Are you an Adviser click here
Search Financial Advisers Logo
Our website uses Cookies.

You can set your preferences here.

Find FCA registered Financial Advisers Near Me in Burton upon Trent

Search Financial Advisers Logo

We have found 633 relevant financial adviser firms within 30 miles of Burton upon Trent. Showing page 1 of 43.

📍Map View
  1. Need Help Choosing an Adviser?
    Enter a few details to get matched with the right adviser and receive a guaranteed callback
  2. 👤

    Tom Buck

    Calder Financial Ltd
    FCA reg no.
    TEB00011
    FCA authorised date:
    17/01/22
    SOLLA (Society of Later Life Advisors Accredited) Level 4 Financial Planning Certification
    1. ✔Min Pension Savings: £50,000
    2. ✔Min Assets: £50,000
    3. 🪧0.7 Miles
    4. 📍Hilton
  3. 🏢

    Calder Financial LTD

    FCA reg no.
    586897
    FCA authorised date:
    17/01/22
    We work closely with clients from family owned businesses, entreprenuers and new business starts ups, and families who want to grow their wealth, manage it and then protect it as a lasting legacy for generations to come. As independent advisors we work closely to create plans that allow our clients... read full company profile
    1. ✔1 Financial Adviser
    2. ✔Min Pension Savings: £50,000
    3. ✔Min Assets: £50,000
    4. 🪧0.7 Miles
    5. 📍Hilton
  4. 🏢

    Blakebrooke Financial Advice LTD

    FCA reg no.
    932163
    FCA authorised date:
    17/08/20
    We Specialise in providing high quality advice on many aspects of wealth management, working with you yo help you acheive your financial goals.
    1. ✔3 Financial Advisers
    2. ✔Min Pension Savings: £50,000
    3. ✔Min Assets: £20,000
    4. 🪧21.7 Miles
    5. 📍Nottingham
  5. 🏢

    Linkage Financial Solutions

    FCA reg no.
    998729
    FCA authorised date:
    28/06/23
    As an independent financial and mortgage advisory firm based in Beverley. We are not tied to any particular provider and can advise you on products from across the whole market. We will always take a rounded view of the options, considering factors such as charges, customer service,... read full company profile
    1. ✔1 Financial Adviser
    2. ✔Min Pension Savings: £100,000
    3. 🪧22.5 Miles
    4. 📍Beverley
  6. 👤

    Chervin Dell

    Intelligent Financial Advisory
    FCA reg no.
    CMD01104
    FCA authorised date:
    13/07/15
    I have Level 4 DipFA Qualification and 23 years experience working within the financial services industry. Everyday I use this experience to provide holistic wealth planning advice to clients, which primarily covers investments, pensions, estate planning and taxation. I pride myself in giving a 5*... read full individual profile
    1. ✔Min Pension Savings: £50,000
    2. ✔Min Assets: £50,000
    3. 🪧30.2 Miles
    4. 📍Lutterworth
  7. 🏢

    MDM Wealth LTD

    FCA reg no.
    823733
    FCA authorised date:
    03/06/19
    Helping successful families and individuals achieve financial freedom with award-winning, Chartered & Certified advice. MDM Wealth Ltd is a family-run financial planning firm, who specialise in retirement planning, wealth management, and investment strategies for affluent families, business owne... read full company profile
    1. ✔1 Financial Adviser
    2. ✔Min Pension Savings: £500,000
    3. ✔Min Assets: £500,000
    4. 🪧32.5 Miles
    5. 📍Rugby
  8. 👤

    Daniel Martin

    MDM Wealth Ltd
    FCA reg no.
    DXM03088
    FCA authorised date:
    03/06/19
    Certified Financial Planner Chartered Financial Planner BA (Hons) Finance and Investment
    1. ✔Min Pension Savings: £500,000
    2. ✔Min Assets: £500,000
    3. 🪧32.5 Miles
    4. 📍Rugby
  9. 🏢

