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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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  2. 🏢

    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.
    1. ✔3 Financial Advisers
    2. 🪧11.8 Miles
    3. 📍Rugby
  3. 🏢

    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.
    1. ✔2 Financial Advisers
    2. 🪧11.9 Miles
    3. 📍Solihull
  4. 🏢

    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.
    1. ✔3 Financial Advisers
    2. 🪧12 Miles
    3. 📍Lutterworth
  5. 🏢

    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. ✔1 Financial Adviser
    2. 🪧12 Miles
    3. 📍Rugby
  6. 🏢

    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.
    1. ✔5 Financial Advisers
    2. 🪧12 Miles
    3. 📍Lutterworth
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  8. 🏢

    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. ✔1 Financial Adviser
    2. 🪧12.1 Miles
    3. 📍Lutterworth
  9. 🏢

    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. ✔1 Financial Adviser
    2. 🪧12.3 Miles
    3. 📍Solihull
  10. 🏢

    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.
    1. ✔16 Financial Advisers
    2. ✔2 Mortgage Brokers
    3. ✔Min Pension Savings: £50,000
    4. ✔Min Assets: £50,000
    5. 🪧12.4 Miles
    6. 📍Lutterworth
  11. 🏢

    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. ✔1 Financial Adviser
    2. 🪧12.5 Miles
    3. 📍Leamington Spa
  12. 🏢

    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.
    1. ✔5 Financial Advisers
    2. 🪧12.7 Miles
    3. 📍Solihull
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  14. 🏢

    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. ✔1 Financial Adviser
    2. 🪧12.8 Miles
    3. 📍Solihull
  15. 🏢

    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.
    1. ✔2 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧12.8 Miles
    4. 📍Leicestershire
  16. 🏢

    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. ✔1 Financial Adviser
    2. 🪧12.9 Miles
    3. 📍Leicester
  17. 🏢

    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. ✔1 Financial Adviser
    2. 🪧13.2 Miles
    3. 📍Leicester
  18. 🏢

    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.
    1. ✔2 Financial Advisers
    2. 🪧13.2 Miles
    3. 📍Leicester
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