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Find FCA registered Financial Advisers Near Me in Moffat


We have found 26 relevant financial adviser firms within 30 miles of Moffat. Showing page 1 of 2.

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  2. 👤

    Daniel Galbraith

    Kilgour Wealth Management Ltd
    FCA reg no.
    DXG14538
    FCA authorised date:
    13/09/10
    Chartered Financial Planner Advanced DipFA Chartered ALIBF Level 6 Diploma in Advanced Financial Advice (Adv DipFA) Certificate in Long Term Care and Later Life Planning (CertLTCP) Level 6 Award in Pension Transfers (PETR) Diploma for Financial Advisers (DipFA) Adhere to the London Institute o... read full individual profile
    1. ✔Min Assets: £250,000
    2. 🪧39.4 Miles
    3. 📍Loanhead
  3. 🏢

    Henderson Stone & Co LTD

    FCA reg no.
    226516
    FCA authorised date:
    01/10/10
    Established in 2003, Henderson Stone provides high-quality, comprehensive financial advice across Scotland and the wider UK. With a friendly and experienced team, they’re dedicated to putting clients and their goals first — delivering advice that builds confidence and long-term value.As part of ... read full company profile
    1. ✔2 Financial Advisers
    2. ✔Min Pension Savings: £100
    3. 🪧49.6 Miles
    4. 📍Glasgow
  4. 🏢

    Robert John McFarlane

    FCA reg no.
    631829
    FCA authorised date:
    21/11/14
    RJM Financial Management, based in Dumfries, GB, is a trusted advisor specializing in investments, pensions, and financial planning. They offer regulated, tailored advice to fit individual client needs.
    1. ✔2 Financial Advisers
    2. 🪧19 Miles
    3. 📍Dumfries
  5. 🏢

    Peter Wyper

    FCA reg no.
    599231
    FCA authorised date:
    04/09/13
    Peter Wyper is a trusted financial services firm based in Biggar, near Symington, specializing in financial planning, life investments, pensions and retirement planning. They offer personalized advice with a customer-centric approach.
    1. ✔1 Financial Adviser
    2. 🪧19.1 Miles
    3. 📍Biggar
  6. 🏢

    RAYMOND MARSHALL

    FCA reg no.
    201403
    FCA authorised date:
    05/08/15
    Raymond Marshall, a reputable financial planner based in Dumfries, GB, specialises in life insurance, offering personalised services including investment opportunities and pensions retirement advice.
    1. ✔1 Financial Adviser
    2. 🪧19.4 Miles
    3. 📍Dumfries
  7. 🏢

    Annandale Financial Services LLP

    FCA reg no.
    587094
    FCA authorised date:
    17/12/12
    Annandale Financial Services LLP, based in Dumfries, GB, is a trusted, FCA-registered provider of expert financial advice, specialising in life investment, pensions and retirement strategies.
    1. ✔3 Financial Advisers
    2. 🪧19.4 Miles
    3. 📍Dumfries
  8. 🏢

    James Pattie

    FCA reg no.
    125062
    FCA authorised date:
    01/12/01
    J.R. Pritchard Financial & Assurance Consultants, based in Dumfries, GB, offer expert financial planning services including life investments, pensions and retirement advice, serving individuals and businesses.
    1. ✔2 Financial Advisers
    2. 🪧19.4 Miles
    3. 📍Dumfries
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  10. 🏢

    Radley Financial Services

    FCA reg no.
    189357
    FCA authorised date:
    10/07/15
    Radley Financial Services in Dumfries, GB, offers regulated financial expertise including insurance, investments, pensions advice, and comprehensive financial planning, delivering tailored, reliable financial solutions.
    1. ✔1 Financial Adviser
    2. 🪧19.6 Miles
    3. 📍Dumfries
  11. 🏢

    Thomas Donald

    FCA reg no.
    709911
    FCA authorised date:
    10/07/15
    Tom Donald Financial Services, an FCA-registered firm in Dumfries, provides reliable financial planning services including life insurances, investments, and pensions advice across Greater Britain. Renowned for excellent final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧19.6 Miles
    3. 📍Dumfries
  12. 🏢

    Theo Filippeos

    FCA reg no.
    533556
    FCA authorised date:
    05/10/11
    Theo Filippeos is a regulated financial services firm in Dumfries, offering tailored planning in life insurance, investments, and pensions retirement advice. Known for accuracy and client focus.
    1. ✔1 Financial Adviser
    2. 🪧20 Miles
    3. 📍Dumfries
  13. 🏢

    SMG Financial Management Limited

    FCA reg no.
    417734
    FCA authorised date:
    19/04/05
    SMG Financial Management Limited in Dumfries provides top-tier financial advice, notably in life investments, retirement and pensions. Renowned for client-centric approach, the firm is dedicated to trustworthy, regulated guidance.
    1. ✔2 Financial Advisers
    2. 🪧20.3 Miles
    3. 📍Dumfries
  14. 🏢

    AFL Financial Planning Services Limited

    FCA reg no.
    516642
    FCA authorised date:
    22/01/10
    Registered FCA firm, Advice For Life Financial Planning, provides tailored financial advice focusing on life, investments and pensions. Known for client-focused services and proficiency in final salary pension transfers.
    1. ✔5 Financial Advisers
    2. 🪧20.5 Miles
    3. 📍Dumfries
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  16. 🏢

    Carron Financial Services Limited

    FCA reg no.
    671513
    FCA authorised date:
    15/05/15
    Carron Financial Services Limited is an FCA-regulated firm in Lockerbie, specialising in financial planning, life, investments, and retirement advice. Known for its client-focused approach, ensuring secure financial futures.
    1. ✔2 Financial Advisers
    2. 🪧21.3 Miles
    3. 📍Lockerbie
  17. 🏢

    Tweed Financial Services LTD

    FCA reg no.
    506203
    FCA authorised date:
    15/12/09
    Tweed FS Ltd, based in Peebles, Edinburgh, provides expert financial advice across vital financial segments. Regulated by FCA (506203), the firm specializes in life insurance, investment strategies, pensions and comprehensive financial planning.
    1. ✔2 Financial Advisers
    2. 🪧24.1 Miles
    3. 📍Peebles
  18. 🏢

    LATIMER FINANCIAL SERVICES LIMITED

    FCA reg no.
    616915
    FCA authorised date:
    14/04/14
    Latimer Financial Services Ltd, an FCA regulated firm, provides bespoke financial planning and advice including insurance, investments, and pensions from their Annan location. They specialise in tailored strategies for individuals and businesses.
    1. ✔1 Financial Adviser
    2. 🪧25.5 Miles
    3. 📍Annan
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