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Find FCA registered Financial Advisers Near Me in LE17 5

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We have found 585 relevant financial adviser firms within 30 miles of LE17 5. Showing page 1 of 39.

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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. 🪧2 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. 🪧6.5 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. 🪧6.5 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. 🪧18.8 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. 🪧19.2 Miles
    5. 📍Nottingham
  7. 👤

    Matthew Warren

    Warren Wealth Limited
    FCA reg no.
    MRW01183
    FCA authorised date:
    23/02/24
    Our charges are based on your specific circumstances and advice needs to ensure that the fee charged is fair for the work involved
    1. ✔Min Pension Savings: £150,000
    2. ✔Min Assets: £150,000
    3. 🪧24.9 Miles
    4. 📍Solihull
  8. 👤

    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. 🪧29.1 Miles
    4. 📍Hilton
  9. 🏢

    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. 🪧29.1 Miles
    5. 📍Hilton
  10. 🏢

    Park Investments (leicester) LTD

    FCA reg no.
    231706
    FCA authorised date:
    01/04/04
    2. Park Investments is a reputable financial services firm in Leicester, excelling in retirement planning and comprehensive financial advice, regulated by the FCA, and extending services across the Greater Leicester area.
    1. ✔1 Financial Adviser
    2. ✔1 Mortgage Broker
    3. 🪧1.9 Miles
    4. 📍Leicester
  11. 🏢

    Intelligent Financial Advisory

    FCA reg no.
    669729
    FCA authorised date:
    13/07/15
    Intelligent Financial Advisory Ltd is a top-tier FCA regulated financial firm in Lutterworth, Leicestershire, providing tailored services like life insurance and retirement planning to local clients.
    1. ✔16 Financial Advisers
    2. ✔2 Mortgage Brokers
    3. ✔Min Pension Savings: £50,000
    4. ✔Min Assets: £50,000
    5. 🪧2 Miles
    6. 📍Lutterworth
  12. 🏢

    Rees Wealth Management LTD

    FCA reg no.
    839222
    FCA authorised date:
    01/04/19
    Rees Wealth Management Ltd is a FCA regulated firm in Leicestershire, offering comprehensive financial planning, including life investments and pension advice. Known for their client-centred approach, they ensure trustworthiness and security in their services.
    1. ✔3 Financial Advisers
    2. 🪧2.7 Miles
    3. 📍Lutterworth
  13. 🏢

    Lord Clarke Limited

    FCA reg no.
    542556
    FCA authorised date:
    18/05/11
    Lord Clarke Limited, based in Lutterworth, provides client-focused financial services including life insurance, pensions retirement advice, and financial planning. Renowned for their tailored approach, they make complex financial decisions simple.
    1. ✔5 Financial Advisers
    2. 🪧2.8 Miles
    3. 📍Lutterworth
  14. 🏢

    Declan Kiely Wealth Management LTD

    FCA reg no.
    971341
    FCA authorised date:
    07/03/22
    Declan Kiely Wealth Management Ltd, based near Leicester, provides tailored financial advice, specialising in insurance, pensions, investments, and financial planning. Regulated by the FCA and prioritising client-focused service.
    1. ✔1 Financial Adviser
    2. 🪧2.9 Miles
    3. 📍Leicester
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  16. 🏢

    Mee & Co LTD

    FCA reg no.
    942170
    FCA authorised date:
    01/01/21
    Mee & Co Ltd, a Leicester-based trusted financial firm, offers expert advice on life investments, pensions retirement, and financial planning. Regulated by the FCA, they prioritize client-specific needs and transparent service.
    1. ✔2 Financial Advisers
    2. 🪧2.9 Miles
    3. 📍Leicester
  17. 🏢

    Claremont Financial Planning Limited

    FCA reg no.
    182326
    FCA authorised date:
    10/07/06
    UK-based Claremont Financial Planning Limited specialises in comprehensive financial planning, particularly pensions and retirement planning. Regulated by the FCA, they offer trusted advice and expertise in final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧2.9 Miles
    3. 📍Leicester
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