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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 6 of 8.

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  2. 🏢

    J H Lowson & Company Limited

    FCA reg no.
    582104
    FCA authorised date:
    02/10/12
    J H Lowson & Company Limited is a reputable, FCA regulated financial services firm in Lancaster, Lancashire, specialising in wealth management, retirement advice, funeral plans, and life and pensions.
    1. ✔2 Financial Advisers
    2. 🪧45.8 Miles
    3. 📍Lancaster
  3. 🏢

    PBS Financial Solutions LTD

    FCA reg no.
    624550
    FCA authorised date:
    10/10/14
    PBS Financial Solutions Ltd is a FCA-regulated firm in Lancaster, providing personalised financial advice across the UK, specialising in life investments, pensions, and comprehensive financial planning.
    1. ✔1 Financial Adviser
    2. ✔1 Mortgage Broker
    3. 🪧45.9 Miles
    4. 📍Lancaster
  4. 🏢

    Prudent Financial Planning Advice LTD

    FCA reg no.
    437801
    FCA authorised date:
    09/08/07
    Trusted, FCA regulated financial planning firm, Prudent Financial Planning Advice Ltd, offers comprehensive, ethical advice in life, investment and pensions retirement including final salary pension transfers in Lancaster and Lancashire.
    1. ✔4 Financial Advisers
    2. 🪧46 Miles
    3. 📍Lancaster
  5. 🏢

    DAVID KNEALE FINANCIAL MANAGEMENT LTD.

    FCA reg no.
    228877
    FCA authorised date:
    02/01/04
    Based in Lancaster, David Kneale Financial Management Ltd provides expert financial advice on life insurance, investments, pensions, and retirement. The FCA-regulated firm is dedicated to securing clients' financial future.
    1. ✔3 Financial Advisers
    2. 🪧46.1 Miles
    3. 📍Lancaster
  6. 🏢

    Maplewood Training Solutions LTD

    FCA reg no.
    979950
    FCA authorised date:
    10/02/23
    Maplewood Financial Solutions is a Lancaster-based FCA regulated firm offering expert financial planning, including life insurance, investments, and retirement advice. They cater to individuals at all life stages.
    1. ✔1 Financial Adviser
    2. 🪧46.2 Miles
    3. 📍Lancaster
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  8. 🏢

    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. 🪧46.3 Miles
    3. 📍Alston
  9. 🏢

    Bridges and Co Financial Advisers (lancaster) LTD

    FCA reg no.
    1019121
    FCA authorised date:
    27/09/24
    Bridges and Co Financial Advisers offer robust financial planning services in Lancaster, specialising in retirement advice, pension transfers, and life investments. Known for their client-focused approach and dependable advice.
    1. ✔2 Financial Advisers
    2. 🪧46.5 Miles
    3. 📍Lancaster
  10. 🏢

    Help For Wealth LTD

    FCA reg no.
    747280
    FCA authorised date:
    25/06/20
    Help For Wealth Ltd is a FCA regulated firm based in Lancaster, Lancashire, offering expert financial planning and regulated advice on life investments, pensions, retirement advice, and final salary pension transfers.
    1. ✔2 Financial Advisers
    2. 🪧46.7 Miles
    3. 📍Lancaster
  11. 🏢

    Lex Muir

    FCA reg no.
    200378
    FCA authorised date:
    30/10/23
    Lex Muir is a leading financial planning firm based in Newton Stewart, UK, providing expert advice on life, investments, pensions retirement, and final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧48 Miles
    3. 📍Newton Stewart
  12. 🏢

    Unity Financial Consultants LLP

    FCA reg no.
    809231
    FCA authorised date:
    04/02/19
    Unity Financial Consultants LLP is a FCA-regulated firm in Newton Stewart offering expert advice on life investments, retirement planning and financial guidance to secure your financial future.
    1. ✔2 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧48.1 Miles
    4. 📍Newton Stewart
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  14. 🏢

    Philip Andrew Whitehead

    FCA reg no.
    616277
    FCA authorised date:
    01/05/14
    Philip Andrew Whitehead is a Glasgow-based, FCA registered financial firm offering regulated advice on insurance, investments, and pensions. Renowned for its tailored financial planning and approachability, it primarily serves local families.
    1. ✔1 Financial Adviser
    2. 🪧48.4 Miles
    3. 📍Newton Stewart
  15. 🏢

    Stephenson Financial Planning LTD

    FCA reg no.
    795821
    FCA authorised date:
    05/12/17
    Stephenson Financial Planning Ltd, a regulated financial company based in Lancaster, specialises in tailored life and investments planning, retirement advice, and pension transfers services across Lancashire and beyond.
    1. ✔1 Financial Adviser
    2. 🪧49.5 Miles
    3. 📍Lancaster
  16. 🏢

    Ambler Blackburn LTD

    FCA reg no.
    564732
    FCA authorised date:
    14/01/13
    2plan Wealth Management in North Yorkshire specializes in life investments, pension advice, and financial planning. The firm provides tailored financial services to clients near Lancaster under FCA regulation.
    1. ✔1 Financial Adviser
    2. 🪧50.2 Miles
    3. 📍Lancaster
  17. 🏢

    Whittet Wealth Management LTD

    FCA reg no.
    1036926
    FCA authorised date:
    04/07/25
    Whittet Wealth Management Ltd, an FCA registered company based in North Yorkshire, specialises in financial planning including life and investment advice, pensions retirement advice and final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧50.2 Miles
    3. 📍Lancaster
  18. 🏢

    Craig Broadbent

    FCA reg no.
    959313
    FCA authorised date:
    29/09/21
    Craig Broadbent is a highly reputed, FCA-regulated financial firm in Forton, offering expert life and investment planning, pension advice, and comprehensive financial solutions to clients across Lancashire.
    1. ✔1 Financial Adviser
    2. 🪧51.6 Miles
    3. 📍Preston
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