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Find FCA registered Financial Advisers Near Me in CV5 8

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We have found 646 relevant financial adviser firms within 30 miles of CV5 8. Showing page 1 of 44.

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  2. 🏢

    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. 🪧6.9 Miles
    4. 📍Beverley
  3. 🏢

    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. 🪧7.8 Miles
    5. 📍Nottingham
  4. 👤

    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. 🪧10.2 Miles
    4. 📍Solihull
  5. 🏢

    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. 🪧12.4 Miles
    5. 📍Rugby
  6. 👤

    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. 🪧12.4 Miles
    4. 📍Rugby
  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. 🪧15 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. 🪧28.6 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. 🪧28.6 Miles
    5. 📍Hilton
  10. 🏢

    Circle Financial Services Limited

    FCA reg no.
    148759
    FCA authorised date:
    01/12/01
    Circle Financial Services Limited specialises in life, investments, and pensions retirement advice, especially final salary pension transfers. Located in Coventry, they serve clients with regulated, tailored financial planning services.
    1. ✔9 Financial Advisers
    2. 🪧0.7 Miles
    3. 📍Coventry
  11. 🏢

    JEM Wealth Management Limited

    FCA reg no.
    938402
    FCA authorised date:
    13/11/20
    JEM Wealth Management Ltd offers regulated financial advice, specialising in life and investment management, pensions, and retirement planning. Known for personalised services, they assist clients across the West Midlands. FCA registration number 938402.
    1. ✔3 Financial Advisers
    2. 🪧0.7 Miles
    3. 📍Coventry
  12. 🏢

    COTSWOLD INDEPENDENT FINANCIAL SERVICES LTD

    FCA reg no.
    604634
    FCA authorised date:
    21/10/13
    Cotswold Independent Financial Services offers professional financial planning and regulated advice in Coventry, West Midlands. They specialize in life, investments, and pensions retirement advice, providing bespoke services rooted in trust.
    1. ✔8 Financial Advisers
    2. ✔3 Mortgage Brokers
    3. 🪧0.7 Miles
    4. 📍Coventry
  13. 🏢

    Common Sense Financial Planning LTD

    FCA reg no.
    496888
    FCA authorised date:
    25/01/22
    Common Sense Financial Planning Ltd, based in Coventry, offers expert financial services including life investments planning and retirement advice. Experts in final salary pension transfers, they provide client-focused, strategic financial solutions.
    1. ✔1 Financial Adviser
    2. 🪧0.7 Miles
    3. 📍Coventry
  14. 🏢

    Brookson Financial Limited

    FCA reg no.
    179752
    FCA authorised date:
    01/12/01
    Brookson Financial Limited is a Coventry-based industry leader in regulated financial advice, offering tailored strategies for life investments, pensions, and financial planning throughout the West Midlands and beyond.
    1. ✔6 Financial Advisers
    2. ✔4 Mortgage Brokers
    3. 🪧1 Miles
    4. 📍Coventry
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  16. 🏢

    RFG Financial Management Limited

    FCA reg no.
    697885
    FCA authorised date:
    05/08/15
    RFG Financial Management Limited, based in Coventry, West Midlands, provides transparent and diligent financial solutions. Specializing in life investments, pensions and retirement planning, they are committed to helping clients navigate their financial landscape.
    1. ✔1 Financial Adviser
    2. 🪧1 Miles
    3. 📍Coventry
  17. 🏢

    Godiva Financial Planning LTD

    FCA reg no.
    932501
    FCA authorised date:
    20/08/20
    Godiva Financial Planning Ltd, a trusted Coventry-based firm, offers comprehensive financial services including life insurance, investments, pension transfers and personalised financial advice.
    1. ✔1 Financial Adviser
    2. 🪧1.2 Miles
    3. 📍Coventry
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