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Find FCA registered Financial Advisers Near Me in WV3 7

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We have found 536 relevant financial adviser firms within 30 miles of WV3 7. Showing page 1 of 36.

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  2. 👤

    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. 🪧19.1 Miles
    4. 📍Solihull
  3. 🏢

    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. 🪧21.4 Miles
    5. 📍Nottingham
  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. 🪧22.1 Miles
    4. 📍Beverley
  5. 👤

    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. 🪧27.2 Miles
    4. 📍Hilton
  6. 🏢

    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. 🪧27.2 Miles
    5. 📍Hilton
  7. 🏢

    Allied Financial (w-ton) LTD

    FCA reg no.
    929749
    FCA authorised date:
    05/11/20
    Allied Financial (W-Ton) Ltd is a FCA-regulated financial planning firm in Wolverhampton, specializing in life insurance, investments, and pensions retirement advice. They offer personalized, reliable services for secure financial futures.
    1. ✔1 Financial Adviser
    2. 🪧0.8 Miles
    3. 📍Wolverhampton
  8. 🏢

    MONEY TREE FINANCIAL PLANNING LTD

    FCA reg no.
    610798
    FCA authorised date:
    04/02/14
    MONEY TREE FINANCIAL PLANNING LTD, located in Wolverhampton, offers tailored financial planning and regulated advice. Specialises in insurance, investments, pensions, and retirement advice. Known for a client-focused approach and commitment to financial futures.
    1. ✔1 Financial Adviser
    2. 🪧1 Miles
  9. 🏢

    Fisher Wealth Management Limited

    FCA reg no.
    456502
    FCA authorised date:
    25/08/06
    Fisher Wealth Management Limited, based in Wolverhampton, is a FCA-regulated firm specialising in comprehensive financial planning, including insurance, investments, pensions, and renowned for final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧1 Miles
    3. 📍Wolverhampton
  10. 🏢

    AJI Financial Planning LTD

    FCA reg no.
    744946
    FCA authorised date:
    22/04/16
    FCA-regulated AJI Financial Planning Ltd, located in Wolverhampton, West Midlands, offers comprehensive financial planning services, including investments, pensions advice and retirement planning, with a client-focused approach.
    1. ✔1 Financial Adviser
    2. 🪧1.2 Miles
    3. 📍Wolverhampton
  11. 🏢

    Professional Independent Advisers Limited

    FCA reg no.
    125921
    FCA authorised date:
    01/12/01
    Based in Wolverhampton, PIA Wealth Management is a trusted FCA-regulated firm offering comprehensive financial services such as insurance, investments, pension advice, and financial planning catered to individual needs.
    1. ✔7 Financial Advisers
    2. ✔3 Mortgage Brokers
    3. 🪧1.3 Miles
    4. 📍Wolverhampton
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  13. 🏢

    Hutchinson Financial Management Limited

    FCA reg no.
    962316
    FCA authorised date:
    17/01/22
    Hutchinson Financial Management Limited, based in Wolverhampton, offers client-focused financial planning and regulated advice, specializing in life insurance, investments, and pension retirement advice. Known for personalized services and long-term financial stability.
    1. ✔1 Financial Adviser
    2. 🪧1.3 Miles
    3. 📍Wolverhampton
  14. 🏢

    Personal Financial Matters LTD

    FCA reg no.
    1019871
    FCA authorised date:
    26/09/24
    West Midlands-based Personal Financial Matters Ltd is a trusted FCA-regulated finance specialist, offering expert life and investment planning, pensions advice, and final salary pension transfers, with a focus on family-friendly service.
    1. ✔1 Financial Adviser
    2. 🪧1.3 Miles
  15. 🏢

    Stallard Wealth Management LTD

    FCA reg no.
    797296
    FCA authorised date:
    27/12/17
    Stallard Wealth Management Ltd, situated in West Midlands, provides strategic financial guidance, specializing in final salary pension transfers. Known for being approachable and proactive, they offer trustworthy, regulated financial planning services.
    1. ✔1 Financial Adviser
    2. 🪧1.3 Miles
  16. 🏢

    Sean Slattery

    FCA reg no.
    1040794
    FCA authorised date:
    22/09/25
    Sean Slattery is a regulated Wolverhampton-based firm offering diligent financial planning and advice. Known for expertise in life investments and retirement advice, the approachable and reliable team provides bespoke, strategic solutions.
    1. ✔1 Financial Adviser
    2. 🪧1.5 Miles
    3. 📍Wolverhampton
  17. 🏢

    Opal Wealth Management LTD

    FCA reg no.
    586905
    FCA authorised date:
    18/03/24
    Opal Wealth Management Ltd, a Wolverhampton-based FCA regulated firm, specializes in financial planning and regulated advice. They offer tailored strategies in life investments and pension retirement, ensuring clients navigate their financial journeys confidently.
    1. ✔1 Financial Adviser
    2. 🪧1.5 Miles
    3. 📍Wolverhampton
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