Find FCA registered Financial Advisers Near Me in Carnforth
We have found 145 relevant financial adviser firms within 30 miles of Carnforth. Showing page 2 of 10.
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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.- ✔2 Financial Advisers
- 🪧6.1 Miles
- 📍Lancaster
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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.- ✔2 Financial Advisers
- ✔2 Mortgage Brokers
- 🪧6.5 Miles
- 📍Morecambe
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The Independent Asset Management Company
- FCA reg no.
- 209525
- FCA authorised date:
- 31/05/02
The Independent Asset Management Company, regulated by the FCA, offers a range of financial services including insurance, investments and pensions advice. Known for approachability and tailored solutions, they serve clients in Lancashire and beyond.- ✔3 Financial Advisers
- 🪧7.3 Miles
- 📍Grange Over Sands
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Independent Investment Associates Limited
- FCA reg no.
- 212923
- FCA authorised date:
- 01/12/02
Independent Investment Associates Limited, located in Grange over Sands, Cumbria, is a trusted financial advisory firm offering tailored advice on life investment, pensions, retirement, and finance planning.- ✔6 Financial Advisers
- 🪧7.3 Miles
- 📍Grange Over Sands
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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 Financial Adviser
- 🪧8.4 Miles
- 📍Morecambe
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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.- ✔3 Financial Advisers
- 🪧9 Miles
- 📍Kendal
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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 Financial Adviser
- 🪧9.5 Miles
- 📍Lancaster
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Geoffrey Bernard Moore
- FCA reg no.
- 214767
- FCA authorised date:
- 31/05/05
Geoffrey Bernard Moore is a highly-regulated financial services firm based in Cumbria, providing expert advice on insurance, investments, and pensions.- ✔1 Financial Adviser
- 🪧9.6 Miles
- 📍Cumbria
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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.- ✔3 Financial Advisers
- 🪧9.7 Miles
- 📍Kendal
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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 Financial Adviser
- 🪧10.5 Miles
- 📍Lancaster
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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 Financial Adviser
- 🪧10.6 Miles
- 📍Lancaster
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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.- ✔12 Financial Advisers
- 🪧11.7 Miles
- 📍Kendal
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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 Financial Adviser
- 🪧11.9 Miles
- 📍Preston
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Lighthouse Financial Planning LTD
- FCA reg no.
- 779098
- FCA authorised date:
- 15/08/17
Lighthouse Financial Planning Ltd is a FCA-regulated advisory firm based in Ulverston, offering bespoke financial services including investments, pensions, and retirement planning to clients in Greater Manchester and beyond.- ✔2 Financial Advisers
- 🪧12.4 Miles
- 📍Ulverston
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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 Financial Adviser
- 🪧13.5 Miles
- 📍Kendal
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