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 3 of 8.
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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
- 🪧11 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
- 🪧11.1 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
- 🪧11.1 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
- 🪧11.1 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
- 🪧11.4 Miles
- 📍Ulverston
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Stephenson Financial Planning LTD
- FCA reg no.
- 795821
- FCA authorised date:
- 05/12/17
Stephenson Financial Planning Ltd, a regulated financial company based in Lancaster, specialises in tailored life and investments planning, retirement advice, and pension transfers services across Lancashire and beyond.- ✔1 Financial Adviser
- 🪧12.9 Miles
- 📍Lancaster
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Whittet Wealth Management LTD
- FCA reg no.
- 1036926
- FCA authorised date:
- 04/07/25
Whittet Wealth Management Ltd, an FCA registered company based in North Yorkshire, specialises in financial planning including life and investment advice, pensions retirement advice and final salary pension transfers.- ✔1 Financial Adviser
- 🪧13.3 Miles
- 📍Lancaster
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Ambler Blackburn LTD
- FCA reg no.
- 564732
- FCA authorised date:
- 14/01/13
2plan Wealth Management in North Yorkshire specializes in life investments, pension advice, and financial planning. The firm provides tailored financial services to clients near Lancaster under FCA regulation.- ✔1 Financial Adviser
- 🪧13.3 Miles
- 📍Lancaster
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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
- 🪧14.4 Miles
- 📍Dalton In Furness
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Craig Broadbent
- FCA reg no.
- 959313
- FCA authorised date:
- 29/09/21
Craig Broadbent is a highly reputed, FCA-regulated financial firm in Forton, offering expert life and investment planning, pension advice, and comprehensive financial solutions to clients across Lancashire.- ✔1 Financial Adviser
- 🪧15.3 Miles
- 📍Preston
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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
- 🪧15.5 Miles
- 📍Cumbria
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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
- 🪧17.1 Miles
- 📍Barrow In Furness
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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
- 🪧17.1 Miles
- 📍Barrow In Furness
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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
- 🪧18.5 Miles
- 📍Millom
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Tony Walker Financial Planning Services Limited
- FCA reg no.
- 913426
- FCA authorised date:
- 27/07/20
FCA-regulated firm Tony Walker Financial Planning Services, based in Preston, Lancashire, specialises in personalised advice on life and pensions, investments, retirement planning, and comprehensive financial services.- ✔1 Financial Adviser
- 🪧18.6 Miles
- 📍Preston
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