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Find FCA registered Financial Advisers Near Me in DE6 5

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We have found 523 relevant financial adviser firms within 30 miles of DE6 5. Showing page 1 of 35.

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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. 🪧6.7 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. 🪧6.7 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. 🪧28.5 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. 🪧29.3 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. 🪧37.5 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. 🪧39.9 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. 🪧39.9 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. 🪧49.2 Miles
    6. 📍Barnsley
  10. 🏢

    Suckbir Dhanda

    FCA reg no.
    577869
    FCA authorised date:
    20/03/12
    Suckbir Dhanda, a financial advisory firm in scenic Tutbury, offers expert life planning and retirement advice. Known for professionalism and approachability, they specialize in investments, financial planning, and pension transfers. Regulated by FCA.
    1. ✔1 Financial Adviser
    2. 🪧3.5 Miles
    3. 📍Burton On Trent
  11. 🏢

    Rob Page Wealth Management LTD

    FCA reg no.
    1014365
    FCA authorised date:
    13/06/24
    Based in Tutbury, Rob Page Wealth Management Ltd is a reputable, FCA-regulated financial planning firm offering tailored services for investments, pensions, and retirement advice in Burton On Trent and Staffordshire.
    1. ✔1 Financial Adviser
    2. 🪧3.7 Miles
    3. 📍Burton On Trent
  12. 🏢

    Astute Financial Solutions LLP

    FCA reg no.
    586071
    FCA authorised date:
    09/10/12
    Astute Financial Solutions LLP, a trusted, FCA regulated financial planning firm in Burton on Trent specialises in life, investments, and pensions retirement advice. Known for their tailored services and reliable, insightful advice.
    1. ✔5 Financial Advisers
    2. 🪧5.1 Miles
    3. 📍Burton On Trent
  13. 🏢

    Adams & Poole Financial Services LTD

    FCA reg no.
    1017367
    FCA authorised date:
    27/09/24
    Adams & Poole Financial Services Ltd is a FCA-regulated firm in Staffordshire, providing a variety of financial services including life and investment products, retirement advice, and financial planning. Known for their approachable, customer-focused services.
    1. ✔2 Financial Advisers
    2. 🪧5.7 Miles
    3. 📍Uttoxeter
  14. 🏢

    Martin Ratcliffe

    FCA reg no.
    624568
    FCA authorised date:
    02/10/14
    FCA regulated firm, Martin Ratcliffe provides reliable, personalised financial planning services in Uttoxeter, Staffordshire and the Midlands region. Their team specialises in life investments and pensions retirement planning.
    1. ✔1 Financial Adviser
    2. 🪧5.7 Miles
    3. 📍Uttoxeter
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  16. 🏢

    Gavin Carr Financial Services Limited

    FCA reg no.
    629940
    FCA authorised date:
    15/12/14
    Gavin Carr Financial Services Ltd is a reputable financial firm in Staffordshire, providing expert advice on life, investments, and pension retirement. They offer customized services to meet individual's needs.
    1. ✔4 Financial Advisers
    2. ✔2 Mortgage Brokers
    3. 🪧5.9 Miles
    4. 📍Uttoxeter
  17. 🏢

    RBA Wealth Management LTD

    FCA reg no.
    484787
    FCA authorised date:
    16/06/08
    RBA Wealth Management Ltd is a reputable financial firm in Uttoxeter, offering wide-ranging services including investments, pensions advice, and comprehensive financial planning across Staffordshire and nearby areas.
    1. ✔7 Financial Advisers
    2. 🪧6.1 Miles
    3. 📍Uttoxeter
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