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Find FCA registered Financial Advisers Near Me in Kirby Fields LE9

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We have found 619 relevant financial adviser firms within 30 miles of Kirby Fields LE9. Showing page 1 of 42.

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  2. 👤

    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. 🪧11.4 Miles
    4. 📍Lutterworth
  3. 🏢

    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. 🪧15.5 Miles
    5. 📍Rugby
  4. 👤

    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. 🪧15.5 Miles
    4. 📍Rugby
  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. 🪧20.4 Miles
    4. 📍Beverley
  6. 🏢

    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. 🪧20.4 Miles
    5. 📍Nottingham
  7. 👤

    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. 🪧21.9 Miles
    4. 📍Hilton
  8. 🏢

    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. 🪧21.9 Miles
    5. 📍Hilton
  9. 🏢

    Bosworth Wealth Management LTD

    FCA reg no.
    805232
    FCA authorised date:
    01/06/18
    Bosworth Wealth Management Ltd is a reputable financial planning firm in Leicestershire, providing tailored, regulated advice on life insurance, investments, funeral plans, and retirement. They are committed to professional integrity and comprehensive solutions.
    1. ✔3 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧0.8 Miles
    4. 📍Leicester
  10. 🏢

    Blue Cherry Financial Solutions Limited

    FCA reg no.
    749167
    FCA authorised date:
    01/12/16
    Blue Cherry Financial Solutions is a Leicester-based, FCA regulated firm offering expert financial planning and advice in life investments, pensions retirement, and personalized finance solutions. Known for its approachability and integrity.
    1. ✔1 Financial Adviser
    2. 🪧1 Miles
    3. 📍Leicester
  11. 🏢

    EQ Wealth Management LTD

    FCA reg no.
    807390
    FCA authorised date:
    25/04/18
    Vision IFP is a FCA-regulated firm specializing in financial services such as life and investment planning, retirement advice, and pension transfers. Known for personalized advice and professionalism, it's a trusted choice for financial planning.
    1. ✔1 Financial Adviser
    2. 🪧1 Miles
    3. 📍Leicester
  12. 🏢

    Tudor Franklin LTD

    FCA reg no.
    788066
    FCA authorised date:
    11/08/20
    Tudor Franklin Ltd, based in Leicester and regulated under FCA number 788066, specialises in financial planning, offering services such as insurance, investments, and pensions advice.
    1. ✔2 Financial Advisers
    2. 🪧1.5 Miles
    3. 📍Leicester
  13. 🏢

    Centricity Wealth Management Limited

    FCA reg no.
    967904
    FCA authorised date:
    03/10/22
    Centricity Wealth Management Limited in Enderby, Leicestershire provides trustworthy advice on life investments, pensions, and financial planning, with a focus on personalized strategies for each client's wealth goals.
    1. ✔2 Financial Advisers
    2. 🪧1.6 Miles
    3. 📍Leicestershire
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  15. 🏢

    Bennett Allen Financial Planning LTD

    FCA reg no.
    657071
    FCA authorised date:
    06/03/15
    Bennett Allen Financial Planning Ltd is a regulated firm based in Leicester offering robust financial services like life insurance, investments advice and pension retirement plans to Leicestershire residents.
    1. ✔1 Financial Adviser
    2. 🪧1.8 Miles
    3. 📍Leicester
  16. 🏢

    Milestone Wealth LTD

    FCA reg no.
    772660
    FCA authorised date:
    14/08/17
    Milestone Wealth Ltd is an experienced, FCA regulated financial planning firm based in Glenfield, offering personalised retirement advice, investment management, and pension-focused services across Leicestershire.
    1. ✔1 Financial Adviser
    2. 🪧1.8 Miles
    3. 📍Leicester
  17. 🏢

    THE BOBBY DHANJAL PRACTICE LIMITED

    FCA reg no.
    537673
    FCA authorised date:
    01/07/11
    BDWM, regulated by the FCA, provides reliable financial planning advice including life and investments, pensions retirement advice and more. Based in Leicester, they focus on ensuring the financial stability of local families.
    1. ✔6 Financial Advisers
    2. ✔2 Mortgage Brokers
    3. 🪧1.8 Miles
    4. 📍Leicester
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