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Find FCA registered Financial Advisers Near Me in NN12 7


We have found 365 relevant financial adviser firms within 30 miles of NN12 7. Showing page 1 of 25.

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  2. 🏢

    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. 🪧24.5 Miles
    5. 📍Rugby
  3. 👤

    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. 🪧24.5 Miles
    4. 📍Rugby
  4. 👤

    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. 🪧27.2 Miles
    4. 📍Lutterworth
  5. 🏢

    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. 🪧40.9 Miles
    5. 📍Nottingham
  6. 🏢

    Shinfield Financial Planning

    FCA reg no.
    1024843
    FCA authorised date:
    05/02/25
    Thanks for looking at my profile. With my many years of experience (30 years +), I help my clients achieve financial independence, through efficient tax mitigation, wealth creation/preservation and retirement planning solutions. I work through the Quilter Network as an appointed representative ... read full company profile
    1. ✔1 Financial Adviser
    2. ✔Min Pension Savings: £300,000
    3. ✔Min Assets: £300,000
    4. 🪧48 Miles
    5. 📍London
  7. 🏢

    Westminster Wealth Management LLP

    FCA reg no.
    490519
    FCA authorised date:
    12/12/08
    Westminster Wealth Management brings together a wealth of experience from across the financial services sector. As a fully independent financial advisory practice, we pride ourselves on offering exceedingly high levels of personal service. This has resulted in long-term relationships with our cl... read full company profile
    1. ✔50 Financial Advisers
    2. ✔5 Mortgage Brokers
    3. ✔Min Pension Savings: £200,000
    4. ✔Min Assets: £200,000
    5. 🪧53.9 Miles
    6. 📍 London
  8. 👤

    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. 🪧57.7 Miles
    4. 📍Hilton
  9. 🏢

    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. 🪧57.7 Miles
    5. 📍Hilton
  10. 🏢

    Eastgate Wealth Management LTD

    FCA reg no.
    416284
    FCA authorised date:
    01/12/04
    Eastgate Wealth Management Ltd, renowned for expert advice in pension transfers, offers tailored financial services, focusing on individual life, investment, and retirement needs primarily in Towcester, Northamptonshire.
    1. ✔1 Financial Adviser
    2. 🪧2.4 Miles
    3. 📍Towcester
  11. 🏢

    Towcester Financial Planning LTD

    FCA reg no.
    416693
    FCA authorised date:
    06/12/04
    Towcester Financial Planning Ltd is a premier, FCA registered firm, offering comprehensive financial services like investment planning and retirement advice in Northamptonshire and surrounding regions.
    1. ✔2 Financial Advisers
    2. 🪧3.2 Miles
    3. 📍Towcester
  12. 🏢

    McLay-james Limited

    FCA reg no.
    820559
    FCA authorised date:
    03/01/19
    Mclay James is a robust, FCA-regulated financial services firm in Towcester, specialising in life investments, pensions, and retirement advice. Known for clear, concise advice, they provide tailored financial planning solutions.
    1. ✔1 Financial Adviser
    2. 🪧3.3 Miles
    3. 📍Towcester
  13. 🏢

    Dale Johnson Wealth Management

    FCA reg no.
    564970
    FCA authorised date:
    20/09/11
    Based in Northamptonshire, Dale Johnson Wealth Management provides a comprehensive range of FCA-regulated financial services including retirement and investment advice, pension transfers, and personalised financial planning.
    1. ✔1 Financial Adviser
    2. 🪧3.7 Miles
    3. 📍Northampton
  14. 🏢

    Warren Wealth Management LTD

    FCA reg no.
    992577
    FCA authorised date:
    28/02/23
    Warren Wealth Management Ltd, an FCA-regulated firm in Old Stratford, offers expert investment advice, retirement planning, and specialises in final salary pension transfers, catering to clients across Milton Keynes and Northamptonshire.
    1. ✔1 Financial Adviser
    2. 🪧4.2 Miles
    3. 📍Milton Keynes
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  16. 🏢

    Chrystie Savage Limited

    FCA reg no.
    564580
    FCA authorised date:
    15/09/11
    Chrystie Savage Limited, based in Stony Stratford, Buckinghamshire, provides tailored financial services, specialising in life and investment management, pensions, retirement planning and broad financial planning, ensuring regulated and trustworthy advice.
    1. ✔1 Financial Adviser
    2. 🪧4.7 Miles
  17. 🏢

    Harrison James Financial Planners LTD

    FCA reg no.
    523850
    FCA authorised date:
    12/03/14
    Regulated by the FCA, Harrison James Financial Planners Ltd offers comprehensive financial advice across life, pensions, and investments from their MK11 1AQ location in Stony Stratford, Milton Keynes.
    1. ✔2 Financial Advisers
    2. 🪧4.7 Miles
    3. 📍Milton Keynes
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