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Find FCA registered Financial Advisers Near Me in Newark-on-Trent


We have found 332 relevant financial adviser firms within 30 miles of Newark-on-Trent. Showing page 1 of 23.

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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. 🪧39.3 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. 🪧39.3 Miles
    5. 📍Hilton
  4. 👤

    Neil Grey

    Killimore FInancial Management Limited
    FCA reg no.
    NAH01087
    FCA authorised date:
    05/01/15
    Member of the Chartered Institute for Insurers (CII)
    1. ✔Min Pension Savings: £50,000
    2. ✔Min Assets: £50,000
    3. 🪧44.7 Miles
    4. 📍Grimsby
  5. 🏢

    Killimore Financial Management Limited

    FCA reg no.
    653101
    FCA authorised date:
    05/01/15
    Killimore Financial Management has been providing clients with bespoke independent financial planning for over 15 years. Dedicated to giving high quality individual advice that is entirely focused on our clients' specific circumstances and needs. Always ensuring we are aware of the ever-changing de... read full company profile
    1. ✔2 Financial Advisers
    2. ✔Min Pension Savings: £50,000
    3. ✔Min Assets: £20,000
    4. 🪧44.7 Miles
    5. 📍Grimsby
  6. 🏢

    Mosaac

    FCA reg no.
    581080
    FCA authorised date:
    15/06/12
    We’re a team of dedicated financial planners, passionate about delivering personalised advice tailored to your unique needs. With specialists in every area of financial planning—from retirement and investment strategies to estate planning, business owner support, protection planning, and mortgag... read full company profile
    1. ✔10 Financial Advisers
    2. ✔7 Mortgage Brokers
    3. ✔Min Pension Savings: £80,000
    4. ✔Min Assets: £100,000
    5. 🪧44.9 Miles
    6. 📍Barnsley
  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. 🪧45.2 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. 🪧49.9 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. 🪧49.9 Miles
    4. 📍Rugby
  10. 🏢

    P.n. DALES LIMITED

    FCA reg no.
    496107
    FCA authorised date:
    03/04/09
    P N Dales Ltd is a trusted, FCA-regulated financial services firm in Newark, Nottinghamshire. They offer comprehensive financial planning and specialise in life cover, investment advice, and pension retirement consultation.
    1. ✔1 Financial Adviser
    2. 🪧0.1 Miles
    3. 📍Newark
  11. 🏢

    D B Wood Limited

    FCA reg no.
    209530
    FCA authorised date:
    16/05/02
    Amber River DB Wood is a well-respected, FCA regulated financial firm based in Newark, Nottinghamshire, offering quality services including wealth management, insurance advice, and personalised pensions guidance.
    1. ✔13 Financial Advisers
    2. 🪧0.2 Miles
    3. 📍Newark
  12. 🏢

    Buck Wealth Management Limited

    FCA reg no.
    797420
    FCA authorised date:
    03/04/18
    Buck Wealth Management is a reputable, FCA registered financial services firm in Newark, Nottinghamshire specializing in life investments, pensions retirement planning, and extensive financial strategies.
    1. ✔1 Financial Adviser
    2. 🪧0.2 Miles
    3. 📍Newark
  13. 🏢

    Barker Maule Wealth Management Limited

    FCA reg no.
    1038444
    FCA authorised date:
    09/08/25
    Barker Maule Wealth Management Limited, a trusted and approachable financial planning firm based in Newark, specializes in life investments, pension advice, and bespoke financial strategies. Registered with the FCA, they cater to both individuals and families.
    1. ✔2 Financial Advisers
    2. 🪧0.3 Miles
    3. 📍Newark
  14. 🏢

    Fiducia Comprehensive Financial Planning Limited

    FCA reg no.
    209570
    FCA authorised date:
    31/05/05
    Fiducia Group, a Nottinghamshire-based financial services firm, provides comprehensive financial planning and regulated advice across the region, specialising in life investments, pensions retirement advice, and more.
    1. ✔4 Financial Advisers
    2. 🪧0.4 Miles
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  16. 🏢

    3r Financial Services LTD

    FCA reg no.
    603538
    FCA authorised date:
    09/01/14
    3R Financial Services Ltd is an FCA-regulated firm in Newark, Nottinghamshire, known for comprehensive financial planning solutions, including funeral plans, retirement advice, and pension guidance, ensuring secure futures.
    1. ✔2 Financial Advisers
    2. 🪧0.7 Miles
    3. 📍Newark
  17. 🏢

    Investment For Life Limited

    FCA reg no.
    430317
    FCA authorised date:
    01/07/05
    Investment for Life Limited, an FCA regulated firm in Newark, offers expert financial planning, retirement advice, and final salary pension transfers to clients in the East Midlands region.
    1. ✔3 Financial Advisers
    2. 🪧1.3 Miles
    3. 📍Newark
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