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Find FCA registered Financial Advisers Near Me in Shelfleys NN4

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We have found 366 relevant financial adviser firms within 30 miles of Shelfleys NN4. Showing page 1 of 25.

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  2. 🏢

    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. 🪧18.7 Miles
    5. 📍Rugby
  3. 👤

    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. 🪧18.7 Miles
    4. 📍Rugby
  4. 👤

    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. 🪧20.7 Miles
    4. 📍Lutterworth
  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. 🪧35.7 Miles
    4. 📍Beverley
  6. 🏢

    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. 🪧36.4 Miles
    5. 📍Nottingham
  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. 🪧51.5 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. 🪧51.5 Miles
    5. 📍Hilton
  9. 🏢

    Shinfield Financial Planning

    FCA reg no.
    1024843
    FCA authorised date:
    05/02/25
    Thanks for looking at my profile. With my many years of experience (30 years +), I help my clients achieve financial independence, through efficient tax mitigation, wealth creation/preservation and retirement planning solutions. I work through the Quilter Network as an appointed representative ... read full company profile
    1. ✔1 Financial Adviser
    2. ✔Min Pension Savings: £300,000
    3. ✔Min Assets: £300,000
    4. 🪧55.3 Miles
    5. 📍London
  10. 🏢

    Westminster Wealth Management LLP

    FCA reg no.
    490519
    FCA authorised date:
    12/12/08
    Westminster Wealth Management brings together a wealth of experience from across the financial services sector. As a fully independent financial advisory practice, we pride ourselves on offering exceedingly high levels of personal service. This has resulted in long-term relationships with our cl... read full company profile
    1. ✔50 Financial Advisers
    2. ✔5 Mortgage Brokers
    3. ✔Min Pension Savings: £200,000
    4. ✔Min Assets: £200,000
    5. 🪧59.7 Miles
    6. 📍 London
  11. 🏢

    Derek Giddings

    FCA reg no.
    171593
    FCA authorised date:
    15/07/15
    Derek Giddings is an FCA-regulated firm offering expert financial planning and advice in Northampton. Specializing in life investments and pension retirement, the team provides tailored guidance for responsible financial decision making.
    1. ✔1 Financial Adviser
    2. 🪧0.6 Miles
    3. 📍Northampton
  12. 🏢

    Robert Bruce Associates Limited

    FCA reg no.
    610277
    FCA authorised date:
    08/04/14
    19. Robert Bruce Financial Planning, based in Northampton, is a highly-regarded firm offering tailored life and investment planning, pensions retirement advice, and regulated financial planning services, ensuring clients' financial prosperity.
    1. ✔2 Financial Advisers
    2. 🪧1.7 Miles
    3. 📍Northampton
  13. 🏢

    Francis Financial

    FCA reg no.
    216031
    FCA authorised date:
    31/05/05
    Francis Financial, regulated by FCA (216031), is a Northampton-based leading provider of comprehensive financial services including expert advice, bespoke investment solutions, and retirement planning, focused on client-centric, regulated advice.
    1. ✔1 Financial Adviser
    2. ✔1 Mortgage Broker
    3. 🪧1.7 Miles
    4. 📍Northampton
  14. 🏢

    R & D Financial Management LLP

    FCA reg no.
    478018
    FCA authorised date:
    23/01/08
    R & D Financial Management LLP, based in Northamptonshire, specializes in regulated financial planning, including pension and investment advice. Known for dependable and personalized services, it serves surrounding areas with a focus on local families and first-time buyers.
    1. ✔1 Financial Adviser
    2. 🪧1.7 Miles
    3. 📍Northampton
  15. 🏢

    ALLAN INVESTMENT MANAGEMENT LIMITED

    FCA reg no.
    446801
    FCA authorised date:
    01/03/06
    Northampton-based ALLAN INVESTMENT MANAGEMENT LIMITED offers trustworthy financial services including insurance, investment, and pension advice. Regulated by the FCA, they provide sound, tailored financial guidance to individuals and businesses.
    1. ✔1 Financial Adviser
    2. 🪧2.3 Miles
    3. 📍Northampton
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  17. 🏢

    CLARK & JOHN FINANCIAL SERVICES LIMITED

    FCA reg no.
    476104
    FCA authorised date:
    18/01/08
    Clark & John Financial Services Limited is a reputable, FCA-regulated firm offering comprehensive financial services including insurance, investments, pensions advice in Northamptonshire. They provide personalised, secure financial guidance.
    1. ✔3 Financial Advisers
    2. 🪧2.4 Miles
    3. 📍Northampton
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