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Find FCA registered Financial Advisers Near Me in DL8 5


We have found 184 relevant financial adviser firms within 30 miles of DL8 5. Showing page 4 of 13.

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  2. 🏢

    Michael Kyle Wealth Management LTD

    FCA reg no.
    923677
    FCA authorised date:
    31/03/20
    Michael Kyle Wealth Management Ltd, based in Bishop Auckland, provides specialized financial planning services including life investments and pensions retirement advice, with a focus on personalized service and regulated advice.
    1. ✔1 Financial Adviser
    2. 🪧23.1 Miles
    3. 📍Bishop Auckland
  3. 🏢

    Pollard Wealth Management

    FCA reg no.
    607653
    FCA authorised date:
    23/09/13
    Pollard Wealth Management, based in Skipton, North Yorkshire, offers expert life and investment planning, pensions retirement advice, and comprehensive financial planning. They are FCA registered and serve surrounding counties.
    1. ✔1 Financial Adviser
    2. 🪧23.2 Miles
    3. 📍Skipton
  4. 🏢

    Tallow Financial Planning Limited

    FCA reg no.
    912037
    FCA authorised date:
    01/07/20
    Tallow Financial Planning Limited, based in Bishop Auckland, is FCA regulated and offers expert advice on life, investments, pensions, and comprehensive financial planning. We are dedicated to providing tailor-made solutions ensuring client satisfaction.
    1. ✔1 Financial Adviser
    2. ✔1 Mortgage Broker
    3. 🪧23.3 Miles
    4. 📍Bishop Auckland
  5. 🏢

    Cleveland Wealth Management LTD

    FCA reg no.
    762912
    FCA authorised date:
    06/04/17
    Cleveland Wealth Management Ltd, a reputable firm in Stockton on Tees, specialises in life investments, pensions retirement advice, and financial planning. Regulated by the FCA, they offer personalised, professional financial services.
    1. ✔1 Financial Adviser
    2. 🪧23.6 Miles
    3. 📍Stockton On Tees
  6. 🏢

    MGL Wealth Management LTD

    FCA reg no.
    747547
    FCA authorised date:
    19/05/16
    Bishop Auckland-based MGL Wealth Management Ltd offers tailored financial planning and advice, specialising in retirement planning and investment management. Regulated under FCA number 747547, they serve clients across County Durham.
    1. ✔1 Financial Adviser
    2. 🪧23.6 Miles
    3. 📍Bishop Auckland
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  8. 🏢

    Joslin Rhodes Lifestyle Financial Planning Limited

    FCA reg no.
    484324
    FCA authorised date:
    09/07/08
    Joslin Rhodes is a reputable, FCA-regulated financial planning firm based in Stockton on Tees, offering expert advice on life investments, pensions, and comprehensive financial planning tailored to clients' needs.
    1. ✔8 Financial Advisers
    2. 🪧23.7 Miles
    3. 📍Stockton On Tees
  9. 🏢

    PLANHAPPY INVESTMENT MANAGEMENT LTD

    FCA reg no.
    833492
    FCA authorised date:
    16/07/19
    Joslin Rhodes, regulated by the FCA under number 833492, is a financial planning firm in County Durham. Specialising in wealth management and retirement advice, they offer tailored, strategic financial solutions for local families.
    1. ✔4 Financial Advisers
    2. 🪧23.7 Miles
    3. 📍Stockton On Tees
  10. 🏢

    Jacqueline Hall

    FCA reg no.
    942107
    FCA authorised date:
    30/12/20
    M&G Wealth is a premier, FCA-regulated financial services firm based in Stockton On Tees, specialising in life investments, pensions, and comprehensive financial planning. They are committed to helping clients achieve their financial goals.
    1. ✔1 Financial Adviser
    2. 🪧23.8 Miles
    3. 📍Stockton On Tees
  11. 🏢

    Duchy Private Office LLP

    FCA reg no.
    826786
    FCA authorised date:
    01/10/19
    Duchy Private Office LLP, a reputable firm in Harrogate, North Yorkshire, provides expert financial planning and regulated advice covering insurance, investments and pensions. They specialize in tailored strategies for achieving financial objectives.
    1. ✔1 Financial Adviser
    2. 🪧23.8 Miles
    3. 📍Harrogate
  12. 🏢

    Oculus Wealth Management (shropshire) LTD

    FCA reg no.
    970471
    FCA authorised date:
    22/02/22
    Oculus Wealth Management is a trusted, FCA regulated financial services firm based in Harrogate, North Yorkshire. They offer strategic planning and expert advice on investments, pensions and insurance products.
    1. ✔1 Financial Adviser
    2. 🪧23.9 Miles
    3. 📍Harrogate
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  14. 🏢

    Oculus Wealth Management (dulwich) Limited

    FCA reg no.
    1027592
    FCA authorised date:
    19/03/25
    North Yorkshire-based Oculus Wealth Management offers comprehensive financial planning services. Specialising in insurance, investments, pensions, and final salary pension transfers, it provides client-focused solutions and regulated advice.
    1. ✔1 Financial Adviser
    2. 🪧23.9 Miles
    3. 📍Harrogate
  15. 🏢

    Oculus Wealth Management (west London) Limited

    FCA reg no.
    1034718
    FCA authorised date:
    01/07/25
    Based in Harrogate, Oculus Wealth Management is a FCA regulated company specialising in financial services like life insurance, investments, pensions, retirement advice, and financial planning. They are known for their integrity, professionalism, and personalised services.
    1. ✔1 Financial Adviser
    2. 🪧23.9 Miles
    3. 📍Harrogate
  16. 🏢

    Oculus Wealth Management (aberdovey) Limited

    FCA reg no.
    998091
    FCA authorised date:
    16/06/23
    Oculus Wealth Management, an FCA-registered firm in Harrogate, North Yorkshire, offers comprehensive financial services including life insurance, pensions advice, and investment strategies tailored to secure your financial future.
    1. ✔2 Financial Advisers
    2. 🪧23.9 Miles
    3. 📍Harrogate
  17. 🏢

    Oculus Wealth Management (coppice) Limited

    FCA reg no.
    1002582
    FCA authorised date:
    17/10/23
    Oculus Wealth Management Ltd, based in Harrogate, North Yorkshire, is a FCA registered firm specializing in life insurance, investments, financial planning, and tailored pension retirement advice.
    1. ✔1 Financial Adviser
    2. 🪧23.9 Miles
    3. 📍Harrogate
  18. 🏢

    Oculus Wealth Management (manchester) Limited

    FCA reg no.
    995420
    FCA authorised date:
    26/04/23
    Oculus Wealth Management is a respected Greater Manchester-based financial services firm, specialising in investment advice, life and retirement planning, including final salary pension transfers. They provide regulated, tailored advice for assured investment choices.
    1. ✔2 Financial Advisers
    2. 🪧23.9 Miles
    3. 📍Harrogate
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