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Find FCA registered Financial Advisers Near Me in DL17 9

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We have found 269 relevant financial adviser firms within 30 miles of DL17 9. Showing page 1 of 18.

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  2. 🏢

    Later Life Wealth Management

    FCA reg no.
    931901
    FCA authorised date:
    13/08/20
    At LLWM our passion is to provide truly independent retirement planning advice and solutions that is built on trust. With 23 years’ experience, As part of a national independent advice firm we know how to give clear, strategic advice in a way that is easy to understand, making you feel at ease.... read full company profile
    1. ✔1 Financial Adviser
    2. ✔Min Pension Savings: £50,000
    3. ✔Min Assets: £50,000
    4. 🪧11.2 Miles
    5. 📍Stanley
  3. 👤

    Stacey Arcus

    Quilter Financial Advisers
    FCA reg no.
    SMA01062
    FCA authorised date:
    25/05/06
    Chartered Financial Planner Fellow of the Personal Finance Society - FPFS Pension Transfer Specialist
    1. ✔Min Pension Savings: £150,000
    2. ✔Min Assets: £150,000
    3. 🪧18.8 Miles
    4. 📍Hebburn
  4. 🏢

    Andrea Irving-morse Associates Limited

    FCA reg no.
    754546
    FCA authorised date:
    15/12/16
    Andrea Irving-Morse Associates is a FCA-registered financial firm in Sedgefield, specialising in life, investment, and pension retirement advice. They provide tailored solutions for individuals and families across County Durham.
    1. ✔3 Financial Advisers
    2. 🪧3.3 Miles
    3. 📍Stockton On Tees
  5. 🏢

    Fathom Financial Limited

    FCA reg no.
    998898
    FCA authorised date:
    30/06/23
    Fathom Financial provides expert, regulated financial advice in Spennymoor and surrounding areas. Services include life investments, pensions, final salary pension transfers, and comprehensive financial planning, tailored to secure clients' financial futures.
    1. ✔2 Financial Advisers
    2. 🪧3.7 Miles
    3. 📍Spennymoor
  6. 🏢

    Principled Limited

    FCA reg no.
    982589
    FCA authorised date:
    02/05/23
    Principled is a FCA regulated firm based in County Durham, specializing in life insurance, investments, retirement planning, and pension advice. They focus on tailored financial solutions for individuals and businesses.
    1. ✔1 Financial Adviser
    2. 🪧4.4 Miles
    3. 📍Co. Durham
  7. 🏢

    EC Financial Planning Limited

    FCA reg no.
    1019288
    FCA authorised date:
    25/09/24
    Based in High Shincliffe, EC Financial Planning Limited is a FCA-regulated financial firm offering comprehensive services such as insurance, investments, pensions, and financial planning in Durham and surrounding areas.
    1. ✔2 Financial Advisers
    2. 🪧4.5 Miles
    3. 📍Durham
  8. 🏢

    KWM (FP) LTD

    FCA reg no.
    609022
    FCA authorised date:
    22/05/15
    Durham-based KWM (FP) Ltd is a trusted, FCA regulated financial services firm, specialising in personalised life investments, pensions, and retirement advice. Known for their approachable team and comprehensive financial planning.
    1. ✔2 Financial Advisers
    2. 🪧5.7 Miles
    3. 📍Durham
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  10. 🏢

    Dominic Middlemiss

    FCA reg no.
    998710
    FCA authorised date:
    28/06/23
    UK-based Dominic Middlemiss is a FCA-registered financial planning firm in Littletown, Durham, specialising in life and investment advice, pension retirement counselling, and personalised financial guidance.
    1. ✔1 Financial Adviser
    2. 🪧6.5 Miles
    3. 📍Durham
  11. 🏢

    Anchor Wealth Management Limited

    FCA reg no.
    706276
    FCA authorised date:
    11/06/15
    Anchor Wealth Management Limited, an FCA-regulated firm based in Castle Eden, offers unparalleled expertise in financial planning and retirement advice, specializing in final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧6.7 Miles
    3. 📍Hartlepool
  12. 🏢

    DMB Wealth Management LTD

    FCA reg no.
    745624
    FCA authorised date:
    29/04/16
    DMB Wealth Management Ltd, located in Durham, is a highly regulated financial advisory firm known for its expert insights in investment planning, pension retirement advice, and final salary pension transfers.
    1. ✔2 Financial Advisers
    2. 🪧6.7 Miles
    3. 📍Durham
  13. 🏢

    T B Patterson Associates

    FCA reg no.
    154750
    FCA authorised date:
    01/12/01
    T B Patterson Associates is a renowned financial consulting firm in Castle Eden, County Durham providing expert advice in life investments, pensions retirement, and comprehensive financial planning.
    1. ✔1 Financial Adviser
    2. 🪧6.7 Miles
    3. 📍Castle Eden
  14. 🏢

    Hodge Wealth Management LTD

    FCA reg no.
    938373
    FCA authorised date:
    12/11/20
    Hodge Wealth Management Ltd, based in Billingham, offers regulated financial advice and services specialising in investments and retirement planning, providing reliable, personalised guidance to fulfil unique financial needs.
    1. ✔1 Financial Adviser
    2. 🪧6.7 Miles
    3. 📍Billingham
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  16. 🏢

    PRIMARY FINANCIAL MANAGEMENT LTD

    FCA reg no.
    603651
    FCA authorised date:
    02/01/14
    Primary Financial Management Limited is a Durham-based financial advisory firm offering bespoke solutions for life investments, pension advice and financial planning. Regulated by the FCA, they prioritize individual needs and secure financial futures.
    1. ✔1 Financial Adviser
    2. 🪧6.8 Miles
    3. 📍Durham
  17. 🏢

    Harrison Brown Financial Services LTD

    FCA reg no.
    441521
    FCA authorised date:
    03/01/06
    Harrison Brown Financial Services Ltd is an FCA-regulated firm providing personalized financial solutions including insurance, investments, and retirement advice, known for their trustworthy, client-focused approach.
    1. ✔1 Financial Adviser
    2. 🪧6.8 Miles
    3. 📍Newton Aycliffe
  18. 🏢

    ELDON FINANCIAL PLANNING LIMITED

    FCA reg no.
    221354
    FCA authorised date:
    10/02/03
    Eldon Financial Planning Ltd. in Newton Aycliffe, County Durham offers FCA-regulated financial services including life and investment planning, pensions advice, and comprehensive financial planning.
    1. ✔5 Financial Advisers
    2. 🪧6.8 Miles
    3. 📍Newton Aycliffe
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