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Find FCA registered Financial Advisers Near Me in Morecambe


We have found 162 relevant financial adviser firms within 30 miles of Morecambe. Showing page 2 of 11.

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  2. 🏢

    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. 🪧5.9 Miles
    3. 📍Carnforth
  3. 🏢

    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. 🪧6.4 Miles
    3. 📍Lancaster
  4. 🏢

    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. 🪧8.5 Miles
    3. 📍Grange Over Sands
  5. 🏢

    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. 🪧8.6 Miles
    3. 📍Grange Over Sands
  6. 🏢

    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. 🪧8.6 Miles
    3. 📍Preston
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  8. 🏢

    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. 🪧10.2 Miles
    3. 📍Carnforth
  9. 🏢

    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. 🪧10.2 Miles
    3. 📍Carnforth
  10. 🏢

    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. 🪧11.8 Miles
    3. 📍Preston
  11. 🏢

    GARSTANG INDEPENDENT FINANCIAL SERVICES LIMITED

    FCA reg no.
    209450
    FCA authorised date:
    23/05/02
    Preston-based Garstang Independent Financial Services Limited is a reputable firm known for providing comprehensive, tailored financial planning solutions in areas like investments, pensions, and retirement advice.
    1. ✔3 Financial Advisers
    2. 🪧12.5 Miles
    3. 📍Preston
  12. 🏢

    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. 🪧12.7 Miles
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  14. 🏢

    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. 🪧12.7 Miles
    4. 📍Ulverston
  15. 🏢

    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. 🪧12.7 Miles
    3. 📍Ulverston
  16. 🏢

    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. 🪧12.8 Miles
    3. 📍Ulverston
  17. 🏢

    Lighthouse Financial Planning LTD

    FCA reg no.
    779098
    FCA authorised date:
    15/08/17
    Lighthouse Financial Planning Ltd is a FCA-regulated advisory firm based in Ulverston, offering bespoke financial services including investments, pensions, and retirement planning to clients in Greater Manchester and beyond.
    1. ✔2 Financial Advisers
    2. 🪧13.2 Miles
    3. 📍Ulverston
  18. 🏢

    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. 🪧13.4 Miles
    3. 📍Kendal
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