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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 4 of 48.

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  2. 🏢

    J & P Financial Services Limited

    FCA reg no.
    708386
    FCA authorised date:
    01/12/15
    J & P Financial Services Limited provides expert, FCA-regulated financial advice from Sutton Coldfield, offering comprehensive planning and personalised guidance on life & investments and pension retirement plans.
    1. ✔4 Financial Advisers
    2. 🪧9 Miles
    3. 📍Sutton Coldfield
  3. 🏢

    Ethical Adviser(UK) LTD

    FCA reg no.
    923809
    FCA authorised date:
    02/11/20
    Ethical Adviser UK Ltd is a Sutton Coldfield-based financial services firm specialising in life and investment advisements, pensions retirement planning, and providing bespoke financial plans tailored to individual client needs.
    1. ✔1 Financial Adviser
    2. 🪧9 Miles
    3. 📍West Midlands
  4. 🏢

    Primary Wealth Limited

    FCA reg no.
    735333
    FCA authorised date:
    01/06/16
    Primary Wealth Limited in Sutton Coldfield offers regulated financial advice, specializing in life investments, pensions retirement advice, and financial planning. Catering to the West Midlands region, we focus on individualized financial strategies.
    1. ✔1 Financial Adviser
    2. 🪧9.1 Miles
    3. 📍Sutton Coldfield
  5. 🏢

    FINLI (fa92) LIMITED

    FCA reg no.
    195522
    FCA authorised date:
    01/12/01
    Based in Sherbourne, Finli is a renowned financial firm providing expert advice in life investments and pensions retirement planning. Regulated by the FCA, they offer personalised financial planning services to diverse clients.
    1. ✔20 Financial Advisers
    2. ✔3 Mortgage Brokers
    3. 🪧9.1 Miles
    4. 📍Royal Sutton Coldfield
  6. 🏢

    Oaklands Wealth Management LTD

    FCA reg no.
    432451
    FCA authorised date:
    04/07/05
    Oaklands Wealth Management Ltd, a FCA regulated firm in Sutton Coldfield, provides expert financial planning and retirement advice. Known for their professionalism and approachability, they cater to seasoned investors and newcomers alike.
    1. ✔1 Financial Adviser
    2. 🪧9.1 Miles
    3. 📍Sutton Coldfield
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  8. 🏢

    Dean Wills

    FCA reg no.
    992409
    FCA authorised date:
    24/02/23
    Dean Wills is a trusted financial advisor located in West Midlands, offering personalised financial planning services specialising in life and investments, pensions, and strategic planning. Regulated by the FCA under number 992409.
    1. ✔1 Financial Adviser
    2. 🪧9.1 Miles
    3. 📍Sutton Coldfield
  9. 🏢

    Sutton Oaks Wealth Management LTD

    FCA reg no.
    1018796
    FCA authorised date:
    02/06/25
    Sutton Oaks Wealth Management Ltd is a FCA regulated financial firm based in Sutton Coldfield, providing personalised investment solutions, retirement advice, and comprehensive financial planning services.
    1. ✔1 Financial Adviser
    2. 🪧9.1 Miles
    3. 📍Sutton Coldfield
  10. 🏢

    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.
    1. ✔90 Financial Advisers
    2. 🪧9.1 Miles
    3. 📍Coventry
  11. 🏢

    James McDarby

    FCA reg no.
    1016949
    FCA authorised date:
    16/09/24
    James McDarby is a renowned FCA-regulated financial planning firm in Sutton Coldfield, offering tailored financial services including life and investments planning, pensions advice and final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧9.2 Miles
    3. 📍Sutton Coldfield
  12. 🏢

    Aesir Wealth LTD

    FCA reg no.
    764841
    FCA authorised date:
    18/11/16
    Aesir Wealth Ltd is a FCA-registered financial advisory firm based in West Midlands, offering expert advice on life, investments, pensions, and financial planning, tailored to meet individual client requirements.
    1. ✔7 Financial Advisers
    2. 🪧9.2 Miles
    3. 📍Sutton Coldfield
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  14. 🏢

    Gemini Wealth Management Limited

    FCA reg no.
    458880
    FCA authorised date:
    13/12/06
    Gemini Wealth Management Limited, a renowned financial planning firm based in Sutton Coldfield, offers comprehensive, client-focused advice on life, investment, and retirement planning, serving individuals and families region-wide.
    1. ✔11 Financial Advisers
    2. 🪧9.2 Miles
    3. 📍Sutton Coldfield
  15. 🏢

    Jeremy George Lake Financial Services LTD

    FCA reg no.
    602225
    FCA authorised date:
    05/06/13
    Sutton Coldfield-based Jeremy George Lake Financial Services offers comprehensive and regulated financial planning, including life and investment planning, retirement advice, and pension transfers. They offer a client-centred approach available to everyone.
    1. ✔2 Financial Advisers
    2. 🪧9.4 Miles
    3. 📍Sutton Coldfield
  16. 🏢

    Roberts Financial Consultancy Limited

    FCA reg no.
    498877
    FCA authorised date:
    03/04/09
    7. Roberts Financial Consultancy Ltd offers reliable, FCA-regulated financial advice in Sutton Coldfield, West Midlands, specialising in life investments, retirement advice, pension transfers, and comprehensive financial planning.
    1. ✔5 Financial Advisers
    2. 🪧9.4 Miles
    3. 📍Sutton Coldfield
  17. 🏢

    O'Reilly Financial Solutions LTD

    FCA reg no.
    517287
    FCA authorised date:
    03/01/13
    Intuitive FS is a Sutton Coldfield-based financial firm regulated by the FCA, offering bespoke investment strategies, various insurances and expert pensions advice, particularly in West Midlands areas.
    1. ✔3 Financial Advisers
    2. 🪧9.4 Miles
    3. 📍Sutton Coldfield
  18. 🏢

    Census Wealth Management Limited

    FCA reg no.
    522337
    FCA authorised date:
    25/08/10
    Census Wealth Management Limited is a client-focused, FCA-regulated firm in Sutton Coldfield, offering comprehensive financial planning services, including life investments and strategic investment planning to individuals and families.
    1. ✔1 Financial Adviser
    2. 🪧9.4 Miles
    3. 📍Sutton Coldfield
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