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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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 Financial Adviser
- 🪧2.5 Miles
- 📍Dalton In Furness
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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.- ✔4 Financial Advisers
- 🪧3.1 Miles
- 📍Cumbria
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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 Financial Adviser
- 🪧3.6 Miles
- 📍Millom
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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.- ✔2 Financial Advisers
- 🪧3.8 Miles
- 📍Ulverston
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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.- ✔3 Financial Advisers
- ✔2 Mortgage Brokers
- 🪧4.1 Miles
- 📍Ulverston
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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.- ✔3 Financial Advisers
- 🪧4.1 Miles
- 📍Ulverston
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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.- ✔2 Financial Advisers
- 🪧4.2 Miles
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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 Financial Adviser
- 🪧5.3 Miles
- 📍Barrow In Furness
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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.- ✔4 Financial Advisers
- ✔3 Mortgage Brokers
- 🪧5.4 Miles
- 📍Barrow In Furness
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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.- ✔2 Financial Advisers
- 🪧8.7 Miles
- 📍Ulverston
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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.- ✔6 Financial Advisers
- 🪧11.5 Miles
- 📍Grange Over Sands
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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.- ✔3 Financial Advisers
- 🪧11.7 Miles
- 📍Grange Over Sands
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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.- ✔2 Financial Advisers
- ✔2 Mortgage Brokers
- 🪧15.3 Miles
- 📍Morecambe
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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.- ✔2 Financial Advisers
- ✔2 Mortgage Brokers
- 🪧15.5 Miles
- 📍Morecambe
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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 Financial Adviser
- 🪧15.8 Miles
- 📍Morecambe
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