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Find FCA registered Financial Advisers Near Me in SY9 5


We have found 89 relevant financial adviser firms within 30 miles of SY9 5. Showing page 1 of 6.

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  2. 🏢

    PHILIPPA GEE WEALTH MANAGEMENT LIMITED

    FCA reg no.
    600827
    FCA authorised date:
    01/10/13
    Philippa Gee Wealth Management in Shropshire provides personalised financial services including life insurance, retirement planning and investments. Known for their comprehensive planning and support for local families and businesses.
    1. ✔1 Financial Adviser
    2. 🪧7.4 Miles
    3. 📍Church Stretton
  3. 🏢

    Significant Financial Limited

    FCA reg no.
    952089
    FCA authorised date:
    19/11/21
    Based in Shropshire, Significant Financial Limited is a regulated financial firm specialising in expert comprehensive financial planning advice, including pensions and investments, with a commitment to client-focused solutions.
    1. ✔2 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧7.5 Miles
    4. 📍Shropshire
  4. 🏢

    Personal Asset Management Wealth Limited

    FCA reg no.
    999157
    FCA authorised date:
    05/07/23
    FCA-regulated firm Personal Asset Management Wealth Limited, based in Powys, specialises in life investments, final salary pension transfers, and retirement advice. They provide superior, personalised financial planning services to a broad client base.
    1. ✔2 Financial Advisers
    2. 🪧11.7 Miles
    3. 📍Knighton
  5. 🏢

    Morton-wilson Associates Limited

    FCA reg no.
    191667
    FCA authorised date:
    01/12/01
    Morton-Wilson Associates Limited, a trusted Shrewsbury-based firm, offers expert financial advice tailored to individual needs. Services include life and investment guidance, pensions retirement advice, and extensive financial planning. Regulated by the FCA.
    1. ✔2 Financial Advisers
    2. 🪧12.7 Miles
    3. 📍Shrewsbury
  6. 🏢

    Teresa Jane Fraser

    FCA reg no.
    595064
    FCA authorised date:
    28/01/13
    Teresa Jane Fraser is a reputable Shropshire-based financial advisory firm offering personalised, regulated financial planning services, including life investments and retirement advice, with a commitment to client security.
    1. ✔1 Financial Adviser
    2. 🪧13.4 Miles
    3. 📍Shrewsbury
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  8. 🏢

    Priceguard LTD

    FCA reg no.
    455502
    FCA authorised date:
    03/08/06
    Priceguard Ltd, located in Ludlow, Shropshire, offers reliable and client-focused financial advice, specialising in life investments, retirement pensions, and comprehensive financial planning. It is regulated by the FCA under number 455502.
    1. ✔1 Financial Adviser
    2. 🪧13.8 Miles
    3. 📍Ludlow
  9. 🏢

    Rees Astley Independent Financial Advisers Limited

    FCA reg no.
    148187
    FCA authorised date:
    01/12/01
    Rees Astley, a renowned financial planning firm in Newtown, GB, offers dedicated, client-focused services including life and investments planning, and pension advice. Regulated by the FCA, they're committed to effective financial management.
    1. ✔3 Financial Advisers
    2. 🪧14.3 Miles
    3. 📍Newtown
  10. 🏢

    Origin Wealth Management Limited

    FCA reg no.
    920175
    FCA authorised date:
    27/01/20
    Origin Wealth Management Limited is a reputable financial