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Find FCA registered Financial Advisers Near Me in Whoberley CV5


We have found 640 relevant financial adviser firms within 30 miles of Whoberley CV5. Showing page 3 of 43.

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  2. 🏢

    Jamieson Christie Wealth Management Limited

    FCA reg no.
    422773
    FCA authorised date:
    04/05/05
    Jamieson Christie Wealth Management Limited, based in Coventry, is an FCA-regulated firm providing comprehensive financial solutions including life investments, retirement advice, pension transfers and overall financial planning to clients in Coventry and surroundings.
    1. ✔6 Financial Advisers
    2. 🪧4.2 Miles
    3. 📍Coventry
  3. 🏢

    FINANCIAL DESIGN (INDEPENDENT FINANCIAL ADVISORS) LIMITED

    FCA reg no.
    536994
    FCA authorised date:
    01/07/11
    Financial Design (IFA) Ltd is a trusted, FCA-regulated advisory firm in Kenilworth, providing personalised financial planning solutions in investments, life & pensions retirement advice.
    1. ✔6 Financial Advisers
    2. 🪧4.3 Miles
    3. 📍Kenilworth
  4. 🏢

    Frank Corrigan & Co. Limited

    FCA reg no.
    138941
    FCA authorised date:
    01/12/01
    Corrigans is a trusted, FCA-regulated financial firm in Coventry, Warwickshire, offering specialised services in life and investments, pension retirement advice, and solid financial planning for all client types.
    1. ✔3 Financial Advisers
    2. 🪧4.6 Miles
    3. 📍Coventry
  5. 🏢

    Daniel Alexander Scott

    FCA reg no.
    1028648
    FCA authorised date:
    14/03/25
    Based in Kenilworth, Daniel Alexander Scott is a trusted provider of personalised financial services including investments, pensions and financial planning. Known for his approachable style, he serves individuals and businesses alike.
    1. ✔1 Financial Adviser
    2. 🪧4.7 Miles
    3. 📍Kenilworth
  6. 🏢

    Future Perfect Financial Solutions Limited

    FCA reg no.
    433907
    FCA authorised date:
    10/06/05
    Future Perfect Financial Solutions Limited, based in Coventry's Binley Business Park, offers expert life insurance advice, investment strategies, pensions retirement advice, and financial planning. Trusted for their tailored, approachable financial solutions. FCA regulated (#433907).
    1. ✔9 Financial Advisers
    2. 🪧4.7 Miles
    3. 📍Coventry
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  8. 🏢

    ASHLEIGH COURT PRIVATE CLIENT WEALTH MANAGEMENT LIMITED

    FCA reg no.
    491656
    FCA authorised date:
    05/01/09
    Ashleigh Court Private Client Wealth Management Ltd, an esteemed FCA-registered firm based in Coventry, offers comprehensive financial planning services, specializing in life investments and pensions retirement advice.
    1. ✔1 Financial Adviser
    2. 🪧4.7 Miles
    3. 📍Coventry
  9. 🏢

    The Heritage Financial Planning Partnership

    FCA reg no.
    622662
    FCA authorised date:
    01/07/14
    The Heritage Financial Planning Partnership in Kenilworth provides expert, FCA-regulated financial advice on life and investment planning, pensions, and retirement, ensuring secure financial futures for their clients.
    1. ✔1 Financial Adviser
    2. 🪧4.7 Miles
    3. 📍Kenilworth
  10. 🏢

    Peter Sumner

    FCA reg no.
    495740
    FCA authorised date:
    09/07/20
    Peter Sumner is an FCA-regulated financial firm based in Kenilworth, Warwickshire. They specialize in personalized financial advice, final salary pension transfers, and comprehensive financial planning for their Warwickshire clients.
    1. ✔1 Financial Adviser
    2. 🪧4.9 Miles
    3. 📍Kenilworth
  11. 🏢

    Rachel Kerr

    FCA reg no.
    1024924
    FCA authorised date:
    24/01/25
    Rachel Kerr, regulated by the FCA (1024924), is a Kenilworth-based financial services provider specializing in insurance, investments, and pension transfers. The firm offers tailored solutions focused on client empowerment and financial wellbeing.
    1. ✔1 Financial Adviser
    2. 🪧4.9 Miles
    3. 📍Kenilworth
  12. 🏢

    Bridgegate Wealth Management LTD

    FCA reg no.
    416964
    FCA authorised date:
    07/12/04
    Warwickshire-based firm, Bridgegate Wealth Management Ltd, offers FCA-regulated financial advice specialising in life and investment planning, pension advice, and personalised financial solutions to clients in Kenilworth and surrounding areas.
    1. ✔3 Financial Advisers
    2. 🪧5.1 Miles
    3. 📍Kenilworth
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  14. 🏢

    Genesis Wealth Creation Limited

    FCA reg no.
    597669
    FCA authorised date:
    20/03/13
    Genesis Wealth Creation Limited is a trusted financial services firm in Coventry, providing expertise in financial planning, life investments, and pension retirement. They offer tailored, client-centric wealth management solutions.
    1. ✔2 Financial Advisers
    2. 🪧5.3 Miles
    3. 📍Coventry
  15. 🏢

    DP Financial Planning LTD

    FCA reg no.
    804805
    FCA authorised date:
    01/08/18
    Situated in Binley Woods, Coventry, DP Financial Planning Ltd is an FCA-regulated firm offering comprehensive financial services including life insurance, investments and pensions, tailored to individual financial goals.
    1. ✔1 Financial Adviser
    2. 🪧5.5 Miles
    3. 📍Coventry
  16. 🏢

    Premier Independent Investments UK LTD

    FCA reg no.
    186697
    FCA authorised date:
    01/12/01
    Regulated by the FCA, Premier Independent Investments UK Ltd provides tailored financial services including insurance, investments, retirement advice, and comprehensive financial planning throughout Warwickshire and surrounding areas.
    1. ✔4 Financial Advisers
    2. ✔3 Mortgage Brokers
    3. 🪧5.5 Miles
    4. 📍Kenilworth
  17. 🏢

    IWP Financial Planning Limited

    FCA reg no.
    441359
    FCA authorised date:
    03/01/06
    IWP Financial Planning offers tailored financial solutions such as life investments, pension and retirement advice. Regulated by the FCA, they're known for their graduate approach and commitment to industry best practices.
    1. ✔90 Financial Advisers
    2. 🪧6.2 Miles
    3. 📍Coventry
  18. 🏢

    Marston & Co Financial Services LTD

    FCA reg no.
    1043496
    FCA authorised date:
    03/11/25
    Marston & Co Financial Services Ltd provides expert, FCA-regulated financial advice in life and investment sectors. Known for exemplary service in Warwickshire and beyond, they specialize in pensions and retirement planning.
    1. ✔1 Financial Adviser
    2. 🪧7.1 Miles
    3. 📍Leamington Spa
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