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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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.- ✔2 Financial Advisers
- ✔2 Mortgage Brokers
- 🪧16.5 Miles
- 📍Preston
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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 Financial Adviser
- 🪧16.6 Miles
- 📍Southport
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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.- ✔3 Financial Advisers
- 🪧16.9 Miles
- 📍Tarleton
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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 Financial Adviser
- 🪧17.1 Miles
- 📍Southport
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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 Financial Adviser
- 🪧17.2 Miles
- 📍Lancaster
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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 Financial Adviser
- 🪧17.2 Miles
- 📍Birkdale
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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 Financial Adviser
- 🪧17.4 Miles
- 📍Preston
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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.- ✔4 Financial Advisers
- ✔3 Mortgage Brokers
- 🪧17.6 Miles
- 📍Barrow In Furness
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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 Financial Adviser
- 🪧17.7 Miles
- 📍Barrow In Furness
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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.- ✔9 Financial Advisers
- 🪧17.7 Miles
- 📍Southport
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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 Financial Adviser
- 🪧17.8 Miles
- 📍Carnforth
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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 Financial Adviser
- 🪧17.9 Miles
- 📍Southport
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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.- ✔8 Financial Advisers
- 🪧18.2 Miles
- 📍Preston
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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 Financial Adviser
- 🪧18.3 Miles
- 📍Preston
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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 Financial Adviser
- 🪧18.3 Miles
- 📍Leyland
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