Find FCA registered Financial Advisers Near Me in Upper Stoke CV2
We have found 627 relevant financial adviser firms within 30 miles of Upper Stoke CV2. Showing page 9 of 42.
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PJL Financial Services LTD
- FCA reg no.
- 813547
- FCA authorised date:
- 02/01/19
Warwickshire's PJL Financial Services Ltd specializes in tailored advice on life insurance, investments, pensions and comprehensive financial planning. Regulated by FCA, they promise professional guidance personalized to clients' needs.- ✔3 Financial Advisers
- 🪧11.8 Miles
- 📍Rugby
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Broadstreet Wealth Management Limited
- FCA reg no.
- 946540
- FCA authorised date:
- 01/09/21
Broadstreet Wealth Management Limited, based in Lapworth, Warwickshire, is a regulated financial services firm specializing in life investments, pensions retirement advice, and comprehensive financial planning across Solihull and surroundings.- ✔2 Financial Advisers
- 🪧11.9 Miles
- 📍Solihull
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Rees Wealth Management LTD
- FCA reg no.
- 839222
- FCA authorised date:
- 01/04/19
Rees Wealth Management Ltd is a FCA regulated firm in Leicestershire, offering comprehensive financial planning, including life investments and pension advice. Known for their client-centred approach, they ensure trustworthiness and security in their services.- ✔3 Financial Advisers
- 🪧12 Miles
- 📍Lutterworth
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McQueen Wealth Management LTD
- FCA reg no.
- 826974
- FCA authorised date:
- 26/11/18
McQueen Wealth Management Ltd, an FCA regulated financial services provider, specializes in life insurance, investment advice, pensions retirement planning and comprehensive financial planning. Tailored solutions for clients of all backgrounds.- ✔1 Financial Adviser
- 🪧12 Miles
- 📍Rugby
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Lord Clarke Limited
- FCA reg no.
- 542556
- FCA authorised date:
- 18/05/11
Lord Clarke Limited, based in Lutterworth, provides client-focused financial services including life insurance, pensions retirement advice, and financial planning. Renowned for their tailored approach, they make complex financial decisions simple.- ✔5 Financial Advisers
- 🪧12 Miles
- 📍Lutterworth
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Gransha Financial Services Limited
- FCA reg no.
- 215966
- FCA authorised date:
- 31/05/05
Gransha Financial Services Limited is a FCA regulated firm offering expert financial planning and advice in Leicestershire, specialising in life investments, pensions retirement advice, and final salary pension transfers.- ✔1 Financial Adviser
- 🪧12.1 Miles
- 📍Lutterworth
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Benjamin Evans
- FCA reg no.
- 1034161
- FCA authorised date:
- 27/05/25
Based in Dorridge, Solihull, Benjamin Evans is an FCA-regulated firm offering personalised financial planning services, specializing in life and investment planning, pension transfers and retirement advice. Noted for their approachability and commitment to long-term growth.- ✔1 Financial Adviser
- 🪧12.3 Miles
- 📍Solihull
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Intelligent Financial Advisory
- FCA reg no.
- 669729
- FCA authorised date:
- 13/07/15
Intelligent Financial Advisory Ltd is a top-tier FCA regulated financial firm in Lutterworth, Leicestershire, providing tailored services like life insurance and retirement planning to local clients.- ✔16 Financial Advisers
- ✔2 Mortgage Brokers
- ✔Min Pension Savings: £50,000
- ✔Min Assets: £50,000
- 🪧12.4 Miles
- 📍Lutterworth
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Align Financial Planning LTD
- FCA reg no.
- 1044023
- FCA authorised date:
- 17/11/25
Align Financial Planning Ltd, based in Leamington Spa, Warwickshire, offers expert, personalized financial planning services, including life and investments advice, pension transfers, and retirement planning.- ✔1 Financial Adviser
- 🪧12.5 Miles
- 📍Leamington Spa
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Lucent Financial Planning LTD
- FCA reg no.
- 945107
- FCA authorised date:
- 02/08/21
Lucent Financial Planning Ltd, located in Solihull, West Midlands, offers personalised and FCA-regulated financial advice in life investments, pensions, and retirement planning. Known for their professional approach and client-focus.- ✔5 Financial Advisers
- 🪧12.7 Miles
- 📍Solihull
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Lines Financial Planning LTD
- FCA reg no.
- 945784
- FCA authorised date:
- 27/02/21
FCA-regulated Lines Financial Planning Ltd, based in Solihull, is known for personalized financial advice. Specializing in life investments, pensions, and retirement, they provide tailored strategies to meet individual client needs.- ✔1 Financial Adviser
- 🪧12.8 Miles
- 📍Solihull
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Home Matters Services LTD
- FCA reg no.
- 402226
- FCA authorised date:
- 23/11/04
Home Matters, based in Earl Shilton, offers expert financial planning and regulated advice in life investments and pensions retirement. With personalized financial solutions, they guide clients towards financial stability.- ✔2 Financial Advisers
- ✔1 Mortgage Broker
- 🪧12.8 Miles
- 📍Leicestershire
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Warner Holt Financial Services Limited
- FCA reg no.
- 400020
- FCA authorised date:
- 05/04/04
Warner Holt Financial Services Ltd., based in Leicester, offers trustworthy life and investment advice, financial planning services, pension retirement advice, and final salary pension transfers across Leicestershire and beyond.- ✔1 Financial Adviser
- 🪧12.9 Miles
- 📍Leicester
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Declan Kiely Wealth Management LTD
- FCA reg no.
- 971341
- FCA authorised date:
- 07/03/22
Declan Kiely Wealth Management Ltd, based near Leicester, provides tailored financial advice, specialising in insurance, pensions, investments, and financial planning. Regulated by the FCA and prioritising client-focused service.- ✔1 Financial Adviser
- 🪧13.2 Miles
- 📍Leicester
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Mee & Co LTD
- FCA reg no.
- 942170
- FCA authorised date:
- 01/01/21
Mee & Co Ltd, a Leicester-based trusted financial firm, offers expert advice on life investments, pensions retirement, and financial planning. Regulated by the FCA, they prioritize client-specific needs and transparent service.- ✔2 Financial Advisers
- 🪧13.2 Miles
- 📍Leicester
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