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Find FCA registered Financial Advisers Near Me in LA6 3


We have found 117 relevant financial adviser firms within 30 miles of LA6 3. Showing page 1 of 8.

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  2. 🏢

    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. ✔1 Financial Adviser
    2. 🪧4.1 Miles
    3. 📍Lancaster
  3. 🏢

    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. ✔1 Financial Adviser
    2. 🪧4.2 Miles
    3. 📍Lancaster
  4. 🏢

    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. 🪧5.6 Miles
    3. 📍Cumbria
  5. 🏢

    Storrs Wealth Planning Limited

    FCA reg no.
    777463
    FCA authorised date:
    03/07/17
    Storrs Wealth Planning Limited, an FCA-regulated firm in Carnforth, North Yorkshire, provides customised financial services and retirement advice, offering expert guidance on life and investments to both novice and seasoned investors.
    1. ✔1 Financial Adviser
    2. 🪧10.2 Miles
    3. 📍Carnforth
  6. 🏢

    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. ✔1 Financial Adviser
    2. 🪧10.6 Miles
    3. 📍Carnforth
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  8. 🏢

    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. ✔1 Financial Adviser
    2. 🪧10.6 Miles
    3. 📍Carnforth
  9. 🏢

    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. 🪧12.4 Miles
    3. 📍Carnforth
  10. 🏢

    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.
    1. ✔2 Financial Advisers
    2. 🪧12.6 Miles
    3. 📍Lancaster
  11. 🏢

    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. 🪧13 Miles
    3. 📍Carnforth
  12. 🏢

    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. 🪧13.5 Miles
    3. 📍Carnforth
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  14. 🏢

    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. 🪧14.2 Miles
    3. 📍Kendal
  15. 🏢

    Pollard Wealth Management

    FCA reg no.
    607653
    FCA authorised date:
    23/09/13
    Pollard Wealth Management, based in Skipton, North Yorkshire, offers expert life and investment planning, pensions retirement advice, and comprehensive financial planning. They are FCA registered and serve surrounding counties.
    1. ✔1 Financial Adviser
    2. 🪧14.6 Miles
    3. 📍Skipton
  16. 🏢

    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. 🪧14.8 Miles
    3. 📍Carnforth
  17. 🏢

    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. 🪧15 Miles
    3. 📍Kendal
  18. 🏢

    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. 🪧15 Miles
    3. 📍Kendal
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