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Find FCA registered Financial Advisers Near Me in Caernarfon


We have found 235 relevant financial adviser firms within 60 miles of Caernarfon. Showing page 11 of 16.

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  2. 🏢

    Bhagavi Podichetty

    FCA reg no.
    1011773
    FCA authorised date:
    29/04/24
    Bhagavi Podichetty is a FCA-regulated financial firm in Liverpool specializing in life investments, pensions, retirement advice and financial planning with a client-focused approach.
    1. ✔1 Financial Adviser
    2. 🪧56.1 Miles
    3. 📍Liverpool
  3. 🏢

    Lydia Grace Wealth Management Limited

    FCA reg no.
    996785
    FCA authorised date:
    24/05/23
    Lydia Grace Wealth Management Limited is a Liverpool-based financial firm specialising in life investments, pensions retirement advice, and comprehensive financial planning. Known for tailored solutions, they serve the Greater Merseyside area.
    1. ✔1 Financial Adviser
    2. 🪧56.1 Miles
    3. 📍Liverpool
  4. 🏢

    Kevin Norcross

    FCA reg no.
    647777
    FCA authorised date:
    26/09/14
    Kevin Norcross's reputable FCA-regulated firm specializes in bespoke financial planning in Liverpool, offering proficient guidance on life investments, pensions retirement advice, and final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧56.1 Miles
    3. 📍Liverpool
  5. 🏢

    Mark Cassidy

    FCA reg no.
    793835
    FCA authorised date:
    10/11/17
    Mark Cassidy is a reputable Liverpool-based financial firm offering strategic planning and advice in key financial areas, trusted by first-time investors and individuals seeking long-term financial security.
    1. ✔1 Financial Adviser
    2. 🪧56.1 Miles
    3. 📍Liverpool
  6. 🏢

    Westhead Financial Planning LTD

    FCA reg no.
    795767
    FCA authorised date:
    05/12/17
    Westhead Financial Planning Ltd, based in Liverpool, is a trusted provider of financial services, specialising in life and investment planning, retirement advice, and pension transfers, dedicated to guide you through complex financial landscapes.
    1. ✔1 Financial Adviser
    2. 🪧56.1 Miles
    3. 📍Liverpool
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  8. 🏢

    Paula Sherlock-cross

    FCA reg no.
    564273
    FCA authorised date:
    09/09/11
    Based in Liverpool, Paula Sherlock-Cross provides regulated financial planning services with a focus on life investments and pensions. Specializing in final salary pension transfers, the firm is recognized for its client-centric approach.
    1. ✔1 Financial Adviser
    2. 🪧56.1 Miles
    3. 📍Liverpool
  9. 🏢

    Marshall Zoing Limited

    FCA reg no.
    222974
    FCA authorised date:
    27/05/03
    Marshall Zoing, a Liverpool-based FCA regulated firm, offers expert financial planning services across investments, pensions, and retirement, specializing in tailored solutions to meet individual needs. They are renowned for their reliable, client-focused approach.
    1. ✔6 Financial Advisers
    2. 🪧56.1 Miles
    3. 📍Liverpool
  10. 🏢

    Verso Wealth Management Limited

    FCA reg no.
    153871
    FCA authorised date:
    01/12/01
    Verso Wealth Management in Liverpool provides expert advice on life investments, pensions, and financial planning. Regulated by the FCA, they offer credible guidance for individuals in Merseyside and Greater Manchester.
    1. ✔38 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧56.1 Miles
    4. 📍Liverpool
  11. 🏢

    HERITAGE FINANCIAL PLANNING LIMITED

    FCA reg no.
    994866
    FCA authorised date:
    16/04/23
    Heritage Financial Planning Ltd, an FCA-registered firm located in Treuddyn, provides expert financial guidance covering life insurance, investments, pensions, and comprehensive financial planning. Known for its approachable style, it serves clients across Mold, Clwyd and nearby areas.
    1. ✔3 Financial Advisers
    2. 🪧56.2 Miles
    3. 📍Chester
  12. 🏢

    Herald Wealth Management LTD

    FCA reg no.
    581759
    FCA authorised date:
    22/05/12
    Daniel Hetherington is a reputable, FCA-regulated financial firm in Chester, specialising in comprehensive financial planning including life investments, pensions, retirement advice, and final salary pension transfers. They prioritise professional integrity and client-focused services.
    1. ✔1 Financial Adviser
    2. 🪧56.2 Miles
    3. 📍Chester
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  14. 🏢

    Heritage Wealth Management Limited

    FCA reg no.
    517863
    FCA authorised date:
    05/01/23
    Heritage Wealth Management Limited, an FCA regulated firm, offers diverse financial services including investment planning and retirement advice. Located in Chester, they provide professional, client-centric services to individuals across Cheshire.
    1. ✔1 Financial Adviser
    2. 🪧56.2 Miles
    3. 📍Chester
  15. 🏢

    First Equitable (UK) LTD

    FCA reg no.
    782577
    FCA authorised date:
    06/12/17
    First Equitable, based in Liverpool, is a trusted partner for financial planning, specialising in investments, pensions, and insurance. Offering services like life insurance, they cater to clients across Merseyside.
    1. ✔2 Financial Advisers
    2. 🪧56.2 Miles
    3. 📍Liverpool
  16. 🏢

    Beatties Financial Services

    FCA reg no.
    441508
    FCA authorised date:
    03/01/06
    Beatties Financial Services, based in Liverpool and regulated by the FCA, provides expert financial planning including life advice, pension planning, and retirement strategies for clients across Merseyside and beyond.
    1. ✔1 Financial Adviser
    2. 🪧56.2 Miles
    3. 📍Liverpool
  17. 🏢

    Edward Asset Management LLP

    FCA reg no.
    400367
    FCA authorised date:
    14/06/04
    Edward Asset Management LLP is a respected Liverpool-based financial services company, offering bespoke advice in life and investment planning, pension retirement and comprehensive financial planning.
    1. ✔2 Financial Advisers
    2. 🪧56.2 Miles
    3. 📍Liverpool
  18. 🏢

    Wilcocks & Associates LTD

    FCA reg no.
    501064
    FCA authorised date:
    19/08/09
    Based in Liverpool, Wilcocks & Wilcocks is a high-end FCA-regulated financial firm providing reliable advice on insurance, investments, and pensions for individuals and businesses throughout Greater Merseyside.
    1. ✔2 Financial Advisers
    2. 🪧56.2 Miles
    3. 📍Liverpool
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