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Find FCA registered Financial Advisers Near Me in CV3 4


We have found 616 relevant financial adviser firms within 30 miles of CV3 4. Showing page 6 of 42.

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  2. 🏢

    Midland Financial Planning Limited

    FCA reg no.
    200978
    FCA authorised date:
    03/08/18
    Midland Financial Planning Limited, based in Rugby, Warwickshire, is a reputable provider of comprehensive financial planning services, known for its tailored approach to pension transfers and investments.
    1. ✔2 Financial Advisers
    2. 🪧9.2 Miles
    3. 📍Rugby
  3. 🏢

    Mark Bagley

    FCA reg no.
    588162
    FCA authorised date:
    13/09/12
    Mark Bagley's renowned FCA-regulated firm offers comprehensive financial planning services including life insurance, pension retirement advice, investments, and final salary pension transfers, with a focus on personalised client solutions.
    1. ✔1 Financial Adviser
    2. 🪧9.6 Miles
    3. 📍Warwick
  4. 🏢

    Mark Leach Consulting Limited

    FCA reg no.
    553096
    FCA authorised date:
    20/06/17
    Warwickshire-based Mark Leach Consulting offers tailored financial planning solutions including life and investment advice, pension retirement advice and final salary pension transfers, regulated by the FCA.
    1. ✔1 Financial Adviser
    2. 🪧9.6 Miles
    3. 📍Hatton
  5. 🏢

    Mark Leach Asset Management Limited

    FCA reg no.
    746390
    FCA authorised date:
    13/10/16
    Mark Leach Asset Management Limited is a Warwickshire-based financial services provider specializing in life investments, pensions retirement advice, and detailed financial planning. They are renowned for personalized, regulated services.
    1. ✔1 Financial Adviser
    2. 🪧9.6 Miles
    3. 📍Hatton
  6. 🏢

    Stephen Bridgen

    FCA reg no.
    590541
    FCA authorised date:
    01/11/12
    Stephen Bridgen is a trusted financial planning firm based in Rugby, offering expertise in life investments, pensions retirement advice, and final salary pension transfers. Known for professionalism and approachability.
    1. ✔1 Financial Adviser
    2. 🪧9.7 Miles
    3. 📍Rugby
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  8. 🏢

    Jenny Lomas

    FCA reg no.
    842769
    FCA authorised date:
    19/11/19
    Jenny Lomas is an FCA-regulated firm based in Warwick, offering diverse financial services including insurance, investment, and retirement advice. Known for client-focused service and tailored financial planning, they serve both businesses and individuals.
    1. ✔1 Financial Adviser
    2. 🪧9.7 Miles
    3. 📍Warwick
  9. 🏢

    IWP Financial Planning Limited

    FCA reg no.
    441359
    FCA authorised date:
    03/01/06
    IWP Financial Planning offers tailored financial solutions such as life investments, pension and retirement advice. Regulated by the FCA, they're known for their graduate approach and commitment to industry best practices.
    1. ✔90 Financial Advisers
    2. 🪧9.8 Miles
    3. 📍Coventry
  10. 🏢

    Magma Wealth Management Limited

    FCA reg no.
    572383
    FCA authorised date:
    10/01/12
    Rugby-based Magma Chartered Accountants provide bespoke financial solutions including life insurance, investments, pensions advice, and financial planning, with a focus on tailored, reliable service.
    1. ✔7 Financial Advisers
    2. 🪧9.8 Miles
    3. 📍Rugby
  11. 🏢

    Livingstone IFA Limited

    FCA reg no.
    1030109
    FCA authorised date:
    02/05/25
    Livingstone IFA Limited is an FCA-regulated firm providing comprehensive financial services, including life insurance, investments, and pensions retirement planning, primarily serving the Warwickshire area.
    1. ✔1 Financial Adviser
    2. 🪧9.9 Miles
    3. 📍Warwick
  12. 🏢

    Velocity Financial Planning LTD

    FCA reg no.
    940298
    FCA authorised date:
    04/12/20
    Velocity Financial Planning Ltd, based in Warwick, offers comprehensive financial planning solutions including life insurance, investments, pension retirement advice and more. Known for personalized service and swift achievement of clients' financial goals.
    1. ✔1 Financial Adviser
    2. 🪧9.9 Miles
    3. 📍Warwick
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  14. 🏢

    KLO Financial Services LTD

    FCA reg no.
    1033260
    FCA authorised date:
    22/05/25
    KLO Financial Services, a trusted, FCA regulated firm in Warwick, offers expert advice on life insurance, investments, and pensions. Specializing in final salary pension transfers and personalized financial planning.
    1. ✔5 Financial Advisers
    2. 🪧9.9 Miles
    3. 📍Warwick
  15. 🏢

    Wellesbourne Wealth Limited

    FCA reg no.
    1036607
    FCA authorised date:
    23/07/25
    Warwick-based financial planning firm, Wellesbourne Wealth Limited, provides regulated advice on life and investment planning, pensions, and retirement. They personalise financial strategies to each client's needs, maintaining high professionalism standards.
    1. ✔1 Financial Adviser
    2. 🪧9.9 Miles
    3. 📍Warwick
  16. 🏢

    Beauchamp Wealth Limited

    FCA reg no.
    568078
    FCA authorised date:
    04/11/11
    Beauchamp Wealth Limited offers expert financial services, including life investments and pensions advice, tailored to individual needs. Based in historic Warwick, they are FCA regulated and serve the wider Warwickshire area.
    1. ✔1 Financial Adviser
    2. 🪧9.9 Miles
    3. 📍Warwick
  17. 🏢

    Beaufort Wealth Management Limited

    FCA reg no.
    987842
    FCA authorised date:
    04/12/23
    Beaufort Wealth Management Limited is a trusted, FCA regulated firm in Warwickshire offering tailored financial planning services. They specialise in life investments, retirement planning, and pensions advice, focusing on client-centric, sustainable wealth management strategies.
    1. ✔5 Financial Advisers
    2. 🪧9.9 Miles
    3. 📍Warwick
  18. 🏢

    Align Financial Planning LTD

    FCA reg no.
    1044023
    FCA authorised date:
    17/11/25
    Align Financial Planning Ltd, based in Leamington Spa, Warwickshire, offers expert, personalized financial planning services, including life and investments advice, pension transfers, and retirement planning.
    1. ✔1 Financial Adviser
    2. 🪧10.3 Miles
    3. 📍Leamington Spa
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