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Find FCA registered Financial Advisers Near Me in Primrose LA1


We have found 200 relevant financial adviser firms within 30 miles of Primrose LA1. Showing page 3 of 14.

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  2. 🏢

    RDBIFS LTD

    FCA reg no.
    771172
    FCA authorised date:
    03/07/17
    RDBIFS Ltd, based in Kendal, Cumbria, offers bespoke financial services including investment and retirement planning. Accredited by the FCA, they provide trusted, regulated advice to clients across Cumbria.
    1. ✔3 Financial Advisers
    2. 🪧15 Miles
    3. 📍Kendal
  3. 🏢

    BECKETTS F S LTD

    FCA reg no.
    409051
    FCA authorised date:
    17/01/05
    Becketts F.S. Ltd is a regulated financial services firm in Lancashire, offering tailored advice on life investments and retirement planning to ensure future financial stability.
    1. ✔5 Financial Advisers
    2. 🪧15.3 Miles
    3. 📍Poulton Le Fylde
  4. 🏢

    BREE WEALTH & TAX MANAGEMENT LTD

    FCA reg no.
    624318
    FCA authorised date:
    29/05/14
    FCA-regulated Bree Wealth & Tax Management Ltd offers tailored financial planning, regulated advice, and comprehensive wealth management services, delivering transparency and integrity in their client-focused approach.
    1. ✔1 Financial Adviser
    2. 🪧15.3 Miles
    3. 📍Poulton Le Fylde
  5. 🏢

    Becketts Connect

    FCA reg no.
    624240
    FCA authorised date:
    28/05/14
    Becketts Connect, based in Poulton le Fylde, is a trusted financial firm specialising in life investments, pensions, and comprehensive financial planning, known for its client-focused approach and professional service.
    1. ✔5 Financial Advisers
    2. 🪧15.3 Miles
    3. 📍Poulton Le Fylde
  6. 🏢

    Fernleigh Wearden & Company LTD

    FCA reg no.
    929372
    FCA authorised date:
    02/11/20
    Fernleigh Wearden & Company Ltd is a reliable, FCA-regulated financial planning firm in Goosnargh, Preston, offering personalized life, investments, and pension retirement advice across Lancashire.
    1. ✔3 Financial Advisers
    2. 🪧15.5 Miles
    3. 📍Preston
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  8. 🏢

    Appletree Financial Solutions Limited

    FCA reg no.
    191182
    FCA authorised date:
    31/05/05
    Appletree Financial Solutions Limited, based in Lancashire, provides expert advice on investments, pension retirement planning, and financial planning. Regulated by FCA, it serves clients across Greater Manchester and surrounding counties.
    1. ✔5 Financial Advisers
    2. 🪧15.6 Miles
    3. 📍Poulton Le Fylde
  9. 🏢

    Quintessential Wealth Management Limited

    FCA reg no.
    799117
    FCA authorised date:
    22/01/18
    Quintessential Wealth Management Limited, based in Kendal, offers tailored financial planning and pension advice. Specialising in final salary pension transfers, they provide FCA-approved, regulated services throughout Cumbria.
    1. ✔3 Financial Advisers
    2. 🪧15.7 Miles
    3. 📍Kendal
  10. 🏢

    Waterford Investments

    FCA reg no.
    138276
    FCA authorised date:
    01/12/01
    Waterford Investments, a FCA regulated firm, offers comprehensive financial services including life and investments planning and pensions retirement advice across the Greater Manchester region and beyond.
    1. ✔2 Financial Advisers
    2. 🪧15.7 Miles
    3. 📍Poulton Le Fylde
  11. 🏢

    I F S (SP) Limited

    FCA reg no.
    449235
    FCA authorised date:
    18/04/06
    Independent Financial Solutions, based in Lancashire, is a respected FCA-regulated firm providing comprehensive financial planning services including investments, pensions and retirement, life and financial planning.
    1. ✔1 Financial Adviser
    2. 🪧16 Miles
    3. 📍Preston
  12. 🏢

    Winders Wealth Management Limited

    FCA reg no.
    197136
    FCA authorised date:
    01/12/01
    FCA registered Winders Wealth Management Ltd, located in Ulverston, Cumbria, provides comprehensive financial services, retirement advice, and client-focused financial planning. It offers bespoke solutions with a commitment to integrity and professionalism.
    1. ✔2 Financial Advisers
    2. 🪧16.1 Miles
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  14. 🏢

    Home & Finance IFA Limited

    FCA reg no.
    135250
    FCA authorised date:
    01/12/01
    Home & Finance IFA Limited offers regulated financial advice, including insurance, investments and pensions retirement planning. Serving Greater Manchester from Ulverston, Cumbria, they're recognized for personalized service and expertise.
    1. ✔3 Financial Advisers
    2. ✔2 Mortgage Brokers
    3. 🪧16.2 Miles
    4. 📍Ulverston
  15. 🏢

    Steven Martin & Associates LTD

    FCA reg no.
    449592
    FCA authorised date:
    03/07/06
    Steven Martin & Associates Ltd is a reputable FCA-regulated financial firm in Ulverston, Cumbria, offering professional advice on insurance, investments, pensions, and financial planning to clients of varying financial ability.
    1. ✔3 Financial Advisers
    2. 🪧16.2 Miles
    3. 📍Ulverston
  16. 🏢

    Harwood Financial Planning Limited

    FCA reg no.
    809192
    FCA authorised date:
    03/12/18
    Based in Cumbria, Harwood Financial Planning is a FCA-regulated firm recognized for their unique approach to life investments, pensions retirement advice, and holistic financial planning, providing tailored and regulated advice.
    1. ✔2 Financial Advisers
    2. 🪧16.3 Miles
    3. 📍Ulverston
  17. 🏢

    R & H Financial Planning Limited

    FCA reg no.
    768378
    FCA authorised date:
    01/01/17
    Rowlands & Hames is a leading FCA-regulated financial advice firm in Blackpool, offering expert guidance in life and investments, pensions retirement advice, and comprehensive financial planning.
    1. ✔2 Financial Advisers
    2. 🪧16.3 Miles
    3. 📍Blackpool
  18. 🏢

    Lighthouse Financial Planning LTD

    FCA reg no.
    779098
    FCA authorised date:
    15/08/17
    Lighthouse Financial Planning Ltd is a FCA-regulated advisory firm based in Ulverston, offering bespoke financial services including investments, pensions, and retirement planning to clients in Greater Manchester and beyond.
    1. ✔2 Financial Advisers
    2. 🪧16.3 Miles
    3. 📍Ulverston
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