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Find FCA registered Financial Advisers Near Me in Oakwood DE21

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We have found 527 relevant financial adviser firms within 30 miles of Oakwood DE21. Showing page 1 of 36.

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  2. 👤

    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. 🪧12.5 Miles
    4. 📍Hilton
  3. 🏢

    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. 🪧12.5 Miles
    5. 📍Hilton
  4. 🏢

    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. 🪧32.5 Miles
    5. 📍Nottingham
  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. 🪧33.2 Miles
    4. 📍Beverley
  6. 👤

    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. 🪧34.5 Miles
    4. 📍Lutterworth
  7. 🏢

    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. 🪧38.1 Miles
    5. 📍Rugby
  8. 👤

    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. 🪧38.1 Miles
    4. 📍Rugby
  9. 🏢

    Mosaac

    FCA reg no.
    581080
    FCA authorised date:
    15/06/12
    We’re a team of dedicated financial planners, passionate about delivering personalised advice tailored to your unique needs. With specialists in every area of financial planning—from retirement and investment strategies to estate planning, business owner support, protection planning, and mortgag... read full company profile
    1. ✔10 Financial Advisers
    2. ✔7 Mortgage Brokers
    3. ✔Min Pension Savings: £80,000
    4. ✔Min Assets: £100,000
    5. 🪧45.3 Miles
    6. 📍Barnsley
  10. 🏢

    Wayne Steven Financial Solutions LTD

    FCA reg no.
    977274
    FCA authorised date:
    12/06/22
    Wayne Steven Financial Solutions Ltd is a FCA-regulated firm in Derby, offering comprehensive financial solutions including investment planning, pensions advice, and tailored financial planning services.
    1. ✔1 Financial Adviser
    2. 🪧0.7 Miles
    3. 📍Derby
  11. 🏢

    Derwent Financial Planning Limited

    FCA reg no.
    606364
    FCA authorised date:
    23/08/13
    Based in Derby, Derwent Financial Planning Limited provides comprehensive, FCA-regulated financial services. They specialize in insurance, investments, and pension planning for individuals and businesses in Derbyshire and surrounding regions.
    1. ✔1 Financial Adviser
    2. 🪧1.6 Miles
    3. 📍Derby
  12. 🏢

    Right Advice Limited

    FCA reg no.
    625055
    FCA authorised date:
    14/01/15
    Right Advice Limited is a Derby-based financial planning firm offering expert, FCA-regulated advice on diverse financial matters. We deliver tailored solutions to meet individual financial needs across the broader Derbyshire area and beyond.
    1. ✔2 Financial Advisers
    2. 🪧1.7 Miles
    3. 📍Derby
  13. 🏢

    JMK Wealth Management Limited

    FCA reg no.
    944504
    FCA authorised date:
    08/02/21
    Derbyshire-based JMK Wealth Management Ltd is a FCA registered financial advisory firm specialising in personalised life investments, pensions retirement planning, and overall financial planning services.
    1. ✔2 Financial Advisers
    2. 🪧1.9 Miles
    3. 📍Derby
  14. 🏢

    Broadview Financial Services LTD

    FCA reg no.
    475431
    FCA authorised date:
    10/12/07
    Broadview Financial Services offers trusted, FCA-regulated financial advice and planning in Derby, UK. Specialising in life insurance, investments, pensions, and final salary pension transfers. Known for personalized service.
    1. ✔4 Financial Advisers
    2. 🪧1.9 Miles
    3. 📍Derby
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  16. 🏢

    FRIAR GATE INDEPENDENT FINANCIAL SERVICES LIMITED

    FCA reg no.
    401484
    FCA authorised date:
    17/08/04
    Friar Gate Independent Financial Services Limited is a trusted financial advisory firm in Derbyshire, specializing in life investments, pensions retirement, and final salary pension transfers. Regulated by the FCA, it offers tailored, professional advice.
    1. ✔2 Financial Advisers
    2. 🪧1.9 Miles
    3. 📍Derby
  17. 🏢

    Aristotle Financial Planning LTD

    FCA reg no.
    922089
    FCA authorised date:
    04/03/20
    Aristotle Financial Planning Ltd, a trusted financial firm in Darley Abbey, Derby, is regulated by the Financial Conduct Authority. They offer expert services regionally, specialising in final salary pension transfers and comprehensive financial planning.
    1. ✔1 Financial Adviser
    2. 🪧1.9 Miles
    3. 📍Derby
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