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Find FCA registered Financial Advisers Near Me in Lee Bank B15

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We have found 618 relevant financial adviser firms within 30 miles of Lee Bank B15. Showing page 1 of 42.

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  2. 👤

    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. 🪧6.8 Miles
    4. 📍Solihull
  3. 🏢

    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. 🪧10.6 Miles
    5. 📍Nottingham
  4. 🏢

    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. 🪧10.9 Miles
    4. 📍Beverley
  5. 👤

    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. 🪧26.3 Miles
    4. 📍Hilton
  6. 🏢

    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. 🪧26.3 Miles
    5. 📍Hilton
  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. 🪧28.4 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. 🪧28.4 Miles
    4. 📍Rugby
  9. 👤

    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. 🪧30.1 Miles
    4. 📍Lutterworth
  10. 🏢

    WEALTH SOLUTIONS (UK) LTD

    FCA reg no.
    478217
    FCA authorised date:
    11/04/08
    Amber River Midlands is a highly-regarded Birmingham-based wealth management firm specializing in financial planning, investment advice, life planning, and wealth augmentation, serving clients across West Midlands.
    1. ✔18 Financial Advisers
    2. 🪧0.3 Miles
    3. 📍Birmingham
  11. 🏢

    Aurora Financial IFA Limited

    FCA reg no.
    810372
    FCA authorised date:
    22/10/18
    Aurora Financial Planning, a FCA-regulated firm, provides bespoke financial advice in the West Midlands, specializing in life insurance, investments, and retirement planning. Known for its client-focused approach and tailored service.
    1. ✔1 Financial Adviser
    2. 🪧0.3 Miles
    3. 📍Birmingham
  12. 🏢

    Molveno Wealth Planning LTD

    FCA reg no.
    1007075
    FCA authorised date:
    07/01/24
    Regulated by the FCA, Molveno Wealth Planning Ltd is a premier financial planning company in Birmingham, offering personalized investment and retirement advice to clients across the West Midlands region.
    1. ✔1 Financial Adviser
    2. 🪧0.3 Miles
    3. 📍Birmingham
  13. 🏢

    Sterling Financial Planning Limited

    FCA reg no.
    725821
    FCA authorised date:
    08/05/19
    FCA regulated Sterling Financial Planning offers expert financial advice from its Birmingham base, providing tailored solutions for life decisions, pensions and retirement planning for both individuals and businesses.
    1. ✔1 Financial Adviser
    2. 🪧0.3 Miles
    3. 📍Birmingham
  14. 🏢

    Standard Life Financial Advice Services Limited

    FCA reg no.
    1031181
    FCA authorised date:
    08/08/25
    Standard Life Financial Advice Services Ltd, based in Edinburgh, provides FCA-regulated advice for life, investments, pensions and retirement planning. Known for their personalised, trustworthy services and expertise in retirement planning.
    1. ✔13 Financial Advisers
    2. 🪧0.4 Miles
    3. 📍Birmingham
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  16. 🏢

    Parmjit Gill

    FCA reg no.
    586693
    FCA authorised date:
    05/11/23
    PG Financial Services, based in Birmingham, provides regulated services including investment advice and pension transfers. Known for their integrity and client focus, they prioritise personalised financial planning in the West Midlands region.
    1. ✔1 Financial Adviser
    2. 🪧0.4 Miles
    3. 📍Birmingham
  17. 🏢

    Horton & Associates LTD

    FCA reg no.
    587206
    FCA authorised date:
    06/03/24
    Horton & Associates Ltd is a trusted, FCA-regulated financial services provider in Birmingham, offering professional advice on life investments, pensions and retirement planning.
    1. ✔1 Financial Adviser
    2. 🪧0.4 Miles
    3. 📍Birmingham
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