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Find FCA registered Financial Advisers Near Me in PE6 9


We have found 138 relevant financial adviser firms within 30 miles of PE6 9. Showing page 1 of 10.

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  2. 👤

    Chervin Dell

    Intelligent Financial Advisory
    FCA reg no.
    CMD01104
    FCA authorised date:
    13/07/15
    I have Level 4 DipFA Qualification and 23 years experience working within the financial services industry. Everyday I use this experience to provide holistic wealth planning advice to clients, which primarily covers investments, pensions, estate planning and taxation. I pride myself in giving a 5*... read full individual profile
    1. ✔Min Pension Savings: £50,000
    2. ✔Min Assets: £50,000
    3. 🪧38.8 Miles
    4. 📍Lutterworth
  3. 🏢

    Liberty Partnership Limited

    FCA reg no.
    472792
    FCA authorised date:
    22/11/07
    Liberty Partnership Limited is a Market Deeping-based financial planning specialist, offering trusted advice on life investments, pensions, and retirement across Lincolnshire. They provide personalised guidance tailored to clients' unique financial goals.
    1. ✔6 Financial Advisers
    2. 🪧0.8 Miles
    3. 📍Market Deeping
  4. 🏢

    Oakwood Financial Services 2015 LTD

    FCA reg no.
    676461
    FCA authorised date:
    02/11/15
    Peterborough-based Oakwood Financial Services 2015 Ltd offers regulated advice on financial services including pensions, life insurance and investments, tailoring solutions to individual needs.
    1. ✔1 Financial Adviser
    2. 🪧0.9 Miles
    3. 📍Peterborough
  5. 🏢

    Richard Marshall Wealth Management LTD

    FCA reg no.
    608984
    FCA authorised date:
    17/10/13
    Peterborough-based Richard Marshall Wealth Management Ltd offers comprehensive financial planning services, specializing in life investments and pensions retirement advice. Known for their client-focused approach and secure financial solutions.
    1. ✔2 Financial Advisers
    2. 🪧1.6 Miles
    3. 📍Peterborough
  6. 🏢

    Mark Owen

    FCA reg no.
    186021
    FCA authorised date:
    30/11/11
    Mark Owen is a trustworthy financial firm in Peterborough, Lincolnshire, providing life investments, retirement advice and financial planning services. They specialize in final salary pension transfers and serve individuals and businesses.
    1. ✔2 Financial Advisers
    2. 🪧2 Miles
    3. 📍Peterborough
  7. 🏢

    Ryan Mitchell

    FCA reg no.
    802583
    FCA authorised date:
    22/02/18
    Ryan Mitchell is a respected financial firm in Peterborough, offering expert services like investment advice, retirement planning and financial planning. They are regulated by the FCA and prioritize client's financial well-being.
    1. ✔1 Financial Adviser
    2. 🪧2.8 Miles
    3. 📍Peterborough
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  9. 🏢

    Fantastic Financial LTD

    FCA reg no.
    431269
    FCA authorised date:
    01/06/05
    Peterborough-based Fantastic Financial Ltd provides regulated, client-centered financial advice, specializing in areas such as life investments, pensions, and retirement. Renowned for approachability and personalized services in greater Cambridgeshire.
    1. ✔1 Financial Adviser
    2. 🪧3.2 Miles
    3. 📍Peterborough
  10. 🏢

    Greg Smith

    FCA reg no.
    1003101
    FCA authorised date:
    16/10/23
    Greg Smith is a Stamford-based, FCA-regulated financial firm offering diverse services like insurance, investments, and pension guidance, tailored to individual financial goals for both new and experienced clients.
    1. ✔1 Financial Adviser
    2. 🪧4.1 Miles
    3. 📍Stamford
  11. 🏢

    Best To Invest Limited

    FCA reg no.
    418807
    FCA authorised date:
    04/04/05
    Peterborough-based firm Hill Grafford offers expert, tailored financial planning services including life and investments, and pensions. Approachable and reliable, they prioritise client's unique needs and circumstances. Regulated under FCA.
    1. ✔2 Financial Advisers
    2. 🪧4.9 Miles
    3. 📍Stamford
  12. 🏢

    BMSG Wealth Management Limited

    FCA reg no.
    929810
    FCA authorised date:
    16/03/21
    BMSG Wealth Management Limited, based in Stamford, is a trusted provider of financial planning and regulated advice, specialising in life investments and retirement pensions. The firm focuses on client-centric services in Lincolnshire and beyond.
    1. ✔3 Financial Advisers
    2. ✔3 Mortgage Brokers
    3. 🪧6 Miles
    4. 📍Stamford
  13. 🏢

    BCM Wealth Management LTD

    FCA reg no.
    917148
    FCA authorised date:
    20/11/19
    Located in Stamford, BCM Wealth Management Ltd offers tailored financial services including pension advice and investment strategies. Known for approachability and expert advice, they extend coverage beyond Stamford to surrounding counties.
    1. ✔1 Financial Adviser
    2. 🪧6.1 Miles
    3. 📍Stamford
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  15. 🏢

    Chattertons Wealth Management Limited

    FCA reg no.
    766148
    FCA authorised date:
    01/03/17
    Chattertons Wealth Management Limited, a FCA-regulated financial planning firm based in Stamford, Lincolnshire, offers tailored investment and pension advice. With a professional and approachable ethos, they nurture long-term client relationships.
    1. ✔8 Financial Advisers
    2. 🪧6.1 Miles
    3. 📍Stamford
  16. 🏢

    Golden Oak Wealth Management Limited

    FCA reg no.
    783726
    FCA authorised date:
    02/10/17
    Golden Oak Wealth Management, based in historic Stamford, Lincolnshire, offers client-focused financial services including life insurance, investments, and pensions retirement advice. Regulated by the FCA, they're a reliable partner in wealth management.
    1. ✔2 Financial Advisers
    2. 🪧6.2 Miles
    3. 📍Stamford
  17. 🏢

    Landmark IFA Limited

    FCA reg no.
    225538
    FCA authorised date:
    24/02/04
    Landmark IFA Limited is a FCA-regulated financial services firm in Stamford, Lincolnshire, providing expert advice on retirement planning, investments, and broader financial planning. Known for tailored strategies and client satisfaction.
    1. ✔34 Financial Advisers
    2. 🪧6.2 Miles
    3. 📍Stamford
  18. 🏢

    Terence Goddard Associates Limited

    FCA reg no.
    402117
    FCA authorised date:
    13/07/04
    Stamford-based Terence Goddard Associates Limited provides comprehensive financial planning and regulated advice, specializing in life insurance, investments, pensions retirement advice, with a client-centric approach.
    1. ✔2 Financial Advisers
    2. 🪧6.4 Miles
    3. 📍Stamford
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