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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 6 of 7.

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  2. 🏢

    ROBERT GERRARD & WESTBROOK LIMITED

    FCA reg no.
    188640
    FCA authorised date:
    01/12/01
    ROBERT GERRARD & WESTBROOK LIMITED, a renowned Norwich-based financial firm, offers comprehensive planning and regulated advice in investments, pensions, and retirement. The firm prioritizes client's financial goals and satisfaction.
    1. ✔1 Financial Adviser
    2. 🪧21.9 Miles
    3. 📍Norwich
  3. 🏢

    Capital Tower Limited

    FCA reg no.
    547717
    FCA authorised date:
    01/08/11
    Capital Tower Limited, registered under FCA number 547717, is a Norwich-based firm offering expert financial guidance, specializing in life insurance, investments, pensions retirement advice, and comprehensive financial planning.
    1. ✔10 Financial Advisers
    2. 🪧22.1 Miles
    3. 📍Norwich
  4. 🏢

    FINANCE SHOP LIMITED

    FCA reg no.
    551177
    FCA authorised date:
    03/10/11
    2. Finance Shop, a top-tier financial services firm located in Norwich, offers regulated advice and comprehensive financial planning solutions, specializing in life investments and pensions retirement advice.
    1. ✔15 Financial Advisers
    2. 🪧22.1 Miles
    3. 📍Norwich
  5. 🏢

    ML Financial Associates Limited

    FCA reg no.
    537809
    FCA authorised date:
    01/07/11
    ML Financial Associates Limited is a Wymondham-based firm offering comprehensive financial planning and regulated advice, including life insurance, investment guidance, and pensions retirement advice. They are FCA authorised and renowned for customer-focused service.
    1. ✔5 Financial Advisers
    2. 🪧22.3 Miles
    3. 📍Wymondham
  6. 🏢

    Lovewell Blake Financial Planning Limited

    FCA reg no.
    190079
    FCA authorised date:
    01/12/01
    Lovewell Blake Financial Planning Limited is a Norwich-based, FCA-registered financial services firm offering expert advice on life and investments, pension retirement, and comprehensive financial planning across the broader Norfolk region.
    1. ✔8 Financial Advisers
    2. 🪧22.3 Miles
    3. 📍Norwich
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  8. 🏢

    Taxassist Direct Financial Services Limited

    FCA reg no.
    971520
    FCA authorised date:
    08/03/22
    TaxAssist, FCA-regulated Norwich-based financial firm, offers expert pension transfers, life investment options, and retirement advice. Specializing in comprehensive financial planning solutions, they provide tailored advice to meet client's financial goals.
    1. ✔4 Financial Advisers
    2. 🪧22.4 Miles
    3. 📍Norwich
  9. 🏢

    Loveday & Partners Limited

    FCA reg no.
    601756
    FCA authorised date:
    01/08/13
    Located in Norfolk, Loveday & Partners Limited is a FCA-regulated financial advisory firm providing tailored life insurance, investments, pensions and retirement advice for Norwich residents. They specialize in financial planning with a personalized approach.
    1. ✔2 Financial Advisers
    2. 🪧22.5 Miles
    3. 📍Norwich
  10. 🏢

    Carapace Wealth Management LTD

    FCA reg no.
    1031679
    FCA authorised date:
    11/04/25
    Carapace Wealth Management in Norwich, regulated by the FCA, specialises in life investments, retirement advice, and comprehensive financial planning. Known for personalised service, they help clients secure their financial future.
    1. ✔1 Financial Adviser
    2. 🪧22.6 Miles
    3. 📍Norwich
  11. 🏢

    Ardent Financial Planning

    FCA reg no.
    500982
    FCA authorised date:
    28/05/09
    Regulated financial planning firm, Ardent Financial Planning, offers expert life advice, investment strategies, and pension plans. Known for a personalized approach, they are dedicated to securing clients' financial futures.
    1. ✔1 Financial Adviser
    2. 🪧22.6 Miles
    3. 📍Wymondham
  12. 🏢

    Trevor William Kettle

    FCA reg no.
    521913
    FCA authorised date:
    01/07/10
    FCA-regulated firm Trevor William Kettle provides personalized financial services including funeral plans, investments, and retirement advice. Based in Norfolk, they're known for professionalism, approachability, and sound advice.
    1. ✔1 Financial Adviser
    2. 🪧22.6 Miles
    3. 📍Great Yarmouth
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  14. 🏢

    Crawford Financial Consulting Limited

    FCA reg no.
    629436
    FCA authorised date:
    14/11/14
    Crawford Consulting is a reputable, FCA-regulated firm in Wymondham, Norfolk, providing comprehensive financial planning services, including investments and pensions advice, with a focus on life and retirement planning.
    1. ✔1 Financial Adviser
    2. 🪧23.1 Miles
    3. 📍Wymondham
  15. 🏢

    GP Financial Planning LTD

    FCA reg no.
    779938
    FCA authorised date:
    26/05/17
    GP Financial Planning Ltd is a trusted, FCA-regulated financial planning firm in Wymondham, Norfolk, offering bespoke advice on life and investments, pensions, and retirement.
    1. ✔1 Financial Adviser
    2. 🪧23.1 Miles
    3. 📍Wymondham
  16. 🏢

    COMPASS INDEPENDENT FINANCIAL SERVICES LIMITED

    FCA reg no.
    563812
    FCA authorised date:
    03/01/12
    Compass Independent Financial Services Ltd in Norwich provides personalised financial planning and regulated advice. Known for creating tailored solutions, they serve a wide range of clientele in Norwich and surrounding Norfolk area.
    1. ✔3 Financial Advisers
    2. 🪧24 Miles
    3. 📍Norwich
  17. 🏢

    Andy R. Palmer Wealth Management LTD

    FCA reg no.
    516175
    FCA authorised date:
    13/01/10
    Andy R. Palmer Wealth Management Ltd is a trusted, FCA-regulated financial firm in Swaffham, Norfolk, offering expert advice on pensions, investments and retirement planning with a client-focused approach.
    1. ✔1 Financial Adviser
    2. 🪧24.2 Miles
    3. 📍Swaffham
  18. 🏢

    Medhaven Financial Planning LTD

    FCA reg no.
    996659
    FCA authorised date:
    21/05/23
    2plan Wealth Management in Norfolk provides FCA authorized financial advice on life investments, pensions, retirement plans, and bespoke financial planning. It prides itself on its accessible, client-centered approach.
    1. ✔1 Financial Adviser
    2. 🪧24.6 Miles
    3. 📍Wymondham
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