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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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  2. 🏢

    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. 🪧2.2 Miles
    3. 📍Kendal
  3. 🏢

    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. 🪧3 Miles
    3. 📍Kendal
  4. 🏢

    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. 🪧3.1 Miles
    3. 📍Carnforth
  5. 🏢

    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. 🪧3.1 Miles
    3. 📍Carnforth
  6. 🏢

    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. 🪧4.8 Miles
    3. 📍Kendal
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  8. 🏢

    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.
    1. ✔3 Financial Advisers
    2. 🪧6.4 Miles
    3. 📍Grange Over Sands
  9. 🏢

    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.
    1. ✔6 Financial Advisers
    2. 🪧6.6 Miles
    3. 📍Grange Over Sands
  10. 🏢

    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. ✔1 Financial Adviser
    2. 🪧6.6 Miles
    3. 📍Kendal
  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. 🪧6.7 Miles
    3. 📍Carnforth
  12. 🏢

    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. 🪧6.8 Miles
    3. 📍Carnforth
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  14. 🏢

    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.
    1. ✔3 Financial Advisers
    2. 🪧6.9 Miles
    3. 📍Kendal
  15. 🏢

    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. ✔1 Financial Adviser
    2. 🪧6.9 Miles
    3. 📍Kendal
  16. 🏢

    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.
    1. ✔3 Financial Advisers
    2. 🪧6.9 Miles
    3. 📍Kendal
  17. 🏢

    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. ✔1 Financial Adviser
    2. 🪧7 Miles
    3. 📍Kendal
  18. 🏢

    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.
    1. ✔4 Financial Advisers
    2. 🪧7.1 Miles
    3. 📍Kendal
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