Are you an Adviser click here
Search Financial Advisers Logo
Our website uses Cookies.

You can set your preferences here.

Find FCA registered Financial Advisers Near Me in Rubery B45

Search Financial Advisers Logo

We have found 566 relevant financial adviser firms within 30 miles of Rubery B45. Showing page 1 of 38.

📍Map View
  1. Need Help Choosing an Adviser?
    Enter a few details to get matched with the right adviser and receive a guaranteed callback
  2. 👤

    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. 🪧9.8 Miles
    4. 📍Solihull
  3. 🏢

    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. 🪧16.3 Miles
    5. 📍Nottingham
  4. 🏢

    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. 🪧16.3 Miles
    4. 📍Beverley
  5. 🏢

    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. 🪧32.3 Miles
    5. 📍Rugby
  6. 👤

    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. 🪧32.3 Miles
    4. 📍Rugby
  7. 👤

    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. 🪧33.1 Miles
    4. 📍Hilton
  8. 🏢

    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. 🪧33.1 Miles
    5. 📍Hilton
  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. 🪧34.7 Miles
    4. 📍Lutterworth
  10. 🏢

    Legacy Planning Partners LTD

    FCA reg no.
    1032953
    FCA authorised date:
    17/10/25
    Legacy Planning Partners Ltd is a reputable financial advisory firm in Warwickshire, specializing in life, investments, pensions, and retirement advice, serving clients across the region with professional, approachable service.
    1. ✔3 Financial Advisers
    2. 🪧0.3 Miles
    3. 📍Birmingham
  11. 🏢

    Footes Financial Planning UK Limited

    FCA reg no.
    692441
    FCA authorised date:
    08/10/15
    Footes Financial Planning UK Limited offers exceptional service in life and investment planning, pensions and retirement advice. FCA-regulated, it provides tailored, comprehensive financial assistance from its Birmingham base.
    1. ✔1 Financial Adviser
    2. 🪧1.1 Miles
    3. 📍Birmingham
  12. 🏢

    Whateley Wealth Management Limited

    FCA reg no.
    715678
    FCA authorised date:
    04/01/16
    Whateley Wealth Management Limited is a FCA registered firm offering expert financial planning advice, specialising in life and investment services, pensions retirement advice and personal financial planning in Birmingham.
    1. ✔7 Financial Advisers
    2. 🪧1.2 Miles
    3. 📍Birmingham
  13. 🏢

    Segbourne Financial Management Limited

    FCA reg no.
    409085
    FCA authorised date:
    23/11/04
    Segbourne Financial Management Limited provides comprehensive, bespoke financial advice and services across Oldham and Greater Manchester. Their expertise includes life investments, pensions, retirement advice and strategic financial planning.
    1. ✔1 Financial Adviser
    2. 🪧1.6 Miles
    3. 📍Chadwich
  14. 🏢

    H-j Wealth Planning Limited

    FCA reg no.
    518901
    FCA authorised date:
    01/03/10
    H-J Wealth Planning Ltd, an FCA registered firm in West Midlands, offers personalised financial advice on diverse sectors like insurance, investments, and pensions, highlighting trust, strategic planning, and financial security.
    1. ✔2 Financial Advisers
    2. 🪧1.9 Miles
    3. 📍Birmingham
  15. Need Help Choosing an Adviser?
    Enter a few details to get matched with the right adviser and receive a guaranteed callback
  16. 🏢

    Provest Wealth Management LTD

    FCA reg no.
    569035
    FCA authorised date:
    17/11/11
    Birmingham-based Provest Financial Solutions LLP offers expert, FCA-regulated financial planning and advice. Specialising in tailored life investments, pensions, and comprehensive financial planning, they're known for their approachable style.
    1. ✔2 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧2.3 Miles
    4. 📍Birmingham
  17. 🏢

    Fallon Associates Limited

    FCA reg no.
    402324
    FCA authorised date:
    18/10/04
    Fallon Associates Limited is a respected FCA-regulated financial firm specializing in pensions, investments, and insurance. Central to Worcestershire, they offer personalized, reliable guidance for your unique financial needs.
    1. ✔1 Financial Adviser
    2. 🪧2.4 Miles
    3. 📍Bromsgrove
Page 1 of 38. Showing results 1 to 15.
Click here to see the top of the results
Need Help Choosing an Adviser?
Enter a few details to get matched with the right adviser and receive a guaranteed callback