Are you an Adviser click here
Search Financial Advisers Logo
Our website uses Cookies.

You can set your preferences here.

Find FCA registered Financial Advisers Near Me in Digbeth B12

Search Financial Advisers Logo

We have found 628 relevant financial adviser firms within 30 miles of Digbeth B12. Showing page 1 of 42.

📍Map View
  1. Need Help Choosing an Adviser?
    Enter a few details to get matched with the right adviser and receive a guaranteed callback
  2. 👤

    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. 🪧6.1 Miles
    4. 📍Solihull
  3. 🏢

    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. 🪧9.5 Miles
    5. 📍Nottingham
  4. 🏢

    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. 🪧9.9 Miles
    4. 📍Beverley
  5. 👤

    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. 🪧25.7 Miles
    4. 📍Hilton
  6. 🏢

    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. 🪧25.7 Miles
    5. 📍Hilton
  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. 🪧27.4 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. 🪧27.4 Miles
    4. 📍Rugby
  9. 👤

    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. 🪧29.1 Miles
    4. 📍Lutterworth
  10. 🏢

    William James Financial Services Limited

    FCA reg no.
    970913
    FCA authorised date:
    31/01/23
    William James Financial Services Limited in Birmingham specializes in financial planning, retirement advice, and life investments, known for simplifying complex finances and providing personalised solutions.
    1. ✔8 Financial Advisers
    2. 🪧0.6 Miles
    3. 📍Birmingham
  11. 🏢

    Colmore Partners Limited

    FCA reg no.
    944323
    FCA authorised date:
    04/02/21
    Colmore Partners, a trusted FCA-approved firm in Birmingham, specializes in life insurance, investment guidance, and pension advisory, known for their customer-centric approach and integrity.
    1. ✔4 Financial Advisers
    2. 🪧0.7 Miles
    3. 📍Birmingham
  12. 🏢

    WESLEYAN FINANCIAL SERVICES LIMITED

    FCA reg no.
    134753
    FCA authorised date:
    01/12/01
    Wesleyan Financial Services Ltd is a Birmingham-based financial firm, providing regulated financial planning and advice including life and investment planning, pensions, and retirement advice. Offering tailored services to meet individual needs, they serve the West Midlands and beyond.
    1. ✔217 Financial Advisers
    2. ✔7 Mortgage Brokers
    3. 🪧0.7 Miles
    4. 📍Birmingham
  13. 🏢

    Primrose Wealth Limited

    FCA reg no.
    1022395
    FCA authorised date:
    12/12/24
    Primrose Wealth Limited, a leading Birmingham-based financial service firm, specializes in life insurance products, investments, pensions advice, and financial planning. Serving the West Midlands, it provides FCA-regulated, tailored services.
    1. ✔1 Financial Adviser
    2. 🪧0.7 Miles
    3. 📍Birmingham
  14. 🏢

    Peak Life Financial Planning LTD

    FCA reg no.
    994600
    FCA authorised date:
    06/04/23
    Birmingham-based Peak Life Financial Planning Ltd offers regulated financial services, specialising in retirement advice and final salary pension transfers. Trust them for tailored, reliable, client-focused advice.
    1. ✔1 Financial Adviser
    2. 🪧0.7 Miles
    3. 📍Birmingham
  15. Need Help Choosing an Adviser?
    Enter a few details to get matched with the right adviser and receive a guaranteed callback
  16. 🏢

    PROFESSIONAL CAPITAL LTD

    FCA reg no.
    417765
    FCA authorised date:
    02/03/05
    Professional Capital LTD, based in Birmingham, is an FCA registered financial firm offering expert advice and planning. Specialising in insurance, investment, and pension services, they secure clients' financial futures with a customer-centric approach.
    1. ✔1 Financial Adviser
    2. 🪧0.7 Miles
    3. 📍Birmingham
  17. 🏢

    Ascot Lloyd Limited

    FCA reg no.
    578614
    FCA authorised date:
    01/10/12
    Ascot Lloyd is a regulated financial services firm near Birmingham, specialising in comprehensive financial planning and advice, including life insurance, pensions, investments, and retirement planning, adhering to strict FCA standards.
    1. ✔152 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧0.8 Miles
    4. 📍Birmingham
Page 1 of 42. Showing results 1 to 15.
Click here to see the top of the results
Need Help Choosing an Adviser?
Enter a few details to get matched with the right adviser and receive a guaranteed callback