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Find FCA registered Financial Advisers Near Me in WS13 8


We have found 679 relevant financial adviser firms within 30 miles of WS13 8. Showing page 5 of 46.

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  2. 🏢

    Masterplan Financial LTD

    FCA reg no.
    746267
    FCA authorised date:
    01/11/16
    Masterplan Wealth is a Sutton Coldfield-based financial services firm specialising in insurance, investments, pensions, and comprehensive financial planning. Known for their professional, approachable and client-centred service, they offer regulated advice tailored to diverse client needs.
    1. ✔6 Financial Advisers
    2. ✔2 Mortgage Brokers
    3. 🪧9.3 Miles
    4. 📍Sutton Coldfield
  3. 🏢

    KEY FINANCIAL PLANNING LIMITED

    FCA reg no.
    841524
    FCA authorised date:
    28/10/19
    Key Financial Planning Limited, a reputable FCA regulated firm, offers comprehensive life and investment advice, tailored retirement solutions, and strategic financial planning in Sutton Coldfield, West Midlands.
    1. ✔2 Financial Advisers
    2. 🪧9.3 Miles
    3. 📍Sutton Coldfield
  4. 🏢

    Gemini Wealth Management Limited

    FCA reg no.
    458880
    FCA authorised date:
    13/12/06
    Gemini Wealth Management Limited, a renowned financial planning firm based in Sutton Coldfield, offers comprehensive, client-focused advice on life, investment, and retirement planning, serving individuals and families region-wide.
    1. ✔11 Financial Advisers
    2. 🪧9.3 Miles
    3. 📍Sutton Coldfield
  5. 🏢

    OPUS Independent Financial Planning Limited

    FCA reg no.
    529492
    FCA authorised date:
    01/11/10
    At OPUS Independent Financial Planning Limited in the West Midlands, we offer regulated financial advice on life, investments, and pensions. Our professional team delivers tailored services to meet each client's specific needs.
    1. ✔2 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧9.3 Miles
    4. 📍Sutton Coldfield
  6. 🏢

    Napier Private Wealth Limited

    FCA reg no.
    986216
    FCA authorised date:
    28/10/22
    Napier Private Wealth Limited is a reputable, FCA-regulated financial firm in Sutton Coldfield, West Midlands, specialising in life investments, pensions, final salary pension transfers and comprehensive financial planning.
    1. ✔1 Financial Adviser
    2. 🪧9.3 Miles
    3. 📍Sutton Coldfield
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  8. 🏢

    Wealth Design Holdings Limited

    FCA reg no.
    923351
    FCA authorised date:
    26/03/20
    Wealth Design is a Staffordshire-based financial planning firm offering tailored solutions in life insurance, pensions, and investments. Its FCA-regulated services center on strategic wealth-building and client-focused adaptability.
    1. ✔5 Financial Advisers
    2. 🪧9.4 Miles
    3. 📍Cannock
  9. 🏢

    Oak Four Limited

    FCA reg no.
    785589
    FCA authorised date:
    01/11/17
    Oak Four Limited is a FCA-approved financial institution near Tamworth, Staffordshire, offering trusted advice for life investments, pensions retirement and financial planning.
    1. ✔2 Financial Advisers
    2. 🪧9.4 Miles
    3. 📍Tamworth
  10. 🏢

    Stalworth Wealth LTD

    FCA reg no.
    1029661
    FCA authorised date:
    05/08/25
    Stalworth Wealth Ltd is an FCA-regulated firm in Staffordshire, providing tailored financial planning, life investments, pensions, and retirement solutions both to first-time investors and experienced clients.
    1. ✔1 Financial Adviser
    2. 🪧9.4 Miles
    3. 📍Cannock
  11. 🏢

    James McDarby

    FCA reg no.
    1016949
    FCA authorised date:
    16/09/24
    James McDarby is a renowned FCA-regulated financial planning firm in Sutton Coldfield, offering tailored financial services including life and investments planning, pensions advice and final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧9.4 Miles
    3. 📍Sutton Coldfield
  12. 🏢

    Temple Row Wealth Management LTD

    FCA reg no.
    846077
    FCA authorised date:
    27/09/24
    Temple Row Wealth Management Ltd, based in Sutton Coldfield, West Midlands, offers tailored, regulated financial advice. Specialising in life investments, pensions, and financial planning, they provide a client-focused approach to both individuals and businesses.
    1. ✔1 Financial Adviser
    2. 🪧9.5 Miles
    3. 📍Sutton Coldfield
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  14. 🏢

    AM 360 Financial Planning Limited

    FCA reg no.
    987559
    FCA authorised date:
    23/11/22
    AM 360 Financial Planning Limited is a FCA registered financial services firm in Sutton Coldfield, providing regulated advice on life investments, retirement planning and more to clients in the surrounding region.
    1. ✔2 Financial Advisers
    2. 🪧9.7 Miles
    3. 📍Sutton Coldfield
  15. 🏢

    Thomas Sawbridge

    FCA reg no.
    1009084
    FCA authorised date:
    24/02/24
    Thomas Sawbridge is a reputable financial firm in Walsall, West Midlands, offering regulated services including insurance, investments, and financial planning. Known for client-focused approach and professionalism, they service both individuals and businesses.
    1. ✔1 Financial Adviser
    2. 🪧9.7 Miles
    3. 📍Walsall
  16. 🏢

    Jeremy George Lake Financial Services LTD

    FCA reg no.
    602225
    FCA authorised date:
    05/06/13
    Sutton Coldfield-based Jeremy George Lake Financial Services offers comprehensive and regulated financial planning, including life and investment planning, retirement advice, and pension transfers. They offer a client-centred approach available to everyone.
    1. ✔2 Financial Advisers
    2. 🪧9.7 Miles
    3. 📍Sutton Coldfield
  17. 🏢

    Zenith Asset Management LTD

    FCA reg no.
    710026
    FCA authorised date:
    05/10/15
    FCA-regulated Zenith Asset Management provides holistic financial solutions including life insurance, investment guidance, pensions retirement advice, and strategic planning, focusing on personalised, client-centric service.
    1. ✔1 Financial Adviser
    2. 🪧9.8 Miles
    3. 📍Cannock
  18. 🏢

    FINLI (fa92) LIMITED

    FCA reg no.
    195522
    FCA authorised date:
    01/12/01
    Based in Sherbourne, Finli is a renowned financial firm providing expert advice in life investments and pensions retirement planning. Regulated by the FCA, they offer personalised financial planning services to diverse clients.
    1. ✔20 Financial Advisers
    2. ✔3 Mortgage Brokers
    3. 🪧9.8 Miles
    4. 📍Royal Sutton Coldfield
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