Find FCA registered Financial Advisers Near Me in Roose LA13
We have found 79 relevant financial adviser firms within 30 miles of Roose LA13. Showing page 3 of 6.
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Bridges and Co Financial Advisers (lancaster) LTD
- FCA reg no.
- 1019121
- FCA authorised date:
- 27/09/24
Bridges and Co Financial Advisers offer robust financial planning services in Lancaster, specialising in retirement advice, pension transfers, and life investments. Known for their client-focused approach and dependable advice.- ✔2 Financial Advisers
- 🪧19.2 Miles
- 📍Lancaster
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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.- ✔3 Financial Advisers
- 🪧19.2 Miles
- 📍Kendal
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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.- ✔3 Financial Advisers
- 🪧19.4 Miles
- 📍Kendal
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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.- ✔2 Financial Advisers
- 🪧19.5 Miles
- 📍Blackpool
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Butterworths Asset Management LLP
- FCA reg no.
- 931450
- FCA authorised date:
- 07/07/21
Butterworths Asset Management LLP, based in Cumbria, is a trusted FCA-regulated firm specializing in comprehensive financial solutions, including investment guidance, insurance options, and pension retirement advice. Known for their robust financial acumen, they serve both individual and business cl... read full company profile- ✔1 Financial Adviser
- 🪧19.7 Miles
- 📍Carnforth
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Ian Buckley
- FCA reg no.
- 501953
- FCA authorised date:
- 10/07/09
Regulated by the FCA, Ian Buckley offers expert financial planning in Cumbria, specialising in retirement planning, investments and financial guidance, with a client-focused, tailored approach.- ✔1 Financial Adviser
- 🪧19.7 Miles
- 📍Carnforth
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Craig Broadbent
- FCA reg no.
- 959313
- FCA authorised date:
- 29/09/21
Craig Broadbent is a highly reputed, FCA-regulated financial firm in Forton, offering expert life and investment planning, pension advice, and comprehensive financial solutions to clients across Lancashire.- ✔1 Financial Adviser
- 🪧19.8 Miles
- 📍Preston
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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.- ✔2 Financial Advisers
- 🪧20.1 Miles
- 📍Poulton Le Fylde
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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.- ✔5 Financial Advisers
- 🪧20.1 Miles
- 📍Poulton Le Fylde
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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.- ✔5 Financial Advisers
- 🪧20.7 Miles
- 📍Poulton Le Fylde
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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 Financial Adviser
- 🪧20.7 Miles
- 📍Poulton Le Fylde
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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.- ✔5 Financial Advisers
- 🪧20.7 Miles
- 📍Poulton Le Fylde
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Lawton & Taylor Financial Services Limited
- FCA reg no.
- 231580
- FCA authorised date:
- 30/07/04
Lawton & Taylor Financial Services, based in Blackpool, is a client-centric firm specialising in life investments and pensions retirement. Regulated by FCA, they serve Lancashire and nearby regions with comprehensive financial planning.- ✔5 Financial Advisers
- 🪧21.2 Miles
- 📍Blackpool
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The Mortgage Shop
- FCA reg no.
- 216478
- FCA authorised date:
- 31/05/05
The Mortgage Shop in Blackpool offers robust financial planning services, including life and investment strategies, pension advice, and final salary pension transfers. They provide professional, tailored, and accessible advice.- ✔2 Financial Advisers
- ✔1 Mortgage Broker
- 🪧21.2 Miles
- 📍Blackpool
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VEITCH FINANCIAL PLANNING LTD
- FCA reg no.
- 939372
- FCA authorised date:
- 25/11/20
FCA regulated firm Veitch Financial Planning Ltd offers expert advice in life investments, pensions retirement, and financial planning. They specialize in final salary pension transfers, offering personalized services in Blackpool and beyond.- ✔2 Financial Advisers
- 🪧21.4 Miles
- 📍Blackpool
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