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Find FCA registered Financial Advisers Near Me in LE67 2

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We have found 664 relevant financial adviser firms within 30 miles of LE67 2. Showing page 1 of 45.

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  2. 👤

    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. 🪧12.4 Miles
    4. 📍Hilton
  3. 🏢

    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. 🪧12.4 Miles
    5. 📍Hilton
  4. 🏢

    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. 🪧17.7 Miles
    5. 📍Nottingham
  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. 🪧18.1 Miles
    4. 📍Beverley
  6. 👤

    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. 🪧18.9 Miles
    4. 📍Lutterworth
  7. 🏢

    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. 🪧21.9 Miles
    5. 📍Rugby
  8. 👤

    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. 🪧21.9 Miles
    4. 📍Rugby
  9. 🏢

    Ashwood Law Wealth Management LTD

    FCA reg no.
    538265
    FCA authorised date:
    14/03/16
    Ashwood Law Wealth Management Ltd is a trusted, FCA-regulated financial advisory firm in Leicestershire, offering expert investment, pension and retirement advice to individuals and businesses.
    1. ✔14 Financial Advisers
    2. 🪧0.8 Miles
    3. 📍Coalville
  10. 🏢

    Virtue Wealth Solutions Limited

    FCA reg no.
    799079
    FCA authorised date:
    19/01/18
    Virtue Wealth Solutions Limited, based in Leicestershire, provides comprehensive, personalized wealth management solutions. Core expertise includes life investments and retirement planning. Regulated by the FCA, the firm offers reliable financial guidance.
    1. ✔1 Financial Adviser
    2. 🪧0.9 Miles
    3. 📍Ibstock
  11. 🏢

    Paul Mayo Financial Services

    FCA reg no.
    181142
    FCA authorised date:
    01/12/01
    Paul Mayo Financial Services in Coalville provides expert financial planning and regulated advice, specialising in life investments and pensions retirement. FCA-regulated, they cater to diverse needs while maintaining strict standards.
    1. ✔1 Financial Adviser
    2. 🪧2.5 Miles
    3. 📍Coalville
  12. 🏢

    Principle Financial Services LTD

    FCA reg no.
    786445
    FCA authorised date:
    10/08/17
    Principle Financial Services, an FCA-regulated firm specializing in personalized financial planning and retirement advice, offers approachable financial management solutions to clients in the Greater Leicestershire region.
    1. ✔3 Financial Advisers
    2. 🪧2.5 Miles
    3. 📍Coalville
  13. 🏢

    P J Collier Financial Services Limited

    FCA reg no.
    229821
    FCA authorised date:
    18/02/04
    UK-based PJ Collier Financial Services Ltd offers tailored financial advice in investments, pensions, and retirement planning. Known for their client-focused approach, they are a trusted advisor in their Leicestershire community.
    1. ✔6 Financial Advisers
    2. 🪧2.6 Miles
    3. 📍Coalville
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  15. 🏢

    Charnwood Financial Planning LLP

    FCA reg no.
    572955
    FCA authorised date:
    18/04/12
    Based in Leicestershire, Charnwood Financial Planning LLP provides comprehensive financial services including life insurance, investment management, and retirement advice. A trusted FCA regulated firm, known for building strong client relationships.
    1. ✔2 Financial Advisers
    2. 🪧2.8 Miles
    3. 📍Coalville
  16. 🏢

    Goldstraw Associates Limited

    FCA reg no.
    916452
    FCA authorised date:
    01/10/20
    21st Century Financial Planning is a FCA registered firm in Coalville, Leicestershire providing customer-focused financial services including life insurance, investment and retirement planning advice.
    1. ✔1 Financial Adviser
    2. 🪧2.8 Miles
    3. 📍Coalville
  17. 🏢

    Bleathwood IFA LTD

    FCA reg no.
    516218
    FCA authorised date:
    14/01/10
    Bleathwood IFA Ltd is a regulated financial advisory firm in Leicestershire, offering tailored advice on insurance, pensions, and investments to individuals and businesses.
    1. ✔1 Financial Adviser
    2. 🪧3.4 Miles
    3. 📍Ashby De La Zouch
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