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Find FCA registered Financial Advisers Near Me in CV9 2


We have found 709 relevant financial adviser firms within 30 miles of CV9 2. Showing page 3 of 48.

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  2. 🏢

    Royal Acres Financial

    FCA reg no.
    437797
    FCA authorised date:
    17/10/05
    Royal Acres Financial, based in Sutton Coldfield, West Midlands, provides tailored financial advice across the UK, specialising in life insurance, investments and pension retirement advice.
    1. ✔1 Financial Adviser
    2. 🪧8.2 Miles
    3. 📍Sutton Coldfield
  3. 🏢

    Henwood Court Financial Planning Limited

    FCA reg no.
    417707
    FCA authorised date:
    04/02/05
    Henwood Court Financial Planning Limited in Sutton Coldfield offers expert financial planning, specializing in pension transfers. Known for their client-first approach and adherence to financial regulations, their bespoke services significantly impact local financial security.
    1. ✔7 Financial Advisers
    2. 🪧8.3 Miles
    3. 📍Sutton Coldfield
  4. 🏢

    Belisarius Wealth Management Limited

    FCA reg no.
    514817
    FCA authorised date:
    01/04/10
    Belisarius Wealth Management Limited, an FCA-regulated firm, offers comprehensive financial services including investment planning and pensions retirement advice from their Birmingham Business Park location.
    1. ✔1 Financial Adviser
    2. 🪧8.4 Miles
    3. 📍Birmingham
  5. 🏢

    Richard Shorthouse

    FCA reg no.
    220615
    FCA authorised date:
    13/11/02
    Ashley Independent Financial Advisers, based in Birmingham, specialises in wealth management, investments, and retirement strategies. Offering tailored financial solutions, they focus on client-specific needs, serving Solihull Parkway and surrounding areas.
    1. ✔1 Financial Adviser
    2. 🪧8.6 Miles
    3. 📍Birmingham
  6. 🏢

    Linear Wealth Management Limited

    FCA reg no.
    1029031
    FCA authorised date:
    04/03/25
    Solihull-based Linear Wealth Management Limited offers regulated financial services like life insurance, investments, pensions advice and specialises in final salary pension transfers and financial planning.
    1. ✔2 Financial Advisers
    2. 🪧8.7 Miles
    3. 📍Solihull
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  8. 🏢

    Priscum Limited

    FCA reg no.
    507387
    FCA authorised date:
    04/01/10
    Based in Marston Jabbett, Priscum Limited is a reputable financial services firm offering tailored life and investments, pension advice, and financial planning to individuals and businesses across the UK.
    1. ✔1 Financial Adviser
    2. ✔1 Mortgage Broker
    3. 🪧8.8 Miles
    4. 📍Bedworth
  9. 🏢

    Planguard Finance Limited

    FCA reg no.
    912417
    FCA authorised date:
    19/08/19
    Planguard Finance Limited, based in Hinckley, offers comprehensive financial services, specialising in insurance, pensions, investments and financial planning. Regulated by the FCA, we focus on elevating client's financial security.
    1. ✔2 Financial Advisers
    2. 🪧8.8 Miles
    3. 📍Hinckley
  10. 🏢

    Harvest Asset Management LTD

    FCA reg no.
    200164
    FCA authorised date:
    23/06/15
    Harvest Asset Management Ltd is a Sutton Coldfield-based FCA-regulated firm offering dedicated financial planning, robust pension advice and tailored investment strategies to clients in the West Midlands region.
    1. ✔2 Financial Advisers
    2. 🪧8.9 Miles
    3. 📍Sutton Coldfield
  11. 🏢

    OPUS Independent Financial Planning Limited

    FCA reg no.
    529492
    FCA authorised date:
    01/11/10
    At OPUS Independent Financial Planning Limited in the West Midlands, we offer regulated financial advice on life, investments, and pensions. Our professional team delivers tailored services to meet each client's specific needs.
    1. ✔2 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧8.9 Miles
    4. 📍Sutton Coldfield
  12. 🏢

    Napier Private Wealth Limited

    FCA reg no.
    986216
    FCA authorised date:
    28/10/22
    Napier Private Wealth Limited is a reputable, FCA-regulated financial firm in Sutton Coldfield, West Midlands, specialising in life investments, pensions, final salary pension transfers and comprehensive financial planning.
    1. ✔1 Financial Adviser
    2. 🪧8.9 Miles
    3. 📍Sutton Coldfield
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  14. 🏢

    Temple Row Wealth Management LTD

    FCA reg no.
    846077
    FCA authorised date:
    27/09/24
    Temple Row Wealth Management Ltd, based in Sutton Coldfield, West Midlands, offers tailored, regulated financial advice. Specialising in life investments, pensions, and financial planning, they provide a client-focused approach to both individuals and businesses.
    1. ✔1 Financial Adviser
    2. 🪧8.9 Miles
    3. 📍Sutton Coldfield
  15. 🏢

    Masterplan Financial LTD

    FCA reg no.
    746267
    FCA authorised date:
    01/11/16
    Masterplan Wealth is a Sutton Coldfield-based financial services firm specialising in insurance, investments, pensions, and comprehensive financial planning. Known for their professional, approachable and client-centred service, they offer regulated advice tailored to diverse client needs.
    1. ✔6 Financial Advisers
    2. ✔2 Mortgage Brokers
    3. 🪧8.9 Miles
    4. 📍Sutton Coldfield
  16. 🏢

    KEY FINANCIAL PLANNING LIMITED

    FCA reg no.
    841524
    FCA authorised date:
    28/10/19
    Key Financial Planning Limited, a reputable FCA regulated firm, offers comprehensive life and investment advice, tailored retirement solutions, and strategic financial planning in Sutton Coldfield, West Midlands.
    1. ✔2 Financial Advisers
    2. 🪧8.9 Miles
    3. 📍Sutton Coldfield
  17. 🏢

    JORDAN FINANCIAL MANAGEMENT LIMITED

    FCA reg no.
    474932
    FCA authorised date:
    02/01/08
    Jordan Financial Management Limited, based in West Midlands, provides regulated financial advice including life investments, pensions retirement, and financial planning. They prioritise client security with a tailored, high-quality service.
    1. ✔6 Financial Advisers
    2. 🪧8.9 Miles
    3. 📍Sutton Coldfield
  18. 🏢

    AM 360 Financial Planning Limited

    FCA reg no.
    987559
    FCA authorised date:
    23/11/22
    AM 360 Financial Planning Limited is a FCA registered financial services firm in Sutton Coldfield, providing regulated advice on life investments, retirement planning and more to clients in the surrounding region.
    1. ✔2 Financial Advisers
    2. 🪧9 Miles
    3. 📍Sutton Coldfield
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