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Find FCA registered Financial Advisers Near Me in Cotes Park DE55

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We have found 446 relevant financial adviser firms within 30 miles of Cotes Park DE55. Showing page 1 of 30.

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  2. 🏢

    Sutherland Financial Planning LTD

    FCA reg no.
    1019359
    FCA authorised date:
    13/03/25
    Adam Sutherland is the Principal Investment Consultant at Sutherland Financial Planning Ltd. Sutherland Financial Planning Ltd is an Independent financial advice firm, authorised & regulated by the Financial Conduct Authority under FRN 1019359. Adam is a Qualified Investment Adviser with exp... read full company profile
    1. ✔1 Financial Adviser
    2. 🪧20.5 Miles
    3. 📍Sheffield
  3. 👤

    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. 🪧22 Miles
    4. 📍Hilton
  4. 🏢

    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. 🪧22 Miles
    5. 📍Hilton
  5. 🏢

    Mosaac

    FCA reg no.
    581080
    FCA authorised date:
    15/06/12
    We’re a team of dedicated financial planners, passionate about delivering personalised advice tailored to your unique needs. With specialists in every area of financial planning—from retirement and investment strategies to estate planning, business owner support, protection planning, and mortgag... read full company profile
    1. ✔10 Financial Advisers
    2. ✔7 Mortgage Brokers
    3. ✔Min Pension Savings: £80,000
    4. ✔Min Assets: £100,000
    5. 🪧35.4 Miles
    6. 📍Barnsley
  6. 🏢

    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. 🪧42.9 Miles
    5. 📍Nottingham
  7. 👤

    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. 🪧43.7 Miles
    4. 📍Lutterworth
  8. 🏢

    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. 🪧47.6 Miles
    5. 📍Rugby
  9. 👤

    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. 🪧47.6 Miles
    4. 📍Rugby
  10. 🏢

    Prime Wealth Solutions LTD

    FCA reg no.
    767879
    FCA authorised date:
    03/10/17
    Prime Wealth Solutions Ltd, based in Alfreton, is a leading provider of regulated financial planning and advice, specialising in life investments, pensions retirement advice, and strategic financial planning.
    1. ✔1 Financial Adviser
    2. 🪧0.4 Miles
    3. 📍Alfreton
  11. 🏢

    Face To Face Financial Planning Limited

    FCA reg no.
    502537
    FCA authorised date:
    02/09/09
    Face to Face Financial Planning Ltd is a reliable, FCA regulated financial planning firm in Derbyshire offering client-focused advice on life investments, pensions, and retirement plans for individual and corporate needs.
    1. ✔1 Financial Adviser
    2. 🪧0.5 Miles
    3. 📍Alfreton
  12. 🏢

    Truscott Wealth Management Limited

    FCA reg no.
    789403
    FCA authorised date:
    04/12/17
    Truscott Wealth Management Limited is an FCA-regulated firm in Alfreton. They offer services in insurance, investments, and retirement planning, specializing in final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧1.1 Miles
    3. 📍Alfreton
  13. 🏢

    Honeycroft Wealth Management Limited

    FCA reg no.
    773974
    FCA authorised date:
    14/03/17
    Honeycroft Wealth Management Limited is a reputable financial services company in South Normanton, GB, offering regulated advice on life investments, pensions retirement, and comprehensive financial planning. They provide tailored strategies to help clients achieve their financial goals.
    1. ✔1 Financial Adviser
    2. 🪧1.5 Miles
    3. 📍South Normanton
  14. 🏢

    Red Circle Financial Planning Limited

    FCA reg no.
    677777
    FCA authorised date:
    01/07/15
    Red Circle Financial Planning Limited, a FCA regulated firm based in Alfreton, Derbyshire, offers expert financial planning, life and investment guidance, and pension retirement advice tailored for individual circumstances.
    1. ✔1 Financial Adviser
    2. 🪧1.6 Miles
    3. 📍Alfreton
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  16. 🏢

    Justin Heaton Limited

    FCA reg no.
    912049
    FCA authorised date:
    02/04/20
    Justin Heaton Limited, based in South Normanton, is an FCA regulated company offering expert financial planning and retirement advice. They specialize in life and investment planning, providing tailored solutions to clients.
    1. ✔1 Financial Adviser
    2. 🪧2 Miles
    3. 📍Alfreton
  17. 🏢

    Sense Financial Solutions Limited

    FCA reg no.
    616273
    FCA authorised date:
    01/09/14
    Based in Nottingham, Sense Financial Solutions Limited is a reliable FCA-regulated firm offering bespoke financial services including insurance, investments, and retirement planning to businesses and individuals.
    1. ✔7 Financial Advisers
    2. ✔2 Mortgage Brokers
    3. 🪧2.9 Miles
    4. 📍Nottingham
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