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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 21 of 42.

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  2. 🏢

    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. ✔1 Financial Adviser
    2. ✔1 Mortgage Broker
    3. 🪧15.2 Miles
    4. 📍Lichfield
  3. 🏢

    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.
    1. ✔8 Financial Advisers
    2. ✔3 Mortgage Brokers
    3. 🪧15.3 Miles
    4. 📍Coventry
  4. 🏢

    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. 🪧15.3 Miles
    3. 📍Coventry
  5. 🏢

    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. ✔1 Financial Adviser
    2. 🪧15.4 Miles
    3. 📍Lichfield
  6. 🏢

    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.
    1. ✔3 Financial Advisers
    2. 🪧15.4 Miles
    3. 📍Wolverhampton
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  8. 🏢

    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. ✔1 Financial Adviser
    2. ✔1 Mortgage Broker
    3. 🪧15.4 Miles
    4. 📍Kenilworth
  9. 🏢

    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.
    1. ✔9 Financial Advisers
    2. 🪧15.4 Miles
    3. 📍Coventry
  10. 🏢

    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.
    1. ✔2 Financial Advisers
    2. 🪧15.5 Miles
    3. 📍Wolverhampton
  11. 🏢

    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.
    1. ✔2 Financial Advisers
    2. 🪧15.5 Miles
    3. 📍Wolverhampton
  12. 🏢

    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. ✔1 Financial Adviser
    2. 🪧15.5 Miles
    3. 📍Wolverhampton
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  14. 🏢

    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. ✔1 Financial Adviser
    2. 🪧15.5 Miles
    3. 📍Kidderminster
  15. 🏢

    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.
    1. ✔3 Financial Advisers
    2. 🪧15.5 Miles
    3. 📍Wolverhampton
  16. 🏢

    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. ✔1 Financial Adviser
    2. 🪧15.6 Miles
    3. 📍Wolverhampton
  17. 🏢

    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.
    1. ✔2 Financial Advisers
    2. 🪧15.6 Miles
    3. 📍Tamworth
  18. 🏢

    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. ✔1 Financial Adviser
    2. 🪧15.7 Miles
    3. 📍Kenilworth
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