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Find FCA registered Financial Advisers Near Me in Round's Green B69


We have found 593 relevant financial adviser firms within 30 miles of Round's Green B69. Showing page 9 of 40.

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  2. 🏢

    Broderick Wealth Management LTD

    FCA reg no.
    808085
    FCA authorised date:
    02/05/18
    Broderick Wealth Management provides regulated financial services, including life insurance, investments, and pension advice. Based in Sutton Coldfield, they prioritise transparency and personalised solutions for families and small businesses.
    1. ✔1 Financial Adviser
    2. 🪧8.7 Miles
    3. 📍Sutton Coldfield
  3. 🏢

    Midlands Investment Agency Limited

    FCA reg no.
    664876
    FCA authorised date:
    01/04/15
    Midlands Investment Agency Limited is an FCA-regulated firm offering comprehensive financial services including life insurance, investment advice, and retirement planning. Known for its customer-focused approach, it serves clients throughout Wolverhampton and beyond.
    1. ✔1 Financial Adviser
    2. 🪧8.8 Miles
    3. 📍Wolverhampton
  4. 🏢

    Jellings Dalton Investments Limited

    FCA reg no.
    724139
    FCA authorised date:
    20/06/16
    Jellings Dalton Investments Limited is a Wolverhampton-based financial planning provider, competent in offering bespoke advice on life investments, pensions retirement and final salary pension transfers to a diverse clientele.
    1. ✔2 Financial Advisers
    2. 🪧8.8 Miles
    3. 📍Wolverhampton
  5. 🏢

    A.j. Wealth Management Limited

    FCA reg no.
    191874
    FCA authorised date:
    01/12/01
    A.J. Wealth Management is a respected Wolverhampton-based financial services firm, specializing in tailored financial planning, pensions advice, and investment management. Known for client-focused approach and trusted, regulated advice.
    1. ✔2 Financial Advisers
    2. 🪧8.8 Miles
    3. 📍Wolverhampton
  6. 🏢

    Mortgage & Financial Solutions LTD

    FCA reg no.
    186135
    FCA authorised date:
    11/09/15
    Mortgage & Financial Solutions Ltd in Wolverhampton, West Midlands, is an FCA regulated firm specializing in client-centred financial planning, including life insurance, investments, and pension advice.
    1. ✔3 Financial Advisers
    2. 🪧8.8 Miles
    3. 📍Wolverhampton
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  8. 🏢

    Lisa Lee Wealth Management Limited

    FCA reg no.
    808335
    FCA authorised date:
    04/05/18
    Lisa Lee Wealth Management Limited is a reputable, FCA-regulated firm in Pelsall, offering tailored financial planning, investment strategies, insurance, and retirement advice. Their priority is secure wealth management with a client-centric approach.
    1. ✔1 Financial Adviser
    2. 🪧8.9 Miles
    3. 📍Walsall
  9. 🏢

    Gpfinancial IFA LTD

    FCA reg no.
    999321
    FCA authorised date:
    08/07/23
    Based in Birmingham, GPFinancial IFA Ltd offers a range of FCA regulated financial services, including life insurance, investments, and pension transfers. Known for reliable, personalized advice, they specialize in retirement planning.
    1. ✔1 Financial Adviser
    2. 🪧8.9 Miles
    3. 📍Birmingham
  10. 🏢

    HRS Asset Management LTD

    FCA reg no.
    624680
    FCA authorised date:
    02/09/14
    Wolverhampton-based HRS Asset Management Ltd provides expert advice on life and investments, pensions, and retirement strategies, offering tailored solutions to secure clients' financial futures in the West Midlands region.
    1. ✔1 Financial Adviser
    2. 🪧8.9 Miles
    3. 📍Wolverhampton
  11. 🏢

    RVW Wealthcare LTD

    FCA reg no.
    146438
    FCA authorised date:
    01/12/01
    RVW WealthCare Ltd, a trusted financial services provider in Birmingham, specializes in life insurance, sustainable investments, and strategic pensions retirement advice. They offer reliable, regulated assistance throughout the West Midlands.
    1. ✔2 Financial Advisers
    2. 🪧9.1 Miles
    3. 📍Birmingham
  12. 🏢

    Jeremy George Lake Financial Services LTD

    FCA reg no.
    602225
    FCA authorised date:
    05/06/13
    Sutton Coldfield-based Jeremy George Lake Financial Services offers comprehensive and regulated financial planning, including life and investment planning, retirement advice, and pension transfers. They offer a client-centred approach available to everyone.
    1. ✔2 Financial Advisers
    2. 🪧9.1 Miles
    3. 📍Sutton Coldfield
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  14. 🏢

    Primary Wealth Limited

    FCA reg no.
    735333
    FCA authorised date:
    01/06/16
    Primary Wealth Limited in Sutton Coldfield offers regulated financial advice, specializing in life investments, pensions retirement advice, and financial planning. Catering to the West Midlands region, we focus on individualized financial strategies.
    1. ✔1 Financial Adviser
    2. 🪧9.2 Miles
    3. 📍Sutton Coldfield
  15. 🏢

    Harvest Asset Management LTD

    FCA reg no.
    200164
    FCA authorised date:
    23/06/15
    Harvest Asset Management Ltd is a Sutton Coldfield-based FCA-regulated firm offering dedicated financial planning, robust pension advice and tailored investment strategies to clients in the West Midlands region.
    1. ✔2 Financial Advisers
    2. 🪧9.3 Miles
    3. 📍Sutton Coldfield
  16. 🏢

    Ethical Adviser(UK) LTD

    FCA reg no.
    923809
    FCA authorised date:
    02/11/20
    Ethical Adviser UK Ltd is a Sutton Coldfield-based financial services firm specialising in life and investment advisements, pensions retirement planning, and providing bespoke financial plans tailored to individual client needs.
    1. ✔1 Financial Adviser
    2. 🪧9.3 Miles
    3. 📍West Midlands
  17. 🏢

    FINLI (fa92) LIMITED

    FCA reg no.
    195522
    FCA authorised date:
    01/12/01
    Based in Sherbourne, Finli is a renowned financial firm providing expert advice in life investments and pensions retirement planning. Regulated by the FCA, they offer personalised financial planning services to diverse clients.
    1. ✔20 Financial Advisers
    2. ✔3 Mortgage Brokers
    3. 🪧9.3 Miles
    4. 📍Royal Sutton Coldfield
  18. 🏢

    Oaklands Wealth Management LTD

    FCA reg no.
    432451
    FCA authorised date:
    04/07/05
    Oaklands Wealth Management Ltd, a FCA regulated firm in Sutton Coldfield, provides expert financial planning and retirement advice. Known for their professionalism and approachability, they cater to seasoned investors and newcomers alike.
    1. ✔1 Financial Adviser
    2. 🪧9.3 Miles
    3. 📍Sutton Coldfield
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