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Find FCA registered Financial Advisers Near Me in CV5 9


We have found 649 relevant financial adviser firms within 30 miles of CV5 9. Showing page 10 of 44.

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  2. 🏢

    Simpson Financial Services LTD

    FCA reg no.
    472031
    FCA authorised date:
    02/01/08
    Simpson Financial Services Ltd, based in Leamington Spa, is a reliable provider of diverse financial planning services, specialising in insurance, investments, and retirement advice. Known for client-focused and approachable service.
    1. ✔5 Financial Advisers
    2. ✔2 Mortgage Brokers
    3. 🪧10.2 Miles
    4. 📍Leamington Spa
  3. 🏢

    J.r. Edwards Financial Limited

    FCA reg no.
    631345
    FCA authorised date:
    17/02/15
    J.R. Edwards Financial Ltd, based in Solihull, West Midlands, is a trusted FCA-governed financial advisory firm. They offer expert customised advice on investments, pensions, life services, and comprehensive financial planning.
    1. ✔1 Financial Adviser
    2. 🪧10.3 Miles
    3. 📍Solihull
  4. 🏢

    Ascent Financial Consulting Limited

    FCA reg no.
    976255
    FCA authorised date:
    23/05/22
    Ascent Financial Consulting Limited, a FCA-regulated firm in Leamington Spa, offers top-tier financial services including life investments, retirement advice, and all-inclusive financial planning, ensuring a secure future for their clients.
    1. ✔4 Financial Advisers
    2. 🪧10.3 Miles
    3. 📍Leamington Spa
  5. 🏢

    Griffiths Financial Planning Limited

    FCA reg no.
    192211
    FCA authorised date:
    19/11/23
    Warwickshire-based Griffiths Financial Planning Limited offers expert advice on financial planning matters including life and investments, pensions, and final salary pension transfers. They provide tailor-made solutions, prioritising client's financial future. FCA regulated.
    1. ✔1 Financial Adviser
    2. 🪧10.3 Miles
    3. 📍Leamington Spa
  6. 🏢

    RE Hutt Financial Services Limited

    FCA reg no.
    472781
    FCA authorised date:
    23/11/07
    Hutt Professional Financial Planning is a FCA-regulated organization based in Warwickshire, offering comprehensive financial services including life & investment advice, pensions guidance and retirement planning. Their client-centered approach assures secure financial future.
    1. ✔3 Financial Advisers
    2. 🪧10.3 Miles
    3. 📍Leamington Spa
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  8. 🏢

    ROCKWEALTH LEAMINGTON LIMITED

    FCA reg no.
    930319
    FCA authorised date:
    21/07/20
    Rockwealth Leamington Limited is a FCA registered, specialised financial services provider in Warwickshire, offering expertise in life and investments, pensions retirement advice, and financial planning, with a notable reputation for pension transfers.
    1. ✔3 Financial Advisers
    2. 🪧10.3 Miles
  9. 🏢

    Davidson Pert Financial Associates LTD

    FCA reg no.
    533521
    FCA authorised date:
    30/06/22
    Davidson Pert Financial Associates Ltd, based in Warwick, offers FCA regulated financial expertise and advice. Their services include investments, retirement planning, and broader financial planning, focusing on lifetime value solutions.
    1. ✔1 Financial Adviser
    2. 🪧10.3 Miles
    3. 📍Warwick
  10. 🏢

    John Barrett Financial Services Limited

    FCA reg no.
    207468
    FCA authorised date:
    23/04/02
    Based in Solihull, West Midlands, The Exchange is a regulated financial firm offering comprehensive services. Renowned for its tailored advice, it specializes in insurance, retirement planning, and strategic financial planning.
    1. ✔1 Financial Adviser
    2. 🪧10.4 Miles
    3. 📍Solihull
  11. 🏢

    Craig Saxton

    FCA reg no.
    647949
    FCA authorised date:
    29/09/14
    Craig Saxton is a Warwickshire-based, FCA-regulated firm offering bespoke financial services including life insurance, pensions retirement advice, final salary pension transfers, and investment guidance.
    1. ✔1 Financial Adviser
    2. 🪧10.4 Miles
    3. 📍Leamington Spa
  12. 🏢

    Central Wealth Planning LTD

    FCA reg no.
    648564
    FCA authorised date:
    01/03/22
    Central Wealth Planning Ltd, based in Solihull, is a notable financial services firm specialising in diverse financial planning and pension advice, providing tailored services to individuals and families across Warwickshire.
    1. ✔2 Financial Advisers
    2. 🪧10.4 Miles
    3. 📍Solihull
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  14. 🏢

    BATEMAN ASSET MANAGEMENT LIMITED

    FCA reg no.
    462900
    FCA authorised date:
    05/06/07
    The Bateman Group, based in Warwick, is a reputable, FCA registered financial services provider offering a comprehensive range of solutions from insurance to retirement advice, with tailored investment strategies for businesses and individuals.
    1. ✔1 Financial Adviser
    2. 🪧10.5 Miles
    3. 📍Warwick
  15. 🏢

    Fay Arrundale

    FCA reg no.
    770869
    FCA authorised date:
    02/02/17
    Fay Arrundale, a Warwick-based FCA-regulated firm, provides comprehensive financial advice including investments, pensions, and general financial planning services to clients across Warwickshire with an approachable and professional service.
    1. ✔1 Financial Adviser
    2. 🪧10.5 Miles
    3. 📍Warwick
  16. 🏢

    Capital J LTD

    FCA reg no.
    229969
    FCA authorised date:
    26/06/15
    Capital J Ltd, an FCA regulated firm, provides diversified financial solutions including life insurance, investments, and pension retirement advice, with a specialism in final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧10.5 Miles
    3. 📍Solihull
  17. 🏢

    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. 🪧10.6 Miles
    3. 📍Leamington Spa
  18. 🏢

    Johnson Gibbs

    FCA reg no.
    176487
    FCA authorised date:
    01/12/01
    Johnson Gibbs is a FCA-regulated firm in Warwick, offering financial services including insurance, financial planning, and pension advice. They specialize in investments, serving with integrity and a professional yet approachable style.
    1. ✔1 Financial Adviser
    2. 🪧10.7 Miles
    3. 📍Warwick
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