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Find FCA registered Financial Advisers Near Me in Oadby LE2

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We have found 505 relevant financial adviser firms within 30 miles of Oadby LE2. Showing page 1 of 34.

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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. 🪧10.4 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. 🪧15.1 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. 🪧15.1 Miles
    4. 📍Rugby
  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. 🪧25.4 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. 🪧25.6 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. 🪧28.4 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. 🪧28.4 Miles
    5. 📍Hilton
  9. 🏢

    ISJ INDEPENDENT FINANCIAL PLANNING LIMITED

    FCA reg no.
    770385
    FCA authorised date:
    03/04/17
    ISJ Independent Financial Planning Limited in Oadby, Leicestershire offers comprehensive financial planning and regulated advice. Known for professionalism and a client-first approach, they specialize in insurance, investments, pensions, and retirement strategies.
    1. ✔1 Financial Adviser
    2. 🪧0.2 Miles
    3. 📍Oadby
  10. 🏢

    Gp3 Financial Solutions LTD

    FCA reg no.
    575549
    FCA authorised date:
    02/01/13
    GP3 Financial Solutions Ltd, located in Leicester, is a reputable FCA-regulated financial services firm known for offering expert advice on life and investment planning, pensions, retirement, and comprehensive financial planning.
    1. ✔6 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧0.3 Miles
    4. 📍Leicester
  11. 🏢

    ANDREW BOURNE & CO INDEPENDENT FINANCIAL ADVISERS LIMITED

    FCA reg no.
    529379
    FCA authorised date:
    04/02/11
    Andrew Bourne & Co are seasoned financial advisers based in Leicester, specialising in insurance, investments, pensions, and comprehensive financial planning. They offer personalised, FCA regulated advice tailored to your financial needs.
    1. ✔6 Financial Advisers
    2. 🪧0.4 Miles
    3. 📍Leicester
  12. 🏢

    Kal Patel Wealth Management

    FCA reg no.
    786603
    FCA authorised date:
    14/08/17
    Kal Patel Wealth Management is a highly-regulated firm in Leicester, renowned for providing expert financial planning and advice, including final salary pension transfers, to individuals and families.
    1. ✔1 Financial Adviser
    2. 🪧0.8 Miles
    3. 📍Leicester
  13. 🏢

    Perryjones Financial Planning Limited

    FCA reg no.
    952235
    FCA authorised date:
    06/12/21
    PerryJones Financial Planning Limited, under FCA registration 952235, is a distinguished financial advisory firm based in Leicester, specialising in personalised financial planning, investment services, and expert pension retirement advice.
    1. ✔1 Financial Adviser
    2. 🪧0.8 Miles
    3. 📍Leicester
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  15. 🏢

    Salisbury House Limited

    FCA reg no.
    169496
    FCA authorised date:
    31/05/05
    Leicestershire-based Salisbury House Limited provides trusted, regulated financial services including insurance and investment advice. Their tailored approach is popular with local families and businesses in Leicester and beyond.
    1. ✔9 Financial Advisers
    2. 🪧1.5 Miles
    3. 📍Wigston
  16. 🏢

    Designer Wealth LTD

    FCA reg no.
    1037618
    FCA authorised date:
    22/07/25
    Designer Wealth Ltd, based in Leicester, is an FCA-registered provider of regulated financial services, including life investments and pension advice, serving local families with personalized financial planning strategies.
    1. ✔1 Financial Adviser
    2. 🪧1.6 Miles
    3. 📍Leicester
  17. 🏢

    Eamonn Cassidy Wealth Management Limited

    FCA reg no.
    550446
    FCA authorised date:
    11/05/11
    Eamonn Cassidy Wealth Management Limited is a Leicester-based financial services firm, offering expert advice in life investments, financial planning, pensions, and pension transfers, all regulated under FCA number 550446.
    1. ✔1 Financial Adviser
    2. 🪧1.7 Miles
    3. 📍Leicester
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