Are you an Adviser click here

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.

📍Map View
  1. Need Help Choosing an Adviser?
    Enter a few details to get matched with the right adviser and receive a guaranteed callback
  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. 🪧9.1 Miles
    3. 📍Penrith
  3. 🏢

    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. 🪧11 Miles
    3. 📍Kirkby Stephen
  4. 🏢

    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. 🪧13.9 Miles
    3. 📍Kendal
  5. 🏢

    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. 🪧13.9 Miles
    3. 📍Kendal
  6. 🏢

    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. 🪧14 Miles
    3. 📍Kendal
  7. Need Help Choosing an Adviser?
    Enter a few details to get matched with the right adviser and receive a guaranteed callback
  8. 🏢

    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. 🪧14 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. 🪧14 Miles
    3. 📍Kendal
  10. 🏢

    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. 🪧14.3 Miles
    3. 📍Kendal
  11. 🏢

    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.
    1. ✔12 Financial Advisers
    2. 🪧16.2 Miles
    3. 📍Kendal
  12. 🏢

    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. 🪧16.6 Miles
    4. 📍Cumbria
  13. Need Help Choosing an Adviser?
    Enter a few details to get matched with the right adviser and receive a guaranteed callback
  14. 🏢

    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.
    1. ✔3 Financial Advisers
    2. 🪧18.5 Miles
    3. 📍Kendal
  15. 🏢

    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.
    1. ✔3 Financial Advisers
    2. 🪧18.9 Miles
    3. 📍Kendal
  16. 🏢

    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. ✔1 Financial Adviser
    2. 🪧21 Miles
    3. 📍Cumbria
  17. 🏢

    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. 🪧21.8 Miles
    3. 📍Cumbria
  18. 🏢

    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. ✔1 Financial Adviser
    2. 🪧22.2 Miles
    3. 📍Alston
  19. Need Help Choosing an Adviser?
    Enter a few details to get matched with the right adviser and receive a guaranteed callback
Page 1 of 3. Showing results 1 to 15.
Click here to see the top of the results
Need Help Choosing an Adviser?
Enter a few details to get matched with the right adviser and receive a guaranteed callback