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Find FCA registered Financial Advisers Near Me in Daventry

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We have found 467 relevant financial adviser firms within 30 miles of Daventry. Showing page 1 of 32.

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  2. 🏢

    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. 🪧10.7 Miles
    5. 📍Rugby
  3. 👤

    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. 🪧10.7 Miles
    4. 📍Rugby
  4. 👤

    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. 🪧14.4 Miles
    4. 📍Lutterworth
  5. 🏢

    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. 🪧25.9 Miles
    4. 📍Beverley
  6. 🏢

    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. 🪧26.7 Miles
    5. 📍Nottingham
  7. 👤

    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. 🪧43.7 Miles
    4. 📍Hilton
  8. 🏢

    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. 🪧43.7 Miles
    5. 📍Hilton
  9. 🏢

    Shinfield Financial Planning

    FCA reg no.
    1024843
    FCA authorised date:
    05/02/25
    Thanks for looking at my profile. With my many years of experience (30 years +), I help my clients achieve financial independence, through efficient tax mitigation, wealth creation/preservation and retirement planning solutions. I work through the Quilter Network as an appointed representative ... read full company profile
    1. ✔1 Financial Adviser
    2. ✔Min Pension Savings: £300,000
    3. ✔Min Assets: £300,000
    4. 🪧59.1 Miles
    5. 📍London
  10. 🏢

    Modo Financial Planning LTD

    FCA reg no.
    939439
    FCA authorised date:
    26/11/20
    Modo Financial Planning LTD offers professional, FCA-registered financial planning and advice. They specialize in life & investments, pensions and transfers, serving Northamptonshire with customized, efficient solutions.
    1. ✔1 Financial Adviser
    2. 🪧4.2 Miles
    3. 📍Northampton
  11. 🏢

    Keith Brace Wealth Management LTD

    FCA reg no.
    575745
    FCA authorised date:
    22/02/12
    Keith Brace Wealth Management Ltd provides bespoke financial guidance, specializing in life investments, pensions, and financial planning in Northamptonshire. Known for our approachability and professionalism, we offer FCA regulated, tailored solutions.
    1. ✔3 Financial Advisers
    2. 🪧4.3 Miles
    3. 📍Northants
  12. 🏢

    Blackthorn Financial Services LTD

    FCA reg no.
    951050
    FCA authorised date:
    01/09/21
    Blackthorn Financial Services Ltd is a trusted financial advisor based in Northamptonshire, specialising in life insurance, investments and retirement planning. Dedicated to personalised advice, they prioritise client needs above all else.
    1. ✔1 Financial Adviser
    2. ✔2 Mortgage Brokers
    3. 🪧6.1 Miles
    4. 📍Daventry
  13. 🏢

    BGK Financial Planning Limited

    FCA reg no.
    843742
    FCA authorised date:
    10/06/19
    BGK Financial Planning Limited is a trusted financial advisory firm in Woodford Halse, Daventry offering regulated advice and services, specialising in life investments and pensions. Regulated under FCA number 843742.
    1. ✔1 Financial Adviser
    2. 🪧6.3 Miles
    3. 📍Daventry
  14. 🏢

    PJL Financial Services LTD

    FCA reg no.
    813547
    FCA authorised date:
    02/01/19
    Warwickshire's PJL Financial Services Ltd specializes in tailored advice on life insurance, investments, pensions and comprehensive financial planning. Regulated by FCA, they promise professional guidance personalized to clients' needs.
    1. ✔3 Financial Advisers
    2. 🪧7.7 Miles
    3. 📍Rugby
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  16. 🏢

    McQueen Wealth Management LTD

    FCA reg no.
    826974
    FCA authorised date:
    26/11/18
    McQueen Wealth Management Ltd, an FCA regulated financial services provider, specializes in life insurance, investment advice, pensions retirement planning and comprehensive financial planning. Tailored solutions for clients of all backgrounds.
    1. ✔1 Financial Adviser
    2. 🪧7.8 Miles
    3. 📍Rugby
  17. 🏢

    Midland Financial Planning Limited

    FCA reg no.
    200978
    FCA authorised date:
    03/08/18
    Midland Financial Planning Limited, based in Rugby, Warwickshire, is a reputable provider of comprehensive financial planning services, known for its tailored approach to pension transfers and investments.
    1. ✔2 Financial Advisers
    2. 🪧7.9 Miles
    3. 📍Rugby
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