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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 9 of 42.

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  2. 🏢

    Strickland Wealth Management

    FCA reg no.
    576157
    FCA authorised date:
    28/02/12
    Strickland Wealth Management in Solihull offers expert financial planning services, including pension transfers and retirement planning. Known for its client-focused approach and FCA-regulated status, this firm ensures secure financial futures.
    1. ✔1 Financial Adviser
    2. 🪧6.7 Miles
    3. 📍Solihull
  3. 🏢

    Houlcroft Wealth Management

    FCA reg no.
    801476
    FCA authorised date:
    12/02/18
    Houlcroft Wealth Management is a trusted, FCA-regulated Solihull firm offering reliable, client-focused financial services like planning, pension advice and investment strategies to retirees, savers, and investors.
    1. ✔2 Financial Advisers
    2. 🪧6.7 Miles
    3. 📍Solihull
  4. 🏢

    ASC Financial Advisers Limited

    FCA reg no.
    583406
    FCA authorised date:
    01/10/12
    Birmingham-based ASC Financial Advisers Limited, a trusted FCA-registered firm, specializes in tailored financial planning services including life insurance, investments, and pensions advice.
    1. ✔2 Financial Advisers
    2. 🪧6.7 Miles
    3. 📍Birmingham
  5. 🏢

    Whateley Wealth Management Limited

    FCA reg no.
    715678
    FCA authorised date:
    04/01/16
    Whateley Wealth Management Limited is a FCA registered firm offering expert financial planning advice, specialising in life and investment services, pensions retirement advice and personal financial planning in Birmingham.
    1. ✔7 Financial Advisers
    2. 🪧6.7 Miles
    3. 📍Birmingham
  6. 🏢

    G & B Associates Independent Financial Advisers LLP

    FCA reg no.
    966255
    FCA authorised date:
    15/12/22
    G & B Associates Independent Financial Advisers LLP is a FCA registered firm located in Sutton Coldfield, offering personalized, reliable financial planning and investment advice to clients in the West Midlands.
    1. ✔3 Financial Advisers
    2. 🪧6.8 Miles
    3. 📍Sutton Coldfield
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  8. 🏢

    Linear Wealth Management Limited

    FCA reg no.
    1029031
    FCA authorised date:
    04/03/25
    Solihull-based Linear Wealth Management Limited offers regulated financial services like life insurance, investments, pensions advice and specialises in final salary pension transfers and financial planning.
    1. ✔2 Financial Advisers
    2. 🪧6.8 Miles
    3. 📍Solihull
  9. 🏢

    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. ✔1 Financial Adviser
    2. 🪧6.8 Miles
    3. 📍Solihull
  10. 🏢

    Resolution Financial Management Limited

    FCA reg no.
    667179
    FCA authorised date:
    20/01/15
    Resolution Financial Management Limited is an FCA registered firm offering regulated financial advice and services, specialising in life insurance, pensions retirement advice, investments and pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧6.8 Miles
    3. 📍Sutton Coldfield
  11. 🏢

    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. ✔1 Financial Adviser
    2. 🪧6.8 Miles
    3. 📍Shirley
  12. 🏢

    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. ✔1 Financial Adviser
    2. 🪧6.8 Miles
    3. 📍Solihull
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  14. 🏢

    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. ✔1 Financial Adviser
    2. 🪧6.8 Miles
    3. 📍Solihull
  15. 🏢

    Hall Financial Planners LTD

    FCA reg no.
    729444
    FCA authorised date:
    17/05/16
    Regulated firm, Hall Financial Planners Ltd, based in Sutton Coldfield, specialises in financial planning and advice. Trusted for their expertise in insurance, investments and pensions. Known for a client-focused approach and tailored financial strategies.
    1. ✔1 Financial Adviser
    2. 🪧6.8 Miles
    3. 📍Sutton Coldfield
  16. 🏢

    Broderick Wealth Management LTD

    FCA reg no.
    808085
    FCA authorised date:
    02/05/18
    Broderick Wealth Management provides regulated financial services, including life insurance, investments, and pension advice. Based in Sutton Coldfield, they prioritise transparency and personalised solutions for families and small businesses.
    1. ✔1 Financial Adviser
    2. 🪧6.8 Miles
    3. 📍Sutton Coldfield
  17. 🏢

    JPM Insurance Advisers Limited

    FCA reg no.
    445837
    FCA authorised date:
    30/01/06
    JPM Group, based in Halesowen, West Midlands, is a trusted, FCA-regulated financial firm. Specialising in personalised life and investment planning, pensions retirement advice, and comprehensive financial planning services.
    1. ✔5 Financial Advisers
    2. 🪧6.9 Miles
    3. 📍Halesowen
  18. 🏢

    Richard Shorthouse

    FCA reg no.
    220615
    FCA authorised date:
    13/11/02
    Ashley Independent Financial Advisers, based in Birmingham, specialises in wealth management, investments, and retirement strategies. Offering tailored financial solutions, they focus on client-specific needs, serving Solihull Parkway and surrounding areas.
    1. ✔1 Financial Adviser
    2. 🪧6.9 Miles
    3. 📍Birmingham
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