financial planning.- ✔3 Financial Advisers
- 🪧15.4 Miles
- 📍Wolverhampton
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GAM Home Loan Specialists LTD
- FCA reg no.
- 741956
- FCA authorised date:
- 29/03/16
Based in Warwickshire, GAM Home Loan Specialists Ltd is a FCA regulated firm offering advice on investments, pensions, retirement planning, and pension transfers. They specialize in personalized financial planning services.- ✔1 Financial Adviser
- ✔1 Mortgage Broker
- 🪧15.4 Miles
- 📍Kenilworth
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Circle Financial Services Limited
- FCA reg no.
- 148759
- FCA authorised date:
- 01/12/01
Circle Financial Services Limited specialises in life, investments, and pensions retirement advice, especially final salary pension transfers. Located in Coventry, they serve clients with regulated, tailored financial planning services.- ✔9 Financial Advisers
- 🪧15.4 Miles
- 📍Coventry
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Jellings Dalton Investments Limited
- FCA reg no.
- 724139
- FCA authorised date:
- 20/06/16
Jellings Dalton Investments Limited is a Wolverhampton-based financial planning provider, competent in offering bespoke advice on life investments, pensions retirement and final salary pension transfers to a diverse clientele.- ✔2 Financial Advisers
- 🪧15.5 Miles
- 📍Wolverhampton
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A.j. Wealth Management Limited
- FCA reg no.
- 191874
- FCA authorised date:
- 01/12/01
A.J. Wealth Management is a respected Wolverhampton-based financial services firm, specializing in tailored financial planning, pensions advice, and investment management. Known for client-focused approach and trusted, regulated advice.- ✔2 Financial Advisers
- 🪧15.5 Miles
- 📍Wolverhampton
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Midlands Investment Agency Limited
- FCA reg no.
- 664876
- FCA authorised date:
- 01/04/15
Midlands Investment Agency Limited is an FCA-regulated firm offering comprehensive financial services including life insurance, investment advice, and retirement planning. Known for its customer-focused approach, it serves clients throughout Wolverhampton and beyond.- ✔1 Financial Adviser
- 🪧15.5 Miles
- 📍Wolverhampton
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Arlington Jones Limited
- FCA reg no.
- 1043792
- FCA authorised date:
- 14/11/25
Arlington Jones Limited is a Kidderminster-based financial firm offering comprehensive financial planning, investment strategies, and retirement advice, helping clients manage their wealth confidently and effectively.- ✔1 Financial Adviser
- 🪧15.5 Miles
- 📍Kidderminster
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Mortgage & Financial Solutions LTD
- FCA reg no.
- 186135
- FCA authorised date:
- 11/09/15
Mortgage & Financial Solutions Ltd in Wolverhampton, West Midlands, is an FCA regulated firm specializing in client-centred financial planning, including life insurance, investments, and pension advice.- ✔3 Financial Advisers
- 🪧15.5 Miles
- 📍Wolverhampton
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Stoneacre Wealth Management LTD
- FCA reg no.
- 911509
- FCA authorised date:
- 22/07/19
West Midlands-based Stoneacre Wealth Management Ltd offers expert financial planning and advice, specialising in investment management, pension retirement advice, and final salary pension transfers. Strictly adheres to regulatory standards.- ✔1 Financial Adviser
- 🪧15.6 Miles
- 📍Wolverhampton
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The Premier Partnership Limited
- FCA reg no.
- 209446
- FCA authorised date:
- 03/05/02
The Premier Partnership Ltd is an FCA-regulated financial services firm in Tamworth, Staffordshire, specialising in life and investments, pensions, final salary pension transfers, and financial planning.- ✔2 Financial Advisers
- 🪧15.6 Miles
- 📍Tamworth
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Rachel Kerr
- FCA reg no.
- 1024924
- FCA authorised date:
- 24/01/25
Rachel Kerr, regulated by the FCA (1024924), is a Kenilworth-based financial services provider specializing in insurance, investments, and pension transfers. The firm offers tailored solutions focused on client empowerment and financial wellbeing.- ✔1 Financial Adviser
- 🪧15.7 Miles
- 📍Kenilworth
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