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Find FCA registered Financial Advisers Near Me in Bevis Green BL9

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We have found 780 relevant financial adviser firms within 30 miles of Bevis Green BL9. Showing page 1 of 52.

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  2. 👤

    Mark Galligan

    MGT Financial Planning Ltd
    FCA reg no.
    MGG01039
    FCA authorised date:
    17/06/21
    Advanced Qualification: CII - Chartered Financial Planner PFS - Member by Certificate CII - Associate of the Personal Finance Society (APFS)
    1. ✔Min Pension Savings: £200,000
    2. ✔Min Assets: £200,000
    3. 🪧17.8 Miles
    4. 📍Manchester
  3. 🏢

    MGT Financial Planning LTD

    FCA reg no.
    953054
    FCA authorised date:
    17/06/21
    Guiding you and your family towards your goals Independent financial advice, delivered with integrity. We help private and corporate clients plan their route to success.
    1. ✔1 Financial Adviser
    2. ✔Min Pension Savings: £200,000
    3. ✔Min Assets: £200,000
    4. 🪧17.8 Miles
    5. 📍Manchester
  4. 🏢

    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. 🪧34.4 Miles
    6. 📍Barnsley
  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. 🪧61.5 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. 🪧61.5 Miles
    5. 📍Hilton
  7. 🏢

    KINGSWOOD WEALTH MANAGEMENT LIMITED

    FCA reg no.
    572308
    FCA authorised date:
    08/05/12
    Manchester-based Kingswood Wealth Management Ltd provides comprehensive financial planning, specialising in life and investment services and pension advice. Known for their client-focused approach, they offer tailored strategies for financial futures.
    1. ✔2 Financial Advisers
    2. 🪧0.4 Miles
    3. 📍Bury
  8. 🏢

    Crawford Wealth Management LTD

    FCA reg no.
    606857
    FCA authorised date:
    04/09/13
    Crawford Wealth Management Ltd is a Bury-based FCA registered firm specialising in strategic financial planning and offering personalised, regulated financial advice on topics like insurance, investments and pensions.
    1. ✔1 Financial Adviser
    2. 🪧0.9 Miles
    3. 📍Bury
  9. 🏢

    Bury Financial Advisers Limited

    FCA reg no.
    499928
    FCA authorised date:
    24/04/09
    Bury Financial Advisers Limited, a trusted FCA regulated firm based in Manchester, offers comprehensive financial planning, including insurance, investments and pension advice, with expertise in final salary pension transfers.
    1. ✔4 Financial Advisers
    2. 🪧1.4 Miles
    3. 📍Bury
  10. 🏢

    James Cunningham

    FCA reg no.
    525929
    FCA authorised date:
    19/11/10
    Based in Greater Manchester, James Cunningham is a leading FCA-regulated financial planning firm specialising in life and investment strategies, pensions retirement advice, and comprehensive financial planning.
    1. ✔1 Financial Adviser
    2. 🪧1.4 Miles
    3. 📍Bury
  11. 🏢

    Winnington Financial Planning LTD

    FCA reg no.
    795563
    FCA authorised date:
    01/12/17
    Winnington Financial Planning Ltd, based in Greater Manchester, offers tailored, FCA-regulated advice on investments, life and retirement planning, and more. Known for a client-focused approach, they serve families and first-time buyers.
    1. ✔1 Financial Adviser
    2. 🪧1.7 Miles
    3. 📍Bury
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  13. 🏢

    Wealthcare Limited

    FCA reg no.
    207647
    FCA authorised date:
    21/03/02
    Wealthcare Limited, regulated by the FCA, offers expert financial planning and retirement advice in Greater Manchester. Our services range from life investments to comprehensive financial planning with maximum transparency.
    1. ✔4 Financial Advisers
    2. 🪧1.7 Miles
    3. 📍Bury
  14. 🏢

    WILLIAM H. HOWARD LIMITED

    FCA reg no.
    226154
    FCA authorised date:
    01/10/03
    Bury-based financial firm, 2. Howards, delivers reliable and approachable FCA-regulated services including life and investment planning, pensions retirement advice, and overall financial planning tailored for clients in Greater Manchester.
    1. ✔1 Financial Adviser
    2. ✔1 Mortgage Broker
    3. 🪧1.7 Miles
    4. 📍Bury
  15. 🏢

    Stephen Holmes

    FCA reg no.
    504022
    FCA authorised date:
    01/10/09
    A trusted financial firm in Greater Manchester, Fair Trade IFA offers life insurance, retirement planning and personalized financial advice. They specialize in making financial planning accessible for local families and first-time investors.
    1. ✔2 Financial Advisers
    2. 🪧1.7 Miles
    3. 📍Bury
  16. 🏢

    MacKenzie Financial Planning LTD

    FCA reg no.
    844878
    FCA authorised date:
    10/06/20
    Mackenzie Financial Planning offers trusted, regulated financial services including insurance, investments and retirement advice in Greater Manchester, serving both individual and business clients with personalized financial solutions.
    1. ✔3 Financial Advisers
    2. 🪧1.8 Miles
    3. 📍Bury
  17. 🏢

    DTE Risk and Financial Management Limited

    FCA reg no.
    125247
    FCA authorised date:
    01/12/01
    DTE Risk and Financial Management Limited, a FCA regulated firm based in Bury, offers a variety of tailor-made financial services including retirement advice, investment options and financial planning for individuals and businesses.
    1. ✔3 Financial Advisers
    2. 🪧1.8 Miles
    3. 📍Bury
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