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Find FCA registered Financial Advisers Near Me in Cheltenham

Find FCA-approved financial advisers in Cheltenham quickly and easily using our detailed online directory. Whether you’re looking for guidance on retirement planning, investment management, or other financial services, our listings connect you with local professionals ready to assist. Use our directory to search by proximity and find advisers suited to your financial goals.
Find FCA-approved financial advisers in Cheltenham quickly and easily using our detailed online directory.
Whether you’re looking for guidance on retirement planning, investment management, or other financial services, our listings connect you with local professionals ready to assist. Use our directory to search by proximity and find advisers suited to your financial goals.
Search Financial Advisers Logo

We have found 351 relevant financial adviser firms within 30 miles of Cheltenham. Showing page 2 of 24.

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  1. Need Help Choosing an Adviser?
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  2. 🏢

    DLM Wealth Management LLP

    FCA reg no.
    772311
    FCA authorised date:
    02/05/17
    DLM Wealth Management LLP is a reputable financial firm in Cheltenham, Gloucestershire, offering expert life and investment advice, specializing in tailored pensions retirement and financial planning services.
    1. ✔1 Financial Adviser
    2. 🪧0.2 Miles
    3. 📍Cheltenham
  3. 🏢

    Direct Independent Financial Consultants LTD

    FCA reg no.
    182200
    FCA authorised date:
    10/11/23
    FCA-regulated Direct Independent Financial Consultants Ltd is based in Gloucestershire, offering professional advice on insurance, investments, and pensions. Noted for its tailored financial solutions and approachable nature, especially for finance beginners.
    1. ✔2 Financial Advisers
    2. 🪧0.2 Miles
    3. 📍Cheltenham
  4. 🏢

    Ashlea Financial Planning LTD

    FCA reg no.
    432784
    FCA authorised date:
    24/06/05
    Ashlea Financial Planning Ltd, based in Cheltenham, offers comprehensive, personalised financial advice on life investments and pensions. Regulated by the FCA, they are known for effective, reliable solutions.
    1. ✔1 Financial Adviser
    2. 🪧0.2 Miles
    3. 📍Cheltenham
  5. 🏢

    Safehands Independent Financial Advisers LTD

    FCA reg no.
    567786
    FCA authorised date:
    13/03/23
    Safehands Independent Financial Advisers Ltd is a trusted, FCA-regulated financial planning partner in Cheltenham. They offer expert advice on life investments, pensions, and comprehensive financial strategies tailored to individual needs.
    1. ✔1 Financial Adviser
    2. 🪧0.3 Miles
    3. 📍Cheltenham
  6. 🏢

    Attivo Financial Limited

    FCA reg no.
    497130
    FCA authorised date:
    01/05/09
    3. Attivo, located in Cheltenham, is a respected FCA-regulated firm providing comprehensive financial planning solutions, specialising in insurance, investments, retirement advice, and pension transfers across Gloucestershire.
    1. ✔53 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧0.3 Miles
    4. 📍Cheltenham
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  8. 🏢

    KLC Financial Limited

    FCA reg no.
    813748
    FCA authorised date:
    12/07/18
    KLC Financial Limited is a trusted provider of financial services in Cheltenham, Gloucestershire. They offer expert advice on life insurance, investments, pensions, and retirement planning.
    1. ✔2 Financial Advisers
    2. 🪧0.3 Miles
    3. 📍Cheltenham
  9. 🏢

    Corinthian Wealth Management Partnership

    FCA reg no.
    596780
    FCA authorised date:
    05/03/13
    Corinthian Wealth Management Partnership is a Cheltenham-based firm, known for offering client-focused life insurance, investment management, financial planning, and specialized pension advice. Regulated by the FCA, they hold a strong reputation for professional expertise.
    1. ✔5 Financial Advisers
    2. 🪧0.3 Miles
    3. 📍Cheltenham
  10. 🏢

    Attivo Financial Planning Limited

    FCA reg no.
    451967
    FCA authorised date:
    10/06/10
    Gloucestershire-based Attivo Financial Planning Limited offers comprehensive financial services including retirement advice and pension transfers. Regulated by the FCA, they provide personalized advice tailored to clients' unique circumstances.
    1. ✔22 Financial Advisers
    2. 🪧0.3 Miles
  11. 🏢

    Attivo Financial Services Limited

    FCA reg no.
    462105
    FCA authorised date:
    06/04/07
    Attivo is a premier, FCA-regulated financial services firm located in Cheltenham, offering comprehensive financial planning, life investments, and pensions advice to individuals and businesses across Gloucestershire and surrounding areas.
    1. ✔8 Financial Advisers
    2. 🪧0.3 Miles
    3. 📍Cheltenham
  12. 🏢

    LEGAL & MEDICAL INVESTMENTS LIMITED

    FCA reg no.
    185193
    FCA authorised date:
    01/12/01
    Legal & Medical Investments Ltd is a Cheltenham-based financial planning firm offering tailored advice on life investments, pensions, and retirement strategies, serving clients throughout Gloucestershire.
    1. ✔26 Financial Advisers
    2. ✔3 Mortgage Brokers
    3. 🪧0.3 Miles
    4. 📍Cheltenham
  13. Need Help Choosing an Adviser?
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  14. 🏢

    Gillett Financial Planning LTD

    FCA reg no.
    569652
    FCA authorised date:
    24/11/11
    Gillett Financial Planning Ltd is a regulated firm based in Cheltenham, Gloucestershire, offering customized life insurance, pensions, investments, and comprehensive financial planning solutions.
    1. ✔1 Financial Adviser
    2. 🪧0.3 Miles
    3. 📍Cheltenham
  15. 🏢

    Limestone Financial Planning LTD

    FCA reg no.
    971001
    FCA authorised date:
    02/03/22
    Limestone Financial Planning Ltd is a trusted FCA regulated firm in Cheltenham offering services including insurance, investments, pensions retirement advice, and final salary pension transfers for individuals and businesses.
    1. ✔1 Financial Adviser
    2. 🪧0.3 Miles
    3. 📍Cheltenham
  16. 🏢

    John Tibble

    FCA reg no.
    630313
    FCA authorised date:
    18/08/14
    We are a small firm of independent financial advisers based in Cheltenham. We specialise in mortgage advice equity release and retirement planning. With over 25 years experience we offer a flexible approach to suit your requirements. We do not charge adviser fees for mortgage or equity release advic... read full company profile.
    1. ✔1 Financial Adviser
    2. 🪧0.3 Miles
    3. 📍Cheltenham
  17. 🏢

    Boote Financial Planning LTD

    FCA reg no.
    499781
    FCA authorised date:
    22/04/09
    Boote Financial Planning Ltd is a Cheltenham-based, FCA registered financial services firm, providing expert advice in life investments, pensions, and retirement planning, serving its clientele with a customer-first approach.
    1. ✔1 Financial Adviser
    2. 🪧0.3 Miles
    3. 📍Cheltenham
  18. 🏢

    Helen Fitzpatrick

    FCA reg no.
    945789
    FCA authorised date:
    27/02/21
    Helen Fitzpatrick is a Cheltenham-based financial planning firm offering regulated advice on pensions, investments, and retirement. They prioritize building secure futures tailored to client needs with professionalism and approachability.
    1. ✔1 Financial Adviser
    2. 🪧0.4 Miles
    3. 📍Cheltenham
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