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Find FCA registered Financial Advisers Near Me in Rake End WS15

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We have found 584 relevant financial adviser firms within 30 miles of Rake End WS15. Showing page 1 of 39.

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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. 🪧10.6 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. 🪧10.6 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. 🪧20.9 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. 🪧21.8 Miles
    4. 📍Beverley
  6. 👤

    Matthew Warren

    Warren Wealth Limited
    FCA reg no.
    MRW01183
    FCA authorised date:
    23/02/24
    Our charges are based on your specific circumstances and advice needs to ensure that the fee charged is fair for the work involved
    1. ✔Min Pension Savings: £150,000
    2. ✔Min Assets: £150,000
    3. 🪧24.5 Miles
    4. 📍Solihull
  7. 👤

    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. 🪧35.6 Miles
    4. 📍Lutterworth
  8. 🏢

    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. 🪧36.6 Miles
    5. 📍Rugby
  9. 👤

    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. 🪧36.6 Miles
    4. 📍Rugby
  10. 🏢

    Step-by-step Financial Planners Limited

    FCA reg no.
    524966
    FCA authorised date:
    20/10/10
    Step-By-Step Financial Planners Ltd offers comprehensive financial planning services in Rugeley, Staffordshire. The firm provides tailored solutions for investments, retirement, and life insurance while strictly adhering to FCA regulations.
    1. ✔2 Financial Advisers
    2. 🪧0.3 Miles
    3. 📍Rugeley
  11. 🏢

    Edwin Buckley

    FCA reg no.
    223646
    FCA authorised date:
    21/08/15
    Edwin Buckley is a dependable FCA-registered financial service provider in Rugeley, Staffordshire, specializing in life investments, pensions, and final salary pension transfers for the West Midlands region.
    1. ✔1 Financial Adviser
    2. 🪧2 Miles
    3. 📍Rugeley
  12. 🏢

    I.d. Bond Independent Financial Services LTD

    FCA reg no.
    229704
    FCA authorised date:
    09/02/04
    I.D. Bond Independent Financial Services Ltd, based in Rugeley, Staffordshire, is a leading financial firm offering personalised services including life insurance, investments, and pension advice.
    1. ✔2 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧3.9 Miles
    4. 📍Rugeley
  13. 🏢

    Scottlee Financial Planning LLP

    FCA reg no.
    926004
    FCA authorised date:
    12/05/20
    ScottLee Financial Planning LLP is a FCA-regulated firm in Staffordshire, specialising in personalised financial services including life planning, pensions advice, and final salary pension transfers.
    1. ✔7 Financial Advisers
    2. 🪧4 Miles
    3. 📍Burton On Trent
  14. 🏢

    Martin Shinebaum

    FCA reg no.
    1026074
    FCA authorised date:
    15/02/25
    Based in Staffordshire, Martin Shinebaum provides regulated financial services including life investments, pensions retirement advice, and meticulous financial planning. Known for approachable and professional finance advice, he prioritizes tailored solutions for secure futures.
    1. ✔1 Financial Adviser
    2. 🪧4.5 Miles
    3. 📍Burton On Trent
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  16. 🏢

    Camelli Financial Planning LTD

    FCA reg no.
    745456
    FCA authorised date:
    28/04/16
    CamElli Financial Planning Ltd is a reliable firm based in Burntwood, Staffordshire, providing regulated financial advice, specializing in life investments, pensions, and retirement planning, primarily serving the Staffordshire region.
    1. ✔1 Financial Adviser
    2. 🪧5.7 Miles
    3. 📍Burntwood
  17. 🏢

    Chatsworth Wealth Management Limited

    FCA reg no.
    816246
    FCA authorised date:
    13/08/18
    Chatsworth Wealth Management Limited is a trustworthy, FCA-regulated financial service firm in Lichfield, providing comprehensive financial solutions and tailored advice on investments, pensions, and general financial planning.
    1. ✔4 Financial Advisers
    2. 🪧5.9 Miles
    3. 📍Lichfield
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