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Find FCA registered Financial Advisers Near Me in Moredun EH17

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We have found 219 relevant financial adviser firms within 30 miles of Moredun EH17. Showing page 1 of 15.

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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. 🪧2.5 Miles
    3. 📍Loanhead
  3. 🏢

    Kilgour Wealth Management LTD

    FCA reg no.
    522660
    FCA authorised date:
    13/09/10
    Financial planning and wealth management firm offering holistic financial planning advice and services.
    1. ✔2 Financial Advisers
    2. ✔Min Assets: £250,000
    3. 🪧33.8 Miles
    4. 📍Loanhead
  4. 🏢

    JMB Wealth Solutions LTD

    FCA reg no.
    779841
    FCA authorised date:
    10/10/18
    Edinburgh-based JMB Wealth Solutions Ltd is an FCA regulated firm providing top-tier advisory services including financial planning, pensions retirement advice and life investments. Known for its bespoke, client-focused approach to personalized financial solutions.
    1. ✔1 Financial Adviser
    2. 🪧1.3 Miles
    3. 📍Edinburgh
  5. 🏢

    Steven John O'Neill

    FCA reg no.
    997666
    FCA authorised date:
    15/05/24
    Edinburgh-based SBC Financial offers regulated, client-focused financial services including life and investment planning and pensions retirement advice, aiding individuals and families in their financial journey.
    1. ✔2 Financial Advisers
    2. ✔2 Mortgage Brokers
    3. 🪧1.8 Miles
    4. 📍Edinburgh
  6. 🏢

    SUMMERSIDE INDEPENDENT LIMITED

    FCA reg no.
    446821
    FCA authorised date:
    19/06/06
    Summerside Independent Limited is a trusted financial advisory firm in Edinburgh, known for its regulated advice on life insurance, investments, pensions, and comprehensive financial planning.
    1. ✔2 Financial Advisers
    2. 🪧1.8 Miles
    3. 📍Edinburgh
  7. 🏢

    SUMMERSIDE INDEPENDENT LIMITED

    FCA reg no.
    446821
    FCA authorised date:
    19/06/06
    Summerside Independent Limited is a trusted financial advisory firm in Edinburgh, known for its regulated advice on life insurance, investments, pensions, and comprehensive financial planning.
    1. ✔2 Financial Advisers
    2. 🪧1.8 Miles
    3. 📍Edinburgh
  8. 🏢

    Renton Wealth Management LTD

    FCA reg no.
    994861
    FCA authorised date:
    16/04/23
    2plan Wealth Management is a FCA-regulated firm in Dalkeith offering expert financial guidance in pensions, investments, and comprehensive planning. They provide personalised strategies suited to clients' unique needs and goals.
    1. ✔1 Financial Adviser
    2. 🪧2 Miles
    3. 📍Dalkeith
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  10. 🏢

    Adrian Hanger

    FCA reg no.
    723436
    FCA authorised date:
    27/10/15
    Adrian Hanger is a renowned Edinburgh-based firm offering personalised, regulated financial planning services, specialising in life and investments, pensions retirement advice, and final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧2.1 Miles
    3. 📍Edinburgh
  11. 🏢

    MCM Financial Limited

    FCA reg no.
    706248
    FCA authorised date:
    13/08/15
    At McM Financial we offer bespoke independent financial planning to our existing and new clients. This is based on individual goals and their future aspirations. Initial consultations are completely free of charge.
    1. ✔1 Financial Adviser
    2. 🪧2.3 Miles
    3. 📍Edinburgh
  12. 🏢

    Guthrie Wealth Consultancy LTD

    FCA reg no.
    711373
    FCA authorised date:
    24/07/15
    Guthrie Wealth Consultancy Ltd, based near Bonnyrigg, offers reliable, regulated financial advice. Expertise includes life insurance, investment planning, pensions retirement advice, and final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧2.6 Miles
    3. 📍Bonnyrigg
  13. 🏢

    Sunflower Financial Planning LTD

    FCA reg no.
    822133
    FCA authorised date:
    02/10/18
    Sunflower Financial Planning Ltd, based in Edinburgh, offers a comprehensive range of licensed financial services. They specialize in life insurance, investments, and pension planning with a client-focused approach.
    1. ✔1 Financial Adviser
    2. 🪧2.6 Miles
    3. 📍Edinburgh
  14. 🏢

    Seven Hills Financial Planning LTD

    FCA reg no.
    971966
    FCA authorised date:
    14/03/22
    Seven Hills Financial Planning Ltd, an FCA-registered firm based in Edinburgh, offers expert financial advice spanning investments, final salary pension transfers, life insurance, and retirement planning. Known for its tailored client-focused approach.
    1. ✔7 Financial Advisers
    2. 🪧2.9 Miles
    3. 📍Edinburgh
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  16. 🏢

    Torphin Financial Planning LTD

    FCA reg no.
    618460
    FCA authorised date:
    18/06/14
    Torphin Financial Planning Ltd, based in Loanhead near Edinburgh, is an FCA-regulated firm providing expert tailored financial guidance, including life investments and pensions retirement advice.
    1. ✔1 Financial Adviser
    2. 🪧3 Miles
    3. 📍Loanhead
  17. 🏢

    Argyll Independent LTD

    FCA reg no.
    974264
    FCA authorised date:
    26/09/22
    Argyll Independent Ltd is a respected Scotland-based financial advisory firm offering specialist retirement advice and comprehensive financial planning. Renowned for their approachability and adherence to strict FCA standards, they cater to both seasoned and newbie investors.
    1. ✔1 Financial Adviser
    2. 🪧3 Miles
    3. 📍Midlothian
  18. 🏢

    Kate Philip

    FCA reg no.
    517588
    FCA authorised date:
    11/10/10
    Kate Philip offers regulated financial advice in Edinburgh, specializing in pensions, life, and investments. The FCA registered firm provides custom-tailored guidance to help individuals navigate personal finance complexities.
    1. ✔1 Financial Adviser
    2. 🪧3 Miles
    3. 📍Edinburgh
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