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Find FCA registered Financial Advisers Near Me in CA10 2


We have found 40 relevant financial adviser firms within 30 miles of CA10 2. Showing page 1 of 3.

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  2. 🏢

    LEAP Financial Planning LTD

    FCA reg no.
    1045476
    FCA authorised date:
    14/11/25
    LEAP Financial Planning Ltd is a Cumbria-based, FCA-regulated firm offering comprehensive financial services. They are dedicated to creating custom solutions for individual financial needs and futures.
    1. ✔1 Financial Adviser
    2. 🪧2.7 Miles
    3. 📍Penrith
  3. 🏢

    Hather Financial Services Limited

    FCA reg no.
    924826
    FCA authorised date:
    01/10/20
    Hather Financial Services Limited offers expert financial advice and planning in areas such as investments and retirement, specializing in creating tailored strategies for individuals. Based in Cumbria, they're FCA regulated.
    1. ✔1 Financial Adviser
    2. ✔2 Mortgage Brokers
    3. 🪧10.7 Miles
    4. 📍Cumbria
  4. 🏢

    INTEGER FINANCIAL MANAGEMENT LIMITED

    FCA reg no.
    431522
    FCA authorised date:
    31/05/05
    FCA regulated Integer Financial Management Limited is a renowned financial firm in Carlisle, specialising in life investments, pensions retirement advice and final salary pension transfers, committed to ensuring stable financial futures.
    1. ✔1 Financial Adviser
    2. 🪧15.1 Miles
    3. 📍Carlisle
  5. 🏢

    JN & E Capstick Financial Services LTD

    FCA reg no.
    713637
    FCA authorised date:
    04/01/16
    JN & E Capstick Financial Services Ltd is a professional, FCA regulated firm specializing in financial planning and insurance. Based in Kirkby Stephen, they offer tailored solutions and secure local families' financial future.
    1. ✔1 Financial Adviser
    2. 🪧18.4 Miles
    3. 📍Kirkby Stephen
  6. 🏢

    KNS Financial Planning LTD

    FCA reg no.
    676810
    FCA authorised date:
    12/03/15
    KNS Financial Planning is a reputable, FCA-regulated firm in Kendal, Cumbria, providing bespoke financial advisory services in investments, insurance, pensions, and comprehensive financial planning. Known for their professionalism and tailored advice.
    1. ✔4 Financial Advisers
    2. 🪧18.5 Miles
    3. 📍Kendal
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  8. 🏢

    Moore Wealth Limited

    FCA reg no.
    222948
    FCA authorised date:
    08/02/18
    Moore Wealth Limited is a trusted, FCA registered financial planning firm in Kendal, Cumbria, specializing in life investments, pensions retirement advice, and final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧18.6 Miles
    3. 📍Kendal
  9. 🏢

    CS Financial Group Limited

    FCA reg no.
    778941
    FCA authorised date:
    06/06/17
    CS Mortgage Solutions Ltd is a reputable, FCA regulated finance firm in Kendal, Cumbria, known for expert financial advice on life investments, pensions, and retirement planning across North West England.
    1. ✔1 Financial Adviser
    2. 🪧18.7 Miles
    3. 📍Kendal
  10. 🏢

    Pegasus Portfolio Planning LLP

    FCA reg no.
    446163
    FCA authorised date:
    26/01/06
    Pegasus Portfolio Planning is a reliable, FCA-regulated financial advisory firm in Kendal, Cumbria, offering expert services in life insurance, investments, and pensions retirement advice.
    1. ✔3 Financial Advisers
    2. 🪧18.7 Miles
    3. 📍Kendal
  11. 🏢

    MACBETH, SCOTT & CO. LIFE & PENSION SERVICES LIMITED

    FCA reg no.
    131459
    FCA authorised date:
    01/12/01
    Macbeth, Scott & Co. is an FCA-regulated firm in Kendal, Cumbria, offering trusted financial planning services - including life insurance, investment portfolios, and retirement planning, with a client-focused, bespoke approach.
    1. ✔3 Financial Advisers
    2. 🪧18.7 Miles
    3. 📍Kendal
  12. 🏢

    B & M Harrison Limited

    FCA reg no.
    458272
    FCA authorised date:
    02/01/07
    B & M Harrison Limited is a reputable financial services firm in Kendal, offering expertise in insurance, investments, and pension retirement advice. Known for its personalised, regulated services, the firm assists with financial planning and pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧19 Miles
    3. 📍Kendal
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  14. 🏢

    Matthew Slessor Wealth Management Limited

    FCA reg no.
    989551
    FCA authorised date:
    06/01/23
    Matthew Slessor Wealth Management Limited, a reputable Carlisle-based financial firm, specialises in personalised financial planning services. They offer investment expertise, providing secure futures for clients with high standards of integrity and professionalism.
    1. ✔2 Financial Advisers
    2. 🪧19.5 Miles
    3. 📍Carlisle
  15. 🏢

    David Allen Financial Services (dalston) Limited

    FCA reg no.
    506138
    FCA authorised date:
    09/11/09
    David Allen Financial Services (Dalston) Ltd is a renowned FCA-registered financial service provider in Carlisle, offering expert regulated planning, investment, pensions advice and funeral plans. The firm prioritizes customer-focused solutions for informed decision-making.
    1. ✔5 Financial Advisers
    2. ✔3 Mortgage Brokers
    3. 🪧19.7 Miles
    4. 📍Carlisle
  16. 🏢

    Rachael Bell

    FCA reg no.
    655828
    FCA authorised date:
    26/11/14
    Rachael Bell, a respected financial services firm based in Carlisle, GB, specializes in life investments, pensions retirement advice, and final salary pension transfers. Regulated by the FCA, they offer tailored, professional financial guidance.
    1. ✔2 Financial Advisers
    2. 🪧19.9 Miles
    3. 📍Carlisle
  17. 🏢

    JPC Financial Management LTD

    FCA reg no.
    576849
    FCA authorised date:
    08/03/12
    JPC Financial Management Ltd, located in Brampton, Cumbria, offers expert financial advice and services. Specialising in life, investments and pensions planning, they provide personalised, regulated financial advice tailored to individual circumstances.
    1. ✔1 Financial Adviser
    2. 🪧19.9 Miles
    3. 📍Brampton
  18. 🏢

    SGW Wealth Management LTD

    FCA reg no.
    931393
    FCA authorised date:
    14/12/20
    SGW Wealth Management Ltd, regulated by FCA, provides personalized financial services including life insurance, investment, and retirement planning for individuals, families, and businesses in and around Cumbria.
    1. ✔1 Financial Adviser
    2. 🪧20.5 Miles
    3. 📍Cumbria
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