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Find FCA registered Financial Advisers Near Me in M20 5

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We have found 741 relevant financial adviser firms within 30 miles of M20 5. Showing page 1 of 50.

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  2. 👤

    Mark Galligan

    MGT Financial Planning Ltd
    FCA reg no.
    MGG01039
    FCA authorised date:
    17/06/21
    Advanced Qualification: CII - Chartered Financial Planner PFS - Member by Certificate CII - Associate of the Personal Finance Society (APFS)
    1. ✔Min Pension Savings: £200,000
    2. ✔Min Assets: £200,000
    3. 🪧3.7 Miles
    4. 📍Manchester
  3. 🏢

    MGT Financial Planning LTD

    FCA reg no.
    953054
    FCA authorised date:
    17/06/21
    Guiding you and your family towards your goals Independent financial advice, delivered with integrity. We help private and corporate clients plan their route to success.
    1. ✔1 Financial Adviser
    2. ✔Min Pension Savings: £200,000
    3. ✔Min Assets: £200,000
    4. 🪧3.7 Miles
    5. 📍Manchester
  4. 🏢

    Mosaac

    FCA reg no.
    581080
    FCA authorised date:
    15/06/12
    We’re a team of dedicated financial planners, passionate about delivering personalised advice tailored to your unique needs. With specialists in every area of financial planning—from retirement and investment strategies to estate planning, business owner support, protection planning, and mortgag... read full company profile
    1. ✔10 Financial Advisers
    2. ✔7 Mortgage Brokers
    3. ✔Min Pension Savings: £80,000
    4. ✔Min Assets: £100,000
    5. 🪧34.3 Miles
    6. 📍Barnsley
  5. 👤

    Tom Buck

    Calder Financial Ltd
    FCA reg no.
    TEB00011
    FCA authorised date:
    17/01/22
    SOLLA (Society of Later Life Advisors Accredited) Level 4 Financial Planning Certification
    1. ✔Min Pension Savings: £50,000
    2. ✔Min Assets: £50,000
    3. 🪧47.3 Miles
    4. 📍Hilton
  6. 🏢

    Calder Financial LTD

    FCA reg no.
    586897
    FCA authorised date:
    17/01/22
    We work closely with clients from family owned businesses, entreprenuers and new business starts ups, and families who want to grow their wealth, manage it and then protect it as a lasting legacy for generations to come. As independent advisors we work closely to create plans that allow our clients... read full company profile
    1. ✔1 Financial Adviser
    2. ✔Min Pension Savings: £50,000
    3. ✔Min Assets: £50,000
    4. 🪧47.3 Miles
    5. 📍Hilton
  7. 🏢

    Gateway Financial Planning Limited

    FCA reg no.
    791838
    FCA authorised date:
    01/04/20
    Gateway Financial Planning Ltd is a trusted firm in Manchester, offering expert life, investment, and pension retirement advice, including final salary pension transfers. Regulated under FCA number 791838.
    1. ✔1 Financial Adviser
    2. 🪧0.1 Miles
    3. 📍Manchester
  8. 🏢

    Sustainable Wealth Management LTD

    FCA reg no.
    950809
    FCA authorised date:
    20/10/21
    Manchester-based Sustainable Wealth Management Ltd offers tailored financial solutions, including pensions retirement advice, life insurance, investments, and planning, prioritizing customer-focused services and sustainable growth. FCA registered for assured trustworthiness.
    1. ✔7 Financial Advisers
    2. 🪧0.6 Miles
    3. 📍Manchester
  9. 🏢

    Cullen Wealth Limited

    FCA reg no.
    224355
    FCA authorised date:
    19/07/03
    Cullen Wealth Limited in Stockport, Greater Manchester, provides expert, FCA regulated financial planning services specializing in life investments and pension retirement plans, aimed at helping clients make informed financial decisions.
    1. ✔29 Financial Advisers
    2. 🪧0.9 Miles
    3. 📍Stockport
  10. 🏢

    Bluestone Independent Financial Advisers LTD

    FCA reg no.
    479421
    FCA authorised date:
    01/04/08
    Bluestone Independent Financial Advisers Ltd, based in Stockport, offers regulated, bespoke financial planning including life, investments, and pensions advice. Recognised for their client-focused approach, they are a trusted advisor for businesses and families.
    1. ✔1 Financial Adviser
    2. 🪧1 Miles
    3. 📍Stockport
  11. 🏢

    Sustainable Financial Planning LTD

    FCA reg no.
    946455
    FCA authorised date:
    15/09/23
    Sustainable Financial Planning Ltd is a trusted financial advisory firm based in Cheadle, offering ethical, tailored solutions for life investments, pensions, and comprehensive financial planning. Regulated by the FCA (946455).
    1. ✔1 Financial Adviser
    2. 🪧1.2 Miles
    3. 📍Cheadle
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  13. 🏢

    David Parish

    FCA reg no.
    419530
    FCA authorised date:
    04/01/05
    David Parish is a premier financial services firm in Manchester, specializing in bespoke financial planning, life, investments, and pension advice. They are FCA regulated, with a reputation for reliable and tailored financial solutions.
    1. ✔1 Financial Adviser
    2. 🪧1.2 Miles
    3. 📍Manchester
  14. 🏢

    Mr Alexander Henney Farrow

    FCA reg no.
    439529
    FCA authorised date:
    01/12/05
    1. ✔1 Financial Adviser
    2. 🪧1.3 Miles
    3. 📍Stockport
  15. 🏢

    RAE Financial Advisory Services LTD

    FCA reg no.
    1003156
    FCA authorised date:
    27/10/23
    RAE Financial Advisory Services LTD, based in Manchester, offers expert financial advice on pensions, retirement planning, and investments. Regulated by the FCA, they ensure personalized planning for secure financial futures.
    1. ✔1 Financial Adviser
    2. 🪧1.5 Miles
    3. 📍Manchester
  16. 🏢

    CLARITAS WEALTH MANAGEMENT LTD

    FCA reg no.
    734968
    FCA authorised date:
    20/06/16
    Claritas Wealth is a Greater Manchester-based, FCA-regulated firm offering expert advice on personal finance services, including life planning, investments, and retirement strategies, with a client-centric approach.
    1. ✔3 Financial Advisers
    2. 🪧1.6 Miles
    3. 📍Stockport
  17. 🏢

    Chapter 3 Financial Planning LTD

    FCA reg no.
    931195
    FCA authorised date:
    03/08/20
    Chapter 3 Financial Planning Ltd is an FCA regulated financial services firm in Manchester, specializing in personalized advice on life and investments, pensions retirement planning, and holistic financial planning.
    1. ✔1 Financial Adviser
    2. 🪧1.8 Miles
    3. 📍Manchester
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