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Find FCA registered Financial Advisers Near Me in LE14 2

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We have found 426 relevant financial adviser firms within 30 miles of LE14 2. Showing page 1 of 29.

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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. 🪧23.1 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. 🪧27.7 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. 🪧27.7 Miles
    4. 📍Rugby
  5. 👤

    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. 🪧33.3 Miles
    4. 📍Hilton
  6. 🏢

    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. 🪧33.3 Miles
    5. 📍Hilton
  7. 🏢

    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. 🪧37.3 Miles
    4. 📍Beverley
  8. 🏢

    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. 🪧37.3 Miles
    5. 📍Nottingham
  9. 🏢

    Martin Scholes

    FCA reg no.
    811893
    FCA authorised date:
    19/06/18
    Based in Melton Mowbray, Martin Scholes is a FCA-regulated firm specialising in tailored financial advice across life investments, pensions and retirement, serving Leicestershire and beyond.
    1. ✔1 Financial Adviser
    2. 🪧2.5 Miles
    3. 📍Melton Mowbray
  10. 🏢

    Chapmans Financial LLP

    FCA reg no.
    592827
    FCA authorised date:
    13/12/12
    Chapmans Financial LLP is a trusted FCA-regulated firm in Leicestershire, offering expert financial planning services including life insurance, investments, and pensions retirement advice.
    1. ✔3 Financial Advisers
    2. 🪧2.9 Miles
    3. 📍Melton Mowbray
  11. 🏢

    Keightley Pattison Financial Management Limited

    FCA reg no.
    492448
    FCA authorised date:
    06/02/09
    Keightley Pattison Financial Management Limited in Leicestershire provides FCA-regulated financial planning and advice, specialising in pensions, insurance, and investments. Known for their tailored solutions and client-centric approach.
    1. ✔2 Financial Advisers
    2. 🪧2.9 Miles
    3. 📍Melton Mowbray
  12. 🏢

    VDW Wealth LTD

    FCA reg no.
    751684
    FCA authorised date:
    04/07/16
    VDW Wealth Ltd is a Leicestershire-based financial services firm providing expert advice on life and investments, pensions, retirement planning, and more. Regulated by the FCA, they offer personalized, client-focused financial planning.
    1. ✔1 Financial Adviser
    2. 🪧2.9 Miles
    3. 📍Melton Mowbray
  13. 🏢

    Which Way Financial Solutions LTD

    FCA reg no.
    711870
    FCA authorised date:
    28/07/15
    Which Way Financial Solutions Ltd, FCA registered, provides a wide variety of financial services including investment planning, pensions advice, and personalized financial planning in Melton Mowbray, Leicestershire and surrounding areas.
    1. ✔1 Financial Adviser
    2. 🪧2.9 Miles
    3. 📍Melton Mowbray
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  15. 🏢

    44 Financial Limited

    FCA reg no.
    517309
    FCA authorised date:
    01/07/10
    44 Financial Limited is a trusted financial services provider in Melton Mowbray, Leicestershire, offering expert life and investment guidance, specializing in pension retirement advice.
    1. ✔1 Financial Adviser
    2. 🪧2.9 Miles
    3. 📍Melton Mowbray
  16. 🏢

    Elegant Wealth Management LTD

    FCA reg no.
    845578
    FCA authorised date:
    09/07/19
    2plan Wealth Management, based in Melton Mowbray, offers expert advice across various financial sectors including pensions, investments and holistic planning. Known for their personalised, professional service, they serve Leicestershire and surrounding areas.
    1. ✔1 Financial Adviser
    2. 🪧2.9 Miles
    3. 📍Melton Mowbray
  17. 🏢

    Indaba Wealth Management Limited

    FCA reg no.
    996573
    FCA authorised date:
    18/05/23
    Indaba Wealth Management, located in Oakham, Rutland, offers expert financial services in insurance, investments, pensions and retirement planning. Esteemed for proficiency and thoughtful financial plans, they provide reliable guidance to clients in Leicestershire and beyond.
    1. ✔2 Financial Advisers
    2. 🪧6.3 Miles
    3. 📍Oakham
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