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Find FCA registered Financial Advisers Near Me in Cleveleys


We have found 223 relevant financial adviser firms within 30 miles of Cleveleys. Showing page 6 of 15.

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  2. 🏢

    BAILEY FINANCIAL SERVICES ( PRESTON ) LIMITED

    FCA reg no.
    478376
    FCA authorised date:
    07/04/08
    Bailey Financial Services, based in Preston, Lancashire, is a trusted partner for financial planning, providing regulated, personalised advice on life investments and pensions retirement.
    1. ✔2 Financial Advisers
    2. ✔2 Mortgage Brokers
    3. 🪧16.5 Miles
    4. 📍Preston
  3. 🏢

    Principled Financial Planning LTD

    FCA reg no.
    804455
    FCA authorised date:
    19/03/18
    Based in Southport, Merseyside, Principled Financial Planning offers trustworthy, regulated financial services including life insurance, investments, and pension advice, with specialized expertise in final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧16.6 Miles
    3. 📍Southport
  4. 🏢

    Stonewater Wealth Management LTD

    FCA reg no.
    492124
    FCA authorised date:
    09/01/09
    Stonewater Wealth Management Ltd is a premier financial planning firm in Tarleton, Lancashire. Specialising in life, investments and pensions advice, this trusted, FCA-registered company offers client-focused services.
    1. ✔3 Financial Advisers
    2. 🪧16.9 Miles
    3. 📍Tarleton
  5. 🏢

    M Hunter & Co Limited

    FCA reg no.
    528909
    FCA authorised date:
    06/01/11
    M Hunter & Co Limited is a respected financial firm providing comprehensive, tailored plans in life investments, pensions and retirement advice. Regulated by the FCA, they offer a client-based service approach.
    1. ✔1 Financial Adviser
    2. 🪧17.1 Miles
    3. 📍Southport
  6. 🏢

    DGM Financial Planning LTD

    FCA reg no.
    586412
    FCA authorised date:
    15/08/12
    DGM Financial Planning Ltd in Lancaster offers personalised financial advice, specialising in life and investments, pensions, retirement plans, and comprehensive financial planning. Tailoring services to individual needs, they prioritise client's financial goals.
    1. ✔1 Financial Adviser
    2. 🪧17.2 Miles
    3. 📍Lancaster
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  8. 🏢

    Fore Financial Planning LTD

    FCA reg no.
    1028406
    FCA authorised date:
    15/02/25
    Birkdale-based Fore Financial Planning Ltd offers tailored services in life and investments, retirement advice and overall financial planning. Serving Greater Manchester, they offer professional, approachable and client-focused guidance.
    1. ✔1 Financial Adviser
    2. 🪧17.2 Miles
    3. 📍Birkdale
  9. 🏢

    DCN Wealth Management LTD

    FCA reg no.
    787971
    FCA authorised date:
    31/08/17
    DCN Wealth Management Ltd is a trusted, FCA-regulated financial advisory firm in Lancashire, providing strategic wealth management and retirement services with a focus on tailored client solutions.
    1. ✔1 Financial Adviser
    2. 🪧17.4 Miles
    3. 📍Preston
  10. 🏢

    Poole Townsend Financial Services LTD

    FCA reg no.
    807084
    FCA authorised date:
    03/09/18
    Poole Townsend Financial Services Ltd in Cumbria provides expert, regulated advice in life planning, investments and pensions. They specialize in crafting tailored solutions matched to clients' financial objectives.
    1. ✔4 Financial Advisers
    2. ✔3 Mortgage Brokers
    3. 🪧17.6 Miles
    4. 📍Barrow In Furness
  11. 🏢

    GUNSON & CO INDEPENDENT FINANCIAL ADVISERS LTD

    FCA reg no.
    793617
    FCA authorised date:
    09/04/18
    Gunson & Co is a reputable, FCA regulated financial advisory firm in Cumbria offering tailored advice on investments, pensions and financial planning, dedicated to aligning services with client life goals.
    1. ✔1 Financial Adviser
    2. 🪧17.7 Miles
    3. 📍Barrow In Furness
  12. 🏢

    Optasia Wealth Management Limited

    FCA reg no.
    216440
    FCA authorised date:
    31/05/05
    Optasia Wealth Management Limited, a reputable, experienced financial services provider based in Southport, specialises in tailored life and investment planning, pension transfers, and financial planning.
    1. ✔9 Financial Advisers
    2. 🪧17.7 Miles
    3. 📍Southport
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  14. 🏢

    North Star Financial Consultants LTD

    FCA reg no.
    626603
    FCA authorised date:
    01/10/14
    I look after a diverse range of clients whom have predominantly been referred by existing clients. A robust investment process is the cornerstone from which I build bespoke solutions to individual investment pension and tax planning issues. I build long term financial relationships with my cl... read full company profile.
    1. ✔1 Financial Adviser
    2. 🪧17.8 Miles
    3. 📍Carnforth
  15. 🏢

    Irvine Investment Management Limited

    FCA reg no.
    630461
    FCA authorised date:
    19/08/14
    Irvine Investment Management Limited, an FCA regulated firm in Southport, offers financial services including retirement advice and investment management. Known for a client-focused approach, they provide personalised and reliable financial solutions.
    1. ✔1 Financial Adviser
    2. 🪧17.9 Miles
    3. 📍Southport
  16. 🏢

    Two10 Investment Services Limited

    FCA reg no.
    947852
    FCA authorised date:
    15/03/22
    Two10 Investment Services Limited, located in Longridge near Preston, Lancashire, is an FCA registered firm offering expertise in wealth management, investments, pensions, and retirement planning. They provide customer-centric financial solutions across a broad client spectrum.
    1. ✔8 Financial Advisers
    2. 🪧18.2 Miles
    3. 📍Preston
  17. 🏢

    BLUE SKY FAMILY WEALTH MANAGEMENT LTD

    FCA reg no.
    1019941
    FCA authorised date:
    17/10/24
    Blue Sky Family Wealth Management Ltd is a Lancashire-based, FCA-regulated financial advisory firm. They specialize in life insurance, investments, pensions retirement advice, and final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧18.3 Miles
    3. 📍Preston
  18. 🏢

    Speight Wealth Management Limited

    FCA reg no.
    810757
    FCA authorised date:
    05/06/18
    Speight Wealth Management Limited offers clear, regulated financial planning advice in Lancashire, specialising in life investments, pensions and final salary pension transfers. They are dedicated to providing personalised, client-focused services.
    1. ✔1 Financial Adviser
    2. 🪧18.3 Miles
    3. 📍Leyland
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