Find FCA registered Financial Advisers Near Me in CV7 7
We have found 655 relevant financial adviser firms within 30 miles of CV7 7. Showing page 4 of 44.
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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
- 🪧5.8 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
- 🪧6 Miles
- 📍Kenilworth
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Benjamin Evans
- FCA reg no.
- 1034161
- FCA authorised date:
- 27/05/25
Based in Dorridge, Solihull, Benjamin Evans is an FCA-regulated firm offering personalised financial planning services, specializing in life and investment planning, pension transfers and retirement advice. Noted for their approachability and commitment to long-term growth.- ✔1 Financial Adviser
- 🪧6 Miles
- 📍Solihull
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Lucent Financial Planning LTD
- FCA reg no.
- 945107
- FCA authorised date:
- 02/08/21
Lucent Financial Planning Ltd, located in Solihull, West Midlands, offers personalised and FCA-regulated financial advice in life investments, pensions, and retirement planning. Known for their professional approach and client-focus.- ✔5 Financial Advisers
- 🪧6 Miles
- 📍Solihull
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Coleshill Mortgage Services Limited
- FCA reg no.
- 950748
- FCA authorised date:
- 04/08/21
An FCA-regulated firm, Coleshill Mortgages provides client-focused financial services including life insurance, investments, and pensions advice in Coleshill and surrounding areas.- ✔1 Financial Adviser
- ✔1 Mortgage Broker
- 🪧6.2 Miles
- 📍Birmingham
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Lines Financial Planning LTD
- FCA reg no.
- 945784
- FCA authorised date:
- 27/02/21
FCA-regulated Lines Financial Planning Ltd, based in Solihull, is known for personalized financial advice. Specializing in life investments, pensions, and retirement, they provide tailored strategies to meet individual client needs.- ✔1 Financial Adviser
- 🪧6.3 Miles
- 📍Solihull
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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
- 🪧6.4 Miles
- 📍Kenilworth
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Knight Parker Wealth Management LLP
- FCA reg no.
- 604630
- FCA authorised date:
- 05/09/14
Knight Parker Wealth Management LLP, a reputable FCA-regulated financial institution, offers comprehensive and personalized financial advice including life investments and pension guidance in the Greater Birmingham area.- ✔2 Financial Advisers
- 🪧6.4 Miles
- 📍Birmingham
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GARY A. EGAN FINANCIAL SERVICES LIMITED
- FCA reg no.
- 402410
- FCA authorised date:
- 03/11/04
Birmingham-based Gary A Egan Financial Services Ltd offers comprehensive, tailored financial planning solutions. Their FCA-regulated services include life insurance, pensions advice, and investments. Committed to customer-focused practices, they service individuals and businesses alike.- ✔1 Financial Adviser
- 🪧6.5 Miles
- 📍Birmingham
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Mitchell Harper Limited
- FCA reg no.
- 576353
- FCA authorised date:
- 01/05/12
Mitchell Harper Limited, a FCA regulated financial services firm in Birmingham, specialises in personalised pension, retirement advice, investments and life insurance, serving Warwickshire and surrounding areas.- ✔1 Financial Adviser
- 🪧6.5 Miles
- 📍Birmingham
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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
- 🪧6.6 Miles
- 📍Kenilworth
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Prime Wealth Planning LTD
- FCA reg no.
- 586270
- FCA authorised date:
- 29/07/13
Prime Wealth is an FCA-regulated firm based in Coventry, offering personalised financial planning services including life investments and pensions retirement advice. They provide professional guidance to secure your financial future with integrity and strategic vision.- ✔2 Financial Advisers
- 🪧6.6 Miles
- 📍Coventry
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David Martin Potter
- FCA reg no.
- 215871
- FCA authorised date:
- 31/05/05
David Martin Potter is a reputable, FCA-regulated financial firm offering tailored investment, pension, and financial planning services in the Solihull area and beyond, known for its client-centric approach and regulatory compliance.- ✔2 Financial Advisers
- 🪧6.7 Miles
- 📍Solihull
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Broadstreet Wealth Management Limited
- FCA reg no.
- 946540
- FCA authorised date:
- 01/09/21
Broadstreet Wealth Management Limited, based in Lapworth, Warwickshire, is a regulated financial services firm specializing in life investments, pensions retirement advice, and comprehensive financial planning across Solihull and surroundings.- ✔2 Financial Advisers
- 🪧6.9 Miles
- 📍Solihull
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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
- 🪧7.1 Miles
- 📍Kenilworth
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