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Find FCA registered Financial Advisers Near Me in CA18 1


We have found 40 relevant financial adviser firms within 30 miles of CA18 1. Showing page 3 of 3.

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  2. 🏢

    Infinite Financial Planning LTD

    FCA reg no.
    912046
    FCA authorised date:
    07/08/19
    Infinite Financial Planning Ltd, based in Morecambe, Lancashire, offers expert, FCA-regulated investment, retirement advice and comprehensive financial planning tailored to individual needs in the Lancaster City region and beyond.
    1. ✔2 Financial Advisers
    2. ✔2 Mortgage Brokers
    3. 🪧28.7 Miles
    4. 📍Morecambe
  3. 🏢

    Kieron John Bassett

    FCA reg no.
    144667
    FCA authorised date:
    01/12/01
    Kieron Bassett Financial Services is a trusted, FCA regulated financial consultancy in Morecambe, Lancashire, providing personalized advice on life and retirement planning, investments, and pensions. They emphasize integrity and professionalism.
    1. ✔2 Financial Advisers
    2. ✔2 Mortgage Brokers
    3. 🪧28.8 Miles
    4. 📍Morecambe
  4. 🏢

    Butterworths Asset Management LLP

    FCA reg no.
    931450
    FCA authorised date:
    07/07/21
    Butterworths Asset Management LLP, based in Cumbria, is a trusted FCA-regulated firm specializing in comprehensive financial solutions, including investment guidance, insurance options, and pension retirement advice. Known for their robust financial acumen, they serve both individual and business cl... read full company profile
    1. ✔1 Financial Adviser
    2. 🪧29.4 Miles
    3. 📍Carnforth
  5. 🏢

    Ian Buckley

    FCA reg no.
    501953
    FCA authorised date:
    10/07/09
    Regulated by the FCA, Ian Buckley offers expert financial planning in Cumbria, specialising in retirement planning, investments and financial guidance, with a client-focused, tailored approach.
    1. ✔1 Financial Adviser
    2. 🪧29.4 Miles
    3. 📍Carnforth
  6. 🏢

    WEALTH SOLUTIONS LIMITED

    FCA reg no.
    468059
    FCA authorised date:
    09/07/07
    Wealth Solutions Ltd, based in Carnforth, Lancashire, provides expert financial advice, specializing in life investments and pensions retirement. The firm, registered under FCA, is known for its professional and approachable services.
    1. ✔1 Financial Adviser
    2. 🪧29.4 Miles
    3. 📍Carnforth
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  8. 🏢

    Walmsley Financial Planning LTD

    FCA reg no.
    714205
    FCA authorised date:
    18/08/15
    Walmsley Financial Planning Ltd, based in Morecombe, Lancashire, delivers tailored services including life insurance, investment strategies, retirement advice and pension transfers, serving Greater Manchester with personalised financial planning solutions.
    1. ✔1 Financial Adviser
    2. 🪧29.5 Miles
    3. 📍Morecambe
  9. 🏢

    Opes Independent Financial Advisers LTD

    FCA reg no.
    763693
    FCA authorised date:
    14/03/17
    Opes Independent Financial Advisers Ltd is a FCA regulated firm in Lancashire, specialising in investment, retirement, and financial planning. Known for reliable, tailored advice, they offer valuable solutions for individual financial needs.
    1. ✔1 Financial Adviser
    2. 🪧29.6 Miles
    3. 📍Carnforth
  10. 🏢

    DGM Financial Planning LTD

    FCA reg no.
    586412
    FCA authorised date:
    15/08/12
    DGM Financial Planning Ltd in Lancaster offers personalised financial advice, specialising in life and investments, pensions, retirement plans, and comprehensive financial planning. Tailoring services to individual needs, they prioritise client's financial goals.
    1. ✔1 Financial Adviser
    2. 🪧29.7 Miles
    3. 📍Lancaster
  11. 🏢

    North Star Financial Consultants LTD

    FCA reg no.
    626603
    FCA authorised date:
    01/10/14
    I look after a diverse range of clients whom have predominantly been referred by existing clients. A robust investment process is the cornerstone from which I build bespoke solutions to individual investment pension and tax planning issues. I build long term financial relationships with my cl... read full company profile.
    1. ✔1 Financial Adviser
    2. 🪧29.8 Miles
    3. 📍Carnforth
  12. 🏢

    Edward Hart Financial Services Limited

    FCA reg no.
    723966
    FCA authorised date:
    11/05/16
    Edward Hart Financial Services Limited is a FCA-regulated firm in Carnforth, Lancashire, known for robust financial solutions including insurance, investments, pensions retirement advice, and comprehensive financial planning.
    1. ✔1 Financial Adviser
    2. 🪧30 Miles
    3. 📍Carnforth
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