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Find FCA registered Financial Advisers Near Me in LE4 5

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We have found 493 relevant financial adviser firms within 30 miles of LE4 5. Showing page 1 of 33.

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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. 🪧13.6 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. 🪧18.3 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. 🪧18.3 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. 🪧24.6 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. 🪧24.6 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. 🪧25.3 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. 🪧25.3 Miles
    5. 📍Nottingham
  9. 🏢

    MNM Financial LTD

    FCA reg no.
    799740
    FCA authorised date:
    01/05/18
    MNM Financial Ltd is a leading, FCA-registered provider of regulated financial advice, including life investments and pensions retirement advice, serving Leicester and surrounding regions with personalised plans.
    1. ✔1 Financial Adviser
    2. 🪧0 Miles
    3. 📍Leicester
  10. 🏢

    RTP MANAGEMENT LIMITED

    FCA reg no.
    783290
    FCA authorised date:
    02/10/17
    FCA-regulated RTP MANAGEMENT LIMITED is a trusted provider of comprehensive financial services in Leicester, offering expert advice on pensions, retirement planning, and investment strategies with a client-focused approach.
    1. ✔1 Financial Adviser
    2. 🪧0.2 Miles
    3. 📍Leicester
  11. 🏢

    Furnley House Limited

    FCA reg no.
    624579
    FCA authorised date:
    26/09/14
    Furnley House is a reputable financial services firm in Leicester, specializing in life and investment services, financial planning, and pension advice. They provide tailored solutions for individuals and families.
    1. ✔17 Financial Advisers
    2. 🪧0.6 Miles
    3. 📍Leicester
  12. 🏢

    Sanctuary Wealth Planning Limited

    FCA reg no.
    790551
    FCA authorised date:
    01/05/18
    Furnley House is a reputable financial advice firm in Leicester, renowned for its client-focused approach. Their expertise includes life investments, pensions, retirement advice, and tailored financial planning.
    1. ✔5 Financial Advisers
    2. 🪧0.6 Miles
    3. 📍Leicester
  13. 🏢

    SRU Management Limited

    FCA reg no.
    787161
    FCA authorised date:
    01/11/17
    SRU Management Limited is a trusted, FCA-regulated financial firm in Lutterworth, Leicestershire. They provide expert advice on various financial services, offering tailored solutions to clients throughout the region.
    1. ✔1 Financial Adviser
    2. 🪧0.6 Miles
    3. 📍Leicester
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  15. 🏢

    Pathfinder Financial Planning LTD

    FCA reg no.
    970442
    FCA authorised date:
    22/02/22
    Pathfinder Financial Planning Ltd, FCA regulated, offers tailored wealth management, investment advice and retirement solutions in Leicester and surrounding regions. Known for client-focused service, particularly for retirement options.
    1. ✔1 Financial Adviser
    2. 🪧1.2 Miles
    3. 📍Leicester
  16. 🏢

    The Finance Lab LTD

    FCA reg no.
    563214
    FCA authorised date:
    18/06/12
    FinanceLab, FCA registered and based in Leicester, offers regulated financial services including life and investment planning, pension advice and final salary pension transfers, with a focus on tailored solutions.
    1. ✔1 Financial Adviser
    2. ✔1 Mortgage Broker
    3. 🪧1.3 Miles
    4. 📍Leicester
  17. 🏢

    M3 Financial Solutions Limited

    FCA reg no.
    428736
    FCA authorised date:
    04/04/05
    Leicester-based M3 Financial Solutions Limited is a reputable, FCA-regulated financial services firm offering life investments, pensions retirement advice, and comprehensive financial planning to clients regionally.
    1. ✔2 Financial Advisers
    2. 🪧1.4 Miles
    3. 📍Leicester
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