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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 4 of 26.

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  2. 🏢

    Joseph Donkin

    FCA reg no.
    915803
    FCA authorised date:
    25/10/19
    Joseph Donkin, an FCA regulated financial firm in Northumberland, provides expert financial services including life and investment planning, pensions advice, and final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧37.9 Miles
    3. 📍Morpeth
  3. 🏢

    Sunflower Financial Planning LTD

    FCA reg no.
    822133
    FCA authorised date:
    02/10/18
    Sunflower Financial Planning Ltd, based in Edinburgh, offers a comprehensive range of licensed financial services. They specialize in life insurance, investments, and pension planning with a client-focused approach.
    1. ✔1 Financial Adviser
    2. 🪧38.5 Miles
    3. 📍Edinburgh
  4. 🏢

    MCM Financial Limited

    FCA reg no.
    706248
    FCA authorised date:
    13/08/15
    At McM Financial we offer bespoke independent financial planning to our existing and new clients. This is based on individual goals and their future aspirations. Initial consultations are completely free of charge.
    1. ✔1 Financial Adviser
    2. 🪧38.5 Miles
    3. 📍Edinburgh
  5. 🏢

    Torphin Financial Planning LTD

    FCA reg no.
    618460
    FCA authorised date:
    18/06/14
    Torphin Financial Planning Ltd, based in Loanhead near Edinburgh, is an FCA-regulated firm providing expert tailored financial guidance, including life investments and pensions retirement advice.
    1. ✔1 Financial Adviser
    2. 🪧38.6 Miles
    3. 📍Loanhead
  6. 🏢

    Argyll Independent LTD

    FCA reg no.
    974264
    FCA authorised date:
    26/09/22
    Argyll Independent Ltd is a respected Scotland-based financial advisory firm offering specialist retirement advice and comprehensive financial planning. Renowned for their approachability and adherence to strict FCA standards, they cater to both seasoned and newbie investors.
    1. ✔1 Financial Adviser
    2. 🪧38.6 Miles
    3. 📍Midlothian
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  8. 🏢

    Olivia Henny

    FCA reg no.
    840182
    FCA authorised date:
    09/04/20
    Olivia Henny is a trusted, FCA-regulated firm in Mitford, Northumberland, specializing in tailored financial planning and offering services like life, investments and pensions retirement advice. Renowned for its client-focused approach.
    1. ✔1 Financial Adviser
    2. 🪧39.5 Miles
    3. 📍Morpeth
  9. 🏢

    Wellway Wealth Management LLP

    FCA reg no.
    504210
    FCA authorised date:
    11/02/10
    Wellway Wealth Management LLP is a premium financial institution based in Northumberland, specialising in bespoke financial planning including life insurance, pensions retirement advice and investments.
    1. ✔2 Financial Advisers
    2. 🪧39.9 Miles
    3. 📍Morpeth
  10. 🏢

    Pilling Financial LTD

    FCA reg no.
    625337
    FCA authorised date:
    01/10/14
    Pilling Financial Ltd, based in Northumberland, offers expert financial planning services including life and investment advice, retirement planning, and pension guidance. Focused on personalized solutions, our professional team helps individuals achieve their financial goals.
    1. ✔1 Financial Adviser
    2. 🪧40 Miles
    3. 📍Northumberland
  11. 🏢

    Henderson Independent Financial Management Limited

    FCA reg no.
    912469
    FCA authorised date:
    20/08/19
    2plan Wealth Management is a reputable, FCA regulated financial service provider in Morpeth, Northumberland offering comprehensive planning, pension advice, and investment services, primarily to North East UK clients.
    1. ✔1 Financial Adviser
    2. 🪧40.1 Miles
    3. 📍Morpeth
  12. 🏢

    NORTHUMBRIAN FINANCIAL LIMITED

    FCA reg no.
    409087
    FCA authorised date:
    01/04/05
    Northumbrian Financial Ltd is a trusted FCA-regulated financial firm offering life and investment solutions, pensions retirement advice, and comprehensive financial planning tailored to your unique circumstances.
    1. ✔1 Financial Adviser
    2. 🪧40.2 Miles
    3. 📍Morpeth
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  14. 🏢

    JMB Wealth Solutions LTD

    FCA reg no.
    779841
    FCA authorised date:
    10/10/18
    Edinburgh-based JMB Wealth Solutions Ltd is an FCA regulated firm providing top-tier advisory services including financial planning, pensions retirement advice and life investments. Known for its bespoke, client-focused approach to personalized financial solutions.
    1. ✔1 Financial Adviser
    2. 🪧40.2 Miles
    3. 📍Edinburgh
  15. 🏢

    TMP WM 2024 LTD

    FCA reg no.
    1028178
    FCA authorised date:
    31/03/25
    TMP WM 2024 Ltd is a FCA registered financial planning firm in Morpeth, Northumberland, offering services in life and investment planning, retirement advice, and pension transfers.
    1. ✔10 Financial Advisers
    2. 🪧40.3 Miles
    3. 📍Morpeth
  16. 🏢

    CLARITY INDEPENDENT FINANCIAL ADVISERS LIMITED

    FCA reg no.
    453293
    FCA authorised date:
    01/11/06
    Edinburgh-based 4. Clarity Independent Financial Advisers offer client-focused, tailored financial advice, including pensions, investments and retirement planning throughout Edinburgh. They specialize in assisting local families and first-time buyers.
    1. ✔7 Financial Advisers
    2. 🪧40.4 Miles
    3. 📍Edinburgh
  17. 🏢

    Clarity Independent Wealth Management Limited

    FCA reg no.
    921536
    FCA authorised date:
    01/02/21
    Clarity Independent Wealth Management, located in Edinburgh, offers comprehensive financial services including life & investments, pensions retirement advice, and strategic planning. Renowned for their regulated, reliable, and tailored approach to wealth management.
    1. ✔7 Financial Advisers
    2. 🪧40.4 Miles
    3. 📍Edinburgh
  18. 🏢

    Olivers Financial LTD

    FCA reg no.
    1040048
    FCA authorised date:
    11/08/25
    Olivers Financial Ltd, located in Morpeth, Northumberland, is a regulated financial firm offering comprehensive services such as investment planning and retirement advice, known for its personalised, professional approach.
    1. ✔1 Financial Adviser
    2. 🪧40.5 Miles
    3. 📍Morpeth
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