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Find FCA registered Financial Advisers Near Me in Cotgrave


We have found 458 relevant financial adviser firms within 30 miles of Cotgrave. Showing page 1 of 31.

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  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. 🪧26.1 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. 🪧26.1 Miles
    5. 📍Hilton
  4. 👤

    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. 🪧31.5 Miles
    4. 📍Lutterworth
  5. 🏢

    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. 🪧36.1 Miles
    5. 📍Rugby
  6. 👤

    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. 🪧36.1 Miles
    4. 📍Rugby
  7. 🏢

    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. 🪧38.8 Miles
    5. 📍Nottingham
  8. 🏢

    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. 🪧39.2 Miles
    4. 📍Beverley
  9. 🏢

    J & M Wealth Limited

    FCA reg no.
    1045839
    FCA authorised date:
    17/12/25
    J & M Wealth Limited, located in Nottingham, offers expert financial advice including life investments, pensions and retirement planning. Specializing in bespoke retirement strategies, the FCA-registered firm is trusted for its reliable financial solutions.
    1. ✔1 Financial Adviser
    2. 🪧2.4 Miles
    3. 📍Nottingham
  10. 🏢

    Wadsworth Wealth Management LTD

    FCA reg no.
    604978
    FCA authorised date:
    25/07/13
    Wadsworth Wealth Management Ltd, an FCA-regulated firm in Nottinghamshire, is recognized for their expertise in financial planning and pensions advice. They prioritize client service and offer tailored financial solutions.
    1. ✔2 Financial Advisers
    2. 🪧2.4 Miles
    3. 📍Nottingham
  11. 🏢

    Astra Wealth Limited

    FCA reg no.
    1014772
    FCA authorised date:
    09/07/24
    Astra Wealth Limited, located in Radcliffe-On-Trent, Nottinghamshire, is a reputable financial firm offering expert planning services and advice. Specializing in life investments and pensions, it is recognized for its tailored, customer-centric solutions.
    1. ✔2 Financial Advisers
    2. 🪧2.5 Miles
    3. 📍Nottingham
  12. 🏢

    David Jones

    FCA reg no.
    927223
    FCA authorised date:
    03/06/20
    David Jones, FCA registered firm based in St James Park, offers bespoke financial planning and regulated advice to individuals and corporates in Nottinghamshire, specializing in life investment, pensions, and personalised financial planning.
    1. ✔1 Financial Adviser
    2. 🪧2.8 Miles
    3. 📍Nottingham
  13. 🏢

    Zenith Financial Planning Limited

    FCA reg no.
    836308
    FCA authorised date:
    01/12/20
    Zenith Financial Planning Limited is a professionally regulated firm based in Edwalton, offering a range of financial services including life insurance, smart investments, and tailored pension retirement advice.
    1. ✔1 Financial Adviser
    2. 🪧2.8 Miles
    3. 📍Nottingham
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  15. 🏢

    Rogers Wealth Management LTD

    FCA reg no.
    515014
    FCA authorised date:
    22/12/09
    Rogers Wealth Management Ltd is a regulated financial advisor in Nottinghamshire, specialising in insurance, investments, pensions and strategic financial planning for individuals and businesses.
    1. ✔1 Financial Adviser
    2. 🪧2.9 Miles
    3. 📍Nottingham
  16. 🏢

    Fox Heritage Financial Services Limited

    FCA reg no.
    925792
    FCA authorised date:
    09/02/21
    Fox Heritage Financial Services is a Nottingham-based FCA-regulated firm offering comprehensive financial planning, regulated advice, life investments, and pension retirement advice across Nottinghamshire.
    1. ✔1 Financial Adviser
    2. 🪧3.1 Miles
    3. 📍Nottingham
  17. 🏢

    Gary Smithies Wealth Management LTD

    FCA reg no.
    927873
    FCA authorised date:
    15/06/20
    2plan wealth management is a reputable, FCA-regulated financial firm in Keyworth, Nottingham. Specialists in life and investment matters, they offer advice on pensions, retirement plans and comprehensive financial planning.
    1. ✔1 Financial Adviser
    2. 🪧3.3 Miles
    3. 📍Nottingham
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