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Find FCA registered Financial Advisers Near Me in CV13 0

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We have found 672 relevant financial adviser firms within 30 miles of CV13 0. Showing page 1 of 45.

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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. 🪧14.6 Miles
    4. 📍Lutterworth
  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. 🪧15 Miles
    5. 📍Nottingham
  4. 🏢

    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. 🪧15.2 Miles
    4. 📍Beverley
  5. 👤

    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. 🪧16.3 Miles
    4. 📍Hilton
  6. 🏢

    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. 🪧16.3 Miles
    5. 📍Hilton
  7. 🏢

    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. 🪧17.4 Miles
    5. 📍Rugby
  8. 👤

    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. 🪧17.4 Miles
    4. 📍Rugby
  9. 👤

    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. 🪧22.4 Miles
    4. 📍Solihull
  10. 🏢

    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. 🪧0.8 Miles
    4. 📍Nuneaton
  11. 🏢

    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. 🪧1 Miles
    3. 📍Nuneaton
  12. 🏢

    Edwards Financial Planning LTD

    FCA reg no.
    946035
    FCA authorised date:
    02/03/21
    Edwards Financial Planning LTD is a trustworthy, FCA-regulated financial services firm in Leicestershire, specialising in life and investments, pensions, and general financial planning, offering personalised services.
    1. ✔1 Financial Adviser
    2. 🪧1.7 Miles
    3. 📍Nuneaton
  13. 🏢

    Matrix Wealth Limited

    FCA reg no.
    1000592
    FCA authorised date:
    05/09/23
    Matrix Wealth Limited, based in Leicestershire, offers a comprehensive range of financial services including insurance, investment and pension advice. Known for their client-focused approach, they cater to both novice and seasoned investors.
    1. ✔2 Financial Advisers
    2. 🪧2.5 Miles
    3. 📍Nuneaton
  14. 🏢

    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. 🪧3.1 Miles
    3. 📍Leicester
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  16. 🏢

    Rennocks Financial Planning LTD

    FCA reg no.
    938429
    FCA authorised date:
    13/11/20
    A Leicestershire-based financial planning firm, Rennocks Financial Planning Ltd. offers expert advice on life insurance, investments and pensions. Known for efficient services, the firm provides regulated, tailored solutions to clients' financial planning needs.
    1. ✔2 Financial Advisers
    2. 🪧3.3 Miles
    3. 📍Leicestershire
  17. 🏢

    Squirrel Financial Advice Limited

    FCA reg no.
    943160
    FCA authorised date:
    07/03/24
    Squirrel Financial Advice Ltd, based in Nuneaton, offers client-focused financial services, specialising in life insurance, investments, and pensions retirement advice. Regulated by the FCA (943160), they provide personalised, effective financial planning.
    1. ✔1 Financial Adviser
    2. 🪧3.7 Miles
    3. 📍Nuneaton
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