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Find FCA registered Financial Advisers Near Me in Roughley B75

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We have found 703 relevant financial adviser firms within 30 miles of Roughley B75. Showing page 1 of 47.

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  2. 🏢

    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. 🪧9.4 Miles
    5. 📍Nottingham
  3. 🏢

    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. 🪧10.3 Miles
    4. 📍Beverley
  4. 👤

    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. 🪧12.5 Miles
    4. 📍Solihull
  5. 👤

    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. 🪧16.9 Miles
    4. 📍Hilton
  6. 🏢

    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. 🪧16.9 Miles
    5. 📍Hilton
  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. 🪧27.2 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. 🪧27.2 Miles
    4. 📍Rugby
  9. 👤

    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. 🪧27.4 Miles
    4. 📍Lutterworth
  10. 🏢

    Royal Acres Financial

    FCA reg no.
    437797
    FCA authorised date:
    17/10/05
    Royal Acres Financial, based in Sutton Coldfield, West Midlands, provides tailored financial advice across the UK, specialising in life insurance, investments and pension retirement advice.
    1. ✔1 Financial Adviser
    2. 🪧0.4 Miles
    3. 📍Sutton Coldfield
  11. 🏢

    Sutton Oaks Wealth Management LTD

    FCA reg no.
    1018796
    FCA authorised date:
    02/06/25
    Sutton Oaks Wealth Management Ltd is a FCA regulated financial firm based in Sutton Coldfield, providing personalised investment solutions, retirement advice, and comprehensive financial planning services.
    1. ✔1 Financial Adviser
    2. 🪧0.7 Miles
    3. 📍Sutton Coldfield
  12. 🏢

    Roberts Financial Consultancy Limited

    FCA reg no.
    498877
    FCA authorised date:
    03/04/09
    7. Roberts Financial Consultancy Ltd offers reliable, FCA-regulated financial advice in Sutton Coldfield, West Midlands, specialising in life investments, retirement advice, pension transfers, and comprehensive financial planning.
    1. ✔5 Financial Advisers
    2. 🪧0.9 Miles
    3. 📍Sutton Coldfield
  13. 🏢

    Census Wealth Management Limited

    FCA reg no.
    522337
    FCA authorised date:
    25/08/10
    Census Wealth Management Limited is a client-focused, FCA-regulated firm in Sutton Coldfield, offering comprehensive financial planning services, including life investments and strategic investment planning to individuals and families.
    1. ✔1 Financial Adviser
    2. 🪧0.9 Miles
    3. 📍Sutton Coldfield
  14. 🏢

    O'Reilly Financial Solutions LTD

    FCA reg no.
    517287
    FCA authorised date:
    03/01/13
    Intuitive FS is a Sutton Coldfield-based financial firm regulated by the FCA, offering bespoke investment strategies, various insurances and expert pensions advice, particularly in West Midlands areas.
    1. ✔3 Financial Advisers
    2. 🪧1 Miles
    3. 📍Sutton Coldfield
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  16. 🏢

    Aesir Wealth LTD

    FCA reg no.
    764841
    FCA authorised date:
    18/11/16
    Aesir Wealth Ltd is a FCA-registered financial advisory firm based in West Midlands, offering expert advice on life, investments, pensions, and financial planning, tailored to meet individual client requirements.
    1. ✔7 Financial Advisers
    2. 🪧1 Miles
    3. 📍Sutton Coldfield
  17. 🏢

    Sirius Financial Planning Limited

    FCA reg no.
    537187
    FCA authorised date:
    01/04/11
    Sirius Financial Planning is a leading, FCA-regulated financial services firm in Sutton Coldfield, offering robust financial planning, regulated advice and tailored solutions for various insurance, investment and pension needs.
    1. ✔2 Financial Advisers
    2. 🪧1.3 Miles
    3. 📍Sutton Coldfield
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