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Find FCA registered Financial Advisers Near Me in Donaghadee


We have found 141 relevant financial adviser firms within 30 miles of Donaghadee. Showing page 8 of 10.

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  2. 🏢

    Claire Lunn Wealth Management LTD

    FCA reg no.
    1034021
    FCA authorised date:
    09/05/25
    Claire Lunn Wealth Management Ltd is a Ballyclare-based, FCA regulated firm offering expert financial planning and advice. Renowned for tailored, client-focused strategies, they specialize in life investments and pension services.
    1. ✔1 Financial Adviser
    2. 🪧19.6 Miles
    3. 📍Ballyclare
  3. 🏢

    Epsilon Planning LLP

    FCA reg no.
    756672
    FCA authorised date:
    09/01/17
    James M Smyth Life & Pensions is a trusted, FCA-regulated company based in Ballyclare, offering bespoke financial planning advice on investments, life insurance and pensions retirement planning.
    1. ✔2 Financial Advisers
    2. 🪧19.9 Miles
    3. 📍Ballyclare
  4. 🏢

    TM Financial Planning LTD

    FCA reg no.
    528587
    FCA authorised date:
    27/07/10
    TM Financial Planning is a reputable Belfast-based firm, specialising in financial planning, retirement advice, and pension transfers. Regulated under FCA, they offer tailored, strategic solutions to secure clients' futures.
    1. ✔2 Financial Advisers
    2. 🪧19.9 Miles
    3. 📍Belfast
  5. 🏢

    Lawrence Patterson Financial LTD

    FCA reg no.
    216076
    FCA authorised date:
    31/05/05
    Lawrence Patterson Financial Ltd, a highly regarded financial firm in Boardmills, Ballynahinch, offers comprehensive financial planning services and regulated advice specifically tailored to individual needs.
    1. ✔2 Financial Advisers
    2. 🪧20.8 Miles
    3. 📍Ballynahinch
  6. 🏢

    Ivan Whan

    FCA reg no.
    224804
    FCA authorised date:
    16/07/15
    Ivan Whan leads an FCA regulated firm, offering comprehensive financial solutions. Located in Lisburn, services include investment advice, pension and retirement planning, financial planning, with a focus on client-oriented, regulated services.
    1. ✔1 Financial Adviser
    2. 🪧20.9 Miles
    3. 📍Lisburn
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  8. 🏢

    Harris & Co Wealth Management LTD

    FCA reg no.
    1020227
    FCA authorised date:
    05/11/24
    Harris & Co Wealth Management Ltd, based in Ballyclare, GB, is a trusted FCA-regulated financial firm specialising in life investments, pensions, retirement advice, and comprehensive financial planning.
    1. ✔1 Financial Adviser
    2. 🪧21.3 Miles
    3. 📍Ballyclare
  9. 🏢

    William David Smyth

    FCA reg no.
    216476
    FCA authorised date:
    31/05/05
    FCA registered William David Smyth firm provides trusted financial advice and tailored planning services in Lisburn. They specialize in retirement and pension planning, investment strategies, and managing portfolios.
    1. ✔3 Financial Advisers
    2. 🪧21.7 Miles
    3. 📍Lisburn
  10. 🏢

    DG Financial Wealth LTD

    FCA reg no.
    918826
    FCA authorised date:
    05/11/20
    DG Financial Wealth Ltd is a Lisburn-based, FCA-regulated firm offering expert advice on life and investments, pension retirement strategies, and personalized financial planning across surrounding regions.
    1. ✔1 Financial Adviser
    2. 🪧21.7 Miles
    3. 📍Lisburn
  11. 🏢

    John Trainor

    FCA reg no.
    565001
    FCA authorised date:
    24/10/13
    John Trainor is a dynamic, FCA-regulated firm, based in Lisburn, that provides personalised financial planning and reliable advice, specialising in final salary pension transfers. Known for building enduring client relationships.
    1. ✔1 Financial Adviser
    2. 🪧21.8 Miles
    3. 📍Lisburn
  12. 🏢

    Arthur Dodds & Co LTD

    FCA reg no.
    760570
    FCA authorised date:
    08/02/17
    Arthur Dodds & Co Ltd in Lisburn, is an FCA-regulated firm offering bespoke financial services including insurance, investments, and pension transfers, known for customer-centred solutions across Northern Ireland.
    1. ✔2 Financial Advisers
    2. 🪧21.9 Miles
    3. 📍Lisburn
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  14. 🏢

    Bluewater Financial Planning Limited

    FCA reg no.
    542284
    FCA authorised date:
    28/02/11
    Bluewater Financial Planning Limited is a trusted FCA-regulated firm offering tailored financial services including life and investment planning, pensions retirement advice, final salary pension transfers, and comprehensive financial planning.
    1. ✔1 Financial Adviser
    2. 🪧21.9 Miles
    3. 📍Down Patrick
  15. 🏢

    Kenneth Brewster

    FCA reg no.
    484860
    FCA authorised date:
    01/09/08
    FCA-registered Kenneth Brewster in Lisburn offers regulated, customized financial services, specializing in life insurance, investments and retirement advice. Trusted experts provide professional guidance to meet individual financial needs.
    1. ✔4 Financial Advisers
    2. 🪧22.1 Miles
    3. 📍Lisburn
  16. 🏢

    Mark Robert Surgeon

    FCA reg no.
    582663
    FCA authorised date:
    12/06/12
    AKFP is a Chartered Financial Planning firm in Lisburn, providing expert advice on life, investments, pension transfers, and financial planning. Regulated by the FCA, they specialize in personalized retirement advice.
    1. ✔1 Financial Adviser
    2. 🪧22.2 Miles
    3. 📍Lisburn
  17. 🏢

    J.p.g Financial (n.i.) Limited

    FCA reg no.
    607925
    FCA authorised date:
    30/09/13
    J.P.G Financial (N.I.) Limited, a reputable FCA-regulated firm in Lisburn, offers comprehensive financial planning services, including life and investments, pensions, and final salary pension transfers for individuals and businesses.
    1. ✔2 Financial Advisers
    2. 🪧22.2 Miles
    3. 📍Lisburn
  18. 🏢

    Hillsborough Financial Management LTD

    FCA reg no.
    568270
    FCA authorised date:
    08/11/11
    Hillsborough Financial Management Ltd, a regulated firm under FCA registration, offers comprehensive financial services including insurance, planning and pensions advice in Lisburn and surrounding counties, working to meet each client's specific needs.
    1. ✔2 Financial Advisers
    2. 🪧22.2 Miles
    3. 📍Lisburn
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