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Find FCA registered Financial Advisers Near Me in WV3 8

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We have found 523 relevant financial adviser firms within 30 miles of WV3 8. Showing page 1 of 35.

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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. 🪧20.2 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. 🪧22.6 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. 🪧23.2 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. 🪧27.9 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. 🪧27.9 Miles
    5. 📍Hilton
  7. 🏢

    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. 🪧0.3 Miles
    3. 📍Wolverhampton
  8. 🏢

    Stoneacre Wealth Management LTD

    FCA reg no.
    911509
    FCA authorised date:
    22/07/19
    West Midlands-based Stoneacre Wealth Management Ltd offers expert financial planning and advice, specialising in investment management, pension retirement advice, and final salary pension transfers. Strictly adheres to regulatory standards.
    1. ✔1 Financial Adviser
    2. 🪧0.5 Miles
    3. 📍Wolverhampton
  9. 🏢

    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. 🪧1.2 Miles
  10. 🏢

    HRS Asset Management LTD

    FCA reg no.
    624680
    FCA authorised date:
    02/09/14
    Wolverhampton-based HRS Asset Management Ltd provides expert advice on life and investments, pensions, and retirement strategies, offering tailored solutions to secure clients' financial futures in the West Midlands region.
    1. ✔1 Financial Adviser
    2. 🪧1.3 Miles
    3. 📍Wolverhampton
  11. 🏢

    Oculus Wealth Management (south Staffs) Limited

    FCA reg no.
    930215
    FCA authorised date:
    20/07/20
    Oculus Wealth Management (South Staffs) Limited is a FCA regulated financial advisory firm offering insurance, investments, pensions advice, and financial planning services in the Wolverhampton and Staffordshire areas.
    1. ✔1 Financial Adviser
    2. 🪧1.4 Miles
    3. 📍Wolverhampton
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  13. 🏢

    Oculus Wealth Management (wombourne) Limited

    FCA reg no.
    926608
    FCA authorised date:
    22/05/20
    Oculus Wealth Management, based in Wolverhampton, offers FCA-regulated financial services including investments, pensions advice, and bespoke financial planning. Known for professionalism and personal approach to wealth management guidance.
    1. ✔2 Financial Advisers
    2. 🪧1.4 Miles
    3. 📍Wolverhampton
  14. 🏢

    Oculus Wealth Management (wolverhampton) Limited

    FCA reg no.
    926611
    FCA authorised date:
    22/05/20
    Oculus Wealth Management, an FCA regulated firm, specializes in financial planning and pension retirement advice, delivering personalized financial strategies from their Wolverhampton base.
    1. ✔2 Financial Advisers
    2. 🪧1.4 Miles
    3. 📍Wolverhampton
  15. 🏢

    Sigma Wealth Partners LTD

    FCA reg no.
    720230
    FCA authorised date:
    01/03/16
    Sigma Wealth Partners Ltd, based in Staffordshire, is a FCA-regulated firm providing personalised financial planning and advice across sectors including insurance and investments to local communities.
    1. ✔1 Financial Adviser
    2. 🪧1.5 Miles
    3. 📍Wolverhampton
  16. 🏢

    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. 🪧1.6 Miles
    3. 📍Wolverhampton
  17. 🏢

    Midlands Investment Agency Limited

    FCA reg no.
    664876
    FCA authorised date:
    01/04/15
    Midlands Investment Agency Limited is an FCA-regulated firm offering comprehensive financial services including life insurance, investment advice, and retirement planning. Known for its customer-focused approach, it serves clients throughout Wolverhampton and beyond.
    1. ✔1 Financial Adviser
    2. 🪧1.7 Miles
    3. 📍Wolverhampton
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