Are you an Adviser click here

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.

📍Map View
  1. Need Help Choosing an Adviser?
    Enter a few details to get matched with the right adviser and receive a guaranteed callback
  2. 🏢

    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.
    1. ✔2 Financial Advisers
    2. 🪧6.1 Miles
    3. 📍Lancaster
  3. 🏢

    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. 🪧6.5 Miles
    4. 📍Morecambe
  4. 🏢

    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.
    1. ✔3 Financial Advisers
    2. 🪧7.3 Miles
    3. 📍Grange Over Sands
  5. 🏢

    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.
    1. ✔6 Financial Advisers
    2. 🪧7.3 Miles
    3. 📍Grange Over Sands
  6. 🏢

    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. 🪧8.4 Miles
    3. 📍Morecambe
  7. Need Help Choosing an Adviser?
    Enter a few details to get matched with the right adviser and receive a guaranteed callback
  8. 🏢

    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. 🪧9 Miles
    3. 📍Kendal
  9. 🏢

    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. ✔1 Financial Adviser
    2. 🪧9.5 Miles
    3. 📍Lancaster
  10. 🏢

    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. ✔1 Financial Adviser
    2. 🪧9.6 Miles
    3. 📍Cumbria
  11. 🏢

    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. 🪧9.7 Miles
    3. 📍Kendal
  12. 🏢

    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. ✔1 Financial Adviser
    2. 🪧10.5 Miles
    3. 📍Lancaster
  13. Need Help Choosing an Adviser?
    Enter a few details to get matched with the right adviser and receive a guaranteed callback
  14. 🏢

    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. ✔1 Financial Adviser
    2. 🪧10.6 Miles
    3. 📍Lancaster
  15. 🏢

    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. 🪧11.7 Miles
    3. 📍Kendal
  16. 🏢

    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. ✔1 Financial Adviser
    2. 🪧11.9 Miles
    3. 📍Preston
  17. 🏢

    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.
    1. ✔2 Financial Advisers
    2. 🪧12.4 Miles
    3. 📍Ulverston
  18. 🏢

    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. 🪧13.5 Miles
    3. 📍Kendal
  19. Need Help Choosing an Adviser?
    Enter a few details to get matched with the right adviser and receive a guaranteed callback
Page 2 of 10. Showing results 16 to 30.
Click here to see the top of the results
Need Help Choosing an Adviser?
Enter a few details to get matched with the right adviser and receive a guaranteed callback