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Find FCA registered Financial Advisers Near Me in Roundthorn M23

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We have found 796 relevant financial adviser firms within 30 miles of Roundthorn M23. Showing page 1 of 54.

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  2. 👤

    Mark Galligan

    MGT Financial Planning Ltd
    FCA reg no.
    MGG01039
    FCA authorised date:
    17/06/21
    Advanced Qualification: CII - Chartered Financial Planner PFS - Member by Certificate CII - Associate of the Personal Finance Society (APFS)
    1. ✔Min Pension Savings: £200,000
    2. ✔Min Assets: £200,000
    3. 🪧2.3 Miles
    4. 📍Manchester
  3. 🏢

    MGT Financial Planning LTD

    FCA reg no.
    953054
    FCA authorised date:
    17/06/21
    Guiding you and your family towards your goals Independent financial advice, delivered with integrity. We help private and corporate clients plan their route to success.
    1. ✔1 Financial Adviser
    2. ✔Min Pension Savings: £200,000
    3. ✔Min Assets: £200,000
    4. 🪧2.3 Miles
    5. 📍Manchester
  4. 🏢

    Mosaac

    FCA reg no.
    581080
    FCA authorised date:
    15/06/12
    We’re a team of dedicated financial planners, passionate about delivering personalised advice tailored to your unique needs. With specialists in every area of financial planning—from retirement and investment strategies to estate planning, business owner support, protection planning, and mortgag... read full company profile
    1. ✔10 Financial Advisers
    2. ✔7 Mortgage Brokers
    3. ✔Min Pension Savings: £80,000
    4. ✔Min Assets: £100,000
    5. 🪧37.3 Miles
    6. 📍Barnsley
  5. 👤

    Tom Buck

    Calder Financial Ltd
    FCA reg no.
    TEB00011
    FCA authorised date:
    17/01/22
    SOLLA (Society of Later Life Advisors Accredited) Level 4 Financial Planning Certification
    1. ✔Min Pension Savings: £50,000
    2. ✔Min Assets: £50,000
    3. 🪧47.9 Miles
    4. 📍Hilton
  6. 🏢

    Calder Financial LTD

    FCA reg no.
    586897
    FCA authorised date:
    17/01/22
    We work closely with clients from family owned businesses, entreprenuers and new business starts ups, and families who want to grow their wealth, manage it and then protect it as a lasting legacy for generations to come. As independent advisors we work closely to create plans that allow our clients... read full company profile
    1. ✔1 Financial Adviser
    2. ✔Min Pension Savings: £50,000
    3. ✔Min Assets: £50,000
    4. 🪧47.9 Miles
    5. 📍Hilton
  7. 🏢

    RAE Financial Advisory Services LTD

    FCA reg no.
    1003156
    FCA authorised date:
    27/10/23
    RAE Financial Advisory Services LTD, based in Manchester, offers expert financial advice on pensions, retirement planning, and investments. Regulated by the FCA, they ensure personalized planning for secure financial futures.
    1. ✔1 Financial Adviser
    2. 🪧1.7 Miles
    3. 📍Manchester
  8. 🏢

    Foundation Investment Management Limited

    FCA reg no.
    612117
    FCA authorised date:
    14/11/14
    Greystone Wealth Management in Greater Manchester offers financial advice and services, specialising in wealth management, life insurance, investments, pensions and retirement advice. They offer tailored, FCA regulated solutions to secure your financial future.
    1. ✔2 Financial Advisers
    2. 🪧1.8 Miles
    3. 📍Altrincham
  9. 🏢

    Connectus Wealth Management Limited

    FCA reg no.
    940624
    FCA authorised date:
    09/12/20
    Connectus Wealth Management offers client-focused financial services including wealth management, investments, and retirement planning from their base in Greater Manchester, specialising in final salary pension transfers.
    1. ✔2 Financial Advisers
    2. 🪧1.8 Miles
    3. 📍Altrincham
  10. 🏢

    Hillyer McKeown Financial Services LLP

    FCA reg no.
    531084
    FCA authorised date:
    06/09/10
    Greystone Financial Services is a regulated financial planning company based in Greater Manchester, offering expert advice on life investments, pensions and final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧1.8 Miles
    3. 📍Altrincham
  11. 🏢

    Greystone Financial Services Limited

    FCA reg no.
    154622
    FCA authorised date:
    01/12/01
    Greystone Financial Services, based in Altrincham, Greater Manchester, offers tailored financial planning and regulated advice across life, investment, and pension solutions, earning a strong reputation in the region.
    1. ✔12 Financial Advisers
    2. 🪧1.8 Miles
    3. 📍Altrincham
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  13. 🏢

    HLB Financial Services Limited

    FCA reg no.
    207576
    FCA authorised date:
    07/12/01
    Greystone Financial Services, based in Greater Manchester, provides expert, regulated financial planning advice, specialising in life-investments and pension strategies. Known for transparency and crafting tailored solutions, they service a wide regional area.
    1. ✔7 Financial Advisers
    2. 🪧1.8 Miles
    3. 📍Altrincham
  14. 🏢

    MDC Financial Planning Limited

    FCA reg no.
    934745
    FCA authorised date:
    23/09/20
    FCA-regulated MDC Financial Planning Limited offers expert, tailored financial advice in Greater Manchester. With deep industry knowledge and dedication, they assist with life investments, pension planning, and overall wealth management.
    1. ✔1 Financial Adviser
    2. 🪧1.8 Miles
    3. 📍Altrincham
  15. 🏢

    Profectus Financial Planning Limited

    FCA reg no.
    1027599
    FCA authorised date:
    07/03/25
    Located near Sale in Greater Manchester, Profectus Financial Planning Limited offers personalized, strategic financial advice. They specialize in life investments, pensions retirement advice and overall financial planning. Regulated by the FCA under number 1027599.
    1. ✔1 Financial Adviser
    2. 🪧1.8 Miles
    3. 📍Sale
  16. 🏢

    Samuel Dolphin

    FCA reg no.
    214388
    FCA authorised date:
    29/07/15
    Based in Sale, Greater Manchester, Samuel Dolphin is a reputed financial firm offering reliable services like life investments and pensions. They specialize in custom financial planning, retirement advice, and final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧1.8 Miles
    3. 📍Sale
  17. 🏢

    Broadoak Financial Planning LTD

    FCA reg no.
    928771
    FCA authorised date:
    23/12/20
    1. ✔3 Financial Advisers
    2. 🪧1.9 Miles
    3. 📍Sale
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