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Find FCA registered Financial Advisers Near Me in PE9 2

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We have found 208 relevant financial adviser firms within 30 miles of PE9 2. Showing page 1 of 14.

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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. 🪧32.7 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. 🪧36.4 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. 🪧36.4 Miles
    4. 📍Rugby
  5. 🏢

    BMSG Wealth Management Limited

    FCA reg no.
    929810
    FCA authorised date:
    16/03/21
    BMSG Wealth Management Limited, based in Stamford, is a trusted provider of financial planning and regulated advice, specialising in life investments and retirement pensions. The firm focuses on client-centric services in Lincolnshire and beyond.
    1. ✔3 Financial Advisers
    2. ✔3 Mortgage Brokers
    3. 🪧0.2 Miles
    4. 📍Stamford
  6. 🏢

    BCM Wealth Management LTD

    FCA reg no.
    917148
    FCA authorised date:
    20/11/19
    Located in Stamford, BCM Wealth Management Ltd offers tailored financial services including pension advice and investment strategies. Known for approachability and expert advice, they extend coverage beyond Stamford to surrounding counties.
    1. ✔1 Financial Adviser
    2. 🪧0.2 Miles
    3. 📍Stamford
  7. 🏢

    Golden Oak Wealth Management Limited

    FCA reg no.
    783726
    FCA authorised date:
    02/10/17
    Golden Oak Wealth Management, based in historic Stamford, Lincolnshire, offers client-focused financial services including life insurance, investments, and pensions retirement advice. Regulated by the FCA, they're a reliable partner in wealth management.
    1. ✔2 Financial Advisers
    2. 🪧0.2 Miles
    3. 📍Stamford
  8. 🏢

    Landmark IFA Limited

    FCA reg no.
    225538
    FCA authorised date:
    24/02/04
    Landmark IFA Limited is a FCA-regulated financial services firm in Stamford, Lincolnshire, providing expert advice on retirement planning, investments, and broader financial planning. Known for tailored strategies and client satisfaction.
    1. ✔34 Financial Advisers
    2. 🪧0.2 Miles
    3. 📍Stamford
  9. 🏢

    Chattertons Wealth Management Limited

    FCA reg no.
    766148
    FCA authorised date:
    01/03/17
    Chattertons Wealth Management Limited, a FCA-regulated financial planning firm based in Stamford, Lincolnshire, offers tailored investment and pension advice. With a professional and approachable ethos, they nurture long-term client relationships.
    1. ✔8 Financial Advisers
    2. 🪧0.2 Miles
    3. 📍Stamford
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  11. 🏢

    Terence Goddard Associates Limited

    FCA reg no.
    402117
    FCA authorised date:
    13/07/04
    Stamford-based Terence Goddard Associates Limited provides comprehensive financial planning and regulated advice, specializing in life insurance, investments, pensions retirement advice, with a client-centric approach.
    1. ✔2 Financial Advisers
    2. 🪧0.3 Miles
    3. 📍Stamford
  12. 🏢

    Abbey Wealth Management LTD

    FCA reg no.
    650301
    FCA authorised date:
    17/10/14
    Abbey Wealth Management Ltd in Stamford, Lincolnshire offers personalized financial services including life insurance, investments and pensions advice. Known for its expertise and approachable, regulated advice.
    1. ✔1 Financial Adviser
    2. 🪧1.1 Miles
    3. 📍Stamford
  13. 🏢

    Key Financial Wealth Management LTD

    FCA reg no.
    520508
    FCA authorised date:
    11/08/10
    Key Financial Wealth Management Ltd, based in Stamford, Lincolnshire, is a trusted FCA-regulated firm offering comprehensive financial services. Known for their expertise in final salary pension transfers and personalised solutions.
    1. ✔3 Financial Advisers
    2. 🪧1.1 Miles
    3. 📍Stamford
  14. 🏢

    Greg Smith

    FCA reg no.
    1003101
    FCA authorised date:
    16/10/23
    Greg Smith is a Stamford-based, FCA-regulated financial firm offering diverse services like insurance, investments, and pension guidance, tailored to individual financial goals for both new and experienced clients.
    1. ✔1 Financial Adviser
    2. 🪧3 Miles
    3. 📍Stamford
  15. 🏢

    Best To Invest Limited

    FCA reg no.
    418807
    FCA authorised date:
    04/04/05
    Peterborough-based firm Hill Grafford offers expert, tailored financial planning services including life and investments, and pensions. Approachable and reliable, they prioritise client's unique needs and circumstances. Regulated under FCA.
    1. ✔2 Financial Advisers
    2. 🪧4 Miles
    3. 📍Stamford
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  17. 🏢

    Liberty Partnership Limited

    FCA reg no.
    472792
    FCA authorised date:
    22/11/07
    Liberty Partnership Limited is a Market Deeping-based financial planning specialist, offering trusted advice on life investments, pensions, and retirement across Lincolnshire. They provide personalised guidance tailored to clients' unique financial goals.
    1. ✔6 Financial Advisers
    2. 🪧6.9 Miles
    3. 📍Market Deeping
  18. 🏢

    Oakwood Financial Services 2015 LTD

    FCA reg no.
    676461
    FCA authorised date:
    02/11/15
    Peterborough-based Oakwood Financial Services 2015 Ltd offers regulated advice on financial services including pensions, life insurance and investments, tailoring solutions to individual needs.
    1. ✔1 Financial Adviser
    2. 🪧7.1 Miles
    3. 📍Peterborough
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