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Find FCA registered Financial Advisers Near Me in DE12 7


We have found 722 relevant financial adviser firms within 30 miles of DE12 7. Showing page 1 of 49.

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  2. 👤

    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. 🪧9.8 Miles
    4. 📍Hilton
  3. 🏢

    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. 🪧9.8 Miles
    5. 📍Hilton
  4. 🏢

    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. 🪧15.3 Miles
    5. 📍Nottingham
  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. 🪧15.9 Miles
    4. 📍Beverley
  6. 👤

    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. 🪧21.1 Miles
    4. 📍Lutterworth
  7. 👤

    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. 🪧22.4 Miles
    4. 📍Solihull
  8. 🏢

    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. 🪧23.4 Miles
    5. 📍Rugby
  9. 👤

    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. 🪧23.4 Miles
    4. 📍Rugby
  10. 🏢

    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. 🪧3.9 Miles
    3. 📍Atherstone
  11. 🏢

    IIB Financial Services LTD

    FCA reg no.
    692645
    FCA authorised date:
    09/09/15
    IIB Financial Services Ltd is a reputable FCA-regulated firm in Ashby de la Zouch, offering comprehensive financial planning, life investments, and pensions retirement advice with a client-focused, approachable style.
    1. ✔1 Financial Adviser
    2. 🪧4 Miles
    3. 📍Ashby De La Zouch
  12. 🏢

    Ashwood Law Wealth Management LTD

    FCA reg no.
    538265
    FCA authorised date:
    14/03/16
    Ashwood Law Wealth Management Ltd is a trusted, FCA-regulated financial advisory firm in Leicestershire, offering expert investment, pension and retirement advice to individuals and businesses.
    1. ✔14 Financial Advisers
    2. 🪧4.1 Miles
    3. 📍Coalville
  13. 🏢

    Maple&rose Wealth Management LTD

    FCA reg no.
    1015179
    FCA authorised date:
    09/07/24
    2plan Wealth Management, based in Leicestershire, provides expert, tailored advice in life insurance, investments, pensions retirement advice and financial planning. Trust their professional team for comprehensive wealth management services.
    1. ✔1 Financial Adviser
    2. 🪧4.2 Miles
    3. 📍Ashby De La Zouch
  14. 🏢

    LH Financial Planning Limited

    FCA reg no.
    828888
    FCA authorised date:
    18/12/18
    LH Financial Planning Limited is a trusted, FCA-regulated financial planning firm based in Leicestershire, offering tailored advice on insurance, investments, retirement planning, and pension transfers.
    1. ✔3 Financial Advisers
    2. 🪧4.2 Miles
    3. 📍Ashby De La Zouch
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  16. 🏢

    Bleathwood IFA LTD

    FCA reg no.
    516218
    FCA authorised date:
    14/01/10
    Bleathwood IFA Ltd is a regulated financial advisory firm in Leicestershire, offering tailored advice on insurance, pensions, and investments to individuals and businesses.
    1. ✔1 Financial Adviser
    2. 🪧4.2 Miles
    3. 📍Ashby De La Zouch
  17. 🏢

    Alastair May

    FCA reg no.
    946031
    FCA authorised date:
    02/03/21
    Alastair May, located in Ashby De La Zouch, is a FCA registered financial firm known for robust advice and professional services in life investments, pensions retirement advice, and comprehensive financial planning.
    1. ✔1 Financial Adviser
    2. 🪧4.2 Miles
    3. 📍Ashby De La Zouch
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