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Find FCA registered Financial Advisers Near Me in Portobello EH15

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We have found 215 relevant financial adviser firms within 30 miles of Portobello EH15. 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. 🪧5.2 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. 🪧34.4 Miles
    4. 📍Loanhead
  4. 🏢

    CLARITY INDEPENDENT FINANCIAL ADVISERS LIMITED

    FCA reg no.
    453293
    FCA authorised date:
    01/11/06
    Edinburgh-based 4. Clarity Independent Financial Advisers offer client-focused, tailored financial advice, including pensions, investments and retirement planning throughout Edinburgh. They specialize in assisting local families and first-time buyers.
    1. ✔7 Financial Advisers
    2. 🪧0.9 Miles
    3. 📍Edinburgh
  5. 🏢

    Clarity Independent Wealth Management Limited

    FCA reg no.
    921536
    FCA authorised date:
    01/02/21
    Clarity Independent Wealth Management, located in Edinburgh, offers comprehensive financial services including life & investments, pensions retirement advice, and strategic planning. Renowned for their regulated, reliable, and tailored approach to wealth management.
    1. ✔7 Financial Advisers
    2. 🪧0.9 Miles
    3. 📍Edinburgh
  6. 🏢

    Sunflower Financial Planning LTD

    FCA reg no.
    822133
    FCA authorised date:
    02/10/18
    Sunflower Financial Planning Ltd, based in Edinburgh, offers a comprehensive range of licensed financial services. They specialize in life insurance, investments, and pension planning with a client-focused approach.
    1. ✔1 Financial Adviser
    2. 🪧1 Miles
    3. 📍Edinburgh
  7. 🏢

    MCM Financial Limited

    FCA reg no.
    706248
    FCA authorised date:
    13/08/15
    At McM Financial we offer bespoke independent financial planning to our existing and new clients. This is based on individual goals and their future aspirations. Initial consultations are completely free of charge.
    1. ✔1 Financial Adviser
    2. 🪧1 Miles
    3. 📍Edinburgh
  8. 🏢

    Keenan Wealth Management LTD

    FCA reg no.
    842100
    FCA authorised date:
    15/05/19
    Keenan Wealth Management Ltd, based in Edinburgh, is an FCA-regulated financial planning firm offering a variety of services including investment planning, retirement advice and pension transfers. Known for its professional, client-centric approach.
    1. ✔1 Financial Adviser
    2. 🪧1.8 Miles
    3. 📍Edinburgh
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  10. 🏢

    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. 🪧2.3 Miles
    4. 📍Edinburgh
  11. 🏢

    OLIVER ASSET MANAGEMENT LIMITED

    FCA reg no.
    760922
    FCA authorised date:
    13/02/17
    Oliver Asset Management Ltd, an esteemed financial firm in Musselburgh near Edinburgh, offers comprehensive financial planning including insurance, investments and pensions, priding itself on client-oriented service.
    1. ✔2 Financial Advisers
    2. 🪧2.4 Miles
    3. 📍Musselburgh
  12. 🏢

    Global Advice Group LTD

    FCA reg no.
    821203
    FCA authorised date:
    07/05/19
    Global Advice Group Ltd is a reputable, FCA registered financial firm based in Musselburgh, specialising in financial planning, life insurance, and pension retirement advice.
    1. ✔2 Financial Advisers
    2. 🪧2.4 Miles
    3. 📍Musselburgh
  13. 🏢

    Sunlaw Financial Planning LTD

    FCA reg no.
    1015874
    FCA authorised date:
    17/01/25
    Sunlaw Financial Planning Ltd in Musselburgh offers expert, FCA-regulated financial services including life insurance advice, investments, pensions, and retirement planning. Known for reliable, tailored solutions for businesses and individuals.
    1. ✔1 Financial Adviser
    2. 🪧2.4 Miles
    3. 📍Musselburgh
  14. 🏢

    SCOTIA WEALTH MANAGEMENT LTD.

    FCA reg no.
    606279
    FCA authorised date:
    04/11/13
    Edinburgh-based Scotia Wealth Management Ltd specializes in reliable financial advice, covering life insurance, investments, and pensions. Renowned for their expertise in final salary pension transfers, they prioritize client needs and precision.
    1. ✔6 Financial Advisers
    2. 🪧2.4 Miles
    3. 📍Edinburgh
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  16. 🏢

    Dixon Financial LTD

    FCA reg no.
    952518
    FCA authorised date:
    08/06/21
    Specialising in financial planning, Dixon Financial Ltd offers personalised, FCA-regulated services across Scotland from their Edinburgh base. Known for their tailored approach, they manage complex portfolios and guide finance beginners alike.
    1. ✔1 Financial Adviser
    2. 🪧2.4 Miles
    3. 📍Edinburgh
  17. 🏢

    Strathmore Wealth Management LTD

    FCA reg no.
    1044713
    FCA authorised date:
    30/11/25
    M&G plc is a regulated financial firm, specializing in comprehensive financial planning including life, investments, and pensions. Based in Edinburgh, the firm offers customized solutions to individuals and businesses across Scotland.
    1. ✔1 Financial Adviser
    2. 🪧2.4 Miles
    3. 📍Edinburgh
  18. 🏢

    DSMA LTD

    FCA reg no.
    795384
    FCA authorised date:
    01/05/18
    Edinburgh-based Leith Mortgage Centre is a regulated provider of financial planning services, offering bespoke advice on life and investments, pensions retirement, and more to secure clients' future. FCA approved (795384).
    1. ✔1 Financial Adviser
    2. ✔4 Mortgage Brokers
    3. 🪧2.5 Miles
    4. 📍Edinburgh
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