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Find FCA registered Financial Advisers Near Me in Sydenham CV31

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We have found 546 relevant financial adviser firms within 30 miles of Sydenham CV31. Showing page 1 of 37.

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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. 🪧14.5 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. 🪧14.5 Miles
    4. 📍Rugby
  4. 👤

    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. 🪧14.6 Miles
    4. 📍Solihull
  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. 🪧15.3 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. 🪧16.2 Miles
    5. 📍Nottingham
  7. 👤

    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. 🪧18.9 Miles
    4. 📍Lutterworth
  8. 👤

    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. 🪧37.8 Miles
    4. 📍Hilton
  9. 🏢

    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. 🪧37.8 Miles
    5. 📍Hilton
  10. 🏢

    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. 🪧64.5 Miles
    5. 📍London
  11. 🏢

    Lexicon Wealth Management Limited

    FCA reg no.
    752966
    FCA authorised date:
    15/07/16
    Lexicon Wealth Management is a reputable, FCA-registered firm in Leamington Spa, offering personalised regulated financial advice on investments, pensions, and financial planning with a focus on clarity and confidence.
    1. ✔1 Financial Adviser
    2. 🪧0.8 Miles
    3. 📍Leamington Spa
  12. 🏢

    RE Hutt Financial Services Limited

    FCA reg no.
    472781
    FCA authorised date:
    23/11/07
    Hutt Professional Financial Planning is a FCA-regulated organization based in Warwickshire, offering comprehensive financial services including life & investment advice, pensions guidance and retirement planning. Their client-centered approach assures secure financial future.
    1. ✔3 Financial Advisers
    2. 🪧1.1 Miles
    3. 📍Leamington Spa
  13. 🏢

    ROCKWEALTH LEAMINGTON LIMITED

    FCA reg no.
    930319
    FCA authorised date:
    21/07/20
    Rockwealth Leamington Limited is a FCA registered, specialised financial services provider in Warwickshire, offering expertise in life and investments, pensions retirement advice, and financial planning, with a notable reputation for pension transfers.
    1. ✔3 Financial Advisers
    2. 🪧1.1 Miles
  14. 🏢

    Craig Saxton

    FCA reg no.
    647949
    FCA authorised date:
    29/09/14
    Craig Saxton is a Warwickshire-based, FCA-regulated firm offering bespoke financial services including life insurance, pensions retirement advice, final salary pension transfers, and investment guidance.
    1. ✔1 Financial Adviser
    2. 🪧1.1 Miles
    3. 📍Leamington Spa
  15. 🏢

    Jacqueline Bayley

    FCA reg no.
    945800
    FCA authorised date:
    29/01/26
    Warwickshire-based Jacqueline Bayley provides trustworthy financial services, including life and investment planning, and pension retirement advice under FCA regulation. Renowned for exceptional customer service and tailored financial planning.
    1. ✔1 Financial Adviser
    2. 🪧1.2 Miles
    3. 📍Warwick
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  17. 🏢

    Simpson Financial Services LTD

    FCA reg no.
    472031
    FCA authorised date:
    02/01/08
    Simpson Financial Services Ltd, based in Leamington Spa, is a reliable provider of diverse financial planning services, specialising in insurance, investments, and retirement advice. Known for client-focused and approachable service.
    1. ✔5 Financial Advisers
    2. ✔2 Mortgage Brokers
    3. 🪧1.2 Miles
    4. 📍Leamington Spa
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