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Find FCA registered Financial Advisers Near Me in LE3 8

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We have found 541 relevant financial adviser firms within 30 miles of LE3 8. Showing page 1 of 37.

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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. 🪧13.3 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. 🪧17.6 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. 🪧17.6 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. 🪧22 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. 🪧22 Miles
    5. 📍Hilton
  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. 🪧22.6 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. 🪧22.7 Miles
    4. 📍Beverley
  9. 🏢

    Bennett Allen Financial Planning LTD

    FCA reg no.
    657071
    FCA authorised date:
    06/03/15
    Bennett Allen Financial Planning Ltd is a regulated firm based in Leicester offering robust financial services like life insurance, investments advice and pension retirement plans to Leicestershire residents.
    1. ✔1 Financial Adviser
    2. 🪧0.7 Miles
    3. 📍Leicester
  10. 🏢

    Milestone Wealth LTD

    FCA reg no.
    772660
    FCA authorised date:
    14/08/17
    Milestone Wealth Ltd is an experienced, FCA regulated financial planning firm based in Glenfield, offering personalised retirement advice, investment management, and pension-focused services across Leicestershire.
    1. ✔1 Financial Adviser
    2. 🪧0.7 Miles
    3. 📍Leicester
  11. 🏢

    Elizabeth Tuccy

    FCA reg no.
    515276
    FCA authorised date:
    29/12/09
    Elizabeth Tuccy, based in Anstey near Leicester, is a reputable FCA-regulated firm offering comprehensive financial planning services such as life and investment planning, plus pension and retirement advice.
    1. ✔1 Financial Adviser
    2. 🪧0.8 Miles
    3. 📍Leicester
  12. 🏢

    DJR Financial Planning LTD

    FCA reg no.
    487596
    FCA authorised date:
    14/08/08
    DJR Financial Planning Ltd is an expert financial services firm in Groby, Leicester offering a wide range of services like wealth management and retirement advice throughout Leicestershire.
    1. ✔1 Financial Adviser
    2. 🪧1.3 Miles
    3. 📍Leicester
  13. 🏢

    Heritage Wealth Advisory LTD

    FCA reg no.
    630973
    FCA authorised date:
    29/03/19
    Heritage Wealth Advisory Ltd in Leicester, a professional FCA-regulated firm, offers clear advice on life investments, retirement planning, and holistic financial planning. They are known for their personalised approach to financial guidance.
    1. ✔2 Financial Advisers
    2. 🪧1.8 Miles
    3. 📍Leicester
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  15. 🏢

    Greenwood Wealth Management Associates LTD

    FCA reg no.
    775108
    FCA authorised date:
    23/11/22
    Greenwood Wealth Management Associates Ltd, an FCA-regulated firm based in Leicester, provides expert financial services including life insurance, investments, and pensions advice. They offer tailored strategies and personalized service aimed at securing clients' financial future.
    1. ✔1 Financial Adviser
    2. 🪧2.1 Miles
    3. 📍Leicester
  16. 🏢

    EQ Wealth Management LTD

    FCA reg no.
    807390
    FCA authorised date:
    25/04/18
    Vision IFP is a FCA-regulated firm specializing in financial services such as life and investment planning, retirement advice, and pension transfers. Known for personalized advice and professionalism, it's a trusted choice for financial planning.
    1. ✔1 Financial Adviser
    2. 🪧2.2 Miles
    3. 📍Leicester
  17. 🏢

    Tudor Franklin LTD

    FCA reg no.
    788066
    FCA authorised date:
    11/08/20
    Tudor Franklin Ltd, based in Leicester and regulated under FCA number 788066, specialises in financial planning, offering services such as insurance, investments, and pensions advice.
    1. ✔2 Financial Advisers
    2. 🪧2.3 Miles
    3. 📍Leicester
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