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Find FCA registered Financial Advisers Near Me in Coldstream


We have found 381 relevant financial adviser firms within 60 miles of Coldstream. Showing page 16 of 26.

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  2. 🏢

    Newcastle Financial Planning LTD

    FCA reg no.
    979406
    FCA authorised date:
    20/07/22
    Newcastle Financial Planning Ltd is a trusted financial advisory firm in Newcastle, offering expert guidance across various financial matters including pensions, investment, and comprehensive financial planning.
    1. ✔1 Financial Adviser
    2. 🪧51.2 Miles
    3. 📍Newcastle Upon Tyne
  3. 🏢

    Sound Wealth Planning Limited

    FCA reg no.
    1020157
    FCA authorised date:
    10/12/24
    FCA-regulated Sound Wealth Planning Limited offers personalised wealth management solutions, specialising in life investments and pension advice in Cowdenbeath and surrounding regions.
    1. ✔1 Financial Adviser
    2. 🪧51.2 Miles
    3. 📍Cowdenbeath
  4. 🏢

    P W M Z Limited

    FCA reg no.
    193576
    FCA authorised date:
    31/05/05
    P W M Z Limited is a St Andrews-based financial services company, renowned for its comprehensive, client-focused advice on life and investments, including pension transfers and retirement planning.
    1. ✔1 Financial Adviser
    2. 🪧51.5 Miles
  5. 🏢

    True Potential Wealth Management LLP

    FCA reg no.
    529810
    FCA authorised date:
    05/11/10
    True Potential is a FCA-regulated financial firm in Newcastle, specializing in tailored financial planning and investment strategies. They provide reliable services across Tyne and Wear for new and experienced investors.
    1. ✔1060 Financial Advisers
    2. ✔30 Mortgage Brokers
    3. 🪧51.6 Miles
    4. 📍Newcastle Upon Tyne
  6. 🏢

    Reeves Independent Limited

    FCA reg no.
    839943
    FCA authorised date:
    02/03/20
    Newcastle-based Reeves Independent is a trusted, FCA-regulated financial services firm (839943) specializing in pensions, retirement advice, financial planning, insurance, and investment guidance. Known for client-focused, professional advice.
    1. ✔17 Financial Advisers
    2. 🪧51.7 Miles
    3. 📍Newcastle Upon Tyne
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  8. 🏢

    Reeves Financial Services Limited

    FCA reg no.
    187607
    FCA authorised date:
    01/12/01
    Reeves Financial Services Limited, FCA registered, is a trusted Newcastle-based firm offering regulated services in life insurance, investments, financial planning, and retirement advice. They adapt to clients' unique needs, providing tailored solutions.
    1. ✔5 Financial Advisers
    2. 🪧51.7 Miles
    3. 📍Newcastle Upon Tyne
  9. 🏢

    CRM Financial Planning LTD

    FCA reg no.
    1019661
    FCA authorised date:
    02/12/24
    CRM Financial Planning Ltd is a regulated firm based in Inverkeithing, specializing in life insurance, investments, financial planning, and pension advice. They deliver tailored services for both individual and corporate needs.
    1. ✔1 Financial Adviser
    2. 🪧51.7 Miles
    3. 📍Inverkeithing
  10. 🏢

    Michael Young

    FCA reg no.
    1022690
    FCA authorised date:
    17/01/25
    Michael Young, a trusted financial advisor in St. Andrews, specialises in life investments and retirement planning. Operating under FCA 1022690, they provide personalised, regulated advice for first-time investors and veterans alike.
    1. ✔1 Financial Adviser
    2. 🪧51.7 Miles
    3. 📍St. Andrews
  11. 🏢

    H C F Wealth Management Limited

    FCA reg no.
    1013459
    FCA authorised date:
    17/06/24
    H C F Wealth Management Limited, FCA registered, provides expert financial and life advice including pension retirement and final salary pension transfers in Whitley Bay and surrounding areas.
    1. ✔1 Financial Adviser
    2. 🪧51.8 Miles
    3. 📍Whitley Bay
  12. 🏢

    Whyte Sharp Independent LLP

    FCA reg no.
    223496
    FCA authorised date:
    01/10/03
    Whyte Sharp Independent LLP is a reputable, FCA-regulated financial firm based in St Andrews, specialising in life investments, pensions retirement advice, and comprehensive financial planning.
    1. ✔3 Financial Advisers
    2. 🪧51.9 Miles
    3. 📍St Andrews
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  14. 🏢

    GMB PORTFOLIO SERVICES LTD.

    FCA reg no.
    738159
    FCA authorised date:
    14/07/16
    GMB PORTFOLIO SERVICES LTD is a FCA registered firm offering diverse financial services like insurance, investments, and retirement advice. They pride themselves in personalized, regulated and professional services to meet individual needs.
    1. ✔4 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧52.1 Miles
    4. 📍Livingston
  15. 🏢

    AKC Independent Financial Advisers LTD

    FCA reg no.
    947611
    FCA authorised date:
    09/09/21
    AKC Independent Financial Advisers Ltd is a trusted, FCA-regulated financial services firm in West Lothian, specialising in life investments, pensions, and retirement advice. They provide personalised and reliable financial planning services.
    1. ✔1 Financial Adviser
    2. ✔1 Mortgage Broker
    3. 🪧52.1 Miles
    4. 📍West Lothian
  16. 🏢

    Rutland Independent Wealth Management LLP

    FCA reg no.
    671726
    FCA authorised date:
    20/07/15
    Rutland Independent is a Livingston-based, FCA-regulated financial firm specializing in life investments, pensions, retirement advice, and comprehensive financial planning, known for its professional and approachable style.
    1. ✔6 Financial Advisers
    2. 🪧52.3 Miles
    3. 📍Livingston
  17. 🏢

    Seven Stars Private Wealth Limited

    FCA reg no.
    1004978
    FCA authorised date:
    06/11/23
    Seven Stars Private Wealth Limited is a fully-regulated financial advisory firm in Newcastle, offering bespoke financial strategies including life and investment planning, pensions advice, and final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧52.3 Miles
    3. 📍Newcastle
  18. 🏢

    MARSHALL PENSION & FINANCIAL PLANNING LTD

    FCA reg no.
    781168
    FCA authorised date:
    01/09/17
    Marshall Pension & Financial Planning Ltd, based in Monkseaton, offers trusted financial planning, life insurance, and investment and retirement advice, regulated by the FCA and serving Tyne and Wear.
    1. ✔3 Financial Advisers
    2. 🪧52.3 Miles
    3. 📍Whitley Bay
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