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Find FCA registered Financial Advisers Near Me in Cotes LA8


We have found 51 relevant financial adviser firms within 30 miles of Cotes LA8. Showing page 3 of 4.

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  2. 🏢

    Whittet Wealth Management LTD

    FCA reg no.
    1036926
    FCA authorised date:
    04/07/25
    Whittet Wealth Management Ltd, an FCA registered company based in North Yorkshire, specialises in financial planning including life and investment advice, pensions retirement advice and final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧15.7 Miles
    3. 📍Lancaster
  3. 🏢

    PBS Financial Solutions LTD

    FCA reg no.
    624550
    FCA authorised date:
    10/10/14
    PBS Financial Solutions Ltd is a FCA-regulated firm in Lancaster, providing personalised financial advice across the UK, specialising in life investments, pensions, and comprehensive financial planning.
    1. ✔1 Financial Adviser
    2. ✔1 Mortgage Broker
    3. 🪧15.8 Miles
    4. 📍Lancaster
  4. 🏢

    Prudent Financial Planning Advice LTD

    FCA reg no.
    437801
    FCA authorised date:
    09/08/07
    Trusted, FCA regulated financial planning firm, Prudent Financial Planning Advice Ltd, offers comprehensive, ethical advice in life, investment and pensions retirement including final salary pension transfers in Lancaster and Lancashire.
    1. ✔4 Financial Advisers
    2. 🪧15.8 Miles
    3. 📍Lancaster
  5. 🏢

    DAVID KNEALE FINANCIAL MANAGEMENT LTD.

    FCA reg no.
    228877
    FCA authorised date:
    02/01/04
    Based in Lancaster, David Kneale Financial Management Ltd provides expert financial advice on life insurance, investments, pensions, and retirement. The FCA-regulated firm is dedicated to securing clients' financial future.
    1. ✔3 Financial Advisers
    2. 🪧15.9 Miles
    3. 📍Lancaster
  6. 🏢

    Maplewood Training Solutions LTD

    FCA reg no.
    979950
    FCA authorised date:
    10/02/23
    Maplewood Financial Solutions is a Lancaster-based FCA regulated firm offering expert financial planning, including life insurance, investments, and retirement advice. They cater to individuals at all life stages.
    1. ✔1 Financial Adviser
    2. 🪧16 Miles
    3. 📍Lancaster
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  8. 🏢

    Help For Wealth LTD

    FCA reg no.
    747280
    FCA authorised date:
    25/06/20
    Help For Wealth Ltd is a FCA regulated firm based in Lancaster, Lancashire, offering expert financial planning and regulated advice on life investments, pensions, retirement advice, and final salary pension transfers.
    1. ✔2 Financial Advisers
    2. 🪧16.2 Miles
    3. 📍Lancaster
  9. 🏢

    Walmsley Financial Planning LTD

    FCA reg no.
    714205
    FCA authorised date:
    18/08/15
    Walmsley Financial Planning Ltd, based in Morecombe, Lancashire, delivers tailored services including life insurance, investment strategies, retirement advice and pension transfers, serving Greater Manchester with personalised financial planning solutions.
    1. ✔1 Financial Adviser
    2. 🪧17.1 Miles
    3. 📍Morecambe
  10. 🏢

    Investrium LTD

    FCA reg no.
    806141
    FCA authorised date:
    02/07/18
    Investrium Ltd is a FCA-regulated financial firm in Cumbria, offering strategic services like life insurance, investment guidance, pensions, and retirement advice for achieving financial goals.
    1. ✔1 Financial Adviser
    2. 🪧17.7 Miles
    3. 📍Dalton In Furness
  11. 🏢

    Pursuit Financial Planning LTD

    FCA reg no.
    938445
    FCA authorised date:
    13/11/20
    Pursuit Financial Planning, an award-winning, regulated financial advice firm. Chartered Financial Planner and Fellow of the Chartered Insurance Institute. Our premise is simple: to build a financial plan around the life you want to live. We focus on keeping things clear and straightforward, hel... read full company profile.
    1. ✔4 Financial Advisers
    2. 🪧19 Miles
    3. 📍Cumbria
  12. 🏢

    Stephenson Financial Planning LTD

    FCA reg no.
    795821
    FCA authorised date:
    05/12/17
    Stephenson Financial Planning Ltd, a regulated financial company based in Lancaster, specialises in tailored life and investments planning, retirement advice, and pension transfers services across Lancashire and beyond.
    1. ✔1 Financial Adviser
    2. 🪧19.7 Miles
    3. 📍Lancaster
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  14. 🏢

    Lakenwest LTD

    FCA reg no.
    472648
    FCA authorised date:
    29/10/07
    ATM Orchard Investments is a Cumbria-based financial firm offering expert life and investment advice, pension retirement strategies and comprehensive financial planning, with a client-focused approach.
    1. ✔1 Financial Adviser
    2. 🪧20.1 Miles
    3. 📍Millom
  15. 🏢

    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. 🪧21.1 Miles
    4. 📍Barrow In Furness
  16. 🏢

    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. 🪧21.1 Miles
    3. 📍Barrow In Furness
  17. 🏢

    Craig Broadbent

    FCA reg no.
    959313
    FCA authorised date:
    29/09/21
    Craig Broadbent is a highly reputed, FCA-regulated financial firm in Forton, offering expert life and investment planning, pension advice, and comprehensive financial solutions to clients across Lancashire.
    1. ✔1 Financial Adviser
    2. 🪧22.1 Miles
    3. 📍Preston
  18. 🏢

    JN & E Capstick Financial Services LTD

    FCA reg no.
    713637
    FCA authorised date:
    04/01/16
    JN & E Capstick Financial Services Ltd is a professional, FCA regulated firm specializing in financial planning and insurance. Based in Kirkby Stephen, they offer tailored solutions and secure local families' financial future.
    1. ✔1 Financial Adviser
    2. 🪧22.4 Miles
    3. 📍Kirkby Stephen
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