    Outwoods Financial Planning LTD

    FCA reg no.
    794185
    FCA authorised date:
    15/11/17
    FCA registered Outwoods Financial Planning Ltd provides tailored financial solutions in Burton On Trent and wider Staffordshire. Services include life and investments, pensions advice, and strategic financial planning.
    1. ✔1 Financial Adviser
    2. 🪧0.5 Miles
    3. 📍Burton On Trent
  10. 🏢

    Equity Select LTD

    FCA reg no.
    944444
    FCA authorised date:
    07/05/25
    Equity Select is a Burton on Trent-based provider of regulated financial advice, specialising in bespoke life investments, pensions and retirement solutions. They are dedicated to helping clients secure their financial future.
    1. ✔1 Financial Adviser
    2. 🪧0.9 Miles
    3. 📍Burton On Trent
  11. 🏢

    Revelstone Financial Planning Limited

    FCA reg no.
    223889
    FCA authorised date:
    14/05/13
    Revelstone Financial Planning Limited, based in Burton on Trent, offers diverse, regulated financial advice and services. Known for professionalism and client-focus, they offer solutions for individual financial planning needs.
    1. ✔3 Financial Advisers
    2. 🪧1.1 Miles
    3. 📍Burton On Trent
  12. 🏢

    Clear Solutions (wealth and Tax Management) LTD

    FCA reg no.
    429206
    FCA authorised date:
    04/05/05
    Clear Solutions Wealth & Tax Management Ltd, a FCA-recognised firm in Staffordshire, offers tailored financial advice in life investments, pensions and retirement. Known for its client-focused approach, it supports individuals seeking financial advice.
    1. ✔1 Financial Adviser
    2. 🪧1.1 Miles
    3. 📍Burton On Trent
  13. 🏢

    Tandy Financial Services LLP

    FCA reg no.
    484938
    FCA authorised date:
    11/08/08
    Tandy Financial Services, in Staffordshire, is an FCA-registered reputable firm known for expert financial planning, retirement advice, and tailored financial services extending beyond local boundaries. Approachable, they excel in client-focused solutions.
    1. ✔1 Financial Adviser
    2. 🪧1.1 Miles
    3. 📍Burton Upon Trent
  14. Need Help Choosing an Adviser?
    Enter a few details to get matched with the right adviser and receive a guaranteed callback
  15. 🏢

    PROFUSION WEALTH MANAGEMENT LTD

    FCA reg no.
    604708
    FCA authorised date:
    22/07/13
    Vision IFP is a leading FCA regulated financial planning firm in Burton on Trent, Staffordshire offering expert services such as investment advice, retirement planning, and pension transfers.
    1. ✔2 Financial Advisers
    2. 🪧1.8 Miles
    3. 📍Burton On Trent
  16. 🏢

    Profusion Retirement Planning LTD

    FCA reg no.
    836067
    FCA authorised date:
    11/03/19
    Profusion Retirement Planning Ltd is a FCA-regulated financial services firm specialising in personalised advice on life, investments and retirement planning, including pension transfers. Located near Burton on Trent, they offer meticulous and accessible financial guidance.
    1. ✔2 Financial Advisers
    2. 🪧1.8 Miles
    3. 📍Burton On Trent
  17. 🏢

    Astute Financial Solutions LLP

    FCA reg no.
    586071
    FCA authorised date:
    09/10/12
    Astute Financial Solutions LLP, a trusted, FCA regulated financial planning firm in Burton on Trent specialises in life, investments, and pensions retirement advice. Known for their tailored services and reliable, insightful advice.
    1. ✔5 Financial Advisers
    2. 🪧2.4 Miles
    3. 📍Burton On Trent
Page 1 of 43. Showing results 1 to 15.
Click here to see the top of the results
Need Help Choosing an Adviser?
Enter a few details to get matched with the right adviser and receive a guaranteed callback