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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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  2. 🏢

    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. ✔1 Financial Adviser
    2. 🪧10.1 Miles
    3. 📍Kenilworth
  3. 🏢

    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. ✔1 Financial Adviser
    2. 🪧10.2 Miles
    3. 📍Birmingham
  4. 🏢

    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.
    1. ✔3 Financial Advisers
    2. 🪧10.2 Miles
    3. 📍Nuneaton
  5. 🏢

    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.
    1. ✔6 Financial Advisers
    2. 🪧10.3 Miles
    3. 📍Kenilworth
  6. 🏢

    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. ✔1 Financial Adviser
    2. 🪧10.4 Miles
    3. 📍Birmingham
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  8. 🏢

    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. ✔1 Financial Adviser
    2. ✔1 Mortgage Broker
    3. 🪧10.5 Miles
    4. 📍Nuneaton
  9. 🏢

    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.
    1. ✔2 Financial Advisers
    2. 🪧10.6 Miles
    3. 📍Solihull
  10. 🏢

    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. ✔1 Financial Adviser
    2. 🪧10.7 Miles
    3. 📍Kenilworth
  11. 🏢

    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. ✔1 Financial Adviser
    2. 🪧10.8 Miles
    3. 📍Leicester
  12. 🏢

    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. ✔1 Financial Adviser
    2. 🪧10.8 Miles
    3. 📍Kenilworth
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  14. 🏢

    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. ✔1 Financial Adviser
    2. 🪧10.9 Miles
    3. 📍Leicester
  15. 🏢

    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.
    1. ✔2 Financial Advisers
    2. 🪧10.9 Miles
    3. 📍Leicester
  16. 🏢

    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. ✔1 Financial Adviser
    2. 🪧10.9 Miles
    3. 📍Leicester
  17. 🏢

    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. ✔1 Financial Adviser
    2. 🪧10.9 Miles
    3. 📍Rugby
  18. 🏢

    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. ✔1 Financial Adviser
    2. 🪧11 Miles
    3. 📍Rugby
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