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Find FCA registered Financial Advisers Near Me in Westcotes LE3

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We have found 547 relevant financial adviser firms within 30 miles of Westcotes LE3. Showing page 1 of 37.

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  2. 👤

    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. 🪧11.4 Miles
    4. 📍Lutterworth
  3. 🏢

    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. 🪧16 Miles
    5. 📍Rugby
  4. 👤

    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. 🪧16 Miles
    4. 📍Rugby
  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. 🪧23.2 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. 🪧23.3 Miles
    5. 📍Nottingham
  7. 👤

    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. 🪧24.5 Miles
    4. 📍Hilton
  8. 🏢

    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. 🪧24.5 Miles
    5. 📍Hilton
  9. 🏢

    WILLDAY WEALTH MANAGEMENT LIMITED

    FCA reg no.
    802057
    FCA authorised date:
    01/06/18
    Located in Leicester, Willday Wealth Management Limited is a FCA-registered firm offering practical solutions for life and investments, pension retirement advice and comprehensive financial planning to clients across Leicestershire.
    1. ✔3 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧0.5 Miles
    4. 📍Leicester
  10. 🏢

    Greenwood Wealth Management Associates LTD

    FCA reg no.
    775108
    FCA authorised date:
    23/11/22
    Greenwood Wealth Management Associates Ltd, an FCA-regulated firm based in Leicester, provides expert financial services including life insurance, investments, and pensions advice. They offer tailored strategies and personalized service aimed at securing clients' financial future.
    1. ✔1 Financial Adviser
    2. 🪧0.8 Miles
    3. 📍Leicester
  11. 🏢

    GHC Wealth Management Limited

    FCA reg no.
    598291
    FCA authorised date:
    05/06/13
    GHC Wealth Management Limited is a Leicester-based, FCA-regulated financial services firm specialising in retirement advice, pension transfers and comprehensive financial planning, known for its client-centred approach.
    1. ✔3 Financial Advisers
    2. 🪧0.9 Miles
    3. 📍Leicester
  12. 🏢

    Accomplished Financial Solutions LTD

    FCA reg no.
    1013438
    FCA authorised date:
    21/06/24
    Accomplished Financial Solutions Ltd is a trusted, FCA regulated firm specialising in comprehensive financial planning, life investments and pensions, based in Leicester, with a renowned friendly yet professional approach.
    1. ✔1 Financial Adviser
    2. 🪧0.9 Miles
    3. 📍Leicester
  13. 🏢

    Ingenious Financial Solutions Limited

    FCA reg no.
    744391
    FCA authorised date:
    10/10/16
    Ingenious Financial Solutions Limited is a regulated, FCA-registered financial consulting firm in Leicester, offering expert advice in insurance, investments, pensions, and financial planning. Known for personalized, professional services for diverse clientele.
    1. ✔3 Financial Advisers
    2. 🪧1 Miles
    3. 📍Leicester
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  15. 🏢

    Eastlake & Beachell Limited

    FCA reg no.
    125531
    FCA authorised date:
    01/12/01
    Eastlake & Beachell Limited is a FCA registered financial planning firm in Leicester, specialising in life, investments, and pension advice. Services are tailored to individual client needs, providing reliable financial assistance.
    1. ✔4 Financial Advisers
    2. 🪧1 Miles
    3. 📍Leicester
  16. 🏢

    Sovereign Financial Planners Limited

    FCA reg no.
    734863
    FCA authorised date:
    26/07/16
    Regulated financial planning firm, Sovereign Financial Planners, offers tailored advice on life, investments, and pension retirement. Renowned for personal service, they serve Leicestershire and beyond from their bustling Leicester base.
    1. ✔5 Financial Advisers
    2. 🪧1 Miles
    3. 📍Leicester
  17. 🏢

    Heritage Wealth Advisory LTD

    FCA reg no.
    630973
    FCA authorised date:
    29/03/19
    Heritage Wealth Advisory Ltd in Leicester, a professional FCA-regulated firm, offers clear advice on life investments, retirement planning, and holistic financial planning. They are known for their personalised approach to financial guidance.
    1. ✔2 Financial Advisers
    2. 🪧1.2 Miles
    3. 📍Leicester
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