Financial Advisers in Pategill CA11 | Cumbria

We have found 34 relevant financial adviser firms within 30 miles of Pategill CA11. Showing page 3 of 3.

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Financial Management Bureau Limited
FCA reg no.
125710
FCA authorised date:
01/12/01
A leading FCA-regulated firm in Kendal, Cumbria, Financial Management Bureau Limited specializes in financial planning and regulated advice, prioritizing client focus and high service standards.
1. 12 Financial Advisers
2. 25.1 Miles
3. Kendal
Andrew Graham Wealth Management LTD
FCA reg no.
803165
FCA authorised date:
03/10/24
Andrew Graham Wealth Management Ltd is a leading bespoke financial planning provider in Cockermouth, Cumbria, specialising in life investments, pensions, and financial stewardship for individuals and businesses.
1. 1 Financial Adviser
2. 25.2 Miles
3. Cockermouth
Quintessential Wealth Management Limited
FCA reg no.
799117
FCA authorised date:
22/01/18
Quintessential Wealth Management Limited, based in Kendal, offers tailored financial planning and pension advice. Specialising in final salary pension transfers, they provide FCA-approved, regulated services throughout Cumbria.
1. 3 Financial Advisers
2. 27.1 Miles
3. Kendal
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. 27.7 Miles
3. Kendal