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Find FCA registered Financial Advisers Near Me in CA14 4


We have found 117 relevant financial adviser firms within 60 miles of CA14 4. Showing page 3 of 8.

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  2. 🏢

    Harwood Financial Planning Limited

    FCA reg no.
    809192
    FCA authorised date:
    03/12/18
    Based in Cumbria, Harwood Financial Planning is a FCA-regulated firm recognized for their unique approach to life investments, pensions retirement advice, and holistic financial planning, providing tailored and regulated advice.
    1. ✔2 Financial Advisers
    2. 🪧31 Miles
    3. 📍Ulverston
  3. 🏢

    Home & Finance IFA Limited

    FCA reg no.
    135250
    FCA authorised date:
    01/12/01
    Home & Finance IFA Limited offers regulated financial advice, including insurance, investments and pensions retirement planning. Serving Greater Manchester from Ulverston, Cumbria, they're recognized for personalized service and expertise.
    1. ✔3 Financial Advisers
    2. ✔2 Mortgage Brokers
    3. 🪧31 Miles
    4. 📍Ulverston
  4. 🏢

    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. 🪧32 Miles
    4. 📍Cumbria
  5. 🏢

    AFL Financial Planning Services Limited

    FCA reg no.
    516642
    FCA authorised date:
    22/01/10
    Registered FCA firm, Advice For Life Financial Planning, provides tailored financial advice focusing on life, investments and pensions. Known for client-focused services and proficiency in final salary pension transfers.
    1. ✔5 Financial Advisers
    2. 🪧32.1 Miles
    3. 📍Dumfries
  6. 🏢

    Investrium LTD

    FCA reg no.
    806141
    FCA authorised date:
    02/07/18
    Investrium Ltd is a FCA-regulated financial firm in Cumbria, offering strategic services like life insurance, investment guidance, pensions, and retirement advice for achieving financial goals.
    1. ✔1 Financial Adviser
    2. 🪧32.3 Miles
    3. 📍Dalton In Furness
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  8. 🏢

    SMG Financial Management Limited

    FCA reg no.
    417734
    FCA authorised date:
    19/04/05
    SMG Financial Management Limited in Dumfries provides top-tier financial advice, notably in life investments, retirement and pensions. Renowned for client-centric approach, the firm is dedicated to trustworthy, regulated guidance.
    1. ✔2 Financial Advisers
    2. 🪧32.3 Miles
    3. 📍Dumfries
  9. 🏢

    Pursuit Financial Planning LTD

    FCA reg no.
    938445
    FCA authorised date:
    13/11/20
    Pursuit Financial Planning, an award-winning, regulated financial advice firm. Chartered Financial Planner and Fellow of the Chartered Insurance Institute. Our premise is simple: to build a financial plan around the life you want to live. We focus on keeping things clear and straightforward, hel... read full company profile.
    1. ✔4 Financial Advisers
    2. 🪧32.6 Miles
    3. 📍Cumbria
  10. 🏢

    Radley Financial Services

    FCA reg no.
    189357
    FCA authorised date:
    10/07/15
    Radley Financial Services in Dumfries, GB, offers regulated financial expertise including insurance, investments, pensions advice, and comprehensive financial planning, delivering tailored, reliable financial solutions.
    1. ✔1 Financial Adviser
    2. 🪧33.2 Miles
    3. 📍Dumfries
  11. 🏢

    Thomas Donald

    FCA reg no.
    709911
    FCA authorised date:
    10/07/15
    Tom Donald Financial Services, an FCA-registered firm in Dumfries, provides reliable financial planning services including life insurances, investments, and pensions advice across Greater Britain. Renowned for excellent final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧33.2 Miles
    3. 📍Dumfries
  12. 🏢

    Theo Filippeos

    FCA reg no.
    533556
    FCA authorised date:
    05/10/11
    Theo Filippeos is a regulated financial services firm in Dumfries, offering tailored planning in life insurance, investments, and pensions retirement advice. Known for accuracy and client focus.
    1. ✔1 Financial Adviser
    2. 🪧33.3 Miles
    3. 📍Dumfries
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  14. 🏢

    Robert John McFarlane

    FCA reg no.
    631829
    FCA authorised date:
    21/11/14
    RJM Financial Management, based in Dumfries, GB, is a trusted advisor specializing in investments, pensions, and financial planning. They offer regulated, tailored advice to fit individual client needs.
    1. ✔2 Financial Advisers
    2. 🪧33.5 Miles
    3. 📍Dumfries
  15. 🏢

    RAYMOND MARSHALL

    FCA reg no.
    201403
    FCA authorised date:
    05/08/15
    Raymond Marshall, a reputable financial planner based in Dumfries, GB, specialises in life insurance, offering personalised services including investment opportunities and pensions retirement advice.
    1. ✔1 Financial Adviser
    2. 🪧33.6 Miles
    3. 📍Dumfries
  16. 🏢

    James Pattie

    FCA reg no.
    125062
    FCA authorised date:
    01/12/01
    J.R. Pritchard Financial & Assurance Consultants, based in Dumfries, GB, offer expert financial planning services including life investments, pensions and retirement advice, serving individuals and businesses.
    1. ✔2 Financial Advisers
    2. 🪧33.7 Miles
    3. 📍Dumfries
  17. 🏢

    Annandale Financial Services LLP

    FCA reg no.
    587094
    FCA authorised date:
    17/12/12
    Annandale Financial Services LLP, based in Dumfries, GB, is a trusted, FCA-registered provider of expert financial advice, specialising in life investment, pensions and retirement strategies.
    1. ✔3 Financial Advisers
    2. 🪧33.7 Miles
    3. 📍Dumfries
  18. 🏢

    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. 🪧33.7 Miles
    3. 📍Brampton
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