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Find FCA registered Financial Advisers Near Me in Southwold


We have found 152 relevant financial adviser firms within 30 miles of Southwold. Showing page 1 of 11.

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  2. 🏢

    Anglian Wealth

    FCA reg no.
    499227
    FCA authorised date:
    08/04/09
    We provide financial adviser and wealth management services in East Anglia that are personalised to meet your needs, without confusing jargon. Whether you are an individual or a business, our specialist team guides you through the process and provides recommendations that empower you to make i... read full company profile
    1. ✔5 Financial Advisers
    2. ✔Min Pension Savings: £20,000
    3. ✔Min Assets: £20,000
    4. 🪧28.4 Miles
    5. 📍Norwich
  3. 🏢

    Family Finance Centre Group LTD

    FCA reg no.
    708406
    FCA authorised date:
    11/12/15
    The Family Finance Centre Group Ltd, based in Suffolk, offers regulated, client-focused financial planning and advice services across key areas such as life investments and pensions. They serve surrounding counties beyond Beccles.
    1. ✔1 Financial Adviser
    2. ✔2 Mortgage Brokers
    3. 🪧7.2 Miles
    4. 📍Beccles
  4. 🏢

    Christopher May

    FCA reg no.
    822803
    FCA authorised date:
    10/10/18
    Christopher May, a FCA-regulated financial planning firm based in Halesworth, Suffolk offers reliable services including life investments, pensions, and retirement advice with a personalized, client-focused approach.
    1. ✔1 Financial Adviser
    2. 🪧7.6 Miles
    3. 📍Halesworth
  5. 🏢

    East Point Wealth Management Limited

    FCA reg no.
    709746
    FCA authorised date:
    09/07/15
    East Point Wealth Management, a trusted financial planning firm based in Suffolk, specializes in life and investments, pensions retirement advice, and final salary pension transfers, offering tailored, FCA regulated advice.
    1. ✔1 Financial Adviser
    2. 🪧8.4 Miles
    3. 📍Beccles
  6. 🏢

    Waveney Valley Wealth Management Limited

    FCA reg no.
    709750
    FCA authorised date:
    09/07/15
    Waveney Valley Wealth Management Limited, an FCA registered firm in Suffolk, provides regulated financial planning and advice specializing in life investments, pensions, and comprehensive financial planning for the Waveney Valley region.
    1. ✔1 Financial Adviser
    2. 🪧8.4 Miles
    3. 📍Beccles
  7. 🏢

    Parklands Financial Advisers LTD

    FCA reg no.
    710277
    FCA authorised date:
    01/02/16
    Parklands Financial Advisers Ltd in Lowestoft, Suffolk, offers trusted financial planning services in life, investments, retirement, and pensions, with a focus on individual goals. Registered under FCA number 710277.
    1. ✔3 Financial Advisers
    2. 🪧8.5 Miles
    3. 📍Lowestoft
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  9. 🏢

    Francis Wealth Management LTD

    FCA reg no.
    569218
    FCA authorised date:
    18/11/11
    Francis Wealth Management Ltd is a well-established, FCA-regulated financial planning firm in Leiston, known for comprehensive life and investment advice with a specialization in pension retirement.
    1. ✔1 Financial Adviser
    2. 🪧9.1 Miles
    3. 📍Leiston
  10. 🏢

    Charles Jones Wealth Management LTD

    FCA reg no.
    814862
    FCA authorised date:
    26/07/18
    Charles Jones Wealth Management Ltd is a reputable, FCA-regulated financial services firm in Beccles, Suffolk, offering expert advice on life investments, pensions, retirement, and comprehensive financial planning.
    1. ✔2 Financial Advisers
    2. 🪧10.1 Miles
    3. 📍Beccles
  11. 🏢

    Friday Financial Services LTD

    FCA reg no.
    922767
    FCA authorised date:
    01/06/23
    Friday Financial Services Ltd offers astute financial planning and regulated advice, specializing in life investments, pensions, retirement advice and final salary pension transfers in Suffolk's heart.
    1. ✔1 Financial Adviser
    2. 🪧10.3 Miles
    3. 📍Lowestoft
  12. 🏢

    Adam Bagley Financial Planning LTD

    FCA reg no.
    951657
    FCA authorised date:
    13/02/25
    Adam Bagley Financial Planning Ltd is a Suffolk-based firm offering expert advice on life investments, pension retirement, and final salary pension transfers, providing tailored services with integrity and transparency.
    1. ✔1 Financial Adviser
    2. 🪧10.3 Miles
    3. 📍Lowestoft
  13. 🏢

    Norfolk & Suffolk Financial Services Limited

    FCA reg no.
    115187
    FCA authorised date:
    01/12/01
    Norfolk & Suffolk Financial Services Limited is a FCA regulated firm offering expert financial planning and advice in Lowestoft, specializing in investment management, pension retirement advice and more.
    1. ✔3 Financial Advisers
    2. 🪧10.7 Miles
    3. 📍Suffolk
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  15. 🏢

    Stuart Chase Financial Planning LTD

    FCA reg no.
    724344
    FCA authorised date:
    03/11/15
    Stuart Chase Financial Planning Ltd is a leading FCA-registered financial services firm in Lowestoft, Suffolk, providing comprehensive financial advice, including investments, pensions, and insurance, for individuals and businesses.
    1. ✔2 Financial Advisers
    2. 🪧11 Miles
    3. 📍Lowestoft
  16. 🏢

    Simon Hill

    FCA reg no.
    536981
    FCA authorised date:
    02/12/10
    UK-based Simon Hill is a reputable financial planning firm, recognised by FCA (536981), offering compliant services including life and investment planning, retirement advice, and final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧11.2 Miles
    3. 📍Saxmundham
  17. 🏢

    Woodside Financial Planning LTD

    FCA reg no.
    918191
    FCA authorised date:
    12/12/19
    Woodside Financial Planning Ltd offers regulated, personalized financial services, including insurance, investments, pensions advice, and strategic planning. Being FCA-registered, they serve families and businesses in Lowestoft Suffolk with precision and professionalism.
    1. ✔1 Financial Adviser
    2. 🪧11.5 Miles
    3. 📍Lowestoft
  18. 🏢

    Philip Nunn Wealth Solutions LTD

    FCA reg no.
    807574
    FCA authorised date:
    26/04/18
    Philip Nunn Wealth Solutions Ltd is a renowned, FCA-regulated financial firm in Lowestoft, Suffolk. They specialize in life investments, pension advice, and holistic financial planning, offering customer-focused services across East Anglia.
    1. ✔1 Financial Adviser
    2. 🪧11.8 Miles
    3. 📍Lowestoft
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