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Find FCA registered Financial Advisers Near Me in Forfar


We have found 38 relevant financial adviser firms within 30 miles of Forfar. Showing page 2 of 3.

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  2. 🏢

    John Timoney

    FCA reg no.
    827693
    FCA authorised date:
    24/05/19
    THINQVISER, FCA registered financial services firm in Dundee, provides tailored advice in life investments, pensions, retirement and financial planning. Serving local families and investors, it is a trusted partner in financial journeys.
    1. ✔1 Financial Adviser
    2. ✔1 Mortgage Broker
    3. 🪧13.6 Miles
    4. 📍Dundee
  3. 🏢

    Alan Dunn Financial Management Limited

    FCA reg no.
    995207
    FCA authorised date:
    21/04/23
    Alan Dunn Financial Management Limited, based in Dundee, is a reputable FCA-regulated firm specializing in life investments, pensions retirement advice, and strategic financial planning with a client-centric approach.
    1. ✔1 Financial Adviser
    2. 🪧13.6 Miles
    3. 📍Dundee
  4. 🏢

    David Keddie Wealth Management LTD

    FCA reg no.
    530213
    FCA authorised date:
    20/08/10
    David Keddie Wealth Management Ltd is a respected, FCA-regulated financial services provider in GB, offering expert advice on life insurance, investments, pensions and broad financial planning, particularly for families.
    1. ✔1 Financial Adviser
    2. 🪧14 Miles
  5. 🏢

    Wells Gibson Limited

    FCA reg no.
    731027
    FCA authorised date:
    25/04/16
    Wells Gibson is a renowned financial firm based in Dundee, Scotland that specialises in life and investments. The firm offers comprehensive financial planning, regulated advice and tailored strategies for pensions and retirement.
    1. ✔2 Financial Advisers
    2. 🪧14 Miles
    3. 📍Dundee
  6. 🏢

    Glenaber Limited

    FCA reg no.
    422502
    FCA authorised date:
    26/04/06
    Glenaber Limited is a FCA-regulated firm based in Dundee, specialising in financial services such as life investments, pension advice, and financial planning, offering customised solutions for individual needs.
    1. ✔1 Financial Adviser
    2. 🪧15.4 Miles
    3. 📍Dundee
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  8. 🏢

    Gill Financial Services Limited

    FCA reg no.
    523237
    FCA authorised date:
    26/07/10
    Gill Financial Services Limited, a dependable FCA-regulated partner in Montrose, offers expert life and investment planning, pensions retirement advice, and tailored financial guidance with an approachable, client-focused service.
    1. ✔2 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧16.8 Miles
    4. 📍Montrose
  9. 🏢

    Whyte Sharp Independent LLP

    FCA reg no.
    223496
    FCA authorised date:
    01/10/03
    Whyte Sharp Independent LLP is a reputable, FCA-regulated financial firm based in St Andrews, specialising in life investments, pensions retirement advice, and comprehensive financial planning.
    1. ✔3 Financial Advisers
    2. 🪧21.4 Miles
    3. 📍St Andrews
  10. 🏢

    Michael Young

    FCA reg no.
    1022690
    FCA authorised date:
    17/01/25
    Michael Young, a trusted financial advisor in St. Andrews, specialises in life investments and retirement planning. Operating under FCA 1022690, they provide personalised, regulated advice for first-time investors and veterans alike.
    1. ✔1 Financial Adviser
    2. 🪧22 Miles
    3. 📍St. Andrews
  11. 🏢

    P W M Z Limited

    FCA reg no.
    193576
    FCA authorised date:
    31/05/05
    P W M Z Limited is a St Andrews-based financial services company, renowned for its comprehensive, client-focused advice on life and investments, including pension transfers and retirement planning.
    1. ✔1 Financial Adviser
    2. 🪧22.4 Miles
  12. 🏢

    Ballantyne Wealth Management LTD

    FCA reg no.
    842334
    FCA authorised date:
    17/05/19
    2plan wealth management in Cupar, UK, provides expert financial planning services including insurance and investments. Known for transparency, integrity, and bespoke client-centric approach, it's regulated by the FCA (842334).
    1. ✔1 Financial Adviser
    2. 🪧23 Miles
    3. 📍Cupar
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  14. 🏢

    Roland William Scott

    FCA reg no.
    216218
    FCA authorised date:
    31/05/05
    ScotMortgages & Financial Services in Cupar specializes in life and pension investments, retirement advisories, and financial planning, providing tailored solutions to secure client's financial future.
    1. ✔1 Financial Adviser
    2. 🪧23 Miles
    3. 📍Cupar
  15. 🏢

    Independent Financial Planning Services Limited

    FCA reg no.
    1017696
    FCA authorised date:
    04/09/24
    Independent Financial Planning Services Limited, based in Weem, offers expert advice on financial planning and insurance. Known for investment mastery and tailored strategies, they provide regulated financial guidance across neighbouring counties.
    1. ✔1 Financial Adviser
    2. 🪧25.8 Miles
    3. 📍Perth
  16. 🏢

    AJD FINANCIAL SERVICES LTD.

    FCA reg no.
    607609
    FCA authorised date:
    07/01/14
    FCA-regulated AJD Financial Services Ltd, based in Perth, GB, specializes in financial planning, investment advice, and pension retirement guidance. They offer personalized service to help clients grow their wealth.
    1. ✔1 Financial Adviser
    2. 🪧26.7 Miles
    3. 📍Perth
  17. 🏢

    Able Solutions Wealth Partnership

    FCA reg no.
    793731
    FCA authorised date:
    09/11/17
    Able Solutions Wealth Partnership is a FCA regulated financial planning firm in Perth, Manchester, specializing in life investments, pensions retirement advice, and comprehensive financial services.
    1. ✔1 Financial Adviser
    2. 🪧26.7 Miles
    3. 📍Perth
  18. 🏢

    Michael Anthony Coll

    FCA reg no.
    946617
    FCA authorised date:
    10/12/21
    Michael Anthony Coll offers regulated financial services, including life insurance, investments, and retirement advice. Recognized for a client-focused approach, they ensure secure financial futures for both individuals and businesses.
    1. ✔1 Financial Adviser
    2. 🪧26.8 Miles
    3. 📍Perthshire
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