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Find FCA registered Financial Advisers Near Me in Newtown TS19

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We have found 203 relevant financial adviser firms within 30 miles of Newtown TS19. Showing page 1 of 14.

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  2. 🏢

    Later Life Wealth Management

    FCA reg no.
    931901
    FCA authorised date:
    13/08/20
    At LLWM our passion is to provide truly independent retirement planning advice and solutions that is built on trust. With 23 years’ experience, As part of a national independent advice firm we know how to give clear, strategic advice in a way that is easy to understand, making you feel at ease.... read full company profile
    1. ✔1 Financial Adviser
    2. ✔Min Pension Savings: £50,000
    3. ✔Min Assets: £50,000
    4. 🪧21.6 Miles
    5. 📍Stanley
  3. 👤

    Stacey Arcus

    Quilter Financial Advisers
    FCA reg no.
    SMA01062
    FCA authorised date:
    25/05/06
    Chartered Financial Planner Fellow of the Personal Finance Society - FPFS Pension Transfer Specialist
    1. ✔Min Pension Savings: £150,000
    2. ✔Min Assets: £150,000
    3. 🪧28.3 Miles
    4. 📍Hebburn
  4. 🏢

    Holistic Mortgage & Protection LTD

    FCA reg no.
    844702
    FCA authorised date:
    25/06/19
    Holistic Mortgages, an FCA registered firm based in Stockton on Tees, offers expert financial planning, life, pension and investment advice, emphasized on personalized service across County Durham.
    1. ✔1 Financial Adviser
    2. 🪧0.6 Miles
    3. 📍Stockton On Tees
  5. 🏢

    Mercury Wealth Management Limited

    FCA reg no.
    455415
    FCA authorised date:
    02/01/07
    Mercury Wealth Management is a reputable, FCA-regulated financial advisory firm in Thornaby, North Yorkshire. Specializing in personalized financial solutions, they offer investment handling, pension retirement advice, and comprehensive financial planning.
    1. ✔4 Financial Advisers
    2. 🪧0.9 Miles
    3. 📍Thornaby
  6. 🏢

    M G Shaw (UK) Limited

    FCA reg no.
    217383
    FCA authorised date:
    27/09/02
    M G Shaw (UK) Limited is a respected financial firm in Stockton On Tees, offering tailored financial planning and advice on insurance, investments, and pensions with transparency and integrity.
    1. ✔6 Financial Advisers
    2. 🪧1.3 Miles
    3. 📍Stockton On Tees
  7. 🏢

    PSG Wealth Management LTD

    FCA reg no.
    598760
    FCA authorised date:
    05/04/13
    PSG Wealth Management Ltd, an FCA-regulated firm, provides customised financial solutions including insurance, investments, and pensions advice in Stockton upon Tees and other areas.
    1. ✔5 Financial Advisers
    2. 🪧1.4 Miles
    3. 📍Stockton Upon Tees
  8. 🏢

    Jacqueline Hall

    FCA reg no.
    942107
    FCA authorised date:
    30/12/20
    M&G Wealth is a premier, FCA-regulated financial services firm based in Stockton On Tees, specialising in life investments, pensions, and comprehensive financial planning. They are committed to helping clients achieve their financial goals.
    1. ✔1 Financial Adviser
    2. 🪧1.4 Miles
    3. 📍Stockton On Tees
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  10. 🏢

    Cleveland Wealth Management LTD

    FCA reg no.
    762912
    FCA authorised date:
    06/04/17
    Cleveland Wealth Management Ltd, a reputable firm in Stockton on Tees, specialises in life investments, pensions retirement advice, and financial planning. Regulated by the FCA, they offer personalised, professional financial services.
    1. ✔1 Financial Adviser
    2. 🪧1.6 Miles
    3. 📍Stockton On Tees
  11. 🏢

    Prismatic Wealth Limited

    FCA reg no.
    646626
    FCA authorised date:
    15/09/14
    Prismatic Wealth, an FCA-regulated company in Stockton delivers personalised financial advice across GB. Specialists in insurance and investment strategies, they prioritize your financial health with unparalleled financial solutions.
    1. ✔5 Financial Advisers
    2. 🪧1.7 Miles
    3. 📍Stockton On Tees
  12. 🏢

    BJFM Limited

    FCA reg no.
    623940
    FCA authorised date:
    18/07/14
    BJFM Limited, an FCA regulated firm, specializes in comprehensive financial planning, including life investments and pensions retirement advice. Based in Stockton-On-Tees, they offer approachable services for informed financial decision-making.
    1. ✔6 Financial Advisers
    2. 🪧1.7 Miles
    3. 📍Stockton On Tees
  13. 🏢

    SOLUTIONS WEALTH MANAGEMENT LTD

    FCA reg no.
    585549
    FCA authorised date:
    01/11/12
    Solutions Wealth Management Limited is a reputable FCA regulated financial services firm, providing professional life and investment planning, pensions advice, and retirement strategy across Greater Tees Area.
    1. ✔3 Financial Advisers
    2. 🪧1.8 Miles
    3. 📍Stockton On Tees
  14. 🏢

    David Kelly Associates

    FCA reg no.
    212026
    FCA authorised date:
    31/05/05
    David Kelly Associates is a trusted, FCA regulated financial planning firm based in Stockton on Tees. They specialise in life and investment planning, pensions, retirement advice, and final salary pension transfers.
    1. ✔3 Financial Advisers
    2. 🪧1.8 Miles
    3. 📍Stockton On Tees
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  16. 🏢

    Joslin Rhodes Lifestyle Financial Planning Limited

    FCA reg no.
    484324
    FCA authorised date:
    09/07/08
    Joslin Rhodes is a reputable, FCA-regulated financial planning firm based in Stockton on Tees, offering expert advice on life investments, pensions, and comprehensive financial planning tailored to clients' needs.
    1. ✔8 Financial Advisers
    2. 🪧1.9 Miles
    3. 📍Stockton On Tees
  17. 🏢

    PLANHAPPY INVESTMENT MANAGEMENT LTD

    FCA reg no.
    833492
    FCA authorised date:
    16/07/19
    Joslin Rhodes, regulated by the FCA under number 833492, is a financial planning firm in County Durham. Specialising in wealth management and retirement advice, they offer tailored, strategic financial solutions for local families.
    1. ✔4 Financial Advisers
    2. 🪧1.9 Miles
    3. 📍Stockton On Tees
  18. 🏢

    Harminder Phull

    FCA reg no.
    612888
    FCA authorised date:
    07/01/14
    Harminder Phull, a FCA-regulated financial advisor in Stockton-on-Tees, specializes in life, investments, and pensions retirement planning, notably final salary pension transfers, ensuring secure financial futures with tailored solutions.
    1. ✔1 Financial Adviser
    2. 🪧1.9 Miles
    3. 📍Stockton On Tees
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