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Find FCA registered Financial Advisers Near Me in CV3 3


We have found 611 relevant financial adviser firms within 30 miles of CV3 3. Showing page 4 of 41.

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  2. 🏢

    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. 🪧7.2 Miles
    3. 📍Leamington Spa
  3. 🏢

    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. 🪧7.3 Miles
    3. 📍Rugby
  4. 🏢

    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. 🪧7.3 Miles
    3. 📍Leamington Spa
  5. 🏢

    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. 🪧7.3 Miles
  6. 🏢

    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. 🪧7.3 Miles
    4. 📍Bedworth
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  8. 🏢

    Lexicon Wealth Management Limited

    FCA reg no.
    752966
    FCA authorised date:
    15/07/16
    Lexicon Wealth Management is a reputable, FCA-registered firm in Leamington Spa, offering personalised regulated financial advice on investments, pensions, and financial planning with a focus on clarity and confidence.
    1. ✔1 Financial Adviser
    2. 🪧7.3 Miles
    3. 📍Leamington Spa
  9. 🏢

    Shand Financial Planning Limited

    FCA reg no.
    756364
    FCA authorised date:
    18/08/16
    Shand Financial Planning Limited, regulated by FCA, specialises in investment advice, pension transfers, and personalised financial planning solutions, offering expert guidance for individuals and families across GB.
    1. ✔1 Financial Adviser
    2. 🪧7.3 Miles
    3. 📍Leamington Spa
  10. 🏢

    Craig Saxton

    FCA reg no.
    647949
    FCA authorised date:
    29/09/14
    Craig Saxton is a Warwickshire-based, FCA-regulated firm offering bespoke financial services including life insurance, pensions retirement advice, final salary pension transfers, and investment guidance.
    1. ✔1 Financial Adviser
    2. 🪧7.4 Miles
    3. 📍Leamington Spa
  11. 🏢

    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. 🪧7.4 Miles
    3. 📍Leamington Spa
  12. 🏢

    Griffiths Financial Planning Limited

    FCA reg no.
    192211
    FCA authorised date:
    19/11/23
    Warwickshire-based Griffiths Financial Planning Limited offers expert advice on financial planning matters including life and investments, pensions, and final salary pension transfers. They provide tailor-made solutions, prioritising client's financial future. FCA regulated.
    1. ✔1 Financial Adviser
    2. 🪧7.4 Miles
    3. 📍Leamington Spa
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  14. 🏢

    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. 🪧7.4 Miles
    3. 📍Leamington Spa
  15. 🏢

    Prudent IFA's Limited

    FCA reg no.
    802019
    FCA authorised date:
    16/02/18
    Prudent IFA's Limited is a reliable, FCA-regulated financial services firm in Warwickshire offering tailored strategies in investment management, insurance, and retirement planning.
    1. ✔1 Financial Adviser
    2. 🪧7.5 Miles
    3. 📍Rugby
  16. 🏢

    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. 🪧7.6 Miles
    3. 📍Rugby
  17. 🏢

    Gardner Financial Management LTD

    FCA reg no.
    732088
    FCA authorised date:
    06/06/16
    Gardner Financial Management Ltd is a renowned firm in Coventry, West Midlands, specialising in comprehensive financial planning and regulated advice on life investments, pensions, and retirement. They are dedicated to client-focused service and collaboration.
    1. ✔1 Financial Adviser
    2. ✔1 Mortgage Broker
    3. 🪧7.7 Miles
    4. 📍Coventry
  18. 🏢

    Jamieson Christie Wealth Management Limited

    FCA reg no.
    422773
    FCA authorised date:
    04/05/05
    Jamieson Christie Wealth Management Limited, based in Coventry, is an FCA-regulated firm providing comprehensive financial solutions including life investments, retirement advice, pension transfers and overall financial planning to clients in Coventry and surroundings.
    1. ✔6 Financial Advisers
    2. 🪧7.9 Miles
    3. 📍Coventry
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