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Find FCA registered Financial Advisers Near Me in CA24 3


We have found 125 relevant financial adviser firms within 60 miles of CA24 3. Showing page 3 of 9.

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  2. 🏢

    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. 🪧34.3 Miles
    3. 📍Kendal
  3. 🏢

    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. 🪧34.4 Miles
    3. 📍Kendal
  4. 🏢

    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. 🪧34.4 Miles
    3. 📍Kendal
  5. 🏢

    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. 🪧34.4 Miles
    3. 📍Kendal
  6. 🏢

    Nadia Enver

    FCA reg no.
    1021787
    FCA authorised date:
    28/11/24
    Nadia Enver, a renowned financial firm in Carlisle, provides expert advice on life investments, pensions, and comprehensive financial planning. Known for its approachable service, it empowers clients to make informed financial decisions.
    1. ✔1 Financial Adviser
    2. 🪧34.5 Miles
    3. 📍Carlisle
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  8. 🏢

    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. 🪧34.5 Miles
    3. 📍Kendal
  9. 🏢

    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. 🪧34.7 Miles
    3. 📍Kendal
  10. 🏢

    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. 🪧35.4 Miles
    3. 📍Kendal
  11. 🏢

    CMD Financial Solutions LTD

    FCA reg no.
    538333
    FCA authorised date:
    24/06/11
    CMD Financial Solutions Ltd is an FCA regulated financial advisor in Carlisle, specialising in life insurance, pensions, investments, and tailored financial planning solutions.
    1. ✔4 Financial Advisers
    2. 🪧35.6 Miles
    3. 📍Carlisle
  12. 🏢

    Stan Sherlock Associates Limited

    FCA reg no.
    216385
    FCA authorised date:
    31/05/05
    Stan Sherlock Associates Ltd, based in Carlisle, provides trustworthy, FCA-regulated financial services, specializing in life investments and retirement planning, with a tailored approach to pension transfers.
    1. ✔2 Financial Advisers
    2. 🪧35.6 Miles
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  14. 🏢

    Rachael Bell

    FCA reg no.
    655828
    FCA authorised date:
    26/11/14
    Rachael Bell, a respected financial services firm based in Carlisle, GB, specializes in life investments, pensions retirement advice, and final salary pension transfers. Regulated by the FCA, they offer tailored, professional financial guidance.
    1. ✔2 Financial Advisers
    2. 🪧36.2 Miles
    3. 📍Carlisle
  15. 🏢

    ARC EDEN LIMITED

    FCA reg no.
    419666
    FCA authorised date:
    03/02/05
    Arc Eden Ltd is a seasoned FCA-regulated financial firm located in Carlisle, specialising in life investments, retirement advice, and comprehensive financial planning, and committed to securing clients' financially stable futures.
    1. ✔2 Financial Advisers
    2. 🪧36.6 Miles
    3. 📍Carlisle
  16. 🏢

    Armstrong Watson Financial Planning Limited

    FCA reg no.
    542122
    FCA authorised date:
    16/08/11
    Armstrong Watson provides tailored financial services including life and investment advice, retirement planning and comprehensive financial planning. They are client-focused, FCA regulated and serve the Greater Manchester area.
    1. ✔25 Financial Advisers
    2. 🪧36.6 Miles
    3. 📍Carlisle
  17. 🏢

    DW 2020 Limited

    FCA reg no.
    921450
    FCA authorised date:
    11/12/20
    Dodd Wealthcare, based in Carlisle, Cumbria, is a FCA-regulated financial planning specialist offering bespoke advice on life insurance, investments, and pensions. Dependable, they deliver outcome-centric solutions in the region.
    1. ✔5 Financial Advisers
    2. 🪧36.6 Miles
    3. 📍Carlisle
  18. 🏢

    TRULY INDEPENDENT LTD

    FCA reg no.
    513655
    FCA authorised date:
    23/02/10
    Truly Independent Limited, a FCA-registered financial firm based in Carlisle, Cumbria, provides comprehensive financial planning, life and investment advice, and pensions retirement services, tailoring strategies for individual needs.
    1. ✔65 Financial Advisers
    2. 🪧36.9 Miles
    3. 📍Carlisle
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