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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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  2. 🏢

    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. 🪧5.8 Miles
    3. 📍Kenilworth
  3. 🏢

    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. 🪧6 Miles
    3. 📍Kenilworth
  4. 🏢

    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. ✔1 Financial Adviser
    2. 🪧6 Miles
    3. 📍Solihull
  5. 🏢

    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.
    1. ✔5 Financial Advisers
    2. 🪧6 Miles
    3. 📍Solihull
  6. 🏢

    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. ✔1 Financial Adviser
    2. ✔1 Mortgage Broker
    3. 🪧6.2 Miles
    4. 📍Birmingham
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  8. 🏢

    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. ✔1 Financial Adviser
    2. 🪧6.3 Miles
    3. 📍Solihull
  9. 🏢

    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. 🪧6.4 Miles
    3. 📍Kenilworth
  10. 🏢

    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.
    1. ✔2 Financial Advisers
    2. 🪧6.4 Miles
    3. 📍Birmingham
  11. 🏢

    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. ✔1 Financial Adviser
    2. 🪧6.5 Miles
    3. 📍Birmingham
  12. 🏢

    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. ✔1 Financial Adviser
    2. 🪧6.5 Miles
    3. 📍Birmingham
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  14. 🏢

    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. 🪧6.6 Miles
    3. 📍Kenilworth
  15. 🏢

    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.
    1. ✔2 Financial Advisers
    2. 🪧6.6 Miles
    3. 📍Coventry
  16. 🏢

    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.
    1. ✔2 Financial Advisers
    2. 🪧6.7 Miles
    3. 📍Solihull
  17. 🏢

    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.
    1. ✔2 Financial Advisers
    2. 🪧6.9 Miles
    3. 📍Solihull
  18. 🏢

    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. 🪧7.1 Miles
    3. 📍Kenilworth
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