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Find FCA registered Financial Advisers Near Me in IM7 2

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We have found 1816 relevant financial adviser firms within 120 miles of IM7 2. Showing page 1 of 122.

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  2. 👤

    Tom Buck

    Calder Financial Ltd
    FCA reg no.
    TEB00011
    FCA authorised date:
    17/01/22
    SOLLA (Society of Later Life Advisors Accredited) Level 4 Financial Planning Certification
    1. ✔Min Pension Savings: £50,000
    2. ✔Min Assets: £50,000
    3. 🪧154.5 Miles
    4. 📍Hilton
  3. 🏢

    Calder Financial LTD

    FCA reg no.
    586897
    FCA authorised date:
    17/01/22
    We work closely with clients from family owned businesses, entreprenuers and new business starts ups, and families who want to grow their wealth, manage it and then protect it as a lasting legacy for generations to come. As independent advisors we work closely to create plans that allow our clients... read full company profile
    1. ✔1 Financial Adviser
    2. ✔Min Pension Savings: £50,000
    3. ✔Min Assets: £50,000
    4. 🪧154.5 Miles
    5. 📍Hilton
  4. 👤

    Chervin Dell

    Intelligent Financial Advisory
    FCA reg no.
    CMD01104
    FCA authorised date:
    13/07/15
    I have Level 4 DipFA Qualification and 23 years experience working within the financial services industry. Everyday I use this experience to provide holistic wealth planning advice to clients, which primarily covers investments, pensions, estate planning and taxation. I pride myself in giving a 5*... read full individual profile
    1. ✔Min Pension Savings: £50,000
    2. ✔Min Assets: £50,000
    3. 🪧185.1 Miles
    4. 📍Lutterworth
  5. 🏢

    Emma Ralls Wealth Management LTD

    FCA reg no.
    611301
    FCA authorised date:
    05/12/13
    Emma Ralls Wealth Management Ltd, an FCA-registered firm, provides tailored financial services including investments, pensions, retirement advice and more. Located in Cumbria, they serve local and surrounding area clients.
    1. ✔4 Financial Advisers
    2. 🪧37.5 Miles
    3. 📍Whitehaven
  6. 🏢

    A Yonge Consulting LTD

    FCA reg no.
    993509
    FCA authorised date:
    17/03/23
    A Yonge Consulting Ltd, based in Kirkcudbright, offers personalized financial advice and planning services to individuals and businesses in Greater Manchester, specialising in life investments and pensions retirement advice.
    1. ✔1 Financial Adviser
    2. 🪧38.3 Miles
    3. 📍Kirkcudbright
  7. 🏢

    Lamont Pridmore Asset and Wealth Management Limited

    FCA reg no.
    599259
    FCA authorised date:
    01/10/13
    Lamont Pridmore Asset and Wealth Management is a well-established, FCA-regulated financial planning firm in Workington, Cumbria, providing expert advice on investments, pensions, retirement, and wealth management.
    1. ✔3 Financial Advisers
    2. 🪧41.6 Miles
    3. 📍Workington
  8. 🏢

    ROBINSON+CO FINANCIAL SERVICES LIMITED

    FCA reg no.
    597189
    FCA authorised date:
    01/10/13
    ROBINSON+CO FINANCIAL SERVICES LIMITED is a Cumbria-based financial consultancy, offering expertise in insurance, investments, pensions and retirement. Regulated by the FCA, it provides comprehensive and personalized financial planning services.
    1. ✔1 Financial Adviser
    2. 🪧41.7 Miles
    3. 📍Workington
  9. 🏢

    Barry Tomlinson

    FCA reg no.
    486906
    FCA authorised date:
    23/07/15
    Barry Tomlinson is a trusted, FCA-regulated financial firm in Cumbria, offering expert advice on life insurance, investments and pensions. They provide personalised financial planning services to secure your financial future.
    1. ✔1 Financial Adviser
    2. 🪧41.7 Miles
    3. 📍Workington
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  11. 🏢

    N W B Consultants Limited

    FCA reg no.
    516359
    FCA authorised date:
    12/10/10
    N W B Consultants Limited is a FCA regulated financial planning firm in Cumbria, specialising in life, investments, and pensions retirement advice. They offer personalised, regulated financial solutions to Greater Manchester residents.
    1. ✔1 Financial Adviser
    2. 🪧41.7 Miles
    3. 📍Workington
  12. 🏢

    Philip Andrew Whitehead

    FCA reg no.
    616277
    FCA authorised date:
    01/05/14
    Philip Andrew Whitehead is a Glasgow-based, FCA registered financial firm offering regulated advice on insurance, investments, and pensions. Renowned for its tailored financial planning and approachability, it primarily serves local families.
    1. ✔1 Financial Adviser
    2. 🪧43.6 Miles
    3. 📍Newton Stewart
  13. 🏢

    Lex Muir

    FCA reg no.
    200378
    FCA authorised date:
    30/10/23
    Lex Muir is a leading financial planning firm based in Newton Stewart, UK, providing expert advice on life, investments, pensions retirement, and final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧43.7 Miles
    3. 📍Newton Stewart
  14. 🏢

    Unity Financial Consultants LLP

    FCA reg no.
    809231
    FCA authorised date:
    04/02/19
    Unity Financial Consultants LLP is a FCA-regulated firm in Newton Stewart offering expert advice on life investments, retirement planning and financial guidance to secure your financial future.
    1. ✔2 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧44 Miles
    4. 📍Newton Stewart
  15. 🏢

    Lakenwest LTD

    FCA reg no.
    472648
    FCA authorised date:
    29/10/07
    ATM Orchard Investments is a Cumbria-based financial firm offering expert life and investment advice, pension retirement strategies and comprehensive financial planning, with a client-focused approach.
    1. ✔1 Financial Adviser
    2. 🪧47.2 Miles
    3. 📍Millom
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  17. 🏢

    Willow Wealth Management Limited

    FCA reg no.
    716200
    FCA authorised date:
    08/09/15
    Willow Wealth Management Ltd offers trusted, transparent financial planning across sectors, including insurance and retirement. Regulated under FCA registration number 716200, they extend their professional services regionally from Newtownards.
    1. ✔2 Financial Advisers
    2. 🪧47.8 Miles
    3. 📍Newtownards
  18. 🏢

    Andrew Graham Wealth Management LTD

    FCA reg no.
    803165
    FCA authorised date:
    03/10/24
    Andrew Graham Wealth Management Ltd is a leading bespoke financial planning provider in Cockermouth, Cumbria, specialising in life investments, pensions, and financial stewardship for individuals and businesses.
    1. ✔1 Financial Adviser
    2. 🪧48.5 Miles
    3. 📍Cockermouth
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