Find FCA registered Financial Advisers Near Me in Soho B66
We have found 611 relevant financial adviser firms within 30 miles of Soho B66. Showing page 11 of 41.
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David Martin Potter
- FCA reg no.
- 215871
- FCA authorised date:
- 31/05/05
David Martin Potter is a reputable, FCA-regulated financial firm offering tailored investment, pension, and financial planning services in the Solihull area and beyond, known for its client-centric approach and regulatory compliance.- ✔2 Financial Advisers
- 🪧9.6 Miles
- 📍Solihull
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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.- ✔2 Financial Advisers
- 🪧9.6 Miles
- 📍Birmingham
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Sean Slattery
- FCA reg no.
- 1040794
- FCA authorised date:
- 22/09/25
Sean Slattery is a regulated Wolverhampton-based firm offering diligent financial planning and advice. Known for expertise in life investments and retirement advice, the approachable and reliable team provides bespoke, strategic solutions.- ✔1 Financial Adviser
- 🪧9.6 Miles
- 📍Wolverhampton
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Opal Wealth Management LTD
- FCA reg no.
- 586905
- FCA authorised date:
- 18/03/24
Opal Wealth Management Ltd, a Wolverhampton-based FCA regulated firm, specializes in financial planning and regulated advice. They offer tailored strategies in life investments and pension retirement, ensuring clients navigate their financial journeys confidently.- ✔1 Financial Adviser
- 🪧9.6 Miles
- 📍Wolverhampton
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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.- ✔2 Financial Advisers
- ✔1 Mortgage Broker
- 🪧9.7 Miles
- 📍Birmingham
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Mitonoptimal Portfolio Management (UK) Limited
- FCA reg no.
- 770509
- FCA authorised date:
- 01/09/17
MitonOptimal Portfolio Management (UK) Limited is a reputable Wolverhampton-based FCA-registered financial services firm offering tailored advice on investments, pensions, and retirement planning. Known for their diligent and trustworthy approach, they specialise in creating unique financial strateg... read full company profile- ✔3 Financial Advisers
- 🪧9.7 Miles
- 📍Wolverhampton
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John Lowe
- FCA reg no.
- 416600
- FCA authorised date:
- 04/12/04
John Lowe's FCA regulated enterprise offers expert advice in life insurance, investment strategies, and personalized pension retirement advice, focusing on client-oriented financial planning.- ✔1 Financial Adviser
- 🪧9.8 Miles
- 📍Stourbridge
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Timely Wealth Management LTD
- FCA reg no.
- 1007121
- FCA authorised date:
- 15/11/24
Timely Wealth Management Ltd, an FCA-regulated firm in Worcestershire, offers expert financial services including insurance, investments, financial planning, and pension consultations, with a client-focused approach to ensure bespoke solutions.- ✔2 Financial Advisers
- 🪧9.8 Miles
- 📍Hagley
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KRD Financial Advisers Limited
- FCA reg no.
- 456629
- FCA authorised date:
- 02/01/07
KRD Financial Advisers Limited, based in Worcestershire, is a reputable firm delivering expert financial planning and investment strategies. Known for their professional yet approachable ethos, they offer regulated, personalized financial advice.- ✔7 Financial Advisers
- ✔2 Mortgage Brokers
- 🪧9.8 Miles
- 📍Hagley
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Linear Wealth Management Limited
- FCA reg no.
- 1029031
- FCA authorised date:
- 04/03/25
Solihull-based Linear Wealth Management Limited offers regulated financial services like life insurance, investments, pensions advice and specialises in final salary pension transfers and financial planning.- ✔2 Financial Advisers
- 🪧9.9 Miles
- 📍Solihull
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MONEY TREE FINANCIAL PLANNING LTD
- FCA reg no.
- 610798
- FCA authorised date:
- 04/02/14
MONEY TREE FINANCIAL PLANNING LTD, located in Wolverhampton, offers tailored financial planning and regulated advice. Specialises in insurance, investments, pensions, and retirement advice. Known for a client-focused approach and commitment to financial futures.- ✔1 Financial Adviser
- 🪧9.9 Miles
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Professional Independent Advisers Limited
- FCA reg no.
- 125921
- FCA authorised date:
- 01/12/01
Based in Wolverhampton, PIA Wealth Management is a trusted FCA-regulated firm offering comprehensive financial services such as insurance, investments, pension advice, and financial planning catered to individual needs.- ✔7 Financial Advisers
- ✔3 Mortgage Brokers
- 🪧9.9 Miles
- 📍Wolverhampton
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AJI Financial Planning LTD
- FCA reg no.
- 744946
- FCA authorised date:
- 22/04/16
FCA-regulated AJI Financial Planning Ltd, located in Wolverhampton, West Midlands, offers comprehensive financial planning services, including investments, pensions advice and retirement planning, with a client-focused approach.- ✔1 Financial Adviser
- 🪧10 Miles
- 📍Wolverhampton
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Haycock Financial Planning Limited
- FCA reg no.
- 1024375
- FCA authorised date:
- 24/12/24
Haycock Financial Planning Limited in Birmingham offers trustworthy financial advice, specializing in insurance, investments, pensions, and overall financial planning. Dedicated to understanding individual needs, they provide tailored financial solutions.- ✔1 Financial Adviser
- 🪧10 Miles
- 📍Birmingham
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Richard Shorthouse
- FCA reg no.
- 220615
- FCA authorised date:
- 13/11/02
Ashley Independent Financial Advisers, based in Birmingham, specialises in wealth management, investments, and retirement strategies. Offering tailored financial solutions, they focus on client-specific needs, serving Solihull Parkway and surrounding areas.- ✔1 Financial Adviser
- 🪧10 Miles
- 📍Birmingham
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