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Find FCA registered Financial Advisers Near Me in Holt


We have found 104 relevant financial adviser firms within 30 miles of Holt. Showing page 4 of 7.

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  2. 🏢

    Trinity Norfolk Limited

    FCA reg no.
    763748
    FCA authorised date:
    04/11/16
    Trinity Norfolk Limited, located near Norwich and regulated by the FCA, offers comprehensive financial planning including life investments and pension retirement. They provide approachable, tailored advice for securing your financial future.
    1. ✔1 Financial Adviser
    2. 🪧20.6 Miles
    3. 📍Norwich
  3. 🏢

    Cooper & Co (f.s.) Limited

    FCA reg no.
    180624
    FCA authorised date:
    12/08/96
    Cooper & Co (F.S.) Limited is a Norwich-based, FCA regulated financial planning firm specializing in retirement advice and final salary pension transfers for clients across surrounding counties.
    1. ✔1 Financial Adviser
    2. 🪧20.7 Miles
  4. 🏢

    Pacific (norwich) Limited

    FCA reg no.
    136915
    FCA authorised date:
    01/12/01
    Pacific (Norwich) Limited is a FCA regulated firm based in Norfolk, specialising in tailored financial planning services focused on life and investment decisions, with a strong reputation in guiding clients through pension complexities.
    1. ✔1 Financial Adviser
    2. 🪧20.7 Miles
    3. 📍Norwich
  5. 🏢

    Rockwealth (norwich) LTD

    FCA reg no.
    912699
    FCA authorised date:
    28/08/19
    Rockwealth (Norwich) Ltd is a FCA regulated firm offering expert financial planning services, including investments, pensions and retirement advice, prioritising clients' financial goals for a secure future.
    1. ✔1 Financial Adviser
    2. 🪧20.7 Miles
    3. 📍Norwich
  6. 🏢

    East Anglia Wealth Management Limited

    FCA reg no.
    804037
    FCA authorised date:
    14/03/18
    Based in Norwich, East Anglia Wealth Management Limited is a reputable financial planning firm offering tailored advice on investments, pensions, and retirement. Known for their integrity and client-centered approach, they deliver trustworthy, regulated services across the region.
    1. ✔2 Financial Advisers
    2. 🪧20.7 Miles
    3. 📍Norwich
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  8. 🏢

    Scott Ampleford

    FCA reg no.
    514661
    FCA authorised date:
    15/12/09
    Scott Ampleford is an FCA-regulated company in Norwich, Norfolk, offering comprehensive financial planning and regulated advice, including life investments, pension retirement advice, and final salary pension transfers.
    1. ✔2 Financial Advisers
    2. 🪧20.7 Miles
    3. 📍Norwich
  9. 🏢

    Anderson Wealth Planning Limited

    FCA reg no.
    574857
    FCA authorised date:
    09/02/12
    Anderson Wealth Planning Limited is a Norwich-based financial services provider offering comprehensive guidance in life/investments, pensions retirement planning, and specializes in final salary pension transfers.
    1. ✔2 Financial Advisers
    2. 🪧20.7 Miles
    3. 📍Norwich
  10. 🏢

    Seeker Financial Planning Limited

    FCA reg no.
    999462
    FCA authorised date:
    11/07/23
    FCA-regulated Seeker Financial Planning Limited in Norwich offers tailored financial planning services, specialising in life insurance, pensions, investments, and final salary pension transfers. Known for quality, integrity, and customer satisfaction.
    1. ✔2 Financial Advisers
    2. 🪧20.9 Miles
    3. 📍Norwich
  11. 🏢

    Jones Financial (norwich) Limited

    FCA reg no.
    660094
    FCA authorised date:
    01/04/15
    Jones Financial (Norwich) Limited is a FCA regulated firm offering life investments, pensions advice, and financial planning services. Known for its reliable, tailored advice, the company is deeply trusted within the Norfolk community.
    1. ✔5 Financial Advisers
    2. 🪧21 Miles
    3. 📍Norwich
  12. 🏢

    Daniel Francis

    FCA reg no.
    1010752
    FCA authorised date:
    26/03/24
    Daniel Francis is a highly-regarded financial planning firm in Norwich, specializing in life investments and pensions retirement advice. Renowned for its bespoke, regulated service, the firm expertly supports clients' retirement planning needs.
    1. ✔1 Financial Adviser
    2. 🪧21 Miles
    3. 📍Norwich
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  14. 🏢

    Yellow Brick Financial Planning Limited

    FCA reg no.
    977354
    FCA authorised date:
    13/06/22
    Yellow Brick Mortgages LTD in Norwich provides reliable, FCA registered financial services including life investments, pensions advice, and financial planning across Norfolk and wider UK.
    1. ✔1 Financial Adviser
    2. 🪧21.1 Miles
    3. 📍Norwich
  15. 🏢

    Lantern Financial Planning LTD

    FCA reg no.
    919279
    FCA authorised date:
    30/10/23
    Norwich-based Lantern Financial Planning Ltd offers reliable, regulated financial advice specialising in life investments, pensions, retirement advice and financial planning, with bespoke services designed to suit individual needs.
    1. ✔1 Financial Adviser
    2. 🪧21.1 Miles
    3. 📍Norwich
  16. 🏢

    Brancaster House Financial Planning LTD

    FCA reg no.
    940824
    FCA authorised date:
    11/12/20
    Brancaster House Financial Planning Ltd, based in Norwich, Norfolk, is an FCA-regulated firm offering comprehensive financial planning services, including investment, pension, and retirement advice, with expertise in final salary pension transfers.
    1. ✔2 Financial Advisers
    2. 🪧21.1 Miles
    3. 📍Norwich
  17. 🏢

    Fiona Sharp

    FCA reg no.
    752915
    FCA authorised date:
    15/07/16
    Based in Norwich, Verve Financial Planning offers personalised, regulated financial advice specialising in wealth management, investments, and pensions. Known for a client-focused approach, they provide reliable solutions tailored to individual financial aspirations.
    1. ✔1 Financial Adviser
    2. 🪧21.1 Miles
    3. 📍Norwich
  18. 🏢

    Alan Boswell & Company Limited

    FCA reg no.
    211088
    FCA authorised date:
    25/09/02
    Alan Boswell Group, regulated by FCA, offers a wide range of financial services including life insurance, investments, and pensions advice from their Norwich base. Specialises in final salary pension transfers and financial planning.
    1. ✔7 Financial Advisers
    2. 🪧21.2 Miles
    3. 📍Norwich
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