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Find FCA registered Financial Advisers Near Me in Leacroft WS11

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We have found 578 relevant financial adviser firms within 30 miles of Leacroft WS11. Showing page 1 of 39.

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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. 🪧18.3 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. 🪧18.3 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. 🪧19.5 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. 🪧20.3 Miles
    4. 📍Beverley
  6. 👤

    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. 🪧20.6 Miles
    4. 📍Solihull
  7. 👤

    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. 🪧37.4 Miles
    4. 📍Lutterworth
  8. 🏢

    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. 🪧37.5 Miles
    5. 📍Rugby
  9. 👤

    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. 🪧37.5 Miles
    4. 📍Rugby
  10. 🏢

    Wealth Design Holdings Limited

    FCA reg no.
    923351
    FCA authorised date:
    26/03/20
    Wealth Design is a Staffordshire-based financial planning firm offering tailored solutions in life insurance, pensions, and investments. Its FCA-regulated services center on strategic wealth-building and client-focused adaptability.
    1. ✔5 Financial Advisers
    2. 🪧0.3 Miles
    3. 📍Cannock
  11. 🏢

    Stalworth Wealth LTD

    FCA reg no.
    1029661
    FCA authorised date:
    05/08/25
    Stalworth Wealth Ltd is an FCA-regulated firm in Staffordshire, providing tailored financial planning, life investments, pensions, and retirement solutions both to first-time investors and experienced clients.
    1. ✔1 Financial Adviser
    2. 🪧0.4 Miles
    3. 📍Cannock
  12. 🏢

    Delphic Financial Planning Limited

    FCA reg no.
    486037
    FCA authorised date:
    15/07/08
    Concept Financial Services, based in Staffordshire, specializes in ethical financial advice including insurance, investments, and pension retirement. Services are personalized with a focus on strategizing clients' financial futures.
    1. ✔6 Financial Advisers
    2. 🪧1.1 Miles
    3. 📍Cannock
  13. 🏢

    Mark Carroll

    FCA reg no.
    923398
    FCA authorised date:
    26/08/20
    Mark Carroll is a reputable, FCA-regulated financial advisory firm in Staffordshire, providing dependable advice on life planning, investments, pensions, and retirement. They offer tailored solutions, emphasizing personal service and client-focused approach.
    1. ✔1 Financial Adviser
    2. 🪧1.3 Miles
    3. 📍Staffordshire
  14. 🏢

    Zenith Asset Management LTD

    FCA reg no.
    710026
    FCA authorised date:
    05/10/15
    FCA-regulated Zenith Asset Management provides holistic financial solutions including life insurance, investment guidance, pensions retirement advice, and strategic planning, focusing on personalised, client-centric service.
    1. ✔1 Financial Adviser
    2. 🪧1.3 Miles
    3. 📍Cannock
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  16. 🏢

    Michael David Stevenson

    FCA reg no.
    1045019
    FCA authorised date:
    01/12/25
    Based in Cannock, Staffordshire, Michael David Stevenson provides expert financial advice across key areas like life insurance, pensions, and investments. Regulated by the FCA, they offer personalized financial planning and are known for their approachability.
    1. ✔1 Financial Adviser
    2. 🪧1.4 Miles
    3. 📍Cannock
  17. 🏢

    Independent Financial Advice Bureau

    FCA reg no.
    207470
    FCA authorised date:
    27/03/02
    Regulated by FCA, Independent Financial Advice Bureau in Cannock provides tailored financial solutions, including life investments, retirement strategies, and final salary pension transfers, with local sincerity and professional expertise.
    1. ✔4 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧2.4 Miles
    4. 📍Cannock
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