Find FCA registered Financial Advisers Near Me in LA7 7
We have found 77 relevant financial adviser firms within 30 miles of LA7 7. Showing page 1 of 6.
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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
- 🪧2.2 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
- 🪧3 Miles
- 📍Kendal
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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
- 🪧3.1 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
- 🪧3.1 Miles
- 📍Carnforth
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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
- 🪧4.8 Miles
- 📍Kendal
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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
- 🪧6.4 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
- 🪧6.6 Miles
- 📍Grange Over Sands
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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
- 🪧6.6 Miles
- 📍Kendal
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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
- 🪧6.7 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
- 🪧6.8 Miles
- 📍Carnforth
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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
- 🪧6.9 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
- 🪧6.9 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
- 🪧6.9 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
- 🪧7 Miles
- 📍Kendal
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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
- 🪧7.1 Miles
- 📍Kendal
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