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Find FCA registered Financial Advisers Near Me in CV9 1

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We have found 719 relevant financial adviser firms within 30 miles of CV9 1. Showing page 1 of 48.

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  2. 🏢

    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. 🪧7.6 Miles
    5. 📍Nottingham
  3. 🏢

    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. 🪧7.9 Miles
    4. 📍Beverley
  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. 🪧15 Miles
    4. 📍Solihull
  5. 👤

    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. 🪧16.2 Miles
    4. 📍Lutterworth
  6. 🏢

    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. 🪧17 Miles
    5. 📍Rugby
  7. 👤

    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. 🪧17 Miles
    4. 📍Rugby
  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. 🪧17.5 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. 🪧17.5 Miles
    5. 📍Hilton
  10. 🏢

    Squirrel Financial Advice Limited

    FCA reg no.
    943160
    FCA authorised date:
    07/03/24
    Squirrel Financial Advice Ltd, based in Nuneaton, offers client-focused financial services, specialising in life insurance, investments, and pensions retirement advice. Regulated by the FCA (943160), they provide personalised, effective financial planning.
    1. ✔1 Financial Adviser
    2. 🪧4.4 Miles
    3. 📍Nuneaton
  11. 🏢

    LTI Wealth Management LTD

    FCA reg no.
    624188
    FCA authorised date:
    15/09/14
    LTI Wealth Management Ltd, a FCA-regulated firm in Nuneaton, Warwickshire, provides comprehensive financial advice on life investments and pensions retirement for securing your financial future.
    1. ✔1 Financial Adviser
    2. 🪧4.6 Miles
    3. 📍Nuneaton
  12. 🏢

    Vaughan Davies & Co (pensions & Investments) Limited

    FCA reg no.
    708693
    FCA authorised date:
    01/07/15
    Vaughan Davies & Co, based in Nuneaton, is a reputable financial planning firm specialising in wealth management, life investments, and pensions retirement advice. They are dedicated to helping clients achieve their financial goals.
    1. ✔11 Financial Advisers
    2. 🪧4.7 Miles
    3. 📍Nuneaton
  13. 🏢

    Oak Four Limited

    FCA reg no.
    785589
    FCA authorised date:
    01/11/17
    Oak Four Limited is a FCA-approved financial institution near Tamworth, Staffordshire, offering trusted advice for life investments, pensions retirement and financial planning.
    1. ✔2 Financial Advisers
    2. 🪧5 Miles
    3. 📍Tamworth
  14. 🏢

    West Wealth Management Limited

    FCA reg no.
    486731
    FCA authorised date:
    08/01/15
    West Wealth Management Limited, located in Atherstone, Leicestershire, is a reliable financial services firm specialising in life investments, pensions, and retirement planning, including final salary pension transfers. FCA registered, they prioritise client satisfaction and integrity.
    1. ✔1 Financial Adviser
    2. 🪧5 Miles
    3. 📍Atherstone
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  16. 🏢

    Howorth Financial Planning LTD

    FCA reg no.
    684424
    FCA authorised date:
    14/04/15
    Based in Birmingham, Howorth Financial Planning Ltd provides comprehensive and personalised financial services including life investments and pension advice for individuals and businesses in Warwickshire and surrounds, regulated by FCA.
    1. ✔1 Financial Adviser
    2. 🪧5.3 Miles
    3. 📍Birmingham
  17. 🏢

    Avon House

    FCA reg no.
    209423
    FCA authorised date:
    14/04/02
    Sky is a Staffordshire-based, FCA-regulated financial firm providing tailored life investments, pensions, retirement advice, and more. Offering extensive regional coverage, they are dedicated to helping local families make strategic financial decisions.
    1. ✔2 Financial Advisers
    2. 🪧5.4 Miles
    3. 📍Tamworth
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