Find FCA registered Financial Advisers Near Me in CV12 8
We have found 638 relevant financial adviser firms within 30 miles of CV12 8. Showing page 5 of 43.
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The Heritage Financial Planning Partnership
- FCA reg no.
- 622662
- FCA authorised date:
- 01/07/14
The Heritage Financial Planning Partnership in Kenilworth provides expert, FCA-regulated financial advice on life and investment planning, pensions, and retirement, ensuring secure financial futures for their clients.- ✔1 Financial Adviser
- 🪧10.1 Miles
- 📍Kenilworth
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Belisarius Wealth Management Limited
- FCA reg no.
- 514817
- FCA authorised date:
- 01/04/10
Belisarius Wealth Management Limited, an FCA-regulated firm, offers comprehensive financial services including investment planning and pensions retirement advice from their Birmingham Business Park location.- ✔1 Financial Adviser
- 🪧10.2 Miles
- 📍Birmingham
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Clay Wealth Management Limited
- FCA reg no.
- 763537
- FCA authorised date:
- 02/11/16
Clay Wealth Management, a leading financial services firm, offers personalised planning for insurance, investments and pensions. Based in Market Bosworth, they prioritise client-focused advice for sound financial future.- ✔3 Financial Advisers
- 🪧10.2 Miles
- 📍Nuneaton
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FINANCIAL DESIGN (INDEPENDENT FINANCIAL ADVISORS) LIMITED
- FCA reg no.
- 536994
- FCA authorised date:
- 01/07/11
Financial Design (IFA) Ltd is a trusted, FCA-regulated advisory firm in Kenilworth, providing personalised financial planning solutions in investments, life & pensions retirement advice.- ✔6 Financial Advisers
- 🪧10.3 Miles
- 📍Kenilworth
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Richard Shorthouse
- FCA reg no.
- 220615
- FCA authorised date:
- 13/11/02
Ashley Independent Financial Advisers, based in Birmingham, specialises in wealth management, investments, and retirement strategies. Offering tailored financial solutions, they focus on client-specific needs, serving Solihull Parkway and surrounding areas.- ✔1 Financial Adviser
- 🪧10.4 Miles
- 📍Birmingham
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Epsilon Mortgages Limited
- FCA reg no.
- 303543
- FCA authorised date:
- 31/10/04
Epsilon Independent Financial Solutions provides bespoke financial planning, life investments and retirement advice under FCA registration in Nuneaton, Leicestershire. Known for professionalism and personalised service, Epsilon is a reliable choice for financial wellbeing.- ✔1 Financial Adviser
- ✔1 Mortgage Broker
- 🪧10.5 Miles
- 📍Nuneaton
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Linear Wealth Management Limited
- FCA reg no.
- 1029031
- FCA authorised date:
- 04/03/25
Solihull-based Linear Wealth Management Limited offers regulated financial services like life insurance, investments, pensions advice and specialises in final salary pension transfers and financial planning.- ✔2 Financial Advisers
- 🪧10.6 Miles
- 📍Solihull
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Daniel Alexander Scott
- FCA reg no.
- 1028648
- FCA authorised date:
- 14/03/25
Based in Kenilworth, Daniel Alexander Scott is a trusted provider of personalised financial services including investments, pensions and financial planning. Known for his approachable style, he serves individuals and businesses alike.- ✔1 Financial Adviser
- 🪧10.7 Miles
- 📍Kenilworth
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Trident Wealth Management LTD
- FCA reg no.
- 604914
- FCA authorised date:
- 24/07/13
Trident Wealth Management Ltd is an FCA-regulated financial service firm based in Leicester, offering expert financial planning services such as pension transfers, retirement planning and investment strategies.- ✔1 Financial Adviser
- 🪧10.8 Miles
- 📍Leicester
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Rachel Kerr
- FCA reg no.
- 1024924
- FCA authorised date:
- 24/01/25
Rachel Kerr, regulated by the FCA (1024924), is a Kenilworth-based financial services provider specializing in insurance, investments, and pension transfers. The firm offers tailored solutions focused on client empowerment and financial wellbeing.- ✔1 Financial Adviser
- 🪧10.8 Miles
- 📍Kenilworth
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Declan Kiely Wealth Management LTD
- FCA reg no.
- 971341
- FCA authorised date:
- 07/03/22
Declan Kiely Wealth Management Ltd, based near Leicester, provides tailored financial advice, specialising in insurance, pensions, investments, and financial planning. Regulated by the FCA and prioritising client-focused service.- ✔1 Financial Adviser
- 🪧10.9 Miles
- 📍Leicester
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Mee & Co LTD
- FCA reg no.
- 942170
- FCA authorised date:
- 01/01/21
Mee & Co Ltd, a Leicester-based trusted financial firm, offers expert advice on life investments, pensions retirement, and financial planning. Regulated by the FCA, they prioritize client-specific needs and transparent service.- ✔2 Financial Advisers
- 🪧10.9 Miles
- 📍Leicester
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Claremont Financial Planning Limited
- FCA reg no.
- 182326
- FCA authorised date:
- 10/07/06
UK-based Claremont Financial Planning Limited specialises in comprehensive financial planning, particularly pensions and retirement planning. Regulated by the FCA, they offer trusted advice and expertise in final salary pension transfers.- ✔1 Financial Adviser
- 🪧10.9 Miles
- 📍Leicester
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Wealthwise Financial Management Limited
- FCA reg no.
- 937281
- FCA authorised date:
- 06/12/23
Rugby-based Wealthwise Financial Management Limited provides bespoke financial solutions in insurance, investment and pensions. We specialise in final salary pension transfers, serving Warwickshire and its surroundings with professional, transparent services.- ✔1 Financial Adviser
- 🪧10.9 Miles
- 📍Rugby
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PKS Associates Financial Services LTD
- FCA reg no.
- 186432
- FCA authorised date:
- 21/07/15
PKS Associates, a distinguished financial firm in Rugby, Warwickshire, specialises in expert advice on investments, pensions, and retirement planning, serving local families with professionalism and approachability.- ✔1 Financial Adviser
- 🪧11 Miles
- 📍Rugby
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