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Find FCA registered Financial Advisers Near Me in West Heath B31


We have found 572 relevant financial adviser firms within 30 miles of West Heath B31. Showing page 6 of 39.

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  2. 🏢

    Orca Wealth LTD

    FCA reg no.
    1007211
    FCA authorised date:
    05/01/24
    Orca Wealth is a UK-based, FCA-regulated financial planning firm offering expertise in life and investment strategy, pension transfers, and custom retirement advice, committed to helping clients navigate finances with confidence.
    1. ✔1 Financial Adviser
    2. 🪧6.8 Miles
    3. 📍Bromsgrove
  3. 🏢

    PRG Independent Limited

    FCA reg no.
    592823
    FCA authorised date:
    13/12/12
    West Midlands-based PRG Independent Limited is a renowned financial firm providing regulated services for life investments, pensions advice, and final salary pension transfers. They offer expert financial planning with a client-centric approach.
    1. ✔3 Financial Advisers
    2. 🪧6.8 Miles
  4. 🏢

    PRG Financial Planners Limited

    FCA reg no.
    592781
    FCA authorised date:
    12/12/12
    PRG Financial Planners Limited, located in the heart of Birmingham, is a trusted firm renowned for providing expert financial planning and regulated advice across life, investments, and pensions.
    1. ✔10 Financial Advisers
    2. 🪧6.8 Miles
  5. 🏢

    Whitebeam Independent Financial Advice LTD

    FCA reg no.
    952823
    FCA authorised date:
    08/02/22
    Whitebeam Independent Financial Advice Ltd offers tailored, FCA-regulated financial services in Birmingham and West Midlands, specializing in life investments, pensions advice, and comprehensive financial planning.
    1. ✔1 Financial Adviser
    2. 🪧6.8 Miles
    3. 📍West Midlands
  6. 🏢

    Warren Wealth Limited

    FCA reg no.
    846108
    FCA authorised date:
    23/02/24
    Warren Wealth Limited is a regulated financial planning firm based in Solihull, West Midlands, offering tailored advice in investments, pensions, and final salary pension transfers. They specialise in customised financial solutions.
    1. ✔1 Financial Adviser
    2. ✔Min Pension Savings: £150,000
    3. ✔Min Assets: £150,000
    4. 🪧6.8 Miles
    5. 📍Solihull
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  8. 🏢

    Peak Life Financial Planning LTD

    FCA reg no.
    994600
    FCA authorised date:
    06/04/23
    Birmingham-based Peak Life Financial Planning Ltd offers regulated financial services, specialising in retirement advice and final salary pension transfers. Trust them for tailored, reliable, client-focused advice.
    1. ✔1 Financial Adviser
    2. 🪧6.8 Miles
    3. 📍Birmingham
  9. 🏢

    NFP Financial Planning Limited

    FCA reg no.
    134005
    FCA authorised date:
    01/12/01
    3. NFP is a FCA regulated firm based in Birmingham, specializing in financial services including insurance, investment strategies and pensions retirement advice, known for their client-focused approach.
    1. ✔6 Financial Advisers
    2. 🪧6.8 Miles
    3. 📍Birmingham
  10. 🏢

    Allsopp Financial Management Limited

    FCA reg no.
    457901
    FCA authorised date:
    02/01/07
    Allsopp Financial Management Limited is a Birmingham-based, FCA-regulated firm specialising in pensions retirement advice and comprehensive financial planning. They offer expert, tailored financial solutions to individuals and local families.
    1. ✔1 Financial Adviser
    2. 🪧6.8 Miles
    3. 📍Birmingham
  11. 🏢

    Clarke Baron Associates LTD

    FCA reg no.
    483649
    FCA authorised date:
    21/05/08
    Holyoakes Group Ltd is a trusted, FCA-regulated financial services provider in Bromsgrove, Worcestershire, offering expert retirement advice, pension transfers, and comprehensive financial planning to local clients.
    1. ✔1 Financial Adviser
    2. 🪧6.8 Miles
    3. 📍Bromsgrove
  12. 🏢

    HOLYOAKES GROUP LIMITED

    FCA reg no.
    426166
    FCA authorised date:
    09/06/05
    Regulated by the FCA, Holyoakes Group Ltd. is a trusted financial advisory firm in Worcestershire, specialising in life, investment management, pensions, and regulated financial planning.
    1. ✔3 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧6.8 Miles
    4. 📍Bromsgrove
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  14. 🏢

    ZOE REYNOLDS FINANCIAL SERVICES LIMITED

    FCA reg no.
    631123
    FCA authorised date:
    29/08/14
    Vision IFP is a trusted, FCA-regulated financial planning firm in West Midlands, specialising in investment, retirement advice and pension transfers. Renowned for customer-centric and friendly services, they cater to individual needs and goals.
    1. ✔1 Financial Adviser
    2. 🪧6.8 Miles
    3. 📍Cradley Heath
  15. 🏢

    Capital J LTD

    FCA reg no.
    229969
    FCA authorised date:
    26/06/15
    Capital J Ltd, an FCA regulated firm, provides diversified financial solutions including life insurance, investments, and pension retirement advice, with a specialism in final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧6.9 Miles
    3. 📍Solihull
  16. 🏢

    Daryl Toms

    FCA reg no.
    1012483
    FCA authorised date:
    09/05/24
    Daryl Toms is a reputable FCA-regulated financial firm based in the West Midlands, offering expert advice on diverse financial services, from investments to retirement planning. Known for their personalized and professional guidance, they make financial planning accessible for all.
    1. ✔1 Financial Adviser
    2. 🪧7 Miles
    3. 📍Shirley
  17. 🏢

    Steven Davies

    FCA reg no.
    1009590
    FCA authorised date:
    19/03/24
    Steven Davies is a trusted financial firm at St. James Place House, Solihull, offering regulated services like financial planning, investment advice and specialised pension guidance, primarily to the West Midlands area.
    1. ✔1 Financial Adviser
    2. 🪧7 Miles
    3. 📍Solihull
  18. 🏢

    Sophie Wilkins

    FCA reg no.
    1024723
    FCA authorised date:
    23/01/25
    Sophie Wilkins is a FCA-regulated financial service firm in Solihull, known for expert, tailored advice in investment management, pensions, and comprehensive financial planning. It prioritises clear communication and client satisfaction.
    1. ✔1 Financial Adviser
    2. 🪧7 Miles
    3. 📍Solihull
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