Find FCA registered Financial Advisers Near Me in CV7 9
We have found 629 relevant financial adviser firms within 30 miles of CV7 9. Showing page 5 of 42.
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Jamieson Christie Wealth Management Limited
- FCA reg no.
- 422773
- FCA authorised date:
- 04/05/05
Jamieson Christie Wealth Management Limited, based in Coventry, is an FCA-regulated firm providing comprehensive financial solutions including life investments, retirement advice, pension transfers and overall financial planning to clients in Coventry and surroundings.- ✔6 Financial Advisers
- 🪧10 Miles
- 📍Coventry
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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
- 🪧10 Miles
- 📍Kenilworth
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Steven Walker
- FCA reg no.
- 801827
- FCA authorised date:
- 15/02/18
Steven Walker is a renowned Rugby-based financial firm, offering personalized life and investment planning, pension advice, financial planning, and final salary pension transfers across the Midlands.- ✔1 Financial Adviser
- 🪧10 Miles
- 📍Rugby
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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
- 🪧10 Miles
- 📍Kenilworth
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Stephen Bridgen
- FCA reg no.
- 590541
- FCA authorised date:
- 01/11/12
Stephen Bridgen is a trusted financial planning firm based in Rugby, offering expertise in life investments, pensions retirement advice, and final salary pension transfers. Known for professionalism and approachability.- ✔1 Financial Adviser
- 🪧10.1 Miles
- 📍Rugby
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Rees Wealth Management LTD
- FCA reg no.
- 839222
- FCA authorised date:
- 01/04/19
Rees Wealth Management Ltd is a FCA regulated firm in Leicestershire, offering comprehensive financial planning, including life investments and pension advice. Known for their client-centred approach, they ensure trustworthiness and security in their services.- ✔3 Financial Advisers
- 🪧10.1 Miles
- 📍Lutterworth
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Millward Wealth Management Limited
- FCA reg no.
- 919164
- FCA authorised date:
- 14/08/20
Millward Wealth Management, based in Rugby, Warwickshire, offers FCA-regulated financial services including life insurance, investments and pensions with a focus on retirement planning.- ✔2 Financial Advisers
- 🪧10.2 Miles
- 📍Rugby
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Lord Clarke Limited
- FCA reg no.
- 542556
- FCA authorised date:
- 18/05/11
Lord Clarke Limited, based in Lutterworth, provides client-focused financial services including life insurance, pensions retirement advice, and financial planning. Renowned for their tailored approach, they make complex financial decisions simple.- ✔5 Financial Advisers
- 🪧10.2 Miles
- 📍Lutterworth
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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
- 🪧10.2 Miles
- 📍Kenilworth
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IWP Financial Planning Limited
- FCA reg no.
- 441359
- FCA authorised date:
- 03/01/06
IWP Financial Planning offers tailored financial solutions such as life investments, pension and retirement advice. Regulated by the FCA, they're known for their graduate approach and commitment to industry best practices.- ✔90 Financial Advisers
- 🪧10.2 Miles
- 📍Coventry
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Declan Kiely Wealth Management LTD
- FCA reg no.
- 971341
- FCA authorised date:
- 07/03/22
Declan Kiely Wealth Management Ltd, based near Leicester, provides tailored financial advice, specialising in insurance, pensions, investments, and financial planning. Regulated by the FCA and prioritising client-focused service.- ✔1 Financial Adviser
- 🪧10.3 Miles
- 📍Leicester
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Mee & Co LTD
- FCA reg no.
- 942170
- FCA authorised date:
- 01/01/21
Mee & Co Ltd, a Leicester-based trusted financial firm, offers expert advice on life investments, pensions retirement, and financial planning. Regulated by the FCA, they prioritize client-specific needs and transparent service.- ✔2 Financial Advisers
- 🪧10.3 Miles
- 📍Leicester
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Claremont Financial Planning Limited
- FCA reg no.
- 182326
- FCA authorised date:
- 10/07/06
UK-based Claremont Financial Planning Limited specialises in comprehensive financial planning, particularly pensions and retirement planning. Regulated by the FCA, they offer trusted advice and expertise in final salary pension transfers.- ✔1 Financial Adviser
- 🪧10.3 Miles
- 📍Leicester
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Trident Wealth Management LTD
- FCA reg no.
- 604914
- FCA authorised date:
- 24/07/13
Trident Wealth Management Ltd is an FCA-regulated financial service firm based in Leicester, offering expert financial planning services such as pension transfers, retirement planning and investment strategies.- ✔1 Financial Adviser
- 🪧10.3 Miles
- 📍Leicester
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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
- 🪧10.3 Miles
- 📍Kenilworth
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