Find FCA registered Financial Advisers Near Me in CA10 3
We have found 42 relevant financial adviser firms within 30 miles of CA10 3. Showing page 1 of 3.
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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 Financial Adviser
- 🪧9.1 Miles
- 📍Penrith
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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 Financial Adviser
- 🪧11 Miles
- 📍Kirkby Stephen
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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.- ✔4 Financial Advisers
- 🪧13.9 Miles
- 📍Kendal
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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 Financial Adviser
- 🪧13.9 Miles
- 📍Kendal
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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.- ✔3 Financial Advisers
- 🪧14 Miles
- 📍Kendal
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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.- ✔3 Financial Advisers
- 🪧14 Miles
- 📍Kendal
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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 Financial Adviser
- 🪧14 Miles
- 📍Kendal
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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 Financial Adviser
- 🪧14.3 Miles
- 📍Kendal
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Financial Management Bureau Limited
- FCA reg no.
- 125710
- FCA authorised date:
- 01/12/01
A leading FCA-regulated firm in Kendal, Cumbria, Financial Management Bureau Limited specializes in financial planning and regulated advice, prioritizing client focus and high service standards.- ✔12 Financial Advisers
- 🪧16.2 Miles
- 📍Kendal
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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 Financial Adviser
- ✔2 Mortgage Brokers
- 🪧16.6 Miles
- 📍Cumbria
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Quintessential Wealth Management Limited
- FCA reg no.
- 799117
- FCA authorised date:
- 22/01/18
Quintessential Wealth Management Limited, based in Kendal, offers tailored financial planning and pension advice. Specialising in final salary pension transfers, they provide FCA-approved, regulated services throughout Cumbria.- ✔3 Financial Advisers
- 🪧18.5 Miles
- 📍Kendal
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RDBIFS LTD
- FCA reg no.
- 771172
- FCA authorised date:
- 03/07/17
RDBIFS Ltd, based in Kendal, Cumbria, offers bespoke financial services including investment and retirement planning. Accredited by the FCA, they provide trusted, regulated advice to clients across Cumbria.- ✔3 Financial Advisers
- 🪧18.9 Miles
- 📍Kendal
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Geoffrey Bernard Moore
- FCA reg no.
- 214767
- FCA authorised date:
- 31/05/05
Geoffrey Bernard Moore is a highly-regulated financial services firm based in Cumbria, providing expert advice on insurance, investments, and pensions.- ✔1 Financial Adviser
- 🪧21 Miles
- 📍Cumbria
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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 Financial Adviser
- 🪧21.8 Miles
- 📍Cumbria
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Jads Financial Services
- FCA reg no.
- 971174
- FCA authorised date:
- 04/03/22
Jads Financial Services, located in Alston, Cumbria, offers tailored financial advice, including life insurance, investments, and pension transfers, specialising in financial planning and bespoke retirement advice.- ✔1 Financial Adviser
- 🪧22.2 Miles
- 📍Alston
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