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Find FCA registered Financial Advisers Near Me in Penicuik

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We have found 228 relevant financial adviser firms within 30 miles of Penicuik. Showing page 1 of 16.

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  2. 👤

    Daniel Galbraith

    Kilgour Wealth Management Ltd
    FCA reg no.
    DXG14538
    FCA authorised date:
    13/09/10
    Chartered Financial Planner Advanced DipFA Chartered ALIBF Level 6 Diploma in Advanced Financial Advice (Adv DipFA) Certificate in Long Term Care and Later Life Planning (CertLTCP) Level 6 Award in Pension Transfers (PETR) Diploma for Financial Advisers (DipFA) Adhere to the London Institute o... read full individual profile
    1. ✔Min Assets: £250,000
    2. 🪧4.3 Miles
    3. 📍Loanhead
  3. 🏢

    Torphin Financial Planning LTD

    FCA reg no.
    618460
    FCA authorised date:
    18/06/14
    Torphin Financial Planning Ltd, based in Loanhead near Edinburgh, is an FCA-regulated firm providing expert tailored financial guidance, including life investments and pensions retirement advice.
    1. ✔1 Financial Adviser
    2. 🪧3.7 Miles
    3. 📍Loanhead
  4. 🏢

    Argyll Independent LTD

    FCA reg no.
    974264
    FCA authorised date:
    26/09/22
    Argyll Independent Ltd is a respected Scotland-based financial advisory firm offering specialist retirement advice and comprehensive financial planning. Renowned for their approachability and adherence to strict FCA standards, they cater to both seasoned and newbie investors.
    1. ✔1 Financial Adviser
    2. 🪧3.7 Miles
    3. 📍Midlothian
  5. 🏢

    Strategic Wealth Solutions Limited

    FCA reg no.
    828584
    FCA authorised date:
    13/12/18
    Strategic Wealth Solutions Limited in Edinburgh offers FCA-regulated financial services including insurance, investments, pension transfers, and comprehensive planning. They prioritize personalized approach and client's success in their wealth management solutions.
    1. ✔3 Financial Advisers
    2. 🪧4.4 Miles
    3. 📍Edinburgh
  6. 🏢

    4ways Financial Solutions LLP

    FCA reg no.
    590386
    FCA authorised date:
    07/02/13
    4ways Financial Solutions LLP in Edinburgh is a top choice FCA registered firm offering tailored, holistic financial planning services, including life and investment strategies, retirement advice and pensions.
    1. ✔2 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧4.4 Miles
    4. 📍Edinburgh
  7. 🏢

    Venture Financial Services LTD

    FCA reg no.
    958446
    FCA authorised date:
    01/02/22
    Edinburgh-based Venture Financial Services Ltd is a FCA-regulated firm specializing in life and investment advising, pensions retirement advice, and comprehensive financial planning. Known for their expertise and personalized service, they are a reliable guide for financial stability.
    1. ✔2 Financial Advisers
    2. 🪧5.4 Miles
    3. 📍Edinburgh
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  9. 🏢

    Shipra Kohli

    FCA reg no.
    952573
    FCA authorised date:
    09/06/21
    Edinburgh-based financial firm, Shipra Kohli, offers comprehensive life and investment services, specialising in pension transfers, retirement advice, and financial planning. Known for its client-focused, personalised approach with a respected reputation in the region.
    1. ✔1 Financial Adviser
    2. 🪧5.5 Miles
    3. 📍Juniper Green
  10. 🏢

    PROFESSIONAL MONEY MANAGEMENT LTD.

    FCA reg no.
    628902
    FCA authorised date:
    31/10/14
    Personal Money Management is a FCA-regulated firm offering comprehensive financial planning services in West Lanark Road, Currie and surrounding areas. Specializations include life investments, final salary pension transfers, and retirement advice.
    1. ✔2 Financial Advisers
    2. 🪧5.6 Miles
    3. 📍Currie
  11. 🏢

    Guthrie Wealth Consultancy LTD

    FCA reg no.
    711373
    FCA authorised date:
    24/07/15
    Guthrie Wealth Consultancy Ltd, based near Bonnyrigg, offers reliable, regulated financial advice. Expertise includes life insurance, investment planning, pensions retirement advice, and final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧5.7 Miles
    3. 📍Bonnyrigg
  12. 🏢

    Braid Financial Planning Limited

    FCA reg no.
    1025545
    FCA authorised date:
    16/02/25
    Edinburgh-based Braid Financial Planning Ltd provides expert, FCA-regulated financial services, specializing in life investments, retirement advice, and pension transfers, committed to offering tailored, confidential advice.
    1. ✔1 Financial Adviser
    2. 🪧6.2 Miles
    3. 📍Edinburgh
  13. 🏢

    Seven Hills Financial Planning LTD

    FCA reg no.
    971966
    FCA authorised date:
    14/03/22
    Seven Hills Financial Planning Ltd, an FCA-registered firm based in Edinburgh, offers expert financial advice spanning investments, final salary pension transfers, life insurance, and retirement planning. Known for its tailored client-focused approach.
    1. ✔7 Financial Advisers
    2. 🪧6.4 Miles
    3. 📍Edinburgh
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  15. 🏢

    JMB Wealth Solutions LTD

    FCA reg no.
    779841
    FCA authorised date:
    10/10/18
    Edinburgh-based JMB Wealth Solutions Ltd is an FCA regulated firm providing top-tier advisory services including financial planning, pensions retirement advice and life investments. Known for its bespoke, client-focused approach to personalized financial solutions.
    1. ✔1 Financial Adviser
    2. 🪧6.5 Miles
    3. 📍Edinburgh
  16. 🏢

    House Of Shields Financial Advice LTD

    FCA reg no.
    823245
    FCA authorised date:
    15/10/18
    House of Shields Financial Advice Ltd is a respected Dalkeith-based financial firm serving GB clients. Specializing in life investments, pensions advice, and comprehensive financial planning, they offer tailored, regulated solutions.
    1. ✔1 Financial Adviser
    2. 🪧6.7 Miles
    3. 📍Dalkeith
  17. 🏢

    SUMMERSIDE INDEPENDENT LIMITED

    FCA reg no.
    446821
    FCA authorised date:
    19/06/06
    Summerside Independent Limited is a trusted financial advisory firm in Edinburgh, known for its regulated advice on life insurance, investments, pensions, and comprehensive financial planning.
    1. ✔2 Financial Advisers
    2. 🪧6.9 Miles
    3. 📍Edinburgh
  18. 🏢

    SUMMERSIDE INDEPENDENT LIMITED

    FCA reg no.
    446821
    FCA authorised date:
    19/06/06
    Summerside Independent Limited is a trusted financial advisory firm in Edinburgh, known for its regulated advice on life insurance, investments, pensions, and comprehensive financial planning.
    1. ✔2 Financial Advisers
    2. 🪧6.9 Miles
    3. 📍Edinburgh
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