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Find FCA registered Financial Advisers Near Me in DE65 5

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We have found 564 relevant financial adviser firms within 30 miles of DE65 5. Showing page 1 of 38.

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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. 🪧4.7 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. 🪧4.7 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. 🪧26.9 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. 🪧27.7 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. 🪧35.3 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. 🪧37.8 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. 🪧37.8 Miles
    4. 📍Rugby
  9. 🏢

    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. 🪧1.6 Miles
    3. 📍Burton On Trent
  10. 🏢

    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. 🪧1.9 Miles
    3. 📍Burton On Trent
  11. 🏢

    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. 🪧3 Miles
    3. 📍Burton On Trent
  12. 🏢

    PROFUSION WEALTH MANAGEMENT LTD

    FCA reg no.
    604708
    FCA authorised date:
    22/07/13
    Vision IFP is a leading FCA regulated financial planning firm in Burton on Trent, Staffordshire offering expert services such as investment advice, retirement planning, and pension transfers.
    1. ✔2 Financial Advisers
    2. 🪧4.6 Miles
    3. 📍Burton On Trent
  13. 🏢

    Profusion Retirement Planning LTD

    FCA reg no.
    836067
    FCA authorised date:
    11/03/19
    Profusion Retirement Planning Ltd is a FCA-regulated financial services firm specialising in personalised advice on life, investments and retirement planning, including pension transfers. Located near Burton on Trent, they offer meticulous and accessible financial guidance.
    1. ✔2 Financial Advisers
    2. 🪧4.6 Miles
    3. 📍Burton On Trent
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  15. 🏢

    Equity Select LTD

    FCA reg no.
    944444
    FCA authorised date:
    07/05/25
    Equity Select is a Burton on Trent-based provider of regulated financial advice, specialising in bespoke life investments, pensions and retirement solutions. They are dedicated to helping clients secure their financial future.
    1. ✔1 Financial Adviser
    2. 🪧5.3 Miles
    3. 📍Burton On Trent
  16. 🏢

    Outwoods Financial Planning LTD

    FCA reg no.
    794185
    FCA authorised date:
    15/11/17
    FCA registered Outwoods Financial Planning Ltd provides tailored financial solutions in Burton On Trent and wider Staffordshire. Services include life and investments, pensions advice, and strategic financial planning.
    1. ✔1 Financial Adviser
    2. 🪧5.4 Miles
    3. 📍Burton On Trent
  17. 🏢

    SILVERWOOD MONEY MANAGEMENT LIMITED

    FCA reg no.
    786510
    FCA authorised date:
    02/01/18
    Silverwood Money Management Ltd is a Derbyshire-based, FCA regulated financial planning firm specialising in life investments and pensions retirement advice, offering tailored services to meet diverse financial needs.
    1. ✔2 Financial Advisers
    2. 🪧5.5 Miles
    3. 📍Derby
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