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Find FCA registered Financial Advisers Near Me in LA16 7


We have found 70 relevant financial adviser firms within 30 miles of LA16 7. Showing page 1 of 5.

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  2. 🏢

    Investrium LTD

    FCA reg no.
    806141
    FCA authorised date:
    02/07/18
    Investrium Ltd is a FCA-regulated financial firm in Cumbria, offering strategic services like life insurance, investment guidance, pensions, and retirement advice for achieving financial goals.
    1. ✔1 Financial Adviser
    2. 🪧2.5 Miles
    3. 📍Dalton In Furness
  3. 🏢

    Pursuit Financial Planning LTD

    FCA reg no.
    938445
    FCA authorised date:
    13/11/20
    Pursuit Financial Planning, an award-winning, regulated financial advice firm. Chartered Financial Planner and Fellow of the Chartered Insurance Institute. Our premise is simple: to build a financial plan around the life you want to live. We focus on keeping things clear and straightforward, hel... read full company profile.
    1. ✔4 Financial Advisers
    2. 🪧3.1 Miles
    3. 📍Cumbria
  4. 🏢

    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. 🪧3.6 Miles
    3. 📍Millom
  5. 🏢

    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. 🪧3.8 Miles
    3. 📍Ulverston
  6. 🏢

    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. 🪧4.1 Miles
    4. 📍Ulverston
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  8. 🏢

    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. 🪧4.1 Miles
    3. 📍Ulverston
  9. 🏢

    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. 🪧4.2 Miles
  10. 🏢

    GUNSON & CO INDEPENDENT FINANCIAL ADVISERS LTD

    FCA reg no.
    793617
    FCA authorised date:
    09/04/18
    Gunson & Co is a reputable, FCA regulated financial advisory firm in Cumbria offering tailored advice on investments, pensions and financial planning, dedicated to aligning services with client life goals.
    1. ✔1 Financial Adviser
    2. 🪧5.3 Miles
    3. 📍Barrow In Furness
  11. 🏢

    Poole Townsend Financial Services LTD

    FCA reg no.
    807084
    FCA authorised date:
    03/09/18
    Poole Townsend Financial Services Ltd in Cumbria provides expert, regulated advice in life planning, investments and pensions. They specialize in crafting tailored solutions matched to clients' financial objectives.
    1. ✔4 Financial Advisers
    2. ✔3 Mortgage Brokers
    3. 🪧5.4 Miles
    4. 📍Barrow In Furness
  12. 🏢

    Lighthouse Financial Planning LTD

    FCA reg no.
    779098
    FCA authorised date:
    15/08/17
    Lighthouse Financial Planning Ltd is a FCA-regulated advisory firm based in Ulverston, offering bespoke financial services including investments, pensions, and retirement planning to clients in Greater Manchester and beyond.
    1. ✔2 Financial Advisers
    2. 🪧8.7 Miles
    3. 📍Ulverston
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  14. 🏢

    Independent Investment Associates Limited

    FCA reg no.
    212923
    FCA authorised date:
    01/12/02
    Independent Investment Associates Limited, located in Grange over Sands, Cumbria, is a trusted financial advisory firm offering tailored advice on life investment, pensions, retirement, and finance planning.
    1. ✔6 Financial Advisers
    2. 🪧11.5 Miles
    3. 📍Grange Over Sands
  15. 🏢

    The Independent Asset Management Company

    FCA reg no.
    209525
    FCA authorised date:
    31/05/02
    The Independent Asset Management Company, regulated by the FCA, offers a range of financial services including insurance, investments and pensions advice. Known for approachability and tailored solutions, they serve clients in Lancashire and beyond.
    1. ✔3 Financial Advisers
    2. 🪧11.7 Miles
    3. 📍Grange Over Sands
  16. 🏢

    Infinite Financial Planning LTD

    FCA reg no.
    912046
    FCA authorised date:
    07/08/19
    Infinite Financial Planning Ltd, based in Morecambe, Lancashire, offers expert, FCA-regulated investment, retirement advice and comprehensive financial planning tailored to individual needs in the Lancaster City region and beyond.
    1. ✔2 Financial Advisers
    2. ✔2 Mortgage Brokers
    3. 🪧15.3 Miles
    4. 📍Morecambe
  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. 🪧15.5 Miles
    4. 📍Morecambe
  18. 🏢

    Walmsley Financial Planning LTD

    FCA reg no.
    714205
    FCA authorised date:
    18/08/15
    Walmsley Financial Planning Ltd, based in Morecombe, Lancashire, delivers tailored services including life insurance, investment strategies, retirement advice and pension transfers, serving Greater Manchester with personalised financial planning solutions.
    1. ✔1 Financial Adviser
    2. 🪧15.8 Miles
    3. 📍Morecambe
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