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Find FCA registered Financial Advisers Near Me in Bourne

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We have found 142 relevant financial adviser firms within 30 miles of Bourne. Showing page 1 of 10.

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  2. 👤

    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. 🪧40.2 Miles
    4. 📍Lutterworth
  3. 🏢

    MDM Wealth LTD

    FCA reg no.
    823733
    FCA authorised date:
    03/06/19
    Helping successful families and individuals achieve financial freedom with award-winning, Chartered & Certified advice. MDM Wealth Ltd is a family-run financial planning firm, who specialise in retirement planning, wealth management, and investment strategies for affluent families, business owne... read full company profile
    1. ✔1 Financial Adviser
    2. ✔Min Pension Savings: £500,000
    3. ✔Min Assets: £500,000
    4. 🪧44.3 Miles
    5. 📍Rugby
  4. 👤

    Daniel Martin

    MDM Wealth Ltd
    FCA reg no.
    DXM03088
    FCA authorised date:
    03/06/19
    Certified Financial Planner Chartered Financial Planner BA (Hons) Finance and Investment
    1. ✔Min Pension Savings: £500,000
    2. ✔Min Assets: £500,000
    3. 🪧44.3 Miles
    4. 📍Rugby
  5. 🏢

    Riverglen Financial Associates LTD

    FCA reg no.
    992948
    FCA authorised date:
    21/02/24
    Riverglen Financial Associates, located in Lincolnshire, is a FCA-regulated firm offering comprehensive financial planning, including life insurance, investments, and retirement advice. Known for a client-focused, strategic approach to tailored financial solutions.
    1. ✔4 Financial Advisers
    2. 🪧0.1 Miles
    3. 📍Lincolnshire
  6. 🏢

    Hall Financial Strategies LTD

    FCA reg no.
    1012800
    FCA authorised date:
    03/06/24
    Based in Haconby, Hall Financial Strategies Ltd is a trusted firm offering life insurance, financial planning, investment and pension advice. They're dedicated to helping clients secure their financial future.
    1. ✔1 Financial Adviser
    2. 🪧3.3 Miles
    3. 📍Bourne
  7. 🏢

    Richard Marshall Wealth Management LTD

    FCA reg no.
    608984
    FCA authorised date:
    17/10/13
    Peterborough-based Richard Marshall Wealth Management Ltd offers comprehensive financial planning services, specializing in life investments and pensions retirement advice. Known for their client-focused approach and secure financial solutions.
    1. ✔2 Financial Advisers
    2. 🪧6.2 Miles
    3. 📍Peterborough
  8. 🏢

    Kato Wealth Planning LTD

    FCA reg no.
    1026516
    FCA authorised date:
    16/02/25
    Regulated by the FCA, Kato Wealth Planning Ltd offers comprehensive financial services including retirement advice and life investments. Based in Grantham, Lincolnshire, this firm focuses on client-centred solutions for local families and individuals.
    1. ✔1 Financial Adviser
    2. 🪧6.7 Miles
    3. 📍Grantham
  9. 🏢

    Liberty Partnership Limited

    FCA reg no.
    472792
    FCA authorised date:
    22/11/07
    Liberty Partnership Limited is a Market Deeping-based financial planning specialist, offering trusted advice on life investments, pensions, and retirement across Lincolnshire. They provide personalised guidance tailored to clients' unique financial goals.
    1. ✔6 Financial Advisers
    2. 🪧6.8 Miles
    3. 📍Market Deeping
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  11. 🏢

    Oakwood Financial Services 2015 LTD

    FCA reg no.
    676461
    FCA authorised date:
    02/11/15
    Peterborough-based Oakwood Financial Services 2015 Ltd offers regulated advice on financial services including pensions, life insurance and investments, tailoring solutions to individual needs.
    1. ✔1 Financial Adviser
    2. 🪧7 Miles
    3. 📍Peterborough
  12. 🏢

    Mark Owen

    FCA reg no.
    186021
    FCA authorised date:
    30/11/11
    Mark Owen is a trustworthy financial firm in Peterborough, Lincolnshire, providing life investments, retirement advice and financial planning services. They specialize in final salary pension transfers and serve individuals and businesses.
    1. ✔2 Financial Advisers
    2. 🪧7.2 Miles
    3. 📍Peterborough
  13. 🏢

    SMH Wealth Associates LTD

    FCA reg no.
    947194
    FCA authorised date:
    16/03/21
    2plan Wealth Management is a renowned FCA regulated firm in Sleaford, Lincolnshire, expertly advising on life strategies, pension transfers, retirement, and financial planning tailored for individuals and businesses.
    1. ✔1 Financial Adviser
    2. 🪧8.5 Miles
    3. 📍Sleaford
  14. 🏢

    Chattertons Wealth Management Limited

    FCA reg no.
    766148
    FCA authorised date:
    01/03/17
    Chattertons Wealth Management Limited, a FCA-regulated financial planning firm based in Stamford, Lincolnshire, offers tailored investment and pension advice. With a professional and approachable ethos, they nurture long-term client relationships.
    1. ✔8 Financial Advisers
    2. 🪧9 Miles
    3. 📍Stamford
  15. 🏢

    BCM Wealth Management LTD

    FCA reg no.
    917148
    FCA authorised date:
    20/11/19
    Located in Stamford, BCM Wealth Management Ltd offers tailored financial services including pension advice and investment strategies. Known for approachability and expert advice, they extend coverage beyond Stamford to surrounding counties.
    1. ✔1 Financial Adviser
    2. 🪧9 Miles
    3. 📍Stamford
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  17. 🏢

    Golden Oak Wealth Management Limited

    FCA reg no.
    783726
    FCA authorised date:
    02/10/17
    Golden Oak Wealth Management, based in historic Stamford, Lincolnshire, offers client-focused financial services including life insurance, investments, and pensions retirement advice. Regulated by the FCA, they're a reliable partner in wealth management.
    1. ✔2 Financial Advisers
    2. 🪧9.1 Miles
    3. 📍Stamford
  18. 🏢

    Landmark IFA Limited

    FCA reg no.
    225538
    FCA authorised date:
    24/02/04
    Landmark IFA Limited is a FCA-regulated financial services firm in Stamford, Lincolnshire, providing expert advice on retirement planning, investments, and broader financial planning. Known for tailored strategies and client satisfaction.
    1. ✔34 Financial Advisers
    2. 🪧9.1 Miles
    3. 📍Stamford
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