Find FCA registered Financial Advisers Near Me in LA10 5
We have found 53 relevant financial adviser firms within 30 miles of LA10 5. Showing page 1 of 4.
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Geoffrey Bernard Moore
- FCA reg no.
- 214767
- FCA authorised date:
- 31/05/05
Geoffrey Bernard Moore is a highly-regulated financial services firm based in Cumbria, providing expert advice on insurance, investments, and pensions.- ✔1 Financial Adviser
- 🪧7.8 Miles
- 📍Cumbria
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Pegasus Portfolio Planning LLP
- FCA reg no.
- 446163
- FCA authorised date:
- 26/01/06
Pegasus Portfolio Planning is a reliable, FCA-regulated financial advisory firm in Kendal, Cumbria, offering expert services in life insurance, investments, and pensions retirement advice.- ✔3 Financial Advisers
- 🪧11.2 Miles
- 📍Kendal
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MACBETH, SCOTT & CO. LIFE & PENSION SERVICES LIMITED
- FCA reg no.
- 131459
- FCA authorised date:
- 01/12/01
Macbeth, Scott & Co. is an FCA-regulated firm in Kendal, Cumbria, offering trusted financial planning services - including life insurance, investment portfolios, and retirement planning, with a client-focused, bespoke approach.- ✔3 Financial Advisers
- 🪧11.2 Miles
- 📍Kendal
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B & M Harrison Limited
- FCA reg no.
- 458272
- FCA authorised date:
- 02/01/07
B & M Harrison Limited is a reputable financial services firm in Kendal, offering expertise in insurance, investments, and pension retirement advice. Known for its personalised, regulated services, the firm assists with financial planning and pension transfers.- ✔1 Financial Adviser
- 🪧11.3 Miles
- 📍Kendal
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Moore Wealth Limited
- FCA reg no.
- 222948
- FCA authorised date:
- 08/02/18
Moore Wealth Limited is a trusted, FCA registered financial planning firm in Kendal, Cumbria, specializing in life investments, pensions retirement advice, and final salary pension transfers.- ✔1 Financial Adviser
- 🪧11.3 Miles
- 📍Kendal
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KNS Financial Planning LTD
- FCA reg no.
- 676810
- FCA authorised date:
- 12/03/15
KNS Financial Planning is a reputable, FCA-regulated firm in Kendal, Cumbria, providing bespoke financial advisory services in investments, insurance, pensions, and comprehensive financial planning. Known for their professionalism and tailored advice.- ✔4 Financial Advisers
- 🪧11.4 Miles
- 📍Kendal
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CS Financial Group Limited
- FCA reg no.
- 778941
- FCA authorised date:
- 06/06/17
CS Mortgage Solutions Ltd is a reputable, FCA regulated finance firm in Kendal, Cumbria, known for expert financial advice on life investments, pensions, and retirement planning across North West England.- ✔1 Financial Adviser
- 🪧11.4 Miles
- 📍Kendal
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Financial Management Bureau Limited
- FCA reg no.
- 125710
- FCA authorised date:
- 01/12/01
A leading FCA-regulated firm in Kendal, Cumbria, Financial Management Bureau Limited specializes in financial planning and regulated advice, prioritizing client focus and high service standards.- ✔12 Financial Advisers
- 🪧11.7 Miles
- 📍Kendal
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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 Financial Adviser
- 🪧12.6 Miles
- 📍Kirkby Stephen
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Butterworths Asset Management LLP
- FCA reg no.
- 931450
- FCA authorised date:
- 07/07/21
Butterworths Asset Management LLP, based in Cumbria, is a trusted FCA-regulated firm specializing in comprehensive financial solutions, including investment guidance, insurance options, and pension retirement advice. Known for their robust financial acumen, they serve both individual and business cl... read full company profile- ✔1 Financial Adviser
- 🪧12.7 Miles
- 📍Carnforth
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Ian Buckley
- FCA reg no.
- 501953
- FCA authorised date:
- 10/07/09
Regulated by the FCA, Ian Buckley offers expert financial planning in Cumbria, specialising in retirement planning, investments and financial guidance, with a client-focused, tailored approach.- ✔1 Financial Adviser
- 🪧12.7 Miles
- 📍Carnforth
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RDBIFS LTD
- FCA reg no.
- 771172
- FCA authorised date:
- 03/07/17
RDBIFS Ltd, based in Kendal, Cumbria, offers bespoke financial services including investment and retirement planning. Accredited by the FCA, they provide trusted, regulated advice to clients across Cumbria.- ✔3 Financial Advisers
- 🪧12.8 Miles
- 📍Kendal
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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 Financial Adviser
- 🪧12.8 Miles
- 📍Lancaster
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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 Financial Adviser
- 🪧12.9 Miles
- 📍Lancaster
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Quintessential Wealth Management Limited
- FCA reg no.
- 799117
- FCA authorised date:
- 22/01/18
Quintessential Wealth Management Limited, based in Kendal, offers tailored financial planning and pension advice. Specialising in final salary pension transfers, they provide FCA-approved, regulated services throughout Cumbria.- ✔3 Financial Advisers
- 🪧13.2 Miles
- 📍Kendal
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