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Find FCA registered Financial Advisers Near Me in WR2 6

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We have found 528 relevant financial adviser firms within 30 miles of WR2 6. Showing page 1 of 36.

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  2. 🏢

    The Family Wealth Partnership

    FCA reg no.
    473815
    FCA authorised date:
    08/12/23
    We believe that everyone deserves a long, happy and fulfilling retirement. Our mission is to help you achieve this by providing tax-efficient pension planning solutions that enable you to tick off your bucket list and spend time with your family and loved ones.    We are financial planning experts... read full company profile
    1. ✔1 Financial Adviser
    2. ✔Min Assets: £250,000
    3. 🪧14.9 Miles
    4. 📍Ledbury
  3. 👤

    Matthew Warren

    Warren Wealth Limited
    FCA reg no.
    MRW01183
    FCA authorised date:
    23/02/24
    Our charges are based on your specific circumstances and advice needs to ensure that the fee charged is fair for the work involved
    1. ✔Min Pension Savings: £150,000
    2. ✔Min Assets: £150,000
    3. 🪧24.3 Miles
    4. 📍Solihull
  4. 🏢

    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. 🪧31.4 Miles
    4. 📍Beverley
  5. 🏢

    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. 🪧31.5 Miles
    5. 📍Nottingham
  6. 👤

    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. 🪧48.3 Miles
    4. 📍Hilton
  7. 🏢

    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. 🪧48.3 Miles
    5. 📍Hilton
  8. 🏢

    Feldon Wealth Management Limited

    FCA reg no.
    948223
    FCA authorised date:
    30/03/21
    Feldon Wealth Management Limited is a trusted, FCA-regulated firm offering expert financial planning and advice, including life investments, retirement advice, and pension transfers in Worcestershire. Known for client-focused strategies and tailored solutions.
    1. ✔1 Financial Adviser
    2. 🪧1.5 Miles
    3. 📍Worcester
  9. 🏢

    James Windsor

    FCA reg no.
    912653
    FCA authorised date:
    27/08/19
    James Windsor is a reliable, FCA-regulated financial firm in Bevere, Worcester, providing comprehensive financial planning services including life, investments, pensions and retirement advice. Known for their customer-focused approach, they specialize in final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧1.6 Miles
    3. 📍Worcester
  10. 🏢

    Temple Bar Independent Financial Advice Limited

    FCA reg no.
    401740
    FCA authorised date:
    15/09/04
    Temple Bar Independent Financial Advice Limited is a trustworthy, FCA-regulated firm in Worcester, offering specialised financial services including life insurance, investments, retirement advice, and comprehensive financial planning.
    1. ✔1 Financial Adviser
    2. 🪧1.9 Miles
    3. 📍Worcester
  11. 🏢

    Harman Smith Wealth Management

    FCA reg no.
    586391
    FCA authorised date:
    15/08/12
    Harman Smith Wealth Management is a leading FCA-regulated financial advisory firm in Worcestershire, offering tailored financial services including life investments, pensions advice and strategic financial planning. Known for client-centric service.
    1. ✔2 Financial Advisers
    2. 🪧1.9 Miles
    3. 📍Holt Heath
  12. 🏢

    William Chalice LTD

    FCA reg no.
    845707
    FCA authorised date:
    11/07/19
    William Chalice Ltd is a reliable financial services provider in Worcestershire, offering expertise in life investments, retirement advice, and pension transfers with a client-focused approach. FCA registered (No. 845707).
    1. ✔2 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧2.1 Miles
    4. 📍Worcester
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  14. 🏢

    Merlin Financial Services Limited

    FCA reg no.
    220125
    FCA authorised date:
    31/01/03
    Merlin Financial Services, based in Worcester, provides reliable financial planning services such as advice on investments, life, and pensions retirement. They are committed to delivering a personalised, client-focused approach.
    1. ✔4 Financial Advisers
    2. 🪧2.4 Miles
    3. 📍Worcester
  15. 🏢

    Lee Newton Financial Services

    FCA reg no.
    201651
    FCA authorised date:
    31/05/05
    Lee Newton Financial Services is a Worcester-based, FCA-regulated firm known for expert, personalised financial planning services. Specialising in life investments, pensions retirement advice and comprehensive financial planning.
    1. ✔5 Financial Advisers
    2. 🪧2.4 Miles
    3. 📍Worcester
  16. 🏢

    Bespoke-advice Limited

    FCA reg no.
    616019
    FCA authorised date:
    01/07/14
    Bespoke-Advice Limited is a reliable, FCA-regulated firm in Worcester offering expert guidance on financial sectors like investments, pensions, and comprehensive financial planning with a personalised touch.
    1. ✔16 Financial Advisers
    2. 🪧2.8 Miles
    3. 📍Worcester
  17. 🏢

    Britannic Place Financial Management Limited

    FCA reg no.
    588420
    FCA authorised date:
    02/01/13
    Located in Worcester, Britannic Place Financial Management offers regulated financial planning services, including life investments and pensions retirement advice, extending their expertise to areas surrounding Birmingham.
    1. ✔2 Financial Advisers
    2. 🪧2.8 Miles
    3. 📍Worcester
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