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Find FCA registered Financial Advisers Near Me in PE12 0


We have found 101 relevant financial adviser firms within 30 miles of PE12 0. Showing page 1 of 7.

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  2. 🏢

    Jordan and Co Financial Services LTD

    FCA reg no.
    1001656
    FCA authorised date:
    19/09/23
    2plan Wealth Management offers comprehensive financial services in Spalding, Lincolnshire, specialising in life and investment planning, pensions advice, and final salary pension transfers. Known for their personalised approach, they ensure a secure financial future.
    1. ✔1 Financial Adviser
    2. 🪧4 Miles
    3. 📍Spalding
  3. 🏢

    Andrew Brook

    FCA reg no.
    232110
    FCA authorised date:
    09/03/04
    Consort Financial Planning, based in Lincolnshire, is a trusted partner for professional wealth management, providing personalized, FCA-regulated services including investment advice, retirement planning, and pension transfers. Known for approachability and tailored solutions.
    1. ✔1 Financial Adviser
    2. 🪧4.7 Miles
    3. 📍Spalding
  4. 🏢

    Charlotte Watson

    FCA reg no.
    956912
    FCA authorised date:
    15/08/21
    FCA-regulated Charlotte Watson is a reputable financial advisory firm in Tydd St. Giles, Cambridgeshire, offering comprehensive financial planning services and emphasizing client focus and trust.
    1. ✔1 Financial Adviser
    2. 🪧5 Miles
    3. 📍Tydd St. Giles
  5. 🏢

    LYNAS VOKES INVESTMENTS LIMITED

    FCA reg no.
    436040
    FCA authorised date:
    14/09/05
    Lynas Vokes Wealth Management, based in Spalding, Lincolnshire, offers personalized, regulated financial planning services including life insurance, investments, pensions and retirement advice. Well-known for providing holistic advice with a client-focused approach.
    1. ✔6 Financial Advisers
    2. 🪧5.2 Miles
    3. 📍Spalding
  6. 🏢

    Lorraine Coaton

    FCA reg no.
    511737
    FCA authorised date:
    04/11/09
    Based in Spalding, Lorraine Coaton offers diverse financial solutions, including life investments and pensions retirement advice, with a focus on client-centric, tailored financial guidance. Regulated by the FCA.
    1. ✔1 Financial Adviser
    2. 🪧6.4 Miles
    3. 📍Spalding
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  8. 🏢

    Bingham-woods Independent Financial Advisors LTD

    FCA reg no.
    463465
    FCA authorised date:
    05/02/07
    Bingham-Woods Independent Financial Advisors Ltd in Spalding, Lincolnshire provides expert, regulated financial advice, with services ranging from life investments to retirement planning. Known for their client-focused and approachable style.
    1. ✔4 Financial Advisers
    2. 🪧7.7 Miles
    3. 📍Spalding
  9. 🏢

    Goal Financial Planning Limited

    FCA reg no.
    616673
    FCA authorised date:
    02/11/15
    FCA-regulated Goal Financial Planning Limited offers reliable financial planning services in Lincolnshire, specialising in life investments, pensions, and holistic financial planning. Located in Spalding, they are a top choice for tailored, trustworthy advice.
    1. ✔1 Financial Adviser
    2. 🪧7.8 Miles
    3. 📍Spalding
  10. 🏢

    NJ Holmes Wealth Management

    FCA reg no.
    416511
    FCA authorised date:
    03/12/04
    NJ Holmes Wealth Management is a UK based, FCA regulated financial firm offering personalised solutions in pensions, investments, and strategic planning. Known for reliable and professional service tailored to client needs.
    1. ✔1 Financial Adviser
    2. 🪧7.8 Miles
    3. 📍Spalding
  11. 🏢

    Whitings Wealth Management Limited

    FCA reg no.
    435190
    FCA authorised date:
    03/10/05
    Whitings Wealth Management, an FCA-regulated firm in Wisbech, offers financial planning, investments, retirement advice, and final salary pension guidance. Known for their reliable, tailored advice, they're a trusted local financial ally.
    1. ✔5 Financial Advisers
    2. 🪧7.9 Miles
    3. 📍Wisbech
  12. 🏢

    Consilium Wealth Limited

    FCA reg no.
    729441
    FCA authorised date:
    14/07/16
    Consilium Wealth Limited, FCA regulated in Stamford, Rutland, delivers comprehensive financial planning solutions including insurance, pensions advice, and investment guidance. It offers localized expertise for individual and business wealth management needs.
    1. ✔1 Financial Adviser
    2. 🪧8.2 Miles
    3. 📍Spalding
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  14. 🏢

    B2 Wealth LTD

    FCA reg no.
    591054
    FCA authorised date:
    09/11/12
    B2 Wealth Ltd, based in Spalding, Lincolnshire, is a renowned financial planning firm known for its client-focused services, specialising in life and investment finance, pensions and final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧8.2 Miles
    3. 📍Spalding
  15. 🏢

    Russell Steels

    FCA reg no.
    462245
    FCA authorised date:
    08/01/07
    Russell Steels is a Spalding-based FCA-regulated financial planning company, specializing in life investments, pensions, and comprehensive financial planning across the UK, with a focus on Greater Lincolnshire.
    1. ✔1 Financial Adviser
    2. 🪧8.3 Miles
    3. 📍Spalding
  16. 🏢

    Murfitt Wealth Management LTD

    FCA reg no.
    968492
    FCA authorised date:
    24/01/22
    Murfitt Wealth Management Ltd is a FCA regulated firm in Peterborough, Lincolnshire that provides tailored financial planning solutions such as life investments, retirement advice, and pension transfers.
    1. ✔2 Financial Advisers
    2. 🪧8.7 Miles
    3. 📍Peterborough
  17. 🏢

    Downham Wealth Management LTD

    FCA reg no.
    927318
    FCA authorised date:
    04/06/20
    FCA regulated Downham Wealth Management Ltd offers diverse financial services, including life insurance and strategic financial planning, in Wisbech, Cambridgeshire, tailored to each client's individual needs.
    1. ✔1 Financial Adviser
    2. 🪧11.4 Miles
    3. 📍Wisbech
  18. 🏢

    Joe Goodman

    FCA reg no.
    1034078
    FCA authorised date:
    22/05/25
    Joe Goodman is a seasoned, FCA-regulated firm based in Cambridgeshire, specializing in life and investments, pensions retirement advice and final salary pension transfers to meet clients' individual financial needs.
    1. ✔1 Financial Adviser
    2. 🪧12.8 Miles
    3. 📍March
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