Find FCA registered Financial Advisers Near Me in LA22 9
We have found 57 relevant financial adviser firms within 30 miles of LA22 9. Showing page 1 of 4.
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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
- 🪧12.8 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
- 🪧12.9 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
- 🪧12.9 Miles
- 📍Kendal
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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
- 🪧13 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
- 🪧13 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
- 🪧13.1 Miles
- 📍Kendal
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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
- 🪧13.1 Miles
- 📍Ulverston
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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
- 🪧13.9 Miles
- 📍Kendal
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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
- 🪧14.5 Miles
- 📍Kendal
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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
- 🪧15.4 Miles
- 📍Kendal
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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
- 🪧16.7 Miles
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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
- 🪧16.8 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
- 🪧16.8 Miles
- 📍Ulverston
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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
- 🪧17 Miles
- 📍Ulverston
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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
- 🪧17.1 Miles
- 📍Grange Over Sands
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