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Find FCA registered Financial Advisers Near Me in DE3 9

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We have found 551 relevant financial adviser firms within 30 miles of DE3 9. Showing page 1 of 37.

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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. 🪧7.5 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. 🪧7.5 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. 🪧28.9 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. 🪧29.6 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. 🪧33.8 Miles
    4. 📍Lutterworth
  7. 🏢

    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. 🪧36.9 Miles
    5. 📍Rugby
  8. 👤

    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. 🪧36.9 Miles
    4. 📍Rugby
  9. 🏢

    Mosaac

    FCA reg no.
    581080
    FCA authorised date:
    15/06/12
    We’re a team of dedicated financial planners, passionate about delivering personalised advice tailored to your unique needs. With specialists in every area of financial planning—from retirement and investment strategies to estate planning, business owner support, protection planning, and mortgag... read full company profile
    1. ✔10 Financial Advisers
    2. ✔7 Mortgage Brokers
    3. ✔Min Pension Savings: £80,000
    4. ✔Min Assets: £100,000
    5. 🪧48 Miles
    6. 📍Barnsley
  10. 🏢

    INSPIRING WEALTH LTD

    FCA reg no.
    809126
    FCA authorised date:
    03/01/19
    INSPIRING WEALTH LTD, based in Derby, is a FCA regulated firm offering specialised life investments, pensions retirement advice and financial planning strategies. Renowned for approachable style and dedication to wealth growth.
    1. ✔1 Financial Adviser
    2. 🪧0.4 Miles
    3. 📍Derby
  11. 🏢

    Paul Simon Galloway

    FCA reg no.
    979942
    FCA authorised date:
    29/07/22
    Paul Simon Galloway is a FCA-regulated firm in Mickleover, Derbyshire, known for its financial planning and regulated advice. They specialize in insurance, investments, pensions, and personalized client-centered solutions.
    1. ✔1 Financial Adviser
    2. 🪧1 Miles
    3. 📍Derby
  12. 🏢

    Chris Simons Wealth Management LTD

    FCA reg no.
    822211
    FCA authorised date:
    03/10/18
    Chris Simons Wealth Management Ltd, based in Derbyshire, offers expert, tailored financial planning solutions. Trusted and regulated by the FCA, they provide comprehensive life and investment services, including pension advice.
    1. ✔1 Financial Adviser
    2. 🪧2.3 Miles
    3. 📍Derby
  13. 🏢

    EGB FINANCIAL LIMITED

    FCA reg no.
    506519
    FCA authorised date:
    12/03/10
    EGB Financial Limited is a Derby-based, FCA regulated firm specializing in strategic financial planning services like life investments, pensions and retirement advice tailored to individual needs.
    1. ✔3 Financial Advisers
    2. 🪧2.3 Miles
    3. 📍Derby
  14. 🏢

    Derbyshire Independent Financial Advisers LLP

    FCA reg no.
    624915
    FCA authorised date:
    22/09/14
    Derbyshire Independent Financial Advisers LLP offers FCA-regulated, tailored financial advice including life, pensions, retirement and investment services from their Findern-based office near Derby. Known for their client-focused approach and reliability.
    1. ✔3 Financial Advisers
    2. 🪧2.4 Miles
    3. 📍Derby
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  16. 🏢

    Chrysalis Wealth Management LTD

    FCA reg no.
    708796
    FCA authorised date:
    21/08/23
    Chrysalis Wealth Management is a competent, FCA-regulated financial advisory firm in Derbyshire, offering bespoke planning for life investments, pensions, and retirement. Committed to client's financial journey, they provide personal guidance and trustworthy advice.
    1. ✔3 Financial Advisers
    2. 🪧2.5 Miles
    3. 📍Vernon Gate
  17. 🏢

    David Moss

    FCA reg no.
    183324
    FCA authorised date:
    01/11/13
    Moss & Company is a Derbyshire-based financial firm specialising in life investments, pensions, and financial planning, recognised for proficiency in final salary pension transfers.
    1. ✔2 Financial Advisers
    2. 🪧2.5 Miles
    3. 📍Derby
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