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Find FCA registered Financial Advisers Near Me in Dunfermline

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We have found 271 relevant financial adviser firms within 30 miles of Dunfermline. Showing page 1 of 19.

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  2. 👤

    Daniel Galbraith

    Kilgour Wealth Management Ltd
    FCA reg no.
    DXG14538
    FCA authorised date:
    13/09/10
    Chartered Financial Planner Advanced DipFA Chartered ALIBF Level 6 Diploma in Advanced Financial Advice (Adv DipFA) Certificate in Long Term Care and Later Life Planning (CertLTCP) Level 6 Award in Pension Transfers (PETR) Diploma for Financial Advisers (DipFA) Adhere to the London Institute o... read full individual profile
    1. ✔Min Assets: £250,000
    2. 🪧18 Miles
    3. 📍Loanhead
  3. 🏢

    Henderson Stone & Co LTD

    FCA reg no.
    226516
    FCA authorised date:
    01/10/10
    Established in 2003, Henderson Stone provides high-quality, comprehensive financial advice across Scotland and the wider UK. With a friendly and experienced team, they’re dedicated to putting clients and their goals first — delivering advice that builds confidence and long-term value.As part of ... read full company profile
    1. ✔2 Financial Advisers
    2. ✔Min Pension Savings: £100
    3. 🪧33.8 Miles
    4. 📍Glasgow
  4. 🏢

    Condies Wealth Strategies Limited

    FCA reg no.
    748895
    FCA authorised date:
    03/01/17
    Condies Wealth, based in Dunfermline, is a reputable FCA-registered financial firm offering tailored advice on life, investments, pensions retirement planning, and financial planning, with a focus on long-term success.
    1. ✔3 Financial Advisers
    2. 🪧0.2 Miles
    3. 📍Dunfermline
  5. 🏢

    Planwise Financial Services LTD

    FCA reg no.
    496478
    FCA authorised date:
    14/11/14
    Planwise Financial Services Ltd is a reputable, FCA-regulated firm in Dunfermline, offering comprehensive financial planning including pensions retirement advice and investment planning. Known for simplifying complex financial decisions for clients.
    1. ✔1 Financial Adviser
    2. 🪧1.9 Miles
    3. 📍Dunfermline
  6. 🏢

    Invest India Limited

    FCA reg no.
    562377
    FCA authorised date:
    03/05/12
    Invest India Limited is a FCA-regulated financial services firm based in Dunfermline, specialising in life investments, pensions retirement advice, and holistic financial planning. They offer tailored, client-focused advice for future financial stability.
    1. ✔1 Financial Adviser
    2. 🪧2 Miles
    3. 📍Dunfermline
  7. 🏢

    Carnethy Wealth LTD

    FCA reg no.
    953221
    FCA authorised date:
    20/06/21
    Carnethy Wealth Ltd is a regulated financial firm in Dunfermline, offering expert advice on insurances, investments, and pensions. They provide tailored financial solutions with a professional yet approachable style.
    1. ✔1 Financial Adviser
    2. 🪧2 Miles
    3. 📍Dunfermline
  8. 🏢

    Thomson Cooper

    FCA reg no.
    104673
    FCA authorised date:
    01/12/01
    Thomson Cooper is a reputable FCA regulated firm in Dunfermline, offering robust financial planning and advice across sectors like insurance and investments, with a client-centric approach and adherence to FCA guidelines.
    1. ✔2 Financial Advisers
    2. 🪧2.4 Miles
    3. 📍Dunfermline
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  10. 🏢

    Kingdom Investments Management Limited

    FCA reg no.
    587620
    FCA authorised date:
    03/06/13
    Kingdom Investments is a FCA regulated firm that provides an array of financial services, including life planning, retirement advice, and personalized financial strategies, determined to secure your future.
    1. ✔12 Financial Advisers
    2. ✔3 Mortgage Brokers
    3. 🪧2.4 Miles
    4. 📍Dunfermline
  11. 🏢

    Linzi Magee

    FCA reg no.
    1023337
    FCA authorised date:
    15/01/25
    Linzi Magee, an FCA-registered firm in Rosyth, specialises in life investments, financial planning, and regulated pension advice. Known for personalised solutions and a client-centric approach, they offer secure, trustworthy financial services.
    1. ✔1 Financial Adviser
    2. 🪧2.9 Miles
    3. 📍Dunfermline
  12. 🏢

    Jim McArthur Independent Financial Services Limited

    FCA reg no.
    973484
    FCA authorised date:
    04/04/22
    Jim McArthur Independent Financial Services Limited is an FCA regulated financial service provider, specialising in pension advice and final salary pension transfers, serving Rosyth and beyond with a client-focused approach.
    1. ✔1 Financial Adviser
    2. 🪧3.3 Miles
    3. 📍Dunfermline
  13. 🏢

    CRM Financial Planning LTD

    FCA reg no.
    1019661
    FCA authorised date:
    02/12/24
    CRM Financial Planning Ltd is a regulated firm based in Inverkeithing, specializing in life insurance, investments, financial planning, and pension advice. They deliver tailored services for both individual and corporate needs.
    1. ✔1 Financial Adviser
    2. 🪧3.7 Miles
    3. 📍Inverkeithing
  14. 🏢

    Bay Financial Planning LTD

    FCA reg no.
    1044044
    FCA authorised date:
    19/11/25
    Bay Financial Planning Ltd is a reputable FCA registered financial services firm based in Dunfermline, offering expert guidance in financial planning, pensions, and investments with a personalized approach.
    1. ✔1 Financial Adviser
    2. 🪧4.6 Miles
    3. 📍Dunfermline
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  16. 🏢

    Sound Wealth Planning Limited

    FCA reg no.
    1020157
    FCA authorised date:
    10/12/24
    FCA-regulated Sound Wealth Planning Limited offers personalised wealth management solutions, specialising in life investments and pension advice in Cowdenbeath and surrounding regions.
    1. ✔1 Financial Adviser
    2. 🪧4.7 Miles
    3. 📍Cowdenbeath
  17. 🏢

    Skyridge Financial Planning LLP

    FCA reg no.
    612155
    FCA authorised date:
    30/10/23
    Skyridge Financial Planning LLP, based in Culross, is a reliable FCA regulated financial services firm providing tailored advice on life and investments, pension retirement planning, and comprehensive financial planning.
    1. ✔2 Financial Advisers
    2. 🪧6 Miles
    3. 📍Dunfermline
  18. 🏢

    Policy Services Limited

    FCA reg no.
    214036
    FCA authorised date:
    21/10/02
    Policy Services Limited, an FCA regulated firm, provides bespoke financial and investment solutions, including pensions retirement advice, from their base in Linlithgow, near Edinburgh.
    1. ✔4 Financial Advisers
    2. 🪧7.4 Miles
    3. 📍Linlithgow
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