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Find FCA registered Financial Advisers Near Me in LA23 2


We have found 51 relevant financial adviser firms within 30 miles of LA23 2. Showing page 2 of 4.

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  2. 🏢

    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. 🪧14.6 Miles
    3. 📍Ulverston
  3. 🏢

    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. 🪧14.7 Miles
    4. 📍Ulverston
  4. 🏢

    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. 🪧15 Miles
    3. 📍Ulverston
  5. 🏢

    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. ✔1 Financial Adviser
    2. 🪧17.2 Miles
    3. 📍Cumbria
  6. 🏢

    WEALTH SOLUTIONS LIMITED

    FCA reg no.
    468059
    FCA authorised date:
    09/07/07
    Wealth Solutions Ltd, based in Carnforth, Lancashire, provides expert financial advice, specializing in life investments and pensions retirement. The firm, registered under FCA, is known for its professional and approachable services.
    1. ✔1 Financial Adviser
    2. 🪧17.6 Miles
    3. 📍Carnforth
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  8. 🏢

    Edward Hart Financial Services Limited

    FCA reg no.
    723966
    FCA authorised date:
    11/05/16
    Edward Hart Financial Services Limited is a FCA-regulated firm in Carnforth, Lancashire, known for robust financial solutions including insurance, investments, pensions retirement advice, and comprehensive financial planning.
    1. ✔1 Financial Adviser
    2. 🪧17.9 Miles
    3. 📍Carnforth
  9. 🏢

    Opes Independent Financial Advisers LTD

    FCA reg no.
    763693
    FCA authorised date:
    14/03/17
    Opes Independent Financial Advisers Ltd is a FCA regulated firm in Lancashire, specialising in investment, retirement, and financial planning. Known for reliable, tailored advice, they offer valuable solutions for individual financial needs.
    1. ✔1 Financial Adviser
    2. 🪧18.3 Miles
    3. 📍Carnforth
  10. 🏢

    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. 🪧18.8 Miles
    3. 📍Millom
  11. 🏢

    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. 🪧18.8 Miles
    3. 📍Dalton In Furness
  12. 🏢

    LEAP Financial Planning LTD

    FCA reg no.
    1045476
    FCA authorised date:
    14/11/25
    LEAP Financial Planning Ltd is a Cumbria-based, FCA-regulated firm offering comprehensive financial services. They are dedicated to creating custom solutions for individual financial needs and futures.
    1. ✔1 Financial Adviser
    2. 🪧19.2 Miles
    3. 📍Penrith
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  14. 🏢

    North Star Financial Consultants LTD

    FCA reg no.
    626603
    FCA authorised date:
    01/10/14
    I look after a diverse range of clients whom have predominantly been referred by existing clients. A robust investment process is the cornerstone from which I build bespoke solutions to individual investment pension and tax planning issues. I build long term financial relationships with my cl... read full company profile.
    1. ✔1 Financial Adviser
    2. 🪧19.5 Miles
    3. 📍Carnforth
  15. 🏢

    DGM Financial Planning LTD

    FCA reg no.
    586412
    FCA authorised date:
    15/08/12
    DGM Financial Planning Ltd in Lancaster offers personalised financial advice, specialising in life and investments, pensions, retirement plans, and comprehensive financial planning. Tailoring services to individual needs, they prioritise client's financial goals.
    1. ✔1 Financial Adviser
    2. 🪧19.9 Miles
    3. 📍Lancaster
  16. 🏢

    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. 🪧20.1 Miles
    3. 📍Cumbria
  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. 🪧21 Miles
    4. 📍Morecambe
  18. 🏢

    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. 🪧21.4 Miles
    4. 📍Morecambe
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