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Find FCA registered Financial Advisers Near Me in Congleton

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We have found 553 relevant financial adviser firms within 30 miles of Congleton. Showing page 1 of 37.

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  2. 👤

    Mark Galligan

    MGT Financial Planning Ltd
    FCA reg no.
    MGG01039
    FCA authorised date:
    17/06/21
    Advanced Qualification: CII - Chartered Financial Planner PFS - Member by Certificate CII - Associate of the Personal Finance Society (APFS)
    1. ✔Min Pension Savings: £200,000
    2. ✔Min Assets: £200,000
    3. 🪧14 Miles
    4. 📍Manchester
  3. 🏢

    MGT Financial Planning LTD

    FCA reg no.
    953054
    FCA authorised date:
    17/06/21
    Guiding you and your family towards your goals Independent financial advice, delivered with integrity. We help private and corporate clients plan their route to success.
    1. ✔1 Financial Adviser
    2. ✔Min Pension Savings: £200,000
    3. ✔Min Assets: £200,000
    4. 🪧14 Miles
    5. 📍Manchester
  4. 👤

    Tom Buck

    Calder Financial Ltd
    FCA reg no.
    TEB00011
    FCA authorised date:
    17/01/22
    SOLLA (Society of Later Life Advisors Accredited) Level 4 Financial Planning Certification
    1. ✔Min Pension Savings: £50,000
    2. ✔Min Assets: £50,000
    3. 🪧33.4 Miles
    4. 📍Hilton
  5. 🏢

    Calder Financial LTD

    FCA reg no.
    586897
    FCA authorised date:
    17/01/22
    We work closely with clients from family owned businesses, entreprenuers and new business starts ups, and families who want to grow their wealth, manage it and then protect it as a lasting legacy for generations to come. As independent advisors we work closely to create plans that allow our clients... read full company profile
    1. ✔1 Financial Adviser
    2. ✔Min Pension Savings: £50,000
    3. ✔Min Assets: £50,000
    4. 🪧33.4 Miles
    5. 📍Hilton
  6. 🏢

    Mosaac

    FCA reg no.
    581080
    FCA authorised date:
    15/06/12
    We’re a team of dedicated financial planners, passionate about delivering personalised advice tailored to your unique needs. With specialists in every area of financial planning—from retirement and investment strategies to estate planning, business owner support, protection planning, and mortgag... read full company profile
    1. ✔10 Financial Advisers
    2. ✔7 Mortgage Brokers
    3. ✔Min Pension Savings: £80,000
    4. ✔Min Assets: £100,000
    5. 🪧43.3 Miles
    6. 📍Barnsley
  7. 🏢

    Simple Financial Advice Limited

    FCA reg no.
    456653
    FCA authorised date:
    01/11/06
    Regulated financial advisors, Simple Financial Advice, offer tailored planning solutions, specializing in life investments, pension retirement advice, and final salary pension transfers. Serving Greater Manchester and beyond, they ensure professional, trustworthy service.
    1. ✔2 Financial Advisers
    2. 🪧0.1 Miles
    3. 📍Congleton
  8. 🏢

    Direct Wealth Management Limited

    FCA reg no.
    765903
    FCA authorised date:
    21/02/17
    Direct Wealth Management Limited is a trusted FCA-regulated firm in Congleton, Cheshire. Known for tailored life investments, pensions retirement advice, and financial planning services, they serve as a lifelong financial partner.
    1. ✔3 Financial Advisers
    2. 🪧0.2 Miles
    3. 📍Congleton
  9. 🏢

    Franklyn Financial Management LTD

    FCA reg no.
    416194
    FCA authorised date:
    01/12/04
    Franklyn Financial Management Ltd, based in Congleton, Cheshire, provides expert advice on life investments, pensions, retirement strategies, and comprehensive financial planning. They are known for their professional, individualized, client-focused approach.
    1. ✔12 Financial Advisers
    2. 🪧0.8 Miles
    3. 📍Congleton
  10. 🏢

    Clearplan Financial Services LTD

    FCA reg no.
    796550
    FCA authorised date:
    03/12/23
    ClearPlan Financial Services Ltd, located in Cheshire, offers trusted financial planning and retirement advice. Regulated by the FCA, they provide tailored, professional services to first-time buyers and retirees alike.
    1. ✔1 Financial Adviser
    2. 🪧1 Miles
    3. 📍Congleton
  11. 🏢

    Premier Wealth Solutions LTD

    FCA reg no.
    912100
    FCA authorised date:
    31/01/20
    Premier Wealth Solutions Ltd is a financial planning firm based in Congleton, Cheshire, providing region-wide regulated advice and services in life insurance, investments, pensions, and retirement. Known for its client-focused ethos, the firm holds FCA registration number 912100.
    1. ✔2 Financial Advisers
    2. 🪧1 Miles
    3. 📍Congleton
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  13. 🏢

    RJ Asset Management LTD

    FCA reg no.
    996181
    FCA authorised date:
    12/02/24
    RJ Asset Management Ltd is a robust financial institution providing tailored services such as investments, pensions, and retirement advice from their base in Congleton, Cheshire, regulated by the FCA.
    1. ✔1 Financial Adviser
    2. 🪧2.4 Miles
    3. 📍Congleton
  14. 🏢

    Lindsay Lockett Financial Guidance LTD

    FCA reg no.
    601284
    FCA authorised date:
    01/10/13
    Located in Biddulph Moor, Lindsay Lockett Financial Guidance Ltd offers comprehensive financial planning, retirement advice, and investment guidance, dedicated to aiding individuals in securing their financial futures.
    1. ✔1 Financial Adviser
    2. 🪧4.5 Miles
    3. 📍Stoke On Trent
  15. 🏢

    AJN Financial Services LTD

    FCA reg no.
    945863
    FCA authorised date:
    04/05/21
    FCA-registered firm AJN Financial Services Ltd offers regulated financial planning and advice across life, investments, pensions, catering to the general public and corporate entities in Cheshire.
    1. ✔1 Financial Adviser
    2. 🪧5.2 Miles
    3. 📍Stoke On Trent
  16. 🏢

    My Financial Planning Partner LTD

    FCA reg no.
    496273
    FCA authorised date:
    11/02/09
    My Financial Planning Partner Ltd is a FCA-regulated firm in Stoke on Trent, Cheshire, providing comprehensive financial planning services, including life insurance, investment guidance, and pension advice.
    1. ✔2 Financial Advisers
    2. 🪧5.9 Miles
    3. 📍Stoke On Trent
  17. 🏢

    Thrive Together FP LTD

    FCA reg no.
    1020351
    FCA authorised date:
    04/11/24
    Thrive Together FP Ltd is a FCA-regulated firm based in Cheshire, specialising in comprehensive financial planning including pensions, retirement planning, insurance and investments. Known for client-focused services across Greater Manchester.
    1. ✔1 Financial Adviser
    2. 🪧6 Miles
    3. 📍Stoke On Trent
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