Are you an Adviser click here
Search Financial Advisers Logo
Our website uses Cookies.

You can set your preferences here.

Find FCA registered Financial Advisers Near Me in LE9 7

Search Financial Advisers Logo

We have found 680 relevant financial adviser firms within 30 miles of LE9 7. Showing page 1 of 46.

📍Map View
  1. Need Help Choosing an Adviser?
    Enter a few details to get matched with the right adviser and receive a guaranteed callback
  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. 🪧9.4 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. 🪧12.7 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. 🪧12.7 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. 🪧16.3 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. 🪧16.4 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. 🪧21.7 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. 🪧21.7 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. 🪧23.3 Miles
    4. 📍Solihull
  10. 🏢

    Home Matters Services LTD

    FCA reg no.
    402226
    FCA authorised date:
    23/11/04
    Home Matters, based in Earl Shilton, offers expert financial planning and regulated advice in life investments and pensions retirement. With personalized financial solutions, they guide clients towards financial stability.
    1. ✔2 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧1 Miles
    4. 📍Leicestershire
  11. 🏢

    Warner Holt Financial Services Limited

    FCA reg no.
    400020
    FCA authorised date:
    05/04/04
    Warner Holt Financial Services Ltd., based in Leicester, offers trustworthy life and investment advice, financial planning services, pension retirement advice, and final salary pension transfers across Leicestershire and beyond.
    1. ✔1 Financial Adviser
    2. 🪧1 Miles
    3. 📍Leicester
  12. 🏢

    NB Financial Solutions LTD

    FCA reg no.
    748732
    FCA authorised date:
    10/10/16
    2.Bevans, a Leicester-based financial planning company, provides expert FCA-regulated advice on life insurance, retirement plans and investments, serving clients throughout Leicestershire and beyond with professionalism and trust.
    1. ✔1 Financial Adviser
    2. 🪧2.4 Miles
    3. 📍Leicester
  13. 🏢

    Stepping Stones Financial Solutions Limited

    FCA reg no.
    919575
    FCA authorised date:
    03/09/20
    Stepping Stones Financial Planning is a renowned FCA-regulated firm in Desford, Leicestershire, offering comprehensive advice on investments, pensions and retirement to clients from Leicester and beyond.
    1. ✔3 Financial Advisers
    2. 🪧2.7 Miles
    3. 📍Desford
  14. 🏢

    Lawrance Bennett Partners LTD

    FCA reg no.
    715173
    FCA authorised date:
    27/08/15
    Lawrance Bennett Partners Ltd is a Leicester-based financial services firm offering regulated advice in life insurance, investment strategies, pension retirement advice, and financial planning across Leicestershire.
    1. ✔3 Financial Advisers
    2. 🪧2.7 Miles
    3. 📍Leicester
  15. Need Help Choosing an Adviser?
    Enter a few details to get matched with the right adviser and receive a guaranteed callback
  16. 🏢

    Moodybrook Financial Services LTD

    FCA reg no.
    225045
    FCA authorised date:
    01/08/03
    Leicester-based Moodybrook Financial Services Ltd is an FCA regulated firm renowned for expert investment, retirement, and financial planning advice, primarily assisting individuals in making informed financial decisions.
    1. ✔1 Financial Adviser
    2. 🪧2.9 Miles
    3. 📍Leicester
  17. 🏢

    Paul Geddes Wealth Management LTD

    FCA reg no.
    470546
    FCA authorised date:
    17/07/07
    Based in Leicester, Paul Geddes Wealth Management Ltd offers trusted, regulatory approved financial planning services including life-investments and pensions retirement advice, specialized in final salary pension transfers.
    1. ✔2 Financial Advisers
    2. 🪧3 Miles
    3. 📍Leicester
Page 1 of 46. Showing results 1 to 15.
Click here to see the top of the results
Need Help Choosing an Adviser?
Enter a few details to get matched with the right adviser and receive a guaranteed callback