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Find FCA registered Financial Advisers Near Me in LE67 9

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We have found 576 relevant financial adviser firms within 30 miles of LE67 9. 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. 🪧16.2 Miles
    4. 📍Lutterworth
  3. 👤

    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. 🪧17.5 Miles
    4. 📍Hilton
  4. 🏢

    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. 🪧17.5 Miles
    5. 📍Hilton
  5. 🏢

    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. 🪧20 Miles
    5. 📍Rugby
  6. 👤

    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. 🪧20 Miles
    4. 📍Rugby
  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. 🪧21 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. 🪧21.2 Miles
    4. 📍Beverley
  9. 🏢

    Bradgate Financial Planning LTD

    FCA reg no.
    229494
    FCA authorised date:
    04/03/13
    Bradgate Independent Financial Advisers, based in Markfield, Leicestershire, offers personalized, regulated financial advice across investment, pension and retirement planning segments. They're FCA regulated, trusted, professional and approachable.
    1. ✔1 Financial Adviser
    2. 🪧0.6 Miles
    3. 📍Markfield
  10. 🏢

    Rennocks Financial Planning LTD

    FCA reg no.
    938429
    FCA authorised date:
    13/11/20
    A Leicestershire-based financial planning firm, Rennocks Financial Planning Ltd. offers expert advice on life insurance, investments and pensions. Known for efficient services, the firm provides regulated, tailored solutions to clients' financial planning needs.
    1. ✔2 Financial Advisers
    2. 🪧2.8 Miles
    3. 📍Leicestershire
  11. 🏢

    Tracey Mather Wealth Management LTD

    FCA reg no.
    653436
    FCA authorised date:
    10/11/14
    Tracey Mather Wealth Management Ltd is a reputable FCA-regulated financial planning firm in Loughborough, offering bespoke advice on life and investments, pensions, and comprehensive financial planning. Known for their client-focus and wide regional coverage.
    1. ✔3 Financial Advisers
    2. 🪧2.8 Miles
    3. 📍Loughborough
  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. 🪧3.3 Miles
    3. 📍Leicester
  13. 🏢

    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. 🪧3.5 Miles
    3. 📍Leicester
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  15. 🏢

    Tim Parker

    FCA reg no.
    957915
    FCA authorised date:
    03/09/21
    Tim Parker is a reputable, FCA-regulated financial firm in Loughborough, specialising in pensions, life insurance, investments, and financial planning. They provide tailored, regulated advice to help navigate your financial future.
    1. ✔1 Financial Adviser
    2. 🪧3.7 Miles
    3. 📍Loughborough
  16. 🏢

    Oculus Wealth Management (leicestershire) Limited

    FCA reg no.
    844461
    FCA authorised date:
    20/06/19
    Oculus Wealth Management is a Loughborough-based, FCA regulated firm specializing in life and investment advice, final salary pension transfers, and pension retirement plans, offering well-regulated, bespoke financial services.
    1. ✔2 Financial Advisers
    2. 🪧4 Miles
    3. 📍Loughborough
  17. 🏢

    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. 🪧4 Miles
    3. 📍Leicester
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