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Find FCA registered Financial Advisers Near Me in NN7 2

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We have found 327 relevant financial adviser firms within 30 miles of NN7 2. 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. 🪧23.1 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. 🪧23.1 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. 🪧24.9 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. 🪧40 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. 🪧40.8 Miles
    5. 📍Nottingham
  7. 🏢

    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. 🪧52.5 Miles
    5. 📍London
  8. 🏢

    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. 🪧55.4 Miles
    6. 📍 London
  9. 👤

    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. 🪧55.8 Miles
    4. 📍Hilton
  10. 🏢

    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. 🪧55.8 Miles
    5. 📍Hilton
  11. 🏢

    Bluebell Financial Services LTD

    FCA reg no.
    762029
    FCA authorised date:
    28/04/20
    Bluebell Financial Services Ltd, a trusted Northampton-based firm, specialises in life and investment solutions, pensions retirement advice, and final salary pension transfers, providing tailored, client-focused financial services.
    1. ✔1 Financial Adviser
    2. 🪧1.3 Miles
    3. 📍Northampton
  12. 🏢

    MMG Financial Management Limited

    FCA reg no.
    541312
    FCA authorised date:
    01/06/11
    MMG Wealth Management is a trusted, FCA-regulated firm offering expert financial advice, specializing in life insurance, investments, and pension retirement advice. They provide bespoke services with a client-focused approach in Northampton and surrounding areas.
    1. ✔5 Financial Advisers
    2. 🪧1.9 Miles
    3. 📍Northampton
  13. 🏢

    Insight Wealth Financial Advisers LTD

    FCA reg no.
    941825
    FCA authorised date:
    01/04/21
    Insight Wealth Independent Financial Advisers is a trusted Northampton-based firm specializing in strategic financial planning and advice, particularly in life investments and retirement. They prioritize client relationships and results.
    1. ✔3 Financial Advisers
    2. 🪧1.9 Miles
    3. 📍Northampton
  14. 🏢

    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. 🪧1.9 Miles
    3. 📍Northampton
  15. 🏢

    JBE Consultancy LTD

    FCA reg no.
    584421
    FCA authorised date:
    10/07/12
    JBE Consultancy Ltd, based in Northamptonshire, offers accessible financial advice including life investments, pension retirement, and comprehensive financial planning. With a client-centred approach, they demystify complex financial jargon to guide towards financial security.
    1. ✔1 Financial Adviser
    2. 🪧2.4 Miles
    3. 📍Northampton
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  17. 🏢

    CLARK & JOHN FINANCIAL SERVICES LIMITED

    FCA reg no.
    476104
    FCA authorised date:
    18/01/08
    Clark & John Financial Services Limited is a reputable, FCA-regulated firm offering comprehensive financial services including insurance, investments, pensions advice in Northamptonshire. They provide personalised, secure financial guidance.
    1. ✔3 Financial Advisers
    2. 🪧2.4 Miles
    3. 📍Northampton
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