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Find FCA registered Financial Advisers Near Me in Kendal


We have found 50 relevant financial adviser firms within 30 miles of Kendal. Showing page 2 of 4.

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  2. 🏢

    WEALTH SOLUTIONS LIMITED

    FCA reg no.
    468059
    FCA authorised date:
    09/07/07
    Wealth Solutions Ltd, based in Carnforth, Lancashire, provides expert financial advice, specializing in life investments and pensions retirement. The firm, registered under FCA, is known for its professional and approachable services.
    1. ✔1 Financial Adviser
    2. 🪧13.8 Miles
    3. 📍Carnforth
  3. 🏢

    Edward Hart Financial Services Limited

    FCA reg no.
    723966
    FCA authorised date:
    11/05/16
    Edward Hart Financial Services Limited is a FCA-regulated firm in Carnforth, Lancashire, known for robust financial solutions including insurance, investments, pensions retirement advice, and comprehensive financial planning.
    1. ✔1 Financial Adviser
    2. 🪧13.8 Miles
    3. 📍Carnforth
  4. 🏢

    Opes Independent Financial Advisers LTD

    FCA reg no.
    763693
    FCA authorised date:
    14/03/17
    Opes Independent Financial Advisers Ltd is a FCA regulated firm in Lancashire, specialising in investment, retirement, and financial planning. Known for reliable, tailored advice, they offer valuable solutions for individual financial needs.
    1. ✔1 Financial Adviser
    2. 🪧14.6 Miles
    3. 📍Carnforth
  5. 🏢

    North Star Financial Consultants LTD

    FCA reg no.
    626603
    FCA authorised date:
    01/10/14
    I look after a diverse range of clients whom have predominantly been referred by existing clients. A robust investment process is the cornerstone from which I build bespoke solutions to individual investment pension and tax planning issues. I build long term financial relationships with my cl... read full company profile.
    1. ✔1 Financial Adviser
    2. 🪧16.2 Miles
    3. 📍Carnforth
  6. 🏢

    DGM Financial Planning LTD

    FCA reg no.
    586412
    FCA authorised date:
    15/08/12
    DGM Financial Planning Ltd in Lancaster offers personalised financial advice, specialising in life and investments, pensions, retirement plans, and comprehensive financial planning. Tailoring services to individual needs, they prioritise client's financial goals.
    1. ✔1 Financial Adviser
    2. 🪧16.7 Miles
    3. 📍Lancaster
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  8. 🏢

    Winders Wealth Management Limited

    FCA reg no.
    197136
    FCA authorised date:
    01/12/01
    FCA registered Winders Wealth Management Ltd, located in Ulverston, Cumbria, provides comprehensive financial services, retirement advice, and client-focused financial planning. It offers bespoke solutions with a commitment to integrity and professionalism.
    1. ✔2 Financial Advisers
    2. 🪧16.8 Miles
  9. 🏢

    Steven Martin & Associates LTD

    FCA reg no.
    449592
    FCA authorised date:
    03/07/06
    Steven Martin & Associates Ltd is a reputable FCA-regulated financial firm in Ulverston, Cumbria, offering professional advice on insurance, investments, pensions, and financial planning to clients of varying financial ability.
    1. ✔3 Financial Advisers
    2. 🪧16.8 Miles
    3. 📍Ulverston
  10. 🏢

    Home & Finance IFA Limited

    FCA reg no.
    135250
    FCA authorised date:
    01/12/01
    Home & Finance IFA Limited offers regulated financial advice, including insurance, investments and pensions retirement planning. Serving Greater Manchester from Ulverston, Cumbria, they're recognized for personalized service and expertise.
    1. ✔3 Financial Advisers
    2. ✔2 Mortgage Brokers
    3. 🪧16.9 Miles
    4. 📍Ulverston
  11. 🏢

    Harwood Financial Planning Limited

    FCA reg no.
    809192
    FCA authorised date:
    03/12/18
    Based in Cumbria, Harwood Financial Planning is a FCA-regulated firm recognized for their unique approach to life investments, pensions retirement advice, and holistic financial planning, providing tailored and regulated advice.
    1. ✔2 Financial Advisers
    2. 🪧17.2 Miles
    3. 📍Ulverston
  12. 🏢

    Ambler Blackburn LTD

    FCA reg no.
    564732
    FCA authorised date:
    14/01/13
    2plan Wealth Management in North Yorkshire specializes in life investments, pension advice, and financial planning. The firm provides tailored financial services to clients near Lancaster under FCA regulation.
    1. ✔1 Financial Adviser
    2. 🪧17.4 Miles
    3. 📍Lancaster
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  14. 🏢

    Whittet Wealth Management LTD

    FCA reg no.
    1036926
    FCA authorised date:
    04/07/25
    Whittet Wealth Management Ltd, an FCA registered company based in North Yorkshire, specialises in financial planning including life and investment advice, pensions retirement advice and final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧17.5 Miles
    3. 📍Lancaster
  15. 🏢

    Bridges and Co Financial Advisers (lancaster) LTD

    FCA reg no.
    1019121
    FCA authorised date:
    27/09/24
    Bridges and Co Financial Advisers offer robust financial planning services in Lancaster, specialising in retirement advice, pension transfers, and life investments. Known for their client-focused approach and dependable advice.
    1. ✔2 Financial Advisers
    2. 🪧17.8 Miles
    3. 📍Lancaster
  16. 🏢

    Advice Matters Financial Planning LTD

    FCA reg no.
    779172
    FCA authorised date:
    18/09/17
    Advice Matters Financial Planning Ltd, an FCA-regulated firm in Lancaster, specialises in astute financial planning and advice, including life investments, pensions, and retirement. They focus on client satisfaction and secure financial futures.
    1. ✔1 Financial Adviser
    2. 🪧18.4 Miles
    3. 📍Lancaster
  17. 🏢

    Kieron John Bassett

    FCA reg no.
    144667
    FCA authorised date:
    01/12/01
    Kieron Bassett Financial Services is a trusted, FCA regulated financial consultancy in Morecambe, Lancashire, providing personalized advice on life and retirement planning, investments, and pensions. They emphasize integrity and professionalism.
    1. ✔2 Financial Advisers
    2. ✔2 Mortgage Brokers
    3. 🪧18.5 Miles
    4. 📍Morecambe
  18. 🏢

    JN & E Capstick Financial Services LTD

    FCA reg no.
    713637
    FCA authorised date:
    04/01/16
    JN & E Capstick Financial Services Ltd is a professional, FCA regulated firm specializing in financial planning and insurance. Based in Kirkby Stephen, they offer tailored solutions and secure local families' financial future.
    1. ✔1 Financial Adviser
    2. 🪧18.8 Miles
    3. 📍Kirkby Stephen
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