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Find FCA registered Financial Advisers Near Me in LE12 5

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We have found 463 relevant financial adviser firms within 30 miles of LE12 5. Showing page 1 of 31.

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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. 🪧18.6 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. 🪧18.6 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. 🪧23.2 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. 🪧27.5 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. 🪧27.5 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. 🪧28.6 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. 🪧29 Miles
    4. 📍Beverley
  9. 🏢

    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. 🪧1.7 Miles
    3. 📍Loughborough
  10. 🏢

    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. 🪧1.7 Miles
    4. 📍Loughborough
  11. 🏢

    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. 🪧1.8 Miles
    3. 📍Loughborough
  12. 🏢

    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. 🪧1.9 Miles
    3. 📍Loughborough
  13. 🏢

    HC James Wealth Management LTD

    FCA reg no.
    563070
    FCA authorised date:
    24/08/11
    UK-based HC James Wealth Management Ltd offers bespoke, FCA-regulated financial advice, specializing in life investments, retirement planning, and pension transfers, serving clients across Greater Manchester and beyond.
    1. ✔2 Financial Advisers
    2. 🪧2.2 Miles
    3. 📍Hathern
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  15. 🏢

    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. 🪧2.2 Miles
    4. 📍Loughborough
  16. 🏢

    Clark Wealth Management LTD

    FCA reg no.
    589569
    FCA authorised date:
    10/10/12
    Clark Wealth Management Ltd, based in Hoton, Leicestershire, is a FCA regulated firm specialising in comprehensive financial planning, including life and investments, pensions, retirement plans, and final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧2.3 Miles
    3. 📍Hoton
  17. 🏢

    Gary Buckley

    FCA reg no.
    462672
    FCA authorised date:
    16/01/18
    Gary Buckley, a well-established firm in Nottinghamshire, provides expert financial planning and advice under FCA registration #462672. Services include life/investment services, retirement advice, and pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧2.4 Miles
    3. 📍Loughborough
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