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Find FCA registered Financial Advisers Near Me in GL56 9

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We have found 468 relevant financial adviser firms within 30 miles of GL56 9. Showing page 1 of 32.

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  2. 👤

    Holly Boden

    Abode Financial Planning
    FCA reg no.
    HXB00262
    FCA authorised date:
    17/10/23
    SMF3 Executive Director
    1. ✔Min Assets: £500,000
    2. 🪧22.1 Miles
    3. 📍Cirencester
  3. 🏢

    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. 🪧32.8 Miles
    4. 📍Beverley
  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. 🪧33.5 Miles
    5. 📍Nottingham
  5. 🏢

    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. 🪧33.8 Miles
    5. 📍Rugby
  6. 👤

    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. 🪧33.8 Miles
    4. 📍Rugby
  7. 👤

    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. 🪧38.5 Miles
    4. 📍Lutterworth
  8. 🏢

    Shinfield Financial Planning

    FCA reg no.
    1024843
    FCA authorised date:
    05/02/25
    Thanks for looking at my profile. With my many years of experience (30 years +), I help my clients achieve financial independence, through efficient tax mitigation, wealth creation/preservation and retirement planning solutions. I work through the Quilter Network as an appointed representative ... read full company profile
    1. ✔1 Financial Adviser
    2. ✔Min Pension Savings: £300,000
    3. ✔Min Assets: £300,000
    4. 🪧52.7 Miles
    5. 📍London
  9. 👤

    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. 🪧55.9 Miles
    4. 📍Hilton
  10. 🏢

    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. 🪧55.9 Miles
    5. 📍Hilton
  11. 🏢

    A2z Wealth Management Limited

    FCA reg no.
    1003941
    FCA authorised date:
    30/10/23
    A2Z Wealth Management Limited, located in Dudley, is a trustworthy FCA-regulated firm providing specialised financial planning services, such as retirement advice and final salary pension transfers, to clients across the West Midlands and beyond.
    1. ✔2 Financial Advisers
    2. 🪧4 Miles
    3. 📍Chipping Campden
  12. 🏢

    Heatherwood Financial Services

    FCA reg no.
    175006
    FCA authorised date:
    02/10/07
    Heatherwood Financial Services in Warwickshire offers customised financial solutions including financial planning, pension advice, and insurance offerings. They specialise in personalised investment strategies to secure clients' financial futures.
    1. ✔1 Financial Adviser
    2. 🪧5.6 Miles
    3. 📍Shipston On Stour
  13. 🏢

    Chad Walker

    FCA reg no.
    1018801
    FCA authorised date:
    24/09/24
    Chad Walker is a revered financial firm in Warwickshire, providing reliable services like life investments, pension retirement advice, and financial planning. Known for professionalism and integrity, they offer client-focused, regulated advice.
    1. ✔1 Financial Adviser
    2. 🪧5.6 Miles
    3. 📍Shipston On Stour
  14. 🏢

    JEM Financial Planning LTD

    FCA reg no.
    930071
    FCA authorised date:
    01/10/20
    JEM Financial Planning Ltd, a respected FCA regulated firm in Broadway, Worcestershire, offers comprehensive financial services including life and investment advice, pensions retirement guidance, and tailored financial strategies.
    1. ✔9 Financial Advisers
    2. ✔3 Mortgage Brokers
    3. 🪧6.1 Miles
    4. 📍Broadway
  15. 🏢

    Hall Financial Planning LLP

    FCA reg no.
    618207
    FCA authorised date:
    22/07/14
    FCA-regulated Hall Financial Planning, based in Oxfordshire, specialises in trustworthy and personalised life and investment services, pensions retirement advice, and comprehensive financial planning.
    1. ✔1 Financial Adviser
    2. 🪧8.5 Miles
    3. 📍Chipping Norton
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  17. 🏢

    Longhurst Limited

    FCA reg no.
    924828
    FCA authorised date:
    22/09/20
    Longhurst Limited is an FCA regulated Oxfordshire-based financial firm offering tailored life insurance, investments, and retirement planning services, extending their expertise beyond Oxfordshire to neighbouring counties.
    1. ✔1 Financial Adviser
    2. 🪧8.6 Miles
    3. 📍Chipping Norton
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