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Find FCA registered Financial Advisers Near Me in CV11 6

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We have found 648 relevant financial adviser firms within 30 miles of CV11 6. Showing page 1 of 44.

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  2. 👤

    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. 🪧9.9 Miles
    4. 📍Lutterworth
  3. 🏢

    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. 🪧10 Miles
    4. 📍Beverley
  4. 🏢

    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. 🪧10.3 Miles
    5. 📍Rugby
  5. 👤

    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. 🪧10.3 Miles
    4. 📍Rugby
  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. 🪧10.3 Miles
    5. 📍Nottingham
  7. 👤

    Matthew Warren

    Warren Wealth Limited
    FCA reg no.
    MRW01183
    FCA authorised date:
    23/02/24
    Our charges are based on your specific circumstances and advice needs to ensure that the fee charged is fair for the work involved
    1. ✔Min Pension Savings: £150,000
    2. ✔Min Assets: £150,000
    3. 🪧16.7 Miles
    4. 📍Solihull
  8. 👤

    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. 🪧23.3 Miles
    4. 📍Hilton
  9. 🏢

    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. 🪧23.3 Miles
    5. 📍Hilton
  10. 🏢

    Planguard Finance Limited

    FCA reg no.
    912417
    FCA authorised date:
    19/08/19
    Planguard Finance Limited, based in Hinckley, offers comprehensive financial services, specialising in insurance, pensions, investments and financial planning. Regulated by the FCA, we focus on elevating client's financial security.
    1. ✔2 Financial Advisers
    2. 🪧1.6 Miles
    3. 📍Hinckley
  11. 🏢

    Priscum Limited

    FCA reg no.
    507387
    FCA authorised date:
    04/01/10
    Based in Marston Jabbett, Priscum Limited is a reputable financial services firm offering tailored life and investments, pension advice, and financial planning to individuals and businesses across the UK.
    1. ✔1 Financial Adviser
    2. ✔1 Mortgage Broker
    3. 🪧1.9 Miles
    4. 📍Bedworth
  12. 🏢

    LTI Wealth Management LTD

    FCA reg no.
    624188
    FCA authorised date:
    15/09/14
    LTI Wealth Management Ltd, a FCA-regulated firm in Nuneaton, Warwickshire, provides comprehensive financial advice on life investments and pensions retirement for securing your financial future.
    1. ✔1 Financial Adviser
    2. 🪧2.1 Miles
    3. 📍Nuneaton
  13. 🏢

    Interzone Wealth Management LTD

    FCA reg no.
    918651
    FCA authorised date:
    20/12/19
    2plan Wealth Management, a regulated firm in Leicestershire, offers expert financial planning and tailored advice on life investments and pensions retirement, specializing in final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧2.6 Miles
    3. 📍Hinckley
  14. 🏢

    Armstrongs Wealth Planning LTD

    FCA reg no.
    825146
    FCA authorised date:
    09/10/23
    Regulated by the FCA, Armstrongs Wealth Planning Ltd in Hinckley, Leicestershire provides expert advice on insurance, investments, pensions, and final salary pension transfers.
    1. ✔2 Financial Advisers
    2. 🪧2.6 Miles
    3. 📍Hinckley
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  16. 🏢

    Prema Financial Services Limited

    FCA reg no.
    224080
    FCA authorised date:
    05/01/24
    Prema Financial Services Ltd, regulated by the FCA, provides expert financial planning advice in areas like life and investments, pensions, and retirement planning across Leicestershire. Known for its consistent, honest, and tailored services, it aims to ensure clients' future financial stabilit... read full company profile
    1. ✔1 Financial Adviser
    2. 🪧2.7 Miles
    3. 📍Hinckley
  17. 🏢

    Integra Wealth Management Limited

    FCA reg no.
    835254
    FCA authorised date:
    05/03/19
    Integra Accounting Limited, a trustworthy Leicestershire-based firm, offers regulated advice on wealth management, insurance, investments, and pensions, including final salary pension transfers. We cater to both individuals and businesses. FCA regulated.
    1. ✔3 Financial Advisers
    2. 🪧2.8 Miles
    3. 📍Hinckley
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