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Find FCA registered Financial Advisers Near Me in LE15 8

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We have found 359 relevant financial adviser firms within 30 miles of LE15 8. Showing page 1 of 24.

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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. 🪧24.8 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. 🪧28.8 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. 🪧28.8 Miles
    4. 📍Rugby
  5. 🏢

    Smith Eliot Financial Management LTD

    FCA reg no.
    439711
    FCA authorised date:
    20/09/05
    Smith Eliot Financial Management Ltd, based in Oakham, Rutland, is a trusted firm offering exceptional financial planning and regulated advice specializing in pensions, retirement, and life investments.
    1. ✔1 Financial Adviser
    2. 🪧2.7 Miles
    3. 📍Oakham
  6. 🏢

    Connolly Financial Planning LTD

    FCA reg no.
    1021513
    FCA authorised date:
    29/11/24
    Oakham-based Connolly Financial Planning, FCA regulated (No. 1021513), specializes in comprehensive tailored financial advising, including life investments and retirement pensions. The firm is known for its reliable and client-focused solutions.
    1. ✔1 Financial Adviser
    2. 🪧2.7 Miles
    3. 📍Oakham
  7. 🏢

    Grayson Lewis Financial Planning Limited

    FCA reg no.
    987761
    FCA authorised date:
    25/11/22
    Based in Rutland near Leicester, Grayson Lewis Financial Planning Limited offers expert, FCA-regulated advice on life investments, pensions, and financial planning, providing tailored services to meet individual needs.
    1. ✔2 Financial Advisers
    2. 🪧2.7 Miles
    3. 📍Rutland
  8. 🏢

    James & James Financial Advisers Limited

    FCA reg no.
    531539
    FCA authorised date:
    04/01/11
    James & James are FCA-regulated financial advisers based in Oakham, Rutland, offering expertise in life insurance, investments, and pension retirement advice across the UK. They specialise in individualised financial planning strategies.
    1. ✔3 Financial Advisers
    2. ✔2 Mortgage Brokers
    3. 🪧2.9 Miles
    4. 📍Oakham
  9. 🏢

    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. 🪧3.6 Miles
    3. 📍Oakham
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  11. 🏢

    Stocks Financial Management LTD

    FCA reg no.
    1030136
    FCA authorised date:
    07/11/25
    Stocks Financial Management Ltd is a FCA registered firm in Oakham, Rutland offering a range of financial services including life investments and pension advice for clients across Greater Manchester.
    1. ✔1 Financial Adviser
    2. 🪧4 Miles
    3. 📍Oakham
  12. 🏢

    Tobias Colton

    FCA reg no.
    841672
    FCA authorised date:
    09/05/19
    Tobias Colton is a renowned financial planning firm in Oakham, Rutland, specialising in investment planning, pension advice, and final salary pension transfers, providing expert, regulated services across Rutland.
    1. ✔1 Financial Adviser
    2. 🪧4.9 Miles
    3. 📍Oakham
  13. 🏢

    Abbey Wealth Management LTD

    FCA reg no.
    650301
    FCA authorised date:
    17/10/14
    Abbey Wealth Management Ltd in Stamford, Lincolnshire offers personalized financial services including life insurance, investments and pensions advice. Known for its expertise and approachable, regulated advice.
    1. ✔1 Financial Adviser
    2. 🪧7.6 Miles
    3. 📍Stamford
  14. 🏢

    Key Financial Wealth Management LTD

    FCA reg no.
    520508
    FCA authorised date:
    11/08/10
    Key Financial Wealth Management Ltd, based in Stamford, Lincolnshire, is a trusted FCA-regulated firm offering comprehensive financial services. Known for their expertise in final salary pension transfers and personalised solutions.
    1. ✔3 Financial Advisers
    2. 🪧7.6 Miles
    3. 📍Stamford
  15. 🏢

    Terence Goddard Associates Limited

    FCA reg no.
    402117
    FCA authorised date:
    13/07/04
    Stamford-based Terence Goddard Associates Limited provides comprehensive financial planning and regulated advice, specializing in life insurance, investments, pensions retirement advice, with a client-centric approach.
    1. ✔2 Financial Advisers
    2. 🪧8.3 Miles
    3. 📍Stamford
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  17. 🏢

    Golden Oak Wealth Management Limited

    FCA reg no.
    783726
    FCA authorised date:
    02/10/17
    Golden Oak Wealth Management, based in historic Stamford, Lincolnshire, offers client-focused financial services including life insurance, investments, and pensions retirement advice. Regulated by the FCA, they're a reliable partner in wealth management.
    1. ✔2 Financial Advisers
    2. 🪧8.5 Miles
    3. 📍Stamford
  18. 🏢

    Landmark IFA Limited

    FCA reg no.
    225538
    FCA authorised date:
    24/02/04
    Landmark IFA Limited is a FCA-regulated financial services firm in Stamford, Lincolnshire, providing expert advice on retirement planning, investments, and broader financial planning. Known for tailored strategies and client satisfaction.
    1. ✔34 Financial Advisers
    2. 🪧8.5 Miles
    3. 📍Stamford
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