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Find FCA registered Financial Advisers Near Me in Liverpool

Discover FCA-approved financial advisers in Liverpool using our easy-to-navigate online directory. Whether you’re based in the city centre or near the Commercial District, our platform helps you find professionals offering support with pensions, investments, and financial planning. Start your search today to connect with advisers who meet your individual financial needs.
Discover FCA-approved financial advisers in Liverpool using our easy-to-navigate online directory.
Whether you’re based in the city centre or near the Commercial District, our platform helps you find professionals offering support with pensions, investments, and financial planning. Start your search today to connect with advisers who meet your individual financial needs.
Search Financial Advisers Logo

We have found 558 relevant financial adviser firms within 30 miles of Liverpool. Showing page 4 of 38.

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  1. Need Help Choosing an Adviser?
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  2. 🏢

    Modus WM Limited

    FCA reg no.
    791639
    FCA authorised date:
    16/10/17
    Modus WM Limited is a Liverpool-based financial advisory firm offering expert life, investment, and pension services. Renowned for reliable, regulated advice, they specialize in tailored solutions for clients' financial stability and growth.
    1. ✔3 Financial Advisers
    2. 🪧0.8 Miles
    3. 📍Liverpool
  3. 🏢

    SME Wealth Management Limited

    FCA reg no.
    1019050
    FCA authorised date:
    20/02/25
    SME Wealth Management Limited, located in Liverpool, is a leading provider of financial services, including life insurance, retirement advice and investment solutions, with a client-first approach.
    1. ✔3 Financial Advisers
    2. 🪧0.9 Miles
    3. 📍Liverpool
  4. 🏢

    Saunders Financial Management Limited

    FCA reg no.
    971052
    FCA authorised date:
    03/03/22
    Liverpool-based Saunders Financial Management Limited is a FCA-regulated firm renowned for expert financial planning including investments, pensions, and final salary pension transfers. Known for professionalism and a client-focused approach.
    1. ✔1 Financial Adviser
    2. 🪧0.9 Miles
    3. 📍Liverpool
  5. 🏢

    COULTER WEALTH MANAGEMENT LIMITED

    FCA reg no.
    939374
    FCA authorised date:
    25/11/20
    Coulter Wealth Management Limited is a Liverpool-based, FCA-regulated financial services firm specialising in life insurance, investments and retirement advice. They provide tailored, client-focused financial planning to navigate individuals confidently through their financial journey.
    1. ✔1 Financial Adviser
    2. 🪧1.6 Miles
    3. 📍Liverpool
  6. 🏢

    Edward Asset Management LLP

    FCA reg no.
    400367
    FCA authorised date:
    14/06/04
    Edward Asset Management LLP is a respected Liverpool-based financial services company, offering bespoke advice in life and investment planning, pension retirement and comprehensive financial planning.
    1. ✔2 Financial Advisers
    2. 🪧1.7 Miles
    3. 📍Liverpool
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  8. 🏢

    Neil Menear Wealth Management LTD

    FCA reg no.
    563208
    FCA authorised date:
    25/08/11
    Neil Menear Wealth Management Ltd offers professional, FCA-regulated financial advice in areas like investments and pensions. Their client-focused, bespoke strategies make them a top choice for financial guidance.
    1. ✔1 Financial Adviser
    2. 🪧1.8 Miles
    3. 📍Birkenhead
  9. 🏢

    Ricketts Financial Planning

    FCA reg no.
    608977
    FCA authorised date:
    16/10/13
    Ricketts Financial Planning offers reliable financial services, including retirement advice and insurance policies, in Birkenhead, Merseyside. Regulated under FCA number 608977, they strive for clients' monetary goals.
    1. ✔2 Financial Advisers
    2. 🪧1.9 Miles
    3. 📍Birkenhead
  10. 🏢

    Mark Eldor

    FCA reg no.
    623801
    FCA authorised date:
    20/05/14
    Mark Eldor is a respected financial company based in Birkenhead offering comprehensive financial planning services, including investment and retirement advice to individual and commercial clients.
    1. ✔1 Financial Adviser
    2. 🪧1.9 Miles
    3. 📍Merseyside
  11. 🏢

    Kearsley Financial Management

    FCA reg no.
    617861
    FCA authorised date:
    18/03/14
    Kearsley Financial Management, a reputable firm in Birkenhead, offers comprehensive financial planning and regulated advice. Renowned for retirement advice and pension transfers, they provide bespoke services to meet individual objectives.
    1. ✔1 Financial Adviser
    2. 🪧1.9 Miles
    3. 📍Birkenhead
  12. 🏢

    Paul Clarke

    FCA reg no.
    480213
    FCA authorised date:
    23/05/21
    Liverpool-based MoneyTools delivers client-focused financial services, including investment advice, retirement planning, and final salary pension transfers. Committed to customer satisfaction, they offer tailored, professional services under FCA registration number 480213.
    1. ✔1 Financial Adviser
    2. 🪧2.4 Miles
    3. 📍Liverpool
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  14. 🏢

    RHB Financial Planning Limited

    FCA reg no.
    777863
    FCA authorised date:
    02/05/17
    RHB Wealth, based in Wavertree near Liverpool, is a trusted financial services powerhouse providing tailor-made solutions in life insurance, investments, and pensions retirement advice. They serve individuals and businesses across Merseyside and Greater Manchester.
    1. ✔1 Financial Adviser
    2. 🪧3 Miles
    3. 📍Liverpool
  15. 🏢

    LK Asset Management LLP

    FCA reg no.
    496059
    FCA authorised date:
    01/04/09
    Capital Financial Services, based in Liverpool, offers tailored financial planning solutions including life and investments, pensions, and retirement advice, serving the wider Merseyside region.
    1. ✔2 Financial Advisers
    2. 🪧3 Miles
    3. 📍Liverpool
  16. 🏢

    O'Loughlin & Co Limited

    FCA reg no.
    612480
    FCA authorised date:
    30/12/13
    O'Loughlin & Co Limited is a respected FCA-regulated financial firm based in Liverpool, providing personalized financial planning and advice services for individuals and businesses across Merseyside and beyond.
    1. ✔2 Financial Advisers
    2. 🪧3.1 Miles
    3. 📍Liverpool
  17. 🏢

    Taurus Financial Planning LTD

    FCA reg no.
    984815
    FCA authorised date:
    06/10/22
    Liverpool-based Taurus Financial Planning Ltd provides comprehensive, FCA-regulated financial services including life insurance, investments, and retirement advice to the Greater Merseyside area.
    1. ✔1 Financial Adviser
    2. 🪧3.2 Miles
    3. 📍Liverpool
  18. 🏢

    Shalini Kanapathywasam

    FCA reg no.
    1014343
    FCA authorised date:
    12/06/24
    1. ✔1 Financial Adviser
    2. 🪧3.5 Miles
    3. 📍Liverpool
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