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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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  2. 🏢

    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.
    1. ✔3 Financial Advisers
    2. 🪧9.6 Miles
    3. 📍Kenilworth
  3. 🏢

    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. ✔1 Financial Adviser
    2. 🪧9.8 Miles
    3. 📍Kenilworth
  4. 🏢

    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. ✔1 Financial Adviser
    2. 🪧9.8 Miles
    3. 📍Stratford Upon Avon
  5. 🏢

    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. ✔1 Financial Adviser
    2. 🪧10.1 Miles
    3. 📍Kenilworth
  6. 🏢

    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. ✔1 Financial Adviser
    2. 🪧10.1 Miles
    3. 📍Kenilworth
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  8. 🏢

    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.
    1. ✔2 Financial Advisers
    2. 🪧10.2 Miles
    3. 📍Southam
  9. 🏢

    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. ✔1 Financial Adviser
    2. 🪧10.2 Miles
    3. 📍Kenilworth
  10. 🏢

    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.
    1. ✔6 Financial Advisers
    2. 🪧10.5 Miles
    3. 📍Kenilworth
  11. 🏢

    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. ✔1 Financial Adviser
    2. ✔1 Mortgage Broker
    3. 🪧10.7 Miles
    4. 📍Kenilworth
  12. 🏢

    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.
    1. ✔12 Financial Advisers
    2. 🪧11.2 Miles
    3. 📍Henley In Arden
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  14. 🏢

    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. ✔1 Financial Adviser
    2. 🪧11.2 Miles
    3. 📍Henley In Arden
  15. 🏢

    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.
    1. ✔2 Financial Advisers
    2. 🪧11.3 Miles
    3. 📍Henley In Arden
  16. 🏢

    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.
    1. ✔2 Financial Advisers
    2. 🪧11.3 Miles
    3. 📍Henley In Arden
  17. 🏢

    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. ✔1 Financial Adviser
    2. 🪧11.3 Miles
    3. 📍Henley In Arden
  18. 🏢

    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. ✔1 Financial Adviser
    2. 🪧11.5 Miles
    3. 📍Henley In Arden
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