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Find FCA registered Financial Advisers Near Me in CV12 0


We have found 637 relevant financial adviser firms within 30 miles of CV12 0. Showing page 8 of 43.

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  2. 🏢

    Simpson Financial Services LTD

    FCA reg no.
    472031
    FCA authorised date:
    02/01/08
    Simpson Financial Services Ltd, based in Leamington Spa, is a reliable provider of diverse financial planning services, specialising in insurance, investments, and retirement advice. Known for client-focused and approachable service.
    1. ✔5 Financial Advisers
    2. ✔2 Mortgage Brokers
    3. 🪧12.7 Miles
    4. 📍Leamington Spa
  3. 🏢

    Cartesian Wealth Limited

    FCA reg no.
    972785
    FCA authorised date:
    24/03/22
    Cartesian Wealth Limited is a reputed financial services firm based in Leamington Spa, specializing in insurance, investments, pensions, and comprehensive financial planning. Regulated by FCA, it offers tailored solutions for secure financial futures.
    1. ✔3 Financial Advisers
    2. 🪧12.7 Miles
    3. 📍Leamington Spa
  4. 🏢

    Park Investments (leicester) LTD

    FCA reg no.
    231706
    FCA authorised date:
    01/04/04
    2. Park Investments is a reputable financial services firm in Leicester, excelling in retirement planning and comprehensive financial advice, regulated by the FCA, and extending services across the Greater Leicester area.
    1. ✔1 Financial Adviser
    2. ✔1 Mortgage Broker
    3. 🪧12.8 Miles
    4. 📍Leicester
  5. 🏢

    Benjamin Evans

    FCA reg no.
    1034161
    FCA authorised date:
    27/05/25
    Based in Dorridge, Solihull, Benjamin Evans is an FCA-regulated firm offering personalised financial planning services, specializing in life and investment planning, pension transfers and retirement advice. Noted for their approachability and commitment to long-term growth.
    1. ✔1 Financial Adviser
    2. 🪧12.8 Miles
    3. 📍Solihull
  6. 🏢

    Rees Wealth Management LTD

    FCA reg no.
    839222
    FCA authorised date:
    01/04/19
    Rees Wealth Management Ltd is a FCA regulated firm in Leicestershire, offering comprehensive financial planning, including life investments and pension advice. Known for their client-centred approach, they ensure trustworthiness and security in their services.
    1. ✔3 Financial Advisers
    2. 🪧12.8 Miles
    3. 📍Lutterworth
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  8. 🏢

    Leam Financial Services

    FCA reg no.
    191201
    FCA authorised date:
    31/05/05
    Warwickshire-based Leam Financial Services offers tailored financial planning, including life and investments advice, pensions and retirement planning. Regulated by the FCA, they provide secure, lucrative financial solutions to clients across Warwickshire.
    1. ✔4 Financial Advisers
    2. 🪧12.8 Miles
    3. 📍Leamington Spa
  9. 🏢

    A.s.j. Financial Services Limited

    FCA reg no.
    144985
    FCA authorised date:
    01/12/01
    A.S.J. Financial Services Ltd, a FCA regulated firm based in Solihull, offers comprehensive financial services including life insurance, investment advice, and retirement strategies. Known for simplifying complex financial landscapes.
    1. ✔1 Financial Adviser
    2. 🪧12.8 Miles
    3. 📍Solihull
  10. 🏢

    Paul Geddes Wealth Management LTD

    FCA reg no.
    470546
    FCA authorised date:
    17/07/07
    Based in Leicester, Paul Geddes Wealth Management Ltd offers trusted, regulatory approved financial planning services including life-investments and pensions retirement advice, specialized in final salary pension transfers.
    1. ✔2 Financial Advisers
    2. 🪧12.8 Miles
    3. 📍Leicester
  11. 🏢

    Millward Wealth Management Limited

    FCA reg no.
    919164
    FCA authorised date:
    14/08/20
    Millward Wealth Management, based in Rugby, Warwickshire, offers FCA-regulated financial services including life insurance, investments and pensions with a focus on retirement planning.
    1. ✔2 Financial Advisers
    2. 🪧12.9 Miles
    3. 📍Rugby
  12. 🏢

    Lord Clarke Limited

    FCA reg no.
    542556
    FCA authorised date:
    18/05/11
    Lord Clarke Limited, based in Lutterworth, provides client-focused financial services including life insurance, pensions retirement advice, and financial planning. Renowned for their tailored approach, they make complex financial decisions simple.
    1. ✔5 Financial Advisers
    2. 🪧12.9 Miles
    3. 📍Lutterworth
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  14. 🏢

    Stephen Bridgen

    FCA reg no.
    590541
    FCA authorised date:
    01/11/12
    Stephen Bridgen is a trusted financial planning firm based in Rugby, offering expertise in life investments, pensions retirement advice, and final salary pension transfers. Known for professionalism and approachability.
    1. ✔1 Financial Adviser
    2. 🪧12.9 Miles
    3. 📍Rugby
  15. 🏢

    RE Hutt Financial Services Limited

    FCA reg no.
    472781
    FCA authorised date:
    23/11/07
    Hutt Professional Financial Planning is a FCA-regulated organization based in Warwickshire, offering comprehensive financial services including life & investment advice, pensions guidance and retirement planning. Their client-centered approach assures secure financial future.
    1. ✔3 Financial Advisers
    2. 🪧12.9 Miles
    3. 📍Leamington Spa
  16. 🏢

    ROCKWEALTH LEAMINGTON LIMITED

    FCA reg no.
    930319
    FCA authorised date:
    21/07/20
    Rockwealth Leamington Limited is a FCA registered, specialised financial services provider in Warwickshire, offering expertise in life and investments, pensions retirement advice, and financial planning, with a notable reputation for pension transfers.
    1. ✔3 Financial Advisers
    2. 🪧12.9 Miles
  17. 🏢

    Lines Financial Planning LTD

    FCA reg no.
    945784
    FCA authorised date:
    27/02/21
    FCA-regulated Lines Financial Planning Ltd, based in Solihull, is known for personalized financial advice. Specializing in life investments, pensions, and retirement, they provide tailored strategies to meet individual client needs.
    1. ✔1 Financial Adviser
    2. 🪧13 Miles
    3. 📍Solihull
  18. 🏢

    Ascent Financial Consulting Limited

    FCA reg no.
    976255
    FCA authorised date:
    23/05/22
    Ascent Financial Consulting Limited, a FCA-regulated firm in Leamington Spa, offers top-tier financial services including life investments, retirement advice, and all-inclusive financial planning, ensuring a secure future for their clients.
    1. ✔4 Financial Advisers
    2. 🪧13 Miles
    3. 📍Leamington Spa
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