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Find FCA registered Financial Advisers Near Me in Penrith


We have found 35 relevant financial adviser firms within 30 miles of Penrith. Showing page 1 of 3.

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  2. 🏢

    LEAP Financial Planning LTD

    FCA reg no.
    1045476
    FCA authorised date:
    14/11/25
    LEAP Financial Planning Ltd is a Cumbria-based, FCA-regulated firm offering comprehensive financial services. They are dedicated to creating custom solutions for individual financial needs and futures.
    1. ✔1 Financial Adviser
    2. 🪧2.7 Miles
    3. 📍Penrith
  3. 🏢

    Hather Financial Services Limited

    FCA reg no.
    924826
    FCA authorised date:
    01/10/20
    Hather Financial Services Limited offers expert financial advice and planning in areas such as investments and retirement, specializing in creating tailored strategies for individuals. Based in Cumbria, they're FCA regulated.
    1. ✔1 Financial Adviser
    2. ✔2 Mortgage Brokers
    3. 🪧6.2 Miles
    4. 📍Cumbria
  4. 🏢

    INTEGER FINANCIAL MANAGEMENT LIMITED

    FCA reg no.
    431522
    FCA authorised date:
    31/05/05
    FCA regulated Integer Financial Management Limited is a renowned financial firm in Carlisle, specialising in life investments, pensions retirement advice and final salary pension transfers, committed to ensuring stable financial futures.
    1. ✔1 Financial Adviser
    2. 🪧11.3 Miles
    3. 📍Carlisle
  5. 🏢

    Matthew Slessor Wealth Management Limited

    FCA reg no.
    989551
    FCA authorised date:
    06/01/23
    Matthew Slessor Wealth Management Limited, a reputable Carlisle-based financial firm, specialises in personalised financial planning services. They offer investment expertise, providing secure futures for clients with high standards of integrity and professionalism.
    1. ✔2 Financial Advisers
    2. 🪧15.3 Miles
    3. 📍Carlisle
  6. 🏢

    JPC Financial Management LTD

    FCA reg no.
    576849
    FCA authorised date:
    08/03/12
    JPC Financial Management Ltd, located in Brampton, Cumbria, offers expert financial advice and services. Specialising in life, investments and pensions planning, they provide personalised, regulated financial advice tailored to individual circumstances.
    1. ✔1 Financial Adviser
    2. 🪧15.3 Miles
    3. 📍Brampton
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  8. 🏢

    Rachael Bell

    FCA reg no.
    655828
    FCA authorised date:
    26/11/14
    Rachael Bell, a respected financial services firm based in Carlisle, GB, specializes in life investments, pensions retirement advice, and final salary pension transfers. Regulated by the FCA, they offer tailored, professional financial guidance.
    1. ✔2 Financial Advisers
    2. 🪧15.5 Miles
    3. 📍Carlisle
  9. 🏢

    David Allen Financial Services (dalston) Limited

    FCA reg no.
    506138
    FCA authorised date:
    09/11/09
    David Allen Financial Services (Dalston) Ltd is a renowned FCA-registered financial service provider in Carlisle, offering expert regulated planning, investment, pensions advice and funeral plans. The firm prioritizes customer-focused solutions for informed decision-making.
    1. ✔5 Financial Advisers
    2. ✔3 Mortgage Brokers
    3. 🪧15.7 Miles
    4. 📍Carlisle
  10. 🏢

    DW 2020 Limited

    FCA reg no.
    921450
    FCA authorised date:
    11/12/20
    Dodd Wealthcare, based in Carlisle, Cumbria, is a FCA-regulated financial planning specialist offering bespoke advice on life insurance, investments, and pensions. Dependable, they deliver outcome-centric solutions in the region.
    1. ✔5 Financial Advisers
    2. 🪧16.6 Miles
    3. 📍Carlisle
  11. 🏢

    ARC EDEN LIMITED

    FCA reg no.
    419666
    FCA authorised date:
    03/02/05
    Arc Eden Ltd is a seasoned FCA-regulated financial firm located in Carlisle, specialising in life investments, retirement advice, and comprehensive financial planning, and committed to securing clients' financially stable futures.
    1. ✔2 Financial Advisers
    2. 🪧16.6 Miles
    3. 📍Carlisle
  12. 🏢

    Armstrong Watson Financial Planning Limited

    FCA reg no.
    542122
    FCA authorised date:
    16/08/11
    Armstrong Watson provides tailored financial services including life and investment advice, retirement planning and comprehensive financial planning. They are client-focused, FCA regulated and serve the Greater Manchester area.
    1. ✔25 Financial Advisers
    2. 🪧16.7 Miles
    3. 📍Carlisle
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  14. 🏢

    David Malin Financial Advice LTD

    FCA reg no.
    1015617
    FCA authorised date:
    15/06/24
    David Malin Financial Advice Ltd, based in Carlisle, Cumbria, provides reliable and regulated financial services such as retirement pensions advice, investments planning and more, with integrity and expertise.
    1. ✔1 Financial Adviser
    2. 🪧17.1 Miles
    3. 📍Carlisle
  15. 🏢

    Stan Sherlock Associates Limited

    FCA reg no.
    216385
    FCA authorised date:
    31/05/05
    Stan Sherlock Associates Ltd, based in Carlisle, provides trustworthy, FCA-regulated financial services, specializing in life investments and retirement planning, with a tailored approach to pension transfers.
    1. ✔2 Financial Advisers
    2. 🪧17.2 Miles
  16. 🏢

    CMD Financial Solutions LTD

    FCA reg no.
    538333
    FCA authorised date:
    24/06/11
    CMD Financial Solutions Ltd is an FCA regulated financial advisor in Carlisle, specialising in life insurance, pensions, investments, and tailored financial planning solutions.
    1. ✔4 Financial Advisers
    2. 🪧17.3 Miles
    3. 📍Carlisle
  17. 🏢

    SGW Wealth Management LTD

    FCA reg no.
    931393
    FCA authorised date:
    14/12/20
    SGW Wealth Management Ltd, regulated by FCA, provides personalized financial services including life insurance, investment, and retirement planning for individuals, families, and businesses in and around Cumbria.
    1. ✔1 Financial Adviser
    2. 🪧17.7 Miles
    3. 📍Cumbria
  18. 🏢

    Nadia Enver

    FCA reg no.
    1021787
    FCA authorised date:
    28/11/24
    Nadia Enver, a renowned financial firm in Carlisle, provides expert advice on life investments, pensions, and comprehensive financial planning. Known for its approachable service, it empowers clients to make informed financial decisions.
    1. ✔1 Financial Adviser
    2. 🪧18.3 Miles
    3. 📍Carlisle
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