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Find FCA registered Financial Advisers Near Me in Selly Oak B29

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We have found 596 relevant financial adviser firms within 30 miles of Selly Oak B29. Showing page 1 of 40.

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  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. 🪧7.1 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. 🪧12.6 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. 🪧12.8 Miles
    4. 📍Beverley
  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. 🪧29.2 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. 🪧29.2 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. 🪧29.6 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. 🪧29.6 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. 🪧31.7 Miles
    4. 📍Lutterworth
  10. 🏢

    Affinity Business Services Limited

    FCA reg no.
    432256
    FCA authorised date:
    31/05/05
    Affinity Business Services Limited is a trusted financial partner in Harborne, Birmingham, offering expert advice on life investments, pensions retirement, and final salary pension transfers tailored to individual needs.
    1. ✔1 Financial Adviser
    2. 🪧1.8 Miles
    3. 📍Birmingham
  11. 🏢

    Southcote Financial Limited

    FCA reg no.
    676388
    FCA authorised date:
    25/01/16
    Based in Kings Norton, Birmingham, Southcote Financial Limited offers regulated financial advice, specialising in life investments, pensions, and financial planning. Known for their tailored solutions and approachable ethos, they serve clients across West Midlands.
    1. ✔2 Financial Advisers
    2. 🪧2.1 Miles
    3. 📍Birmingham
  12. 🏢

    NPS 2025 Limited

    FCA reg no.
    1040144
    FCA authorised date:
    09/08/25
    NPS 2025 Limited is a reputable FCA-registered financial planning firm based in Edgbaston, offering services including insurance, investments, and pension advice with a client-centric approach.
    1. ✔4 Financial Advisers
    2. 🪧2.1 Miles
    3. 📍Edgbaston
  13. 🏢

    CHATFIELD PRIVATE CLIENT LIMITED

    FCA reg no.
    518338
    FCA authorised date:
    23/07/10
    CHATFIELD PRIVATE CLIENT LIMITED is a trusted financial firm in Birmingham, offering expertise in life investments, pensions, retirement advice, and financial planning. They prioritize client-focused, regulated advice for a secure financial journey.
    1. ✔2 Financial Advisers
    2. 🪧2.1 Miles
    3. 📍Birmingham
  14. 🏢

    Fairway Financial Planning Limited

    FCA reg no.
    998733
    FCA authorised date:
    10/01/24
    Fairway Financial Planning Limited, located in Birmingham, specialises in tailored regulated financial planning services including life, investments and pensions retirement advice under FCA registration number 998733.
    1. ✔2 Financial Advisers
    2. 🪧2.1 Miles
    3. 📍Birmingham
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  16. 🏢

    Packenham Limited

    FCA reg no.
    628175
    FCA authorised date:
    25/01/19
    Packenham Limited, an FCA-regulated Birmingham-based firm, offers expert financial planning, life insurance, pension, and investment advice. Noted for tailored retirement advice and final salary pension transfer solutions.
    1. ✔1 Financial Adviser
    2. 🪧2.4 Miles
    3. 📍Birmingham
  17. 🏢

    Martin Jeffers

    FCA reg no.
    945795
    FCA authorised date:
    28/02/21
    Martin Jeffers is a distinguished financial institution in Moseley, Birmingham, offering comprehensive financial planning, including insurance, investments and pension advice, to diverse clients across West Midlands. FCA registered (945795).
    1. ✔1 Financial Adviser
    2. 🪧2.5 Miles
    3. 📍Birmingham
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