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Find FCA registered Financial Advisers Near Me in CV12 8

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We have found 638 relevant financial adviser firms within 30 miles of CV12 8. Showing page 1 of 43.

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  2. 🏢

    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. 🪧7.4 Miles
    4. 📍Beverley
  3. 🏢

    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. 🪧7.9 Miles
    5. 📍Nottingham
  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. 🪧11.1 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. 🪧11.1 Miles
    4. 📍Rugby
  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. 🪧11.8 Miles
    4. 📍Lutterworth
  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. 🪧13.7 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. 🪧24.3 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. 🪧24.3 Miles
    5. 📍Hilton
  10. 🏢

    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. 🪧1.2 Miles
    4. 📍Bedworth
  11. 🏢

    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. 🪧3.9 Miles
    3. 📍Nuneaton
  12. 🏢

    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. 🪧4.5 Miles
    3. 📍Hinckley
  13. 🏢

    Gareth Whitehead

    FCA reg no.
    945798
    FCA authorised date:
    28/02/21
    Gareth Whitehead is a Coventry-based financial planning firm offering tailored services in insurance, pensions and investment management. Registered with the FCA, they're known for reliable, regulated advice and customer-centric service.
    1. ✔1 Financial Adviser
    2. 🪧4.7 Miles
    3. 📍Coventry
  14. 🏢

    MJB Financial Planning LTD

    FCA reg no.
    652592
    FCA authorised date:
    31/10/14
    Coventry-based MJB Financial Planning Ltd is a FCA-regulated financial partner, offering expert advice on investments, pensions, and financial planning across the West Midlands region.
    1. ✔1 Financial Adviser
    2. 🪧4.7 Miles
    3. 📍Coventry
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  16. 🏢

    JALAPENO (UK) LIMITED

    FCA reg no.
    433988
    FCA authorised date:
    27/01/24
    Jalapeno (UK) Limited is a reputable, FCA-regulated financial firm in Coventry specialising in life investments, retirement advice, and pension transfers, providing reliable, tailored financial solutions across West Midlands.
    1. ✔2 Financial Advisers
    2. 🪧4.8 Miles
    3. 📍Coventry
  17. 🏢

    Plan With Neil LTD

    FCA reg no.
    964827
    FCA authorised date:
    01/12/21
    Plan With Neil Ltd is a Coventry-based, FCA regulated firm specialising in personalised financial planning for pensions, investments, and final salary pension transfers. Renowned for approachable professionalism, it prioritises clients' futures.
    1. ✔1 Financial Adviser
    2. 🪧4.9 Miles
    3. 📍Coventry
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