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Find FCA registered Financial Advisers Near Me in Keresley CV6


We have found 640 relevant financial adviser firms within 30 miles of Keresley CV6. Showing page 7 of 43.

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  2. 🏢

    Craig Saxton

    FCA reg no.
    647949
    FCA authorised date:
    29/09/14
    Craig Saxton is a Warwickshire-based, FCA-regulated firm offering bespoke financial services including life insurance, pensions retirement advice, final salary pension transfers, and investment guidance.
    1. ✔1 Financial Adviser
    2. 🪧10.7 Miles
    3. 📍Leamington Spa
  3. 🏢

    Benjamin Evans

    FCA reg no.
    1034161
    FCA authorised date:
    27/05/25
    Based in Dorridge, Solihull, Benjamin Evans is an FCA-regulated firm offering personalised financial planning services, specializing in life and investment planning, pension transfers and retirement advice. Noted for their approachability and commitment to long-term growth.
    1. ✔1 Financial Adviser
    2. 🪧10.7 Miles
    3. 📍Solihull
  4. 🏢

    Lexicon Wealth Management Limited

    FCA reg no.
    752966
    FCA authorised date:
    15/07/16
    Lexicon Wealth Management is a reputable, FCA-registered firm in Leamington Spa, offering personalised regulated financial advice on investments, pensions, and financial planning with a focus on clarity and confidence.
    1. ✔1 Financial Adviser
    2. 🪧10.8 Miles
    3. 📍Leamington Spa
  5. 🏢

    Lines Financial Planning LTD

    FCA reg no.
    945784
    FCA authorised date:
    27/02/21
    FCA-regulated Lines Financial Planning Ltd, based in Solihull, is known for personalized financial advice. Specializing in life investments, pensions, and retirement, they provide tailored strategies to meet individual client needs.
    1. ✔1 Financial Adviser
    2. 🪧11 Miles
    3. 📍Solihull
  6. 🏢

    Fay Arrundale

    FCA reg no.
    770869
    FCA authorised date:
    02/02/17
    Fay Arrundale, a Warwick-based FCA-regulated firm, provides comprehensive financial advice including investments, pensions, and general financial planning services to clients across Warwickshire with an approachable and professional service.
    1. ✔1 Financial Adviser
    2. 🪧11 Miles
    3. 📍Warwick
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  8. 🏢

    Broadstreet Wealth Management Limited

    FCA reg no.
    946540
    FCA authorised date:
    01/09/21
    Broadstreet Wealth Management Limited, based in Lapworth, Warwickshire, is a regulated financial services firm specializing in life investments, pensions retirement advice, and comprehensive financial planning across Solihull and surroundings.
    1. ✔2 Financial Advisers
    2. 🪧11.1 Miles
    3. 📍Solihull
  9. 🏢

    Mark Leach Consulting Limited

    FCA reg no.
    553096
    FCA authorised date:
    20/06/17
    Warwickshire-based Mark Leach Consulting offers tailored financial planning solutions including life and investment advice, pension retirement advice and final salary pension transfers, regulated by the FCA.
    1. ✔1 Financial Adviser
    2. 🪧11.1 Miles
    3. 📍Hatton
  10. 🏢

    Mark Leach Asset Management Limited

    FCA reg no.
    746390
    FCA authorised date:
    13/10/16
    Mark Leach Asset Management Limited is a Warwickshire-based financial services provider specializing in life investments, pensions retirement advice, and detailed financial planning. They are renowned for personalized, regulated services.
    1. ✔1 Financial Adviser
    2. 🪧11.1 Miles
    3. 📍Hatton
  11. 🏢

    Davidson Pert Financial Associates LTD

    FCA reg no.
    533521
    FCA authorised date:
    30/06/22
    Davidson Pert Financial Associates Ltd, based in Warwick, offers FCA regulated financial expertise and advice. Their services include investments, retirement planning, and broader financial planning, focusing on lifetime value solutions.
    1. ✔1 Financial Adviser
    2. 🪧11.2 Miles
    3. 📍Warwick
  12. 🏢

    BATEMAN ASSET MANAGEMENT LIMITED

    FCA reg no.
    462900
    FCA authorised date:
    05/06/07
    The Bateman Group, based in Warwick, is a reputable, FCA registered financial services provider offering a comprehensive range of solutions from insurance to retirement advice, with tailored investment strategies for businesses and individuals.
    1. ✔1 Financial Adviser
    2. 🪧11.2 Miles
    3. 📍Warwick
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  14. 🏢

    Wealthwise Financial Management Limited

    FCA reg no.
    937281
    FCA authorised date:
    06/12/23
    Rugby-based Wealthwise Financial Management Limited provides bespoke financial solutions in insurance, investment and pensions. We specialise in final salary pension transfers, serving Warwickshire and its surroundings with professional, transparent services.
    1. ✔1 Financial Adviser
    2. 🪧11.2 Miles
    3. 📍Rugby
  15. 🏢

    David Martin Potter

    FCA reg no.
    215871
    FCA authorised date:
    31/05/05
    David Martin Potter is a reputable, FCA-regulated financial firm offering tailored investment, pension, and financial planning services in the Solihull area and beyond, known for its client-centric approach and regulatory compliance.
    1. ✔2 Financial Advisers
    2. 🪧11.4 Miles
    3. 📍Solihull
  16. 🏢

    NB Financial Solutions LTD

    FCA reg no.
    748732
    FCA authorised date:
    10/10/16
    2.Bevans, a Leicester-based financial planning company, provides expert FCA-regulated advice on life insurance, retirement plans and investments, serving clients throughout Leicestershire and beyond with professionalism and trust.
    1. ✔1 Financial Adviser
    2. 🪧11.4 Miles
    3. 📍Leicester
  17. 🏢

    A.s.j. Financial Services Limited

    FCA reg no.
    144985
    FCA authorised date:
    01/12/01
    A.S.J. Financial Services Ltd, a FCA regulated firm based in Solihull, offers comprehensive financial services including life insurance, investment advice, and retirement strategies. Known for simplifying complex financial landscapes.
    1. ✔1 Financial Adviser
    2. 🪧11.4 Miles
    3. 📍Solihull
  18. 🏢

    PKS Associates Financial Services LTD

    FCA reg no.
    186432
    FCA authorised date:
    21/07/15
    PKS Associates, a distinguished financial firm in Rugby, Warwickshire, specialises in expert advice on investments, pensions, and retirement planning, serving local families with professionalism and approachability.
    1. ✔1 Financial Adviser
    2. 🪧11.5 Miles
    3. 📍Rugby
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