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Find FCA registered Financial Advisers Near Me in CV31 2

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We have found 547 relevant financial adviser firms within 30 miles of CV31 2. Showing page 1 of 37.

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  2. 👤

    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. 🪧14.6 Miles
    4. 📍Solihull
  3. 🏢

    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. 🪧15.2 Miles
    5. 📍Rugby
  4. 👤

    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. 🪧15.2 Miles
    4. 📍Rugby
  5. 🏢

    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. 🪧15.6 Miles
    4. 📍Beverley
  6. 🏢

    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. 🪧16.5 Miles
    5. 📍Nottingham
  7. 👤

    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. 🪧19.5 Miles
    4. 📍Lutterworth
  8. 👤

    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. 🪧38.2 Miles
    4. 📍Hilton
  9. 🏢

    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. 🪧38.2 Miles
    5. 📍Hilton
  10. 🏢

    Shinfield Financial Planning

    FCA reg no.
    1024843
    FCA authorised date:
    05/02/25
    Thanks for looking at my profile. With my many years of experience (30 years +), I help my clients achieve financial independence, through efficient tax mitigation, wealth creation/preservation and retirement planning solutions. I work through the Quilter Network as an appointed representative ... read full company profile
    1. ✔1 Financial Adviser
    2. ✔Min Pension Savings: £300,000
    3. ✔Min Assets: £300,000
    4. 🪧64.1 Miles
    5. 📍London
  11. 🏢

    Jacqueline Bayley

    FCA reg no.
    945800
    FCA authorised date:
    29/01/26
    Warwickshire-based Jacqueline Bayley provides trustworthy financial services, including life and investment planning, and pension retirement advice under FCA regulation. Renowned for exceptional customer service and tailored financial planning.
    1. ✔1 Financial Adviser
    2. 🪧0.6 Miles
    3. 📍Warwick
  12. 🏢

    Financial Connections Wealth Management LTD

    FCA reg no.
    844316
    FCA authorised date:
    04/05/20
    Based in Heathcote, Warwickshire, Financial Connections Wealth Management Ltd offers reliable financial planning services, including life investments, retirement advice and pension planning, regulated by the FCA (registration number: 844316).
    1. ✔3 Financial Advisers
    2. 🪧0.8 Miles
    3. 📍Warwick
  13. 🏢

    Newroad Financial Limited

    FCA reg no.
    1012924
    FCA authorised date:
    23/04/24
    Newroad Financial Limited is a respected, FCA regulated financial firm in Leamington Spa, offering comprehensive financial planning services, investment advice, and pension transfers with a focus on client wellbeing.
    1. ✔2 Financial Advisers
    2. 🪧0.8 Miles
    3. 📍Leamington Spa
  14. 🏢

    Parkway Consulting

    FCA reg no.
    193379
    FCA authorised date:
    31/05/05
    Warwickshire-based Parkway Consulting, regulated by the FCA, provides expert financial planning advice on life, investments, and pensions. With a client-focused approach, their experienced advisors offer bespoke plans for secure financial futures.
    1. ✔2 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧0.9 Miles
  15. 🏢

    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. 🪧1.2 Miles
    3. 📍Leamington Spa
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  17. 🏢

    Richard Cupples

    FCA reg no.
    744571
    FCA authorised date:
    20/04/16
    Richard Cupples is a trusted financial company in Warwickshire offering comprehensive planning and regulated advice. Specialising in life insurance, investment strategies, and pension advice, they provide personalized services for financial security and growth.
    1. ✔1 Financial Adviser
    2. 🪧1.3 Miles
    3. 📍Warwick
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