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Find FCA registered Financial Advisers Near Me in PE20 3


We have found 125 relevant financial adviser firms within 30 miles of PE20 3. Showing page 1 of 9.

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  2. 👤

    Neil Grey

    Killimore FInancial Management Limited
    FCA reg no.
    NAH01087
    FCA authorised date:
    05/01/15
    Member of the Chartered Institute for Insurers (CII)
    1. ✔Min Pension Savings: £50,000
    2. ✔Min Assets: £50,000
    3. 🪧40.2 Miles
    4. 📍Grimsby
  3. 🏢

    Killimore Financial Management Limited

    FCA reg no.
    653101
    FCA authorised date:
    05/01/15
    Killimore Financial Management has been providing clients with bespoke independent financial planning for over 15 years. Dedicated to giving high quality individual advice that is entirely focused on our clients' specific circumstances and needs. Always ensuring we are aware of the ever-changing de... read full company profile
    1. ✔2 Financial Advisers
    2. ✔Min Pension Savings: £50,000
    3. ✔Min Assets: £20,000
    4. 🪧40.2 Miles
    5. 📍Grimsby
  4. 🏢

    Peter Jackson

    FCA reg no.
    163127
    FCA authorised date:
    06/03/24
    Boston-based financial services company, Peter Jackson, offers expert advice on financial planning, insurance, pensions, and investments. Known for its regulated, personalised solutions, this firm prioritises stability, transparency, and customer needs.
    1. ✔1 Financial Adviser
    2. 🪧1.8 Miles
    3. 📍Boston
  5. 🏢

    TNS Financial Services Limited

    FCA reg no.
    513249
    FCA authorised date:
    24/11/09
    TNS Financial Services, an FCA registered firm based in Boston, Lincolnshire, provides premium financial planning and advice. Known for customer-centric solutions, they specialize in insurance, investments, pensions, and final salary pension transfers.
    1. ✔18 Financial Advisers
    2. 🪧4 Miles
    3. 📍Boston
  6. 🏢

    First Capital Independent Financial Advisers Limited

    FCA reg no.
    409249
    FCA authorised date:
    12/10/04
    First Capital is a trusted, FCA-regulated financial adviser based in Lincolnshire, specialising in personalised advice on life and investments, pensions, and retirement planning for clients in Boston area.
    1. ✔8 Financial Advisers
    2. 🪧4 Miles
    3. 📍Lincs
  7. 🏢

    Simon Gibbons

    FCA reg no.
    943828
    FCA authorised date:
    27/01/21
    Simon Gibbons is a reputable, FCA-regulated firm in Boston, Lincolnshire, known for its financial expertise. Offering tailored services from investments to retirement planning, it's committed to guiding clients through their financial journey.
    1. ✔1 Financial Adviser
    2. 🪧4.5 Miles
    3. 📍Boston
  8. 🏢

    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. 🪧10.5 Miles
    3. 📍Spalding
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  10. 🏢

    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. 🪧10.5 Miles
    3. 📍Spalding
  11. 🏢

    DHW Financial Services LTD

    FCA reg no.
    707292
    FCA authorised date:
    01/12/15
    DHW Financial Services Ltd, based in Lincolnshire, offers comprehensive financial services including life and investments planning and pension retirement advice, regulated by the FCA (707292).
    1. ✔2 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧10.6 Miles
    4. 📍Sleaford
  12. 🏢

    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. 🪧10.8 Miles
    3. 📍Spalding
  13. 🏢

    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. 🪧10.8 Miles
    3. 📍Spalding
  14. 🏢

    Money Minder Financial Services (UK) Limited

    FCA reg no.
    425451
    FCA authorised date:
    01/04/05
    FCA-regulated Money Minder Financial Services, based in historic Sleaford, Lincolnshire, offers tailored investment planning, pensions retirement advice, and comprehensive financial planning to clients regionally and beyond.
    1. ✔2 Financial Advisers
    2. 🪧11 Miles
    3. 📍Sleaford
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  16. 🏢

    Ace Financial Advisers Limited

    FCA reg no.
    453134
    FCA authorised date:
    07/08/06
    Ace Financial Advisers Limited in Sleaford, Lincolnshire offers expert advice in life insurance, investments, and pension planning, delivering tailored financial solutions to match individual needs.
    1. ✔2 Financial Advisers
    2. 🪧11 Miles
    3. 📍Sleaford
  17. 🏢

    SMH Wealth Associates LTD

    FCA reg no.
    947194
    FCA authorised date:
    16/03/21
    2plan Wealth Management is a renowned FCA regulated firm in Sleaford, Lincolnshire, expertly advising on life strategies, pension transfers, retirement, and financial planning tailored for individuals and businesses.
    1. ✔1 Financial Adviser
    2. 🪧11.7 Miles
    3. 📍Sleaford
  18. 🏢

    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. 🪧11.7 Miles
    3. 📍Spalding
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