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Find FCA registered Financial Advisers Near Me in Yardley B25


We have found 636 relevant financial adviser firms within 30 miles of Yardley B25. Showing page 7 of 43.

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  2. 🏢

    Nisha Nischal

    FCA reg no.
    924997
    FCA authorised date:
    24/04/20
    Nisha Nischal is a Birmingham-based, FCA-regulated firm specialising in personalised financial planning services, offering expert advice on life insurance, investments, and final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧6.1 Miles
    3. 📍Birmingham
  3. 🏢

    Lakeside Financial Services LTD

    FCA reg no.
    646852
    FCA authorised date:
    17/09/14
    FCA-regulated Lakeside Financial Services Ltd offers bespoke advice on life investment, pensions, and retirement. Based in Solihull, they provide accessible financial planning to clients across the West Midlands and beyond.
    1. ✔2 Financial Advisers
    2. 🪧6.1 Miles
    3. 📍Solihull
  4. 🏢

    Marc Faulkner

    FCA reg no.
    652427
    FCA authorised date:
    30/10/14
    FCA-regulated Marc Faulkner firm, based in Dickens Heath, Shirley, specialises in financial planning, offering tailored advice on life investments, pension retirement, and more for unique financial goals. Known for their professional, personalised services.
    1. ✔1 Financial Adviser
    2. 🪧6.1 Miles
  5. 🏢

    Just Wealth Management Limited

    FCA reg no.
    676469
    FCA authorised date:
    10/03/15
    Just Wealth Management Limited is an FCA-regulated firm based in Solihull, offering financial planning, investment strategies, retirement advice, and pension transfers. Committed to integrity and professionalism, they provide tailored solutions for their clients' financial goals.
    1. ✔1 Financial Adviser
    2. 🪧6.1 Miles
    3. 📍Solihull
  6. 🏢

    Newbold Wealth Management Limited

    FCA reg no.
    946569
    FCA authorised date:
    01/09/21
    Based in Solihull, Newbold Wealth Management Limited provides financial services, including investments and pensions retirement advice, with professional, client-focused approaches tailored to unique financial situations.
    1. ✔2 Financial Advisers
    2. 🪧6.2 Miles
    3. 📍Solihull
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  8. 🏢

    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. 🪧6.2 Miles
    3. 📍Sutton Coldfield
  9. 🏢

    INTERFACE FINANCIAL PLANNING LIMITED

    FCA reg no.
    424729
    FCA authorised date:
    01/03/05
    Birmingham-based Interface Financial Planning Ltd is renowned for proficient services in investments, pensions advice, and financial planning. Regulated by the FCA, they specialize in final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧6.3 Miles
    3. 📍Birmingham
  10. 🏢

    Bridge Financial Solutions Limited

    FCA reg no.
    753200
    FCA authorised date:
    19/07/16
    Bridge Financial Solutions Limited is a trusted FCA-regulated financial planning specialist based in Knowle, Solihull, providing personalised investment advice, retirement planning, and pension transfers in the West Midlands region.
    1. ✔1 Financial Adviser
    2. 🪧6.3 Miles
    3. 📍Solihull
  11. 🏢

    Casey Financial Planning Limited

    FCA reg no.
    944939
    FCA authorised date:
    15/02/21
    Casey Financial Planning Limited provides expert, FCA regulated financial planning services in Birmingham. Tailoring to individual needs, they specialize in investment and pension guidance, retirement advice, and final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧6.3 Miles
    3. 📍Birmingham
  12. 🏢

    Mustin Pearce Financial Management LTD

    FCA reg no.
    982072
    FCA authorised date:
    31/08/22
    Mustin Pearce Financial Management Ltd, based in Knowle, West Midlands, is a trusted, FCA-registered firm offering professional financial planning and advice tailored to individual client needs.
    1. ✔1 Financial Adviser
    2. 🪧6.3 Miles
    3. 📍Solihull
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  14. 🏢

    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. 🪧6.4 Miles
    3. 📍Sutton Coldfield
  15. 🏢

    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. 🪧6.4 Miles
    4. 📍Sutton Coldfield
  16. 🏢

    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. 🪧6.4 Miles
    3. 📍Sutton Coldfield
  17. 🏢

    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. 🪧6.5 Miles
    3. 📍Sutton Coldfield
  18. 🏢

    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. 🪧6.5 Miles
    4. 📍Sutton Coldfield
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