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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 3 of 6.

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  2. 🏢

    Maplewood Training Solutions LTD

    FCA reg no.
    979950
    FCA authorised date:
    10/02/23
    Maplewood Financial Solutions is a Lancaster-based FCA regulated firm offering expert financial planning, including life insurance, investments, and retirement advice. They cater to individuals at all life stages.
    1. ✔1 Financial Adviser
    2. 🪧12.8 Miles
    3. 📍Lancaster
  3. 🏢

    Help For Wealth LTD

    FCA reg no.
    747280
    FCA authorised date:
    25/06/20
    Help For Wealth Ltd is a FCA regulated firm based in Lancaster, Lancashire, offering expert financial planning and regulated advice on life investments, pensions, retirement advice, and final salary pension transfers.
    1. ✔2 Financial Advisers
    2. 🪧12.9 Miles
    3. 📍Lancaster
  4. 🏢

    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.
    1. ✔2 Financial Advisers
    2. 🪧13.6 Miles
  5. 🏢

    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.
    1. ✔3 Financial Advisers
    2. 🪧13.6 Miles
    3. 📍Ulverston
  6. 🏢

    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.
    1. ✔3 Financial Advisers
    2. ✔2 Mortgage Brokers
    3. 🪧13.7 Miles
    4. 📍Ulverston
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  8. 🏢

    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.
    1. ✔2 Financial Advisers
    2. 🪧14 Miles
    3. 📍Ulverston
  9. 🏢

    Walmsley Financial Planning LTD

    FCA reg no.
    714205
    FCA authorised date:
    18/08/15
    Walmsley Financial Planning Ltd, based in Morecombe, Lancashire, delivers tailored services including life insurance, investment strategies, retirement advice and pension transfers, serving Greater Manchester with personalised financial planning solutions.
    1. ✔1 Financial Adviser
    2. 🪧14.4 Miles
    3. 📍Morecambe
  10. 🏢

    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. ✔1 Financial Adviser
    2. 🪧16.4 Miles
    3. 📍Lancaster
  11. 🏢

    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. ✔1 Financial Adviser
    2. 🪧17.5 Miles
    3. 📍Dalton In Furness
  12. 🏢

    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.
    1. ✔4 Financial Advisers
    2. 🪧18.7 Miles
    3. 📍Cumbria
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  14. 🏢

    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. ✔1 Financial Adviser
    2. 🪧18.8 Miles
    3. 📍Preston
  15. 🏢

    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.
    1. ✔4 Financial Advisers
    2. ✔3 Mortgage Brokers
    3. 🪧20.5 Miles
    4. 📍Barrow In Furness
  16. 🏢

    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. ✔1 Financial Adviser
    2. 🪧20.6 Miles
    3. 📍Barrow In Furness
  17. 🏢

    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. ✔1 Financial Adviser
    2. 🪧20.8 Miles
    3. 📍Millom
  18. 🏢

    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. ✔1 Financial Adviser
    2. 🪧22 Miles
    3. 📍Preston
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