Find FCA registered Financial Advisers Near Me in CV35 9
We have found 531 relevant financial adviser firms within 30 miles of CV35 9. Showing page 5 of 36.
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Bridgegate Wealth Management LTD
- FCA reg no.
- 416964
- FCA authorised date:
- 07/12/04
Warwickshire-based firm, Bridgegate Wealth Management Ltd, offers FCA-regulated financial advice specialising in life and investment planning, pension advice, and personalised financial solutions to clients in Kenilworth and surrounding areas.- ✔3 Financial Advisers
- 🪧9.6 Miles
- 📍Kenilworth
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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 Financial Adviser
- 🪧9.8 Miles
- 📍Kenilworth
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Lifestyle Future Limited
- FCA reg no.
- 219604
- FCA authorised date:
- 11/12/12
Lifestyle Future Limited, a distinguished financial planner based near Stratford Upon Avon, serves Warwickshire clients with expert, personalized services, including life investments and pensions retirement advice.- ✔1 Financial Adviser
- 🪧9.8 Miles
- 📍Stratford Upon Avon
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Peter Sumner
- FCA reg no.
- 495740
- FCA authorised date:
- 09/07/20
Peter Sumner is an FCA-regulated financial firm based in Kenilworth, Warwickshire. They specialize in personalized financial advice, final salary pension transfers, and comprehensive financial planning for their Warwickshire clients.- ✔1 Financial Adviser
- 🪧10.1 Miles
- 📍Kenilworth
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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 Financial Adviser
- 🪧10.1 Miles
- 📍Kenilworth
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Oliver Wealth LTD
- FCA reg no.
- 979804
- FCA authorised date:
- 01/03/23
Oliver Wealth Ltd. is a Southam-based, FCA-regulated financial services provider specialising in life investments, pension advice, and comprehensive financial planning for Warwickshire and surrounding regions.- ✔2 Financial Advisers
- 🪧10.2 Miles
- 📍Southam
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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 Financial Adviser
- 🪧10.2 Miles
- 📍Kenilworth
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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.- ✔6 Financial Advisers
- 🪧10.5 Miles
- 📍Kenilworth
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GAM Home Loan Specialists LTD
- FCA reg no.
- 741956
- FCA authorised date:
- 29/03/16
Based in Warwickshire, GAM Home Loan Specialists Ltd is a FCA regulated firm offering advice on investments, pensions, retirement planning, and pension transfers. They specialize in personalized financial planning services.- ✔1 Financial Adviser
- ✔1 Mortgage Broker
- 🪧10.7 Miles
- 📍Kenilworth
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MPA Financial Management Limited
- FCA reg no.
- 434931
- FCA authorised date:
- 10/10/05
MPA Financial Management Limited, FCA registered, offers expert financial planning services in Warwickshire. Specializing in life investments and pension advice, they provide tailored solutions to individual needs from their Henley-in-Arden office.- ✔12 Financial Advisers
- 🪧11.2 Miles
- 📍Henley In Arden
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Iconic Investments (GB) LTD
- FCA reg no.
- 653202
- FCA authorised date:
- 07/11/14
Iconic Investments (GB) Ltd is a FCA-regulated company in Warwickshire, providing comprehensive financial services such as life and investment planning, pension advice, and financial planning tailored to clients' goals.- ✔1 Financial Adviser
- 🪧11.2 Miles
- 📍Henley In Arden
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WARWICKSHIRE INDEPENDENT FINANCIAL SERVICES LIMITED
- FCA reg no.
- 467173
- FCA authorised date:
- 02/07/07
Warwickshire Independent Financial Services Ltd offers comprehensive financial services, including insurance and pensions advice, in Henley in Arden. Regulated by the FCA, their personable team provides regulated, trusted solutions.- ✔2 Financial Advisers
- 🪧11.3 Miles
- 📍Henley In Arden
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Totality Wealth Limited
- FCA reg no.
- 986555
- FCA authorised date:
- 03/11/22
Totality Wealth is a FCA registered financial advisory firm in Warwickshire, specializing in life investments, pensions, retirement planning, and comprehensive wealth management. Trusted for their client-focused approach to regulated solutions.- ✔2 Financial Advisers
- 🪧11.3 Miles
- 📍Henley In Arden
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The Full Picture Financial Planning Limited
- FCA reg no.
- 1001250
- FCA authorised date:
- 09/08/23
Warwickshire-based, FCA regulated Full Picture Financial Planning Ltd offers tailored financial planning services, specialising in life and investment planning, pension advice, and final salary pension transfers.- ✔1 Financial Adviser
- 🪧11.3 Miles
- 📍Henley In Arden
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Ascott Wealth Management Limited
- FCA reg no.
- 598230
- FCA authorised date:
- 28/03/13
Ascott Wealth Management Limited provides comprehensive financial planning services, including advice on insurance, investments and pensions. Known for their trustworthy, regulated advice, they serve Warwickshire and beyond.- ✔1 Financial Adviser
- 🪧11.5 Miles
- 📍Henley In Arden
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