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Find FCA registered Financial Advisers Near Me in NG33 5

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We have found 351 relevant financial adviser firms within 30 miles of NG33 5. Showing page 1 of 24.

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  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. 🪧33.7 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. 🪧38.3 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. 🪧38.3 Miles
    4. 📍Rugby
  5. 🏢

    Watchorn Financial Services LTD

    FCA reg no.
    945304
    FCA authorised date:
    02/12/21
    Watchorn Financial Services Ltd is a FCA regulated firm in Leicestershire, specializing in life insurance, investments, pensions retirement advice, and final salary pension transfers. Known for their local insight and client-focused approach.
    1. ✔2 Financial Advisers
    2. 🪧2.8 Miles
    3. 📍Lincs
  6. 🏢

    Kato Wealth Planning LTD

    FCA reg no.
    1026516
    FCA authorised date:
    16/02/25
    Regulated by the FCA, Kato Wealth Planning Ltd offers comprehensive financial services including retirement advice and life investments. Based in Grantham, Lincolnshire, this firm focuses on client-centred solutions for local families and individuals.
    1. ✔1 Financial Adviser
    2. 🪧6.3 Miles
    3. 📍Grantham
  7. 🏢

    Fifteen Financial Planning LTD

    FCA reg no.
    987338
    FCA authorised date:
    18/11/22
    Fifteen Financial Planning Ltd is a Grantham-based FCA regulated financial advisor, specializing in strategic planning for various sectors, including insurance and pension retirement, with a client-focused approach.
    1. ✔2 Financial Advisers
    2. 🪧6.5 Miles
    3. 📍Grantham
  8. 🏢

    Castlegate Financial Management Limited

    FCA reg no.
    169777
    FCA authorised date:
    01/12/01
    Castlegate Financial Management, based in Grantham, Lincolnshire, is a reliable and approachable FCA regulated firm specialising in life investments, pensions advice, and complex retirement planning.
    1. ✔9 Financial Advisers
    2. 🪧6.5 Miles
    3. 📍Grantham
  9. 🏢

    Retireinvest Limited

    FCA reg no.
    735551
    FCA authorised date:
    05/02/16
    RetireInvest Limited, based in Grantham, Lincolnshire, is a distinguished FCA-regulated financial services firm specialising in life insurance, investments, pension advice, and final salary pension transfers.
    1. ✔10 Financial Advisers
    2. 🪧6.5 Miles
    3. 📍Grantham
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  11. 🏢

    Sarah Rose Wealth Management LTD

    FCA reg no.
    1041614
    FCA authorised date:
    08/10/25
    Sarah Rose Wealth Management Ltd is a FCA-regulated firm specializing in investments, pension transfers, and retirement advice. Based in Grantham, they provide tailored financial solutions for both seasoned and novice investors.
    1. ✔1 Financial Adviser
    2. 🪧6.9 Miles
    3. 📍Grantham
  12. 🏢

    Keith Hargraves

    FCA reg no.
    534065
    FCA authorised date:
    06/08/21
    Keith Hargraves is a reliable Grantham-based firm specialising in tailored financial advice, including life investments and pensions. Known for its professional yet approachable service, it's recognised by the FCA (534065).
    1. ✔1 Financial Adviser
    2. 🪧7 Miles
    3. 📍Grantham
  13. 🏢

    Tobias Colton

    FCA reg no.
    841672
    FCA authorised date:
    09/05/19
    Tobias Colton is a renowned financial planning firm in Oakham, Rutland, specialising in investment planning, pension advice, and final salary pension transfers, providing expert, regulated services across Rutland.
    1. ✔1 Financial Adviser
    2. 🪧7.4 Miles
    3. 📍Oakham
  14. 🏢

    Richard Bowyer

    FCA reg no.
    1002682
    FCA authorised date:
    12/09/23
    Richard Bowyer is a reliable financial services firm located in Grantham, Lincolnshire, offering expert advice on life investments, pensions, and retirement planning. Regulated by the FCA, they prioritize client's unique needs and long-term relationships.
    1. ✔1 Financial Adviser
    2. 🪧7.7 Miles
    3. 📍Grantham
  15. 🏢

    Indaba Wealth Management Limited

    FCA reg no.
    996573
    FCA authorised date:
    18/05/23
    Indaba Wealth Management, located in Oakham, Rutland, offers expert financial services in insurance, investments, pensions and retirement planning. Esteemed for proficiency and thoughtful financial plans, they provide reliable guidance to clients in Leicestershire and beyond.
    1. ✔2 Financial Advisers
    2. 🪧10.3 Miles
    3. 📍Oakham
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  17. 🏢

    James & James Financial Advisers Limited

    FCA reg no.
    531539
    FCA authorised date:
    04/01/11
    James & James are FCA-regulated financial advisers based in Oakham, Rutland, offering expertise in life insurance, investments, and pension retirement advice across the UK. They specialise in individualised financial planning strategies.
    1. ✔3 Financial Advisers
    2. ✔2 Mortgage Brokers
    3. 🪧10.6 Miles
    4. 📍Oakham
  18. 🏢

    Martin Scholes

    FCA reg no.
    811893
    FCA authorised date:
    19/06/18
    Based in Melton Mowbray, Martin Scholes is a FCA-regulated firm specialising in tailored financial advice across life investments, pensions and retirement, serving Leicestershire and beyond.
    1. ✔1 Financial Adviser
    2. 🪧10.6 Miles
    3. 📍Melton Mowbray
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