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Find FCA registered Financial Advisers Near Me in Towcester

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We have found 359 relevant financial adviser firms within 30 miles of Towcester. Showing page 1 of 24.

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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. 🪧21.7 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. 🪧21.7 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. 🪧24.6 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. 🪧37 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. 🪧37.9 Miles
    5. 📍Nottingham
  7. 🏢

    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. 🪧49.7 Miles
    5. 📍London
  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. 🪧54.9 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. 🪧54.9 Miles
    5. 📍Hilton
  10. 🏢

    Towcester Financial Planning LTD

    FCA reg no.
    416693
    FCA authorised date:
    06/12/04
    Towcester Financial Planning Ltd is a premier, FCA registered firm, offering comprehensive financial services like investment planning and retirement advice in Northamptonshire and surrounding regions.
    1. ✔2 Financial Advisers
    2. 🪧0.1 Miles
    3. 📍Towcester
  11. 🏢

    McLay-james Limited

    FCA reg no.
    820559
    FCA authorised date:
    03/01/19
    Mclay James is a robust, FCA-regulated financial services firm in Towcester, specialising in life investments, pensions, and retirement advice. Known for clear, concise advice, they provide tailored financial planning solutions.
    1. ✔1 Financial Adviser
    2. 🪧0.3 Miles
    3. 📍Towcester
  12. 🏢

    Eastgate Wealth Management LTD

    FCA reg no.
    416284
    FCA authorised date:
    01/12/04
    Eastgate Wealth Management Ltd, renowned for expert advice in pension transfers, offers tailored financial services, focusing on individual life, investment, and retirement needs primarily in Towcester, Northamptonshire.
    1. ✔1 Financial Adviser
    2. 🪧0.8 Miles
    3. 📍Towcester
  13. 🏢

    Dale Johnson Wealth Management

    FCA reg no.
    564970
    FCA authorised date:
    20/09/11
    Based in Northamptonshire, Dale Johnson Wealth Management provides a comprehensive range of FCA-regulated financial services including retirement and investment advice, pension transfers, and personalised financial planning.
    1. ✔1 Financial Adviser
    2. 🪧4.4 Miles
    3. 📍Northampton
  14. 🏢

    Bluebell Financial Services LTD

    FCA reg no.
    762029
    FCA authorised date:
    28/04/20
    Bluebell Financial Services Ltd, a trusted Northampton-based firm, specialises in life and investment solutions, pensions retirement advice, and final salary pension transfers, providing tailored, client-focused financial services.
    1. ✔1 Financial Adviser
    2. 🪧5.8 Miles
    3. 📍Northampton
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  16. 🏢

    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. 🪧6 Miles
    3. 📍Northampton
  17. 🏢

    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. 🪧6.3 Miles
    3. 📍Northampton
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