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Find FCA registered Financial Advisers Near Me in Bordesley B9


We have found 631 relevant financial adviser firms within 30 miles of Bordesley B9. Showing page 6 of 43.

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  2. 🏢

    Derek Mills Wealth Consultancy Limited

    FCA reg no.
    201744
    FCA authorised date:
    12/06/98
    Derek Mills, an FCA-regulated firm in Solihull, provides expert financial planning and regulated advice across the UK, specializing in insurance, investments, and tailor-made pensions retirement advice.
    1. ✔1 Financial Adviser
    2. 🪧5.9 Miles
    3. 📍Solihull
  3. 🏢

    Casey Financial Planning Limited

    FCA reg no.
    944939
    FCA authorised date:
    15/02/21
    Casey Financial Planning Limited provides expert, FCA regulated financial planning services in Birmingham. Tailoring to individual needs, they specialize in investment and pension guidance, retirement advice, and final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧6 Miles
    3. 📍Birmingham
  4. 🏢

    Ethical Adviser(UK) LTD

    FCA reg no.
    923809
    FCA authorised date:
    02/11/20
    Ethical Adviser UK Ltd is a Sutton Coldfield-based financial services firm specialising in life and investment advisements, pensions retirement planning, and providing bespoke financial plans tailored to individual client needs.
    1. ✔1 Financial Adviser
    2. 🪧6 Miles
    3. 📍West Midlands
  5. 🏢

    J & P Financial Services Limited

    FCA reg no.
    708386
    FCA authorised date:
    01/12/15
    J & P Financial Services Limited provides expert, FCA-regulated financial advice from Sutton Coldfield, offering comprehensive planning and personalised guidance on life & investments and pension retirement plans.
    1. ✔4 Financial Advisers
    2. 🪧6.1 Miles
    3. 📍Sutton Coldfield
  6. 🏢

    Jeremy George Lake Financial Services LTD

    FCA reg no.
    602225
    FCA authorised date:
    05/06/13
    Sutton Coldfield-based Jeremy George Lake Financial Services offers comprehensive and regulated financial planning, including life and investment planning, retirement advice, and pension transfers. They offer a client-centred approach available to everyone.
    1. ✔2 Financial Advisers
    2. 🪧6.1 Miles
    3. 📍Sutton Coldfield
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  8. 🏢

    FINLI (fa92) LIMITED

    FCA reg no.
    195522
    FCA authorised date:
    01/12/01
    Based in Sherbourne, Finli is a renowned financial firm providing expert advice in life investments and pensions retirement planning. Regulated by the FCA, they offer personalised financial planning services to diverse clients.
    1. ✔20 Financial Advisers
    2. ✔3 Mortgage Brokers
    3. 🪧6.2 Miles
    4. 📍Royal Sutton Coldfield
  9. 🏢

    Oaklands Wealth Management LTD

    FCA reg no.
    432451
    FCA authorised date:
    04/07/05
    Oaklands Wealth Management Ltd, a FCA regulated firm in Sutton Coldfield, provides expert financial planning and retirement advice. Known for their professionalism and approachability, they cater to seasoned investors and newcomers alike.
    1. ✔1 Financial Adviser
    2. 🪧6.2 Miles
    3. 📍Sutton Coldfield
  10. 🏢

    David Martin Potter

    FCA reg no.
    215871
    FCA authorised date:
    31/05/05
    David Martin Potter is a reputable, FCA-regulated financial firm offering tailored investment, pension, and financial planning services in the Solihull area and beyond, known for its client-centric approach and regulatory compliance.
    1. ✔2 Financial Advisers
    2. 🪧6.2 Miles
    3. 📍Solihull
  11. 🏢

    AM 360 Financial Planning Limited

    FCA reg no.
    987559
    FCA authorised date:
    23/11/22
    AM 360 Financial Planning Limited is a FCA registered financial services firm in Sutton Coldfield, providing regulated advice on life investments, retirement planning and more to clients in the surrounding region.
    1. ✔2 Financial Advisers
    2. 🪧6.3 Miles
    3. 📍Sutton Coldfield
  12. 🏢

    ELWELL FINANCIAL PLANNING LTD

    FCA reg no.
    939347
    FCA authorised date:
    25/11/20
    Elwell Financial Planning Ltd, based in Sutton Coldfield, offers regulated financial advice with a focus on detailed planning, life investments and pensions retirement, specialising in final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧6.3 Miles
    3. 📍Sutton Coldfield
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  14. 🏢

    Premier Practice Limited

    FCA reg no.
    566936
    FCA authorised date:
    10/04/12
    PFEP Wealth is a Halesowen-based financial firm offering expert advice in life investments, pensions and financial planning. Regulated by the FCA, it provides tailored strategies to optimise financial futures.
    1. ✔1 Financial Adviser
    2. ✔4 Mortgage Brokers
    3. 🪧6.3 Miles
    4. 📍Halesowen
  15. 🏢

    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. 🪧6.4 Miles
    3. 📍Solihull
  16. 🏢

    Lakeside Financial Services LTD

    FCA reg no.
    646852
    FCA authorised date:
    17/09/14
    FCA-regulated Lakeside Financial Services Ltd offers bespoke advice on life investment, pensions, and retirement. Based in Solihull, they provide accessible financial planning to clients across the West Midlands and beyond.
    1. ✔2 Financial Advisers
    2. 🪧6.4 Miles
    3. 📍Solihull
  17. 🏢

    Marc Faulkner

    FCA reg no.
    652427
    FCA authorised date:
    30/10/14
    FCA-regulated Marc Faulkner firm, based in Dickens Heath, Shirley, specialises in financial planning, offering tailored advice on life investments, pension retirement, and more for unique financial goals. Known for their professional, personalised services.
    1. ✔1 Financial Adviser
    2. 🪧6.4 Miles
  18. 🏢

    Temple Row Wealth Management LTD

    FCA reg no.
    846077
    FCA authorised date:
    27/09/24
    Temple Row Wealth Management Ltd, based in Sutton Coldfield, West Midlands, offers tailored, regulated financial advice. Specialising in life investments, pensions, and financial planning, they provide a client-focused approach to both individuals and businesses.
    1. ✔1 Financial Adviser
    2. 🪧6.5 Miles
    3. 📍Sutton Coldfield
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