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Find FCA registered Financial Advisers Near Me in Leomansley WS13

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We have found 679 relevant financial adviser firms within 30 miles of Leomansley WS13. Showing page 1 of 46.

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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. 🪧12.6 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. 🪧12.6 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. 🪧14.9 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. 🪧15.8 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. 🪧18.5 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. 🪧30.9 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. 🪧31.5 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. 🪧31.5 Miles
    4. 📍Rugby
  10. 🏢

    Morgan Financial Planning

    FCA reg no.
    656321
    FCA authorised date:
    28/11/14
    Regulated by the FCA, Morgan Financial Planning in Lichfield, Staffordshire offers expert financial advice on life, investments and pensions. Their proficient team provides professional service for investors in the regional market.
    1. ✔1 Financial Adviser
    2. 🪧0.2 Miles
    3. 📍Lichfield
  11. 🏢

    Bowbrook Financial Planners LTD

    FCA reg no.
    937672
    FCA authorised date:
    03/11/20
    Bowbrook Financial Planners Ltd, based in Lichfield, Staffordshire, offers comprehensive financial planning with a focus on pensions, investments, and life segments. Known for their client-focused approach, they specialize in pension retirement advice and final salary pension transfers.
    1. ✔2 Financial Advisers
    2. 🪧0.5 Miles
    3. 📍Lichfield
  12. 🏢

    42 Wealth Management LTD

    FCA reg no.
    732318
    FCA authorised date:
    12/07/16
    42 Wealth Management Ltd., regulated by the FCA, offers client-focused financial services including wealth management and regulated advice from Lichfield, Staffordshire. They specialize in investments, life pensions, and retirement advice.
    1. ✔2 Financial Advisers
    2. 🪧0.5 Miles
    3. 📍Lichfield
  13. 🏢

    Chatsworth Wealth Management Limited

    FCA reg no.
    816246
    FCA authorised date:
    13/08/18
    Chatsworth Wealth Management Limited is a trustworthy, FCA-regulated financial service firm in Lichfield, providing comprehensive financial solutions and tailored advice on investments, pensions, and general financial planning.
    1. ✔4 Financial Advisers
    2. 🪧0.6 Miles
    3. 📍Lichfield
  14. 🏢

    Chapter House Wealth Management Limited

    FCA reg no.
    913373
    FCA authorised date:
    15/05/20
    Based in Lichfield, Staffordshire, Chapter House Wealth Management Limited provides expert financial planning, investment advice, and pension guidance to a vast client base in Birmingham and beyond.
    1. ✔2 Financial Advisers
    2. 🪧0.6 Miles
    3. 📍Lichfield
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  16. 🏢

    Reynolds Wealth Management LTD

    FCA reg no.
    668210
    FCA authorised date:
    28/05/15
    Reynolds Wealth Management Ltd, based in Staffordshire, offers tailored financial services including life and investment advice, retirement planning, and holistic financial planning. Known for its professionalism and bespoke approach, the firm builds long-term client relationships.
    1. ✔1 Financial Adviser
    2. ✔1 Mortgage Broker
    3. 🪧0.6 Miles
    4. 📍Lichfield
  17. 🏢

    Field Hamlin Wealth Management Limited

    FCA reg no.
    997398
    FCA authorised date:
    05/06/24
    Field Hamlin Wealth Management Limited offers regulated financial services including life and investments, pensions retirement advice, and financial planning in Lichfield, Staffordshire and beyond.
    1. ✔1 Financial Adviser
    2. 🪧0.7 Miles
    3. 📍Staffordshire
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