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Find FCA registered Financial Advisers Near Me in Oldmeldrum


We have found 68 relevant financial adviser firms within 30 miles of Oldmeldrum. Showing page 1 of 5.

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  2. 🏢

    Davidson Wealth Management Limited

    FCA reg no.
    737351
    FCA authorised date:
    01/12/16
    Davidson Wealth Management, based in Inverurie GB and regulated by FCA, offers a range of financial services including insurance, investments, and retirement advice. Known for their professional and approachable service.
    1. ✔1 Financial Adviser
    2. 🪧1.4 Miles
    3. 📍Inverurie
  3. 🏢

    Mathieson Financial Services Limited

    FCA reg no.
    570302
    FCA authorised date:
    02/12/11
    Mathieson Financial Services is a FCA-regulated firm based in Inverurie, providing comprehensive financial planning and advice in areas like investment strategies, pensions retirement and insurance.
    1. ✔3 Financial Advisers
    2. 🪧4.1 Miles
    3. 📍Inverurie
  4. 🏢

    Advanced Financial Planning Scotland Limited

    FCA reg no.
    460050
    FCA authorised date:
    14/11/06
    Advanced Financial Planning in Inverurie provides expert advice on investments, pensions and retirement planning. Regulated by the FCA, they provide personalised, top-tier financial services to local families and first-time buyers.
    1. ✔7 Financial Advisers
    2. 🪧4.2 Miles
    3. 📍Inverurie
  5. 🏢

    Stewardship Wealth Limited

    FCA reg no.
    794403
    FCA authorised date:
    29/03/18
    Stewardship Wealth Limited is a FCA regulated firm in Inverurie, offering robust financial solutions including investment strategies, life and pensions, retirement advice, and final salary pension transfers.
    1. ✔2 Financial Advisers
    2. 🪧5.2 Miles
    3. 📍Inverurie
  6. 🏢

    RW Morrison Wealth Management LTD

    FCA reg no.
    939003
    FCA authorised date:
    20/11/20
    RW Morrison Wealth Management Ltd, located in Aberdeen, is a client-focused financial specialist known for trustworthy advice and tailored services. They excel in making complex financial concepts understandable.
    1. ✔1 Financial Adviser
    2. 🪧6.9 Miles
    3. 📍Inverurie
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  8. 🏢

    Savant Financial Consultants Limited

    FCA reg no.
    1007729
    FCA authorised date:
    12/03/24
    Savant Financial, based in Aberdeen, is a regulated advisory firm providing comprehensive financial planning services. Specialising in life management, pensions advice and personal financial planning. FCA registration number: 1007729.
    1. ✔1 Financial Adviser
    2. 🪧8 Miles
    3. 📍Aberdeen
  9. 🏢

    DW Wealth Planning LTD

    FCA reg no.
    792608
    FCA authorised date:
    27/10/17
    DW Wealth Planning Ltd is a trusted financial planning firm in Blackburn, offering personalised financial advice and strategies across GB. They specialise in investment strategies, pension retirement advice and final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧8.9 Miles
    3. 📍Aberdeen
  10. 🏢

    J M Taylor Financial Services Limited

    FCA reg no.
    497519
    FCA authorised date:
    03/08/09
    JM Taylor is a reliable financial planning service provider near Aberdeen, specialising in regulated advice on life investments, pensions, and final salary pension transfers, offering tailored solutions to maximise client's finances.
    1. ✔2 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧9.2 Miles
    4. 📍Aberdeen
  11. 🏢

    PHIL ANDERSON FINANCIAL SERVICES LTD.

    FCA reg no.
    631218
    FCA authorised date:
    02/01/15
    Phil Anderson Financial Services Ltd provides regulated financial planning and advice, specialising in life, investments, and pension retirement. They are dedicated to building lasting client relationships.
    1. ✔7 Financial Advisers
    2. ✔5 Mortgage Brokers
    3. 🪧9.4 Miles
    4. 📍Ellon
  12. 🏢

    The Avis & Keith Partnership

    FCA reg no.
    952637
    FCA authorised date:
    01/12/21
    The Avis & Keith Partnership is a FCA-regulated financial planning firm based near Aberdeen, specialising in investment guidance, retirement advice, life insurance and bespoke financial services. They are highly regarded for personalized, reliable advice and approachability.
    1. ✔4 Financial Advisers
    2. 🪧10.9 Miles
    3. 📍Insch
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  14. 🏢

    KSM WEALTH MANAGEMENT LTD

    FCA reg no.
    1017794
    FCA authorised date:
    24/09/24
    Renowned financial institution, M&G plc, located in Ellon, GB, offers a range of services including life insurance, investments, pension transfers, and financial planning. FCA regulated, they specialise in personalised retirement advice.
    1. ✔1 Financial Adviser
    2. 🪧11.5 Miles
    3. 📍Ellon
  15. 🏢

    Stuart Thom

    FCA reg no.
    823235
    FCA authorised date:
    15/10/18
    Stuart Thom, based in Blackdog, Aberdeen, provides comprehensive financial planning and regulated advice, specializing in life investments, pensions, and final salary pension transfers. Known for professionalism and approachability, the firm is highly regulated by the FCA.
    1. ✔1 Financial Adviser
    2. 🪧12.2 Miles
    3. 📍Aberdeen
  16. 🏢

    Yule Financial Services LTD

    FCA reg no.
    1013370
    FCA authorised date:
    02/09/24
    Yule Financial Services Ltd, located in Kingswells, offers regulated financial advice, including life insurance, and tailored pensions retirement advice. Known for its client-focused approach, it serves businesses and individual investors.
    1. ✔1 Financial Adviser
    2. 🪧13 Miles
    3. 📍Aberdeen
  17. 🏢

    Wealthcare Management Limited

    FCA reg no.
    629975
    FCA authorised date:
    01/12/14
    Wealthcare Management Limited is a premier FCA-approved financial firm in Westhill, Aberdeen, specialising in personalised life, retirement advice and investment guidance for clients across Scotland and beyond.
    1. ✔2 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧13 Miles
    4. 📍Westhill
  18. 🏢

    Brimmond Financial Management LTD

    FCA reg no.
    602001
    FCA authorised date:
    02/09/13
    Brimmond Financial Planning, a FCA regulated firm, offers trustworthy and professional financial advice on life investments and retirement pensions from their Westhill base, providing personalized strategies for clients across surrounding regions.
    1. ✔2 Financial Advisers
    2. 🪧13 Miles
    3. 📍Westhill
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