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Find FCA registered Financial Advisers Near Me in Calderbrook OL15

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We have found 855 relevant financial adviser firms within 30 miles of Calderbrook OL15. Showing page 1 of 57.

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  2. 🏢

    Mosaac

    FCA reg no.
    581080
    FCA authorised date:
    15/06/12
    We’re a team of dedicated financial planners, passionate about delivering personalised advice tailored to your unique needs. With specialists in every area of financial planning—from retirement and investment strategies to estate planning, business owner support, protection planning, and mortgag... read full company profile
    1. ✔10 Financial Advisers
    2. ✔7 Mortgage Brokers
    3. ✔Min Pension Savings: £80,000
    4. ✔Min Assets: £100,000
    5. 🪧26.2 Miles
    6. 📍Barnsley
  3. 👤

    Tom Buck

    Calder Financial Ltd
    FCA reg no.
    TEB00011
    FCA authorised date:
    17/01/22
    SOLLA (Society of Later Life Advisors Accredited) Level 4 Financial Planning Certification
    1. ✔Min Pension Savings: £50,000
    2. ✔Min Assets: £50,000
    3. 🪧61 Miles
    4. 📍Hilton
  4. 🏢

    Calder Financial LTD

    FCA reg no.
    586897
    FCA authorised date:
    17/01/22
    We work closely with clients from family owned businesses, entreprenuers and new business starts ups, and families who want to grow their wealth, manage it and then protect it as a lasting legacy for generations to come. As independent advisors we work closely to create plans that allow our clients... read full company profile
    1. ✔1 Financial Adviser
    2. ✔Min Pension Savings: £50,000
    3. ✔Min Assets: £50,000
    4. 🪧61 Miles
    5. 📍Hilton
  5. 🏢

    Peter Fenton Wealth Management Limited

    FCA reg no.
    573632
    FCA authorised date:
    26/01/12
    Peter Fenton Wealth Management Limited is a trusted, regulated financial advisory firm in Littleborough, offering expert advice on investments, pensions, retirement planning and more, with a personalised and meticulous approach.
    1. ✔1 Financial Adviser
    2. 🪧1.2 Miles
  6. 🏢

    BRENDAN MISKELLA LIMITED

    FCA reg no.
    525901
    FCA authorised date:
    01/10/10
    Brendan Miskella Limited is a distinguished FCA-regulated financial services firm in Greater Manchester, offering comprehensive advice on life investments, pensions, and retirement planning, with a tailored approach for diverse clientele.
    1. ✔1 Financial Adviser
    2. 🪧1.5 Miles
    3. 📍Littleborough
  7. 🏢

    Front Row Financial LTD

    FCA reg no.
    966767
    FCA authorised date:
    05/01/22
    Front Row Financial Ltd, an FCA-registered firm based in Rochdale, provides reputable regulated advice on financial matters including investment planning, pension advice, and overall financial planning.
    1. ✔1 Financial Adviser
    2. 🪧2 Miles
    3. 📍Rochdale
  8. 🏢

    KDS Financial Planning LTD

    FCA reg no.
    938441
    FCA authorised date:
    13/11/20
    KDS Financial Planning LTD, a regulated financial service provider in Greater Manchester, specializes in personalised financial solutions including life and investment policies and retirement advice.
    1. ✔1 Financial Adviser
    2. 🪧2.3 Miles
    3. 📍Littleborough
  9. 🏢

    Weatherby Wealth Management Limited

    FCA reg no.
    801461
    FCA authorised date:
    12/02/18
    Weatherby Wealth Management, an FCA-regulated firm in Greater Manchester, offers comprehensive wealth management solutions including financial planning, investment services, retirement advice, and final salary pension transfers guidance.
    1. ✔1 Financial Adviser
    2. ✔1 Mortgage Broker
    3. 🪧2.5 Miles
    4. 📍Littleborough
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  11. 🏢

    Cartier Wealth LTD

    FCA reg no.
    916918
    FCA authorised date:
    15/11/19
    FCA-regulated Cartier Wealth Ltd offers premier financial planning and retirement advice services in Greater Manchester. Their expert team provides personalised guidance in life investments, pensions, and more, prioritising client financial security.
    1. ✔1 Financial Adviser
    2. 🪧3.7 Miles
    3. 📍Rochdale
  12. 🏢

    Bank House Consultants LTD

    FCA reg no.
    225350
    FCA authorised date:
    30/07/03
    Bank House Consultants, based in Todmorden, are experienced providers of diverse financial services. Known for tailored, approachable advice, they cover life investments, pensions, financial planning and retirement advice. Serving Oldham and Todmorden areas.
    1. ✔5 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧4.1 Miles
    4. 📍Todmorden
  13. 🏢

    Matrix Independent Limited

    FCA reg no.
    474060
    FCA authorised date:
    02/01/08
    Matrix Independent Limited is an FCA regulated firm based in Todmorden, West Yorkshire, offering expert personalized financial advice and planning, including investment, pension, and retirement strategies for a healthy financial future.
    1. ✔2 Financial Advisers
    2. 🪧4.3 Miles
    3. 📍Todmorden
  14. 🏢

    Merlyn Wealth Management LTD

    FCA reg no.
    577405
    FCA authorised date:
    28/06/24
    Merlyn Wealth Management Ltd, based in Lancashire, provides comprehensive financial planning services across areas including insurance, investments, and pensions. Known for personalised solutions, they serve clients in Oldham, Greater Manchester, and beyond.
    1. ✔5 Financial Advisers
    2. 🪧4.3 Miles
    3. 📍Bacup
  15. 🏢

    GRS & Co Financial Services LTD

    FCA reg no.
    221900
    FCA authorised date:
    14/03/24
    GRS & Co Financial Services Ltd in Bacup, Lancashire, is a FCA-regulated firm offering expert guidance in financial planning sectors including life investments and pensions retirement advice.
    1. ✔1 Financial Adviser
    2. 🪧4.4 Miles
    3. 📍Bacup
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  17. 🏢

    Farsight Wealth Limited

    FCA reg no.
    968553
    FCA authorised date:
    25/01/22
    Farsight Wealth Limited is a Rochdale-based financial planning firm regulated by the FCA, offering tailored advice in life and investment planning, pensions retirement advice, and final salary pension transfers.
    1. ✔3 Financial Advisers
    2. 🪧4.5 Miles
    3. 📍Rochdale
  18. 🏢

    Hambleton Associates

    FCA reg no.
    216321
    FCA authorised date:
    31/05/05
    Hambleton Associates, based in Oldham, Greater Manchester, is a FCA-regulated provider of financial services, specializing in life insurance, investments, pensions, and final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧5.1 Miles
    3. 📍Oldham
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