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Find FCA registered Financial Advisers Near Me in LE9 3

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We have found 682 relevant financial adviser firms within 30 miles of LE9 3. Showing page 1 of 46.

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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. 🪧7.2 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. 🪧11 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. 🪧11 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. 🪧17.7 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. 🪧17.9 Miles
    5. 📍Nottingham
  7. 👤

    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. 🪧24.2 Miles
    4. 📍Hilton
  8. 🏢

    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. 🪧24.2 Miles
    5. 📍Hilton
  9. 👤

    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. 🪧24.5 Miles
    4. 📍Solihull
  10. 🏢

    Trident Wealth Management LTD

    FCA reg no.
    604914
    FCA authorised date:
    24/07/13
    Trident Wealth Management Ltd is an FCA-regulated financial service firm based in Leicester, offering expert financial planning services such as pension transfers, retirement planning and investment strategies.
    1. ✔1 Financial Adviser
    2. 🪧1.7 Miles
    3. 📍Leicester
  11. 🏢

    Roberts Wealth Management LTD

    FCA reg no.
    928865
    FCA authorised date:
    30/06/20
    Roberts Wealth Management Ltd, a trusted financial firm in Narborough, Leicester, provides tailored advice in life investments, pensions, and comprehensive financial planning to clients across Leicestershire.
    1. ✔1 Financial Adviser
    2. 🪧1.8 Miles
    3. 📍Leicester
  12. 🏢

    Matthew De Giovanni

    FCA reg no.
    994927
    FCA authorised date:
    17/04/23
    Matthew De Giovanni is a reputable, FCA-regulated financial firm in Leicester, offering expert advice in various facets of financial planning such as life investments and pensions retirement.
    1. ✔1 Financial Adviser
    2. 🪧2.3 Miles
    3. 📍Leicester
  13. 🏢

    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. 🪧2.3 Miles
    3. 📍Leicester
  14. 🏢

    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. 🪧2.3 Miles
    3. 📍Leicester
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  16. 🏢

    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. 🪧2.3 Miles
    3. 📍Leicester
  17. 🏢

    Throgmorton Associates Wealth Management LTD

    FCA reg no.
    503420
    FCA authorised date:
    08/07/09
    Leicester-based Throgmorton Associates Wealth Management Ltd provides expert, FCA-regulated financial advice. Specialising in life investments, pensions, and financial planning, they offer reliable services throughout Leicestershire and surrounding counties.
    1. ✔16 Financial Advisers
    2. 🪧2.5 Miles
    3. 📍Leicester
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