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Find FCA registered Financial Advisers Near Me in LE11 2

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We have found 511 relevant financial adviser firms within 30 miles of LE11 2. Showing page 1 of 35.

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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. 🪧18.8 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. 🪧18.8 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. 🪧20.7 Miles
    4. 📍Lutterworth
  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. 🪧25 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. 🪧25 Miles
    4. 📍Rugby
  7. 🏢

    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. 🪧26.8 Miles
    5. 📍Nottingham
  8. 🏢

    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. 🪧27 Miles
    4. 📍Beverley
  9. 🏢

    Chesterton House Financial Planning LTD

    FCA reg no.
    126368
    FCA authorised date:
    01/12/01
    Chesterton House, a trusted UK-based financial services provider in Loughborough, offers diverse products including life investments and retirement planning, with a client-focused approach to deliver tailored, clear financial guidance.
    1. ✔11 Financial Advisers
    2. 🪧0.6 Miles
    3. 📍Loughborough
  10. 🏢

    Perrett & Co. Financial Services Limited

    FCA reg no.
    165237
    FCA authorised date:
    01/12/01
    Perrett & Co. Financial Services Limited is a trusted, comprehensive financial advisory firm in Loughborough, known for personalized financial services including investment planning and pension advice.
    1. ✔5 Financial Advisers
    2. 🪧0.7 Miles
    3. 📍Loughborough
  11. 🏢

    CHARLESWORTH FINANCIAL PLANNING LIMITED

    FCA reg no.
    402322
    FCA authorised date:
    15/09/04
    Charlesworth Financial Planning Limited is a FCA regulated firm offering client-centric financial services including life insurance, pensions, and comprehensive financial planning in Loughborough, Leicestershire. Known for transparency, professionalism, and tailored advice.
    1. ✔1 Financial Adviser
    2. 🪧0.7 Miles
    3. 📍Loughborough
  12. 🏢

    First Service Financial Limited

    FCA reg no.
    479175
    FCA authorised date:
    01/04/08
    First Service Financial Limited is a FCA registered firm in Loughborough, providing reliable financial services, including investment advice, pension strategies, and comprehensive planning for individuals and businesses.
    1. ✔15 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧0.7 Miles
    4. 📍Loughborough
  13. 🏢

    Cambourne Financial Planning Limited

    FCA reg no.
    225183
    FCA authorised date:
    08/09/03
    Based in Leicestershire, Cambourne Financial Planning Limited is an FCA regulated firm, specialising in life insurance, investments and pension advice. Known for their client-focused, personalised approach to financial planning.
    1. ✔5 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧0.8 Miles
    4. 📍Loughborough
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  15. 🏢

    Oakwood Capital Wealth Management Limited

    FCA reg no.
    1011382
    FCA authorised date:
    13/03/24
    Oakwood Capital Wealth Management, in Loughborough, offers personalized comprehensive financial planning and regulated advice. They specialize in life and investments, pensions retirement advice, and final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧0.8 Miles
    3. 📍Loughborough
  16. 🏢

    Lee Westley Limited

    FCA reg no.
    1008153
    FCA authorised date:
    29/02/24
    Westley's Financial Planning, a regulated firm based in Quorn, offers expert financial advice with a focus on retirement planning and personalized client service across Loughborough and beyond.
    1. ✔1 Financial Adviser
    2. 🪧1.3 Miles
    3. 📍Loughborough
  17. 🏢

    Trevor Derek Fletcher

    FCA reg no.
    430792
    FCA authorised date:
    01/06/05
    Trevor Derek Fletcher is a FCA regulated firm in Quorn, providing tailored financial advice on life investments, pensions and retirement planning. They cultivate trustworthy, long-term client relationships, emphasizing financial wellbeing.
    1. ✔1 Financial Adviser
    2. 🪧1.8 Miles
    3. 📍Loughborough
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