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Find FCA registered Financial Advisers Near Me in NN4 7

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We have found 321 relevant financial adviser firms within 30 miles of NN4 7. Showing page 1 of 22.

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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. 🪧20.9 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. 🪧20.9 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. 🪧22.3 Miles
    4. 📍Lutterworth
  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. 🪧38.3 Miles
    4. 📍Beverley
  6. 🏢

    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. 🪧39 Miles
    5. 📍Nottingham
  7. 👤

    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. 🪧53.1 Miles
    4. 📍Hilton
  8. 🏢

    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. 🪧53.1 Miles
    5. 📍Hilton
  9. 🏢

    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. 🪧56 Miles
    5. 📍London
  10. 🏢

    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. 🪧58.2 Miles
    6. 📍 London
  11. 🏢

    MHA Wealth Limited

    FCA reg no.
    143715
    FCA authorised date:
    01/12/01
    MHA Wealth Limited is a Northampton-based financial planning firm, providing expert, regulated advice for wealth management, life investments, and pensions retirement. This FCA-registered company creates bespoke financial plans to fulfill unique client needs.
    1. ✔19 Financial Advisers
    2. 🪧0.6 Miles
    3. 📍Northampton
  12. 🏢

    Barfield Financial Advisors LTD

    FCA reg no.
    451574
    FCA authorised date:
    08/05/06
    Northampton-based Barfield Financial Advisors provide comprehensive financial aid, including tailored investment, pension, and retirement advice. Fully FCA-regulated, they offer strategic planning and final salary pension transfers across Northamptonshire and beyond.
    1. ✔1 Financial Adviser
    2. 🪧0.6 Miles
    3. 📍Northampton
  13. 🏢

    Barfield Wealth LTD

    FCA reg no.
    520790
    FCA authorised date:
    02/04/12
    Barfield Wealth Ltd, a reputable FCA regulated firm in Northampton, specialises in financial planning and regulated advice, offering services like investment planning, retirement pensions advice and final salary pension transfers.
    1. ✔3 Financial Advisers
    2. 🪧0.6 Miles
    3. 📍Northampton
  14. 🏢

    David Williams IFA Mortgage & Insurance Services LTD

    FCA reg no.
    597007
    FCA authorised date:
    08/03/13
    David Williams IFA Mortgage & Insurance Services offers trusted financial planning including life and investments, and pension transfers. Renowned for retirement advice, they provide tailored solutions for a secure future.
    1. ✔2 Financial Advisers
    2. ✔2 Mortgage Brokers
    3. 🪧0.7 Miles
    4. 📍Northampton
  15. 🏢

    The Retirement Desk Limited

    FCA reg no.
    689851
    FCA authorised date:
    28/04/15
    The Retirement Desk Limited is a Northampton-based financial planning firm offering tailored retirement advice, specializing in final salary pension transfers. FCA-backed and client-focused, they serve the local and surrounding communities.
    1. ✔1 Financial Adviser
    2. 🪧0.7 Miles
    3. 📍Northampton
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  17. 🏢

    DAVID WILLIAMS I F A LIMITED

    FCA reg no.
    530750
    FCA authorised date:
    09/11/10
    David Williams IFA is a trusted FCA-regulated financial firm in Northampton, GB, offering expert financial planning, investment, and retirement advice. They specialise in crafting unique strategies to secure clients' futures.
    1. ✔21 Financial Advisers
    2. ✔3 Mortgage Brokers
    3. 🪧0.7 Miles
    4. 📍Northampton
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