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Find FCA registered Financial Advisers Near Me in Birkenhead

Discover FCA-approved financial advisers in Birkenhead with our easy-to-use online directory. From investment planning to pension advice, our platform helps you find qualified professionals who can support your financial journey. Search by proximity to connect with advisers based in and around Birkenhead, making it simple to find guidance tailored to your needs.
Discover FCA-approved financial advisers in Birkenhead with our easy-to-use online directory.
From investment planning to pension advice, our platform helps you find qualified professionals who can support your financial journey. Search by proximity to connect with advisers based in and around Birkenhead, making it simple to find guidance tailored to your needs.

We have found 527 relevant financial adviser firms within 30 miles of Birkenhead. Showing page 5 of 36.

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  2. 🏢

    Brookdale IFP Limited

    FCA reg no.
    528902
    FCA authorised date:
    03/08/10
    Brookdale IFP Limited is a trusted financial planning service in Wirral, Merseyside, offering expert advice in areas such as life investments and pension retirement, including specialized services like final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧4 Miles
    3. 📍Wirral
  3. 🏢

    RHB Financial Planning Limited

    FCA reg no.
    777863
    FCA authorised date:
    02/05/17
    RHB Wealth, based in Wavertree near Liverpool, is a trusted financial services powerhouse providing tailor-made solutions in life insurance, investments, and pensions retirement advice. They serve individuals and businesses across Merseyside and Greater Manchester.
    1. ✔1 Financial Adviser
    2. 🪧4.1 Miles
    3. 📍Liverpool
  4. 🏢

    LK Asset Management LLP

    FCA reg no.
    496059
    FCA authorised date:
    01/04/09
    Capital Financial Services, based in Liverpool, offers tailored financial planning solutions including life and investments, pensions, and retirement advice, serving the wider Merseyside region.
    1. ✔2 Financial Advisers
    2. 🪧4.1 Miles
    3. 📍Liverpool
  5. 🏢

    O'Loughlin & Co Limited

    FCA reg no.
    612480
    FCA authorised date:
    30/12/13
    O'Loughlin & Co Limited is a respected FCA-regulated financial firm based in Liverpool, providing personalized financial planning and advice services for individuals and businesses across Merseyside and beyond.
    1. ✔2 Financial Advisers
    2. 🪧4.2 Miles
    3. 📍Liverpool
  6. 🏢

    Parkway Financial Services LTD

    FCA reg no.
    919774
    FCA authorised date:
    17/01/20
    Parkway Financial Services Ltd, based in Bromborough, offers expert financial planning advice across life and investments, pensions, and final salary pension transfers. Registered under the FCA, we provide bespoke solutions for a secure financial future.
    1. ✔1 Financial Adviser
    2. 🪧4.2 Miles
    3. 📍Bromborough
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  8. 🏢

    Endeavour Financial Planning Limited

    FCA reg no.
    534052
    FCA authorised date:
    21/10/10
    Endeavour Financial Planning, regulated by the FCA, provides expert wealth management and retirement planning services. Based in Wirral, they are known for their client-centric approach and understanding of complex financial matters.
    1. ✔2 Financial Advisers
    2. 🪧4.2 Miles
    3. 📍Wirral
  9. 🏢

    Shalini Kanapathywasam

    FCA reg no.
    1014343
    FCA authorised date:
    12/06/24
    1. ✔1 Financial Adviser
    2. 🪧4.3 Miles
    3. 📍Liverpool
  10. 🏢

    FIRCO FINANCIAL SERVICES GROUP LTD

    FCA reg no.
    760774
    FCA authorised date:
    15/02/17
    Firco Group, a reliable financial services firm regulated by the FCA, offers expert advice on life investments, pensions, and retirement planning to individuals and families across Merseyside and beyond.
    1. ✔1 Financial Adviser
    2. ✔3 Mortgage Brokers
    3. 🪧4.8 Miles
    4. 📍Liverpool
  11. 🏢

    Taurus Financial Planning LTD

    FCA reg no.
    984815
    FCA authorised date:
    06/10/22
    Liverpool-based Taurus Financial Planning Ltd provides comprehensive, FCA-regulated financial services including life insurance, investments, and retirement advice to the Greater Merseyside area.
    1. ✔1 Financial Adviser
    2. 🪧5 Miles
    3. 📍Liverpool
  12. 🏢

    LEE WEALTH MANAGEMENT LIMITED

    FCA reg no.
    596277
    FCA authorised date:
    10/07/13
    Based in Merseyside, Lee Wealth Management Ltd provides regulated financial advice, including life & investment planning, pensions, and retirement advice. Known for their client-centric, tailored strategies and accessibility. FCA-regulated.
    1. ✔2 Financial Advisers
    2. 🪧5.1 Miles
    3. 📍Wirral
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  14. 🏢

    Venn Wealth Management LTD

    FCA reg no.
    1028948
    FCA authorised date:
    26/09/25
    Venn Wealth Management is a trusted FCA-registered firm offering personalized financial planning and regulated advice for individuals and businesses in Heswall, Wirral, and the Merseyside region.
    1. ✔1 Financial Adviser
    2. 🪧5.1 Miles
    3. 📍Wirral
  15. 🏢

    Blue Sky Financial Limited

    FCA reg no.
    750928
    FCA authorised date:
    17/10/16
    Blue Sky Financial Limited, a FCA regulated firm in Wirral, offers comprehensive, tailored financial solutions including life insurance, investments, and retirement planning with a client-first approach.
    1. ✔1 Financial Adviser
    2. 🪧5.1 Miles
    3. 📍Wirral
  16. 🏢

    Intergen Financial Planning LTD

    FCA reg no.
    952346
    FCA authorised date:
    06/06/21
    Intergen Financial Planning Ltd, based in Bootle, Merseyside, offers comprehensive financial services including life insurance, investments, and pensions advice. Known for client-centered approach, they are FCA regulated.
    1. ✔1 Financial Adviser
    2. 🪧5.2 Miles
    3. 📍Bootle
  17. 🏢

    Matt Jones

    FCA reg no.
    1041063
    FCA authorised date:
    19/09/25
    Matt Jones is a regulated, reputable financial and advisory firm in Wirral, Merseyside, offering comprehensive services like insurance, investments, retirement advice, and holistic financial planning to diverse clientele.
    1. ✔1 Financial Adviser
    2. 🪧5.4 Miles
    3. 📍Wirral
  18. 🏢

    Arrowe Financial Limited

    FCA reg no.
    214722
    FCA authorised date:
    31/05/05
    Arrowe Financial Limited is a FCA regulated financial planning service based in Wirral, Merseyside, offering expert advice on life and investment planning, pensions retirement, and more to families and first-time investors.
    1. ✔7 Financial Advisers
    2. 🪧5.4 Miles
    3. 📍Wirral
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