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Find FCA registered Financial Advisers Near Me in LA22 0


We have found 56 relevant financial adviser firms within 30 miles of LA22 0. Showing page 1 of 4.

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  2. 🏢

    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. 🪧8.8 Miles
    3. 📍Ulverston
  3. 🏢

    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.
    1. ✔4 Financial Advisers
    2. 🪧9.9 Miles
    3. 📍Kendal
  4. 🏢

    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. ✔1 Financial Adviser
    2. 🪧9.9 Miles
    3. 📍Kendal
  5. 🏢

    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. ✔1 Financial Adviser
    2. 🪧10 Miles
    3. 📍Kendal
  6. 🏢

    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. ✔1 Financial Adviser
    2. 🪧10.1 Miles
    3. 📍Kendal
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  8. 🏢

    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.
    1. ✔3 Financial Advisers
    2. 🪧10.1 Miles
    3. 📍Kendal
  9. 🏢

    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.
    1. ✔3 Financial Advisers
    2. 🪧10.1 Miles
    3. 📍Kendal
  10. 🏢

    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.
    1. ✔12 Financial Advisers
    2. 🪧10.4 Miles
    3. 📍Kendal
  11. 🏢

    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.
    1. ✔3 Financial Advisers
    2. 🪧10.5 Miles
    3. 📍Kendal
  12. 🏢

    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.
    1. ✔3 Financial Advisers
    2. 🪧11.4 Miles
    3. 📍Kendal
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  14. 🏢

    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. 🪧12.6 Miles
    3. 📍Grange Over Sands
  15. 🏢

    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. 🪧12.7 Miles
    3. 📍Grange Over Sands
  16. 🏢

    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. 🪧12.8 Miles
  17. 🏢

    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. 🪧12.9 Miles
    3. 📍Ulverston
  18. 🏢

    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. 🪧12.9 Miles
    4. 📍Ulverston
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