Find FCA registered Financial Advisers Near Me in LA5 0
We have found 111 relevant financial adviser firms within 30 miles of LA5 0. Showing page 1 of 8.
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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
- 🪧3.7 Miles
- 📍Grange Over Sands
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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
- 🪧3.8 Miles
- 📍Grange Over Sands
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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 Financial Adviser
- 🪧3.8 Miles
- 📍Carnforth
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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 Financial Adviser
- 🪧4.2 Miles
- 📍Carnforth
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Butterworths Asset Management LLP
- FCA reg no.
- 931450
- FCA authorised date:
- 07/07/21
Butterworths Asset Management LLP, based in Cumbria, is a trusted FCA-regulated firm specializing in comprehensive financial solutions, including investment guidance, insurance options, and pension retirement advice. Known for their robust financial acumen, they serve both individual and business cl... read full company profile- ✔1 Financial Adviser
- 🪧4.3 Miles
- 📍Carnforth
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Ian Buckley
- FCA reg no.
- 501953
- FCA authorised date:
- 10/07/09
Regulated by the FCA, Ian Buckley offers expert financial planning in Cumbria, specialising in retirement planning, investments and financial guidance, with a client-focused, tailored approach.- ✔1 Financial Adviser
- 🪧4.3 Miles
- 📍Carnforth
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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 Financial Adviser
- 🪧4.4 Miles
- 📍Carnforth
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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 Financial Adviser
- 🪧5.6 Miles
- 📍Carnforth
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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
- 🪧5.9 Miles
- 📍Kendal
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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 Financial Adviser
- 🪧6 Miles
- 📍Lancaster
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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
- 🪧6.4 Miles
- 📍Kendal
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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
- 🪧7.6 Miles
- 📍Morecambe
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Advice Matters Financial Planning LTD
- FCA reg no.
- 779172
- FCA authorised date:
- 18/09/17
Advice Matters Financial Planning Ltd, an FCA-regulated firm in Lancaster, specialises in astute financial planning and advice, including life investments, pensions, and retirement. They focus on client satisfaction and secure financial futures.- ✔1 Financial Adviser
- 🪧7.8 Miles
- 📍Lancaster
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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
- 🪧8.2 Miles
- 📍Morecambe
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Bridges and Co Financial Advisers (lancaster) LTD
- FCA reg no.
- 1019121
- FCA authorised date:
- 27/09/24
Bridges and Co Financial Advisers offer robust financial planning services in Lancaster, specialising in retirement advice, pension transfers, and life investments. Known for their client-focused approach and dependable advice.- ✔2 Financial Advisers
- 🪧8.3 Miles
- 📍Lancaster
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