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Find FCA registered Financial Advisers Near Me in Poltonhall EH18

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We have found 219 relevant financial adviser firms within 30 miles of Poltonhall EH18. Showing page 1 of 15.

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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. 🪧1.1 Miles
    3. 📍Loanhead
  3. 🏢

    Kilgour Wealth Management LTD

    FCA reg no.
    522660
    FCA authorised date:
    13/09/10
    Financial planning and wealth management firm offering holistic financial planning advice and services.
    1. ✔2 Financial Advisers
    2. ✔Min Assets: £250,000
    3. 🪧32.2 Miles
    4. 📍Loanhead
  4. 🏢

    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. 🪧1 Miles
    3. 📍Bonnyrigg
  5. 🏢

    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. 🪧1.5 Miles
    3. 📍Loanhead
  6. 🏢

    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. 🪧1.5 Miles
    3. 📍Midlothian
  7. 🏢

    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. 🪧2 Miles
    3. 📍Dalkeith
  8. 🏢

    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. 🪧2.4 Miles
    3. 📍Edinburgh
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  10. 🏢

    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. 🪧2.4 Miles
    3. 📍Edinburgh
  11. 🏢

    Renton Wealth Management LTD

    FCA reg no.
    994861
    FCA authorised date:
    16/04/23
    2plan Wealth Management is a FCA-regulated firm in Dalkeith offering expert financial guidance in pensions, investments, and comprehensive planning. They provide personalised strategies suited to clients' unique needs and goals.
    1. ✔1 Financial Adviser
    2. 🪧3.2 Miles
    3. 📍Dalkeith
  12. 🏢

    Keith Roseburgh Financial Limited

    FCA reg no.
    941299
    FCA authorised date:
    17/12/20
    Keith Roseburgh Financial Limited is a Dalkeith-based firm providing expert financial services including life and investment planning, pension advice, and comprehensive financial planning, tailored to each client's needs.
    1. ✔1 Financial Adviser
    2. 🪧3.4 Miles
    3. 📍Dalkeith
  13. 🏢

    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. 🪧3.8 Miles
    3. 📍Edinburgh
  14. 🏢

    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. 🪧3.9 Miles
    3. 📍Edinburgh
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  16. 🏢

    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. 🪧3.9 Miles
    4. 📍Edinburgh
  17. 🏢

    Steven John O'Neill

    FCA reg no.
    997666
    FCA authorised date:
    15/05/24
    Edinburgh-based SBC Financial offers regulated, client-focused financial services including life and investment planning and pensions retirement advice, aiding individuals and families in their financial journey.
    1. ✔2 Financial Advisers
    2. ✔2 Mortgage Brokers
    3. 🪧4.6 Miles
    4. 📍Edinburgh
  18. 🏢

    Adrian Hanger

    FCA reg no.
    723436
    FCA authorised date:
    27/10/15
    Adrian Hanger is a renowned Edinburgh-based firm offering personalised, regulated financial planning services, specialising in life and investments, pensions retirement advice, and final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧4.8 Miles
    3. 📍Edinburgh
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