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Find FCA registered Financial Advisers Near Me in Bakewell


We have found 597 relevant financial adviser firms within 30 miles of Bakewell. Showing page 1 of 40.

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  2. 🏢

    Sutherland Financial Planning LTD

    FCA reg no.
    1019359
    FCA authorised date:
    13/03/25
    Adam Sutherland is the Principal Investment Consultant at Sutherland Financial Planning Ltd. Sutherland Financial Planning Ltd is an Independent financial advice firm, authorised & regulated by the Financial Conduct Authority under FRN 1019359. Adam is a Qualified Investment Adviser with exp... read full company profile
    1. ✔1 Financial Adviser
    2. 🪧14.5 Miles
    3. 📍Sheffield
  3. 👤

    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. 🪧27.4 Miles
    4. 📍Hilton
  4. 🏢

    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. 🪧27.4 Miles
    5. 📍Hilton
  5. 🏢

    Mosaac

    FCA reg no.
    581080
    FCA authorised date:
    15/06/12
    We’re a team of dedicated financial planners, passionate about delivering personalised advice tailored to your unique needs. With specialists in every area of financial planning—from retirement and investment strategies to estate planning, business owner support, protection planning, and mortgag... read full company profile
    1. ✔10 Financial Advisers
    2. ✔7 Mortgage Brokers
    3. ✔Min Pension Savings: £80,000
    4. ✔Min Assets: £100,000
    5. 🪧28.2 Miles
    6. 📍Barnsley
  6. 🏢

    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. 🪧49.7 Miles
    5. 📍Nottingham
  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. 🪧55.4 Miles
    4. 📍Lutterworth
  8. 🏢

    Spear Financial LTD

    FCA reg no.
    480111
    FCA authorised date:
    21/04/08
    Spear Financial Ltd, based in Bakewell, Derbyshire, is a highly respected firm specialising in tailored financial planning and regulated advice on pensions, investments, and retirement, known for its approachable, client-focused service.
    1. ✔1 Financial Adviser
    2. 🪧2.2 Miles
    3. 📍Bakewell
  9. 🏢

    David Coxon

    FCA reg no.
    472879
    FCA authorised date:
    02/01/15
    David Coxon, FCA registered firm in Buxton, Derbyshire, offers tailored financial services including insurance, investments, pensions, and holistic planning. Known for an approachable team and reliable advice.
    1. ✔1 Financial Adviser
    2. 🪧6 Miles
    3. 📍Buxton
  10. 🏢

    Basecamp Financial Planning Limited

    FCA reg no.
    988474
    FCA authorised date:
    08/12/22
    Basecamp Financial Planning Limited, based in Cromford, Derbyshire, is a FCA registered financial services company known for tailored life investments, pensions advice, and financial planning services.
    1. ✔1 Financial Adviser
    2. 🪧8.7 Miles
    3. 📍Matlock
  11. 🏢

    Purdy Financial Services LTD

    FCA reg no.
    232277
    FCA authorised date:
    21/07/08
    Based in Cromford, Derbyshire, Purdy Financial Services Ltd provides expert financial planning and tailored advice on insurance, investments, and pensions. Specializing in final salary pension transfers, they guide clients towards a secure financial future.
    1. ✔1 Financial Adviser
    2. 🪧8.8 Miles
    3. 📍Matlock
  12. 🏢

    Rosedale Financial Management

    FCA reg no.
    473931
    FCA authorised date:
    22/11/07
    Rosedale Financial Management in Walton is a respected FCA-registered firm offering specialist financial planning and advice. Core services include investments, pensions, and life and retirement advice with a tailored approach.
    1. ✔1 Financial Adviser
    2. 🪧8.8 Miles
    3. 📍Chesterfield
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  14. 🏢

    Robert Lee Wilson

    FCA reg no.
    917061
    FCA authorised date:
    19/11/19
    Robert Lee Wilson is a reputable, FCA registered financial planning firm in Sheffield, specialising in pension retirement advice, final salary pension transfers and comprehensive financial planning.
    1. ✔1 Financial Adviser
    2. 🪧9.1 Miles
    3. 📍Sheffield
  15. 🏢

    A.p.t. Financial Planning LTD

    FCA reg no.
    970276
    FCA authorised date:
    18/02/22
    2plan Wealth Management is a Derbyshire-based, FCA-registered financial planning firm offering tailored, ethical advice in life investments, pensions, and final salary pension transfers across the UK.
    1. ✔1 Financial Adviser
    2. 🪧9.3 Miles
    3. 📍Dronfield
  16. 🏢

    T.p. Smith and Associates LLP

    FCA reg no.
    216502
    FCA authorised date:
    31/05/05
    T.P. Smith and Associates LLP, an FCA registered financial planning firm in Sheffield, provides regulated financial advice, specializing in life investments, pensions retirement, and final salary pension transfers.
    1. ✔2 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧9.3 Miles
    4. 📍Sheffield
  17. 🏢

    HAMNETT WEALTH MANAGEMENT LIMITED

    FCA reg no.
    447862
    FCA authorised date:
    03/07/06
    Hamnett Wealth Management, a respected Sheffield-based financial advisory firm, offers expert financial planning and customised advice on life investments, pensions, and retirement plans to clients in South Yorkshire and Manchester.
    1. ✔6 Financial Advisers
    2. 🪧9.3 Miles
    3. 📍Sheffield
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