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Find FCA registered Financial Advisers Near Me in DE74 2

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We have found 501 relevant financial adviser firms within 30 miles of DE74 2. Showing page 1 of 34.

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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. 🪧13.5 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. 🪧13.5 Miles
    5. 📍Hilton
  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. 🪧26.2 Miles
    4. 📍Lutterworth
  5. 🏢

    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. 🪧27.6 Miles
    5. 📍Nottingham
  6. 🏢

    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. 🪧28 Miles
    4. 📍Beverley
  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. 🪧30.1 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. 🪧30.1 Miles
    4. 📍Rugby
  9. 🏢

    Cooper Parry Wealth Limited

    FCA reg no.
    197193
    FCA authorised date:
    01/12/01
    Based in Derby, Cooper Parry Wealth is an FCA-regulated firm specializing in bespoke financial services including wealth management, investment guidance, and pensions advice. Known for simplifying complex pension transfers and providing unique financial planning.
    1. ✔18 Financial Advisers
    2. 🪧0.8 Miles
    3. 📍Derby
  10. 🏢

    Merlin Wealth Management Limited

    FCA reg no.
    587625
    FCA authorised date:
    06/09/12
    Merlin Wealth Management Limited, a regulated firm based in Castle Donington, offers expert financial services including tailored planning and pensions retirement advice, appreciated for its approachability and trustworthiness.
    1. ✔2 Financial Advisers
    2. 🪧0.8 Miles
    3. 📍Castle Donington
  11. 🏢

    Paul Richmond

    FCA reg no.
    811358
    FCA authorised date:
    12/06/18
    Paul Richmond is a FCA regulated financial planning firm offering expert advice on life planning, investments, pensions and more from their Leicestershire base, renowned for their client-focused, bespoke solutions.
    1. ✔1 Financial Adviser
    2. 🪧0.9 Miles
    3. 📍Castle Donnington
  12. 🏢

    Lockington Financial LTD

    FCA reg no.
    610769
    FCA authorised date:
    26/11/13
    Lockington Financial Ltd is a trustworthy FCA-regulated financial planning firm in Leicestershire, providing personalised financial advice, including investment strategies, pensions retirement advice, and final salary pension transfers.
    1. ✔2 Financial Advisers
    2. 🪧1.1 Miles
    3. 📍Lockington
  13. 🏢

    SALTUS WEALTH PARTNERSHIP LIMITED

    FCA reg no.
    449607
    FCA authorised date:
    19/05/06
    Abacus Advisers, a Saltus Business based in Kegworth, Leicestershire, offers expert tailored financial services including investment planning and retirement advice, operating under strict FCA guidelines for customer protection.
    1. ✔38 Financial Advisers
    2. ✔2 Mortgage Brokers
    3. 🪧2 Miles
    4. 📍Kegworth
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  15. 🏢

    HFB Financial Planning LTD

    FCA reg no.
    608731
    FCA authorised date:
    14/10/13
    Derby-based HFB Financial Planning Ltd offers expert, FCA-regulated advice in various finance sectors including life investments and pensions. Serving both novice buyers and seasoned investors in Derby and surrounding counties.
    1. ✔7 Financial Advisers
    2. 🪧2.4 Miles
    3. 📍Derby
  16. 🏢

    HC James Wealth Management LTD

    FCA reg no.
    563070
    FCA authorised date:
    24/08/11
    UK-based HC James Wealth Management Ltd offers bespoke, FCA-regulated financial advice, specializing in life investments, retirement planning, and pension transfers, serving clients across Greater Manchester and beyond.
    1. ✔2 Financial Advisers
    2. 🪧4 Miles
    3. 📍Hathern
  17. 🏢

    Cedars Wealth Management LTD

    FCA reg no.
    675277
    FCA authorised date:
    04/03/15
    Cedars Wealth Management Ltd is a reputable Derbyshire-based financial firm, regulated by the FCA, offering investment advice, pensions guidance, final salary pension transfers, life assurance, and tailored financial planning.
    1. ✔1 Financial Adviser
    2. 🪧4.1 Miles
    3. 📍Draycott
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