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Find FCA registered Financial Advisers Near Me in WS14 9

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We have found 706 relevant financial adviser firms within 30 miles of WS14 9. Showing page 1 of 48.

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  2. 👤

    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. 🪧11.8 Miles
    4. 📍Hilton
  3. 🏢

    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. 🪧11.8 Miles
    5. 📍Hilton
  4. 🏢

    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. 🪧13 Miles
    5. 📍Nottingham
  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. 🪧13.9 Miles
    4. 📍Beverley
  6. 👤

    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. 🪧17.5 Miles
    4. 📍Solihull
  7. 👤

    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. 🪧28.3 Miles
    4. 📍Lutterworth
  8. 🏢

    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. 🪧28.9 Miles
    5. 📍Rugby
  9. 👤

    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. 🪧28.9 Miles
    4. 📍Rugby
  10. 🏢

    Christian Dean Financial Planning LTD

    FCA reg no.
    798366
    FCA authorised date:
    03/04/18
    Christian Dean Financial Planning Ltd, based in Lichfield, Staffordshire, is an FCA-regulated specialist in financial planning and regulated advice services, offering life insurance, investments, pensions, and retirement advice.
    1. ✔1 Financial Adviser
    2. 🪧1.8 Miles
    3. 📍Lichfield
  11. 🏢

    Lehmann Financial Management Limited

    FCA reg no.
    1042409
    FCA authorised date:
    18/09/25
    Lehmann Financial Management, based in Lichfield, Staffordshire, is an FCA-regulated firm offering tailored financial solutions including strategic planning, insurance, and pension advice. Known for client-centric approach and expert guidance on investment decisions.
    1. ✔1 Financial Adviser
    2. 🪧2.1 Miles
    3. 📍Lichfield
  12. 🏢

    Chapter House Wealth Management Limited

    FCA reg no.
    913373
    FCA authorised date:
    15/05/20
    Based in Lichfield, Staffordshire, Chapter House Wealth Management Limited provides expert financial planning, investment advice, and pension guidance to a vast client base in Birmingham and beyond.
    1. ✔2 Financial Advisers
    2. 🪧2.2 Miles
    3. 📍Lichfield
  13. 🏢

    Reynolds Wealth Management LTD

    FCA reg no.
    668210
    FCA authorised date:
    28/05/15
    Reynolds Wealth Management Ltd, based in Staffordshire, offers tailored financial services including life and investment advice, retirement planning, and holistic financial planning. Known for its professionalism and bespoke approach, the firm builds long-term client relationships.
    1. ✔1 Financial Adviser
    2. ✔1 Mortgage Broker
    3. 🪧2.2 Miles
    4. 📍Lichfield
  14. 🏢

    Field Hamlin Wealth Management Limited

    FCA reg no.
    997398
    FCA authorised date:
    05/06/24
    Field Hamlin Wealth Management Limited offers regulated financial services including life and investments, pensions retirement advice, and financial planning in Lichfield, Staffordshire and beyond.
    1. ✔1 Financial Adviser
    2. 🪧2.3 Miles
    3. 📍Staffordshire
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  16. 🏢

    Andrew Davies-rounds & Michelle Davies-rounds

    FCA reg no.
    689827
    FCA authorised date:
    28/04/15
    Andrew and Michelle Davies-Rounds are FCA-regulated financial advisors in Lichfield, Staffordshire, specialising in insurance, investments, pensions, and retirement advice. Known for their client-focused approach, they offer reliable and personalised financial planning.
    1. ✔2 Financial Advisers
    2. 🪧2.3 Miles
    3. 📍Lichfield
  17. 🏢

    Acuity Financial Consultancy Limited

    FCA reg no.
    223282
    FCA authorised date:
    24/07/03
    Acuity Financial Consultancy Ltd is an FCA regulated firm in Lichfield, specialising in financial planning, including life investments, pensions retirement advice, and final salary pension transfers.
    1. ✔2 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧2.3 Miles
    4. 📍Lichfield
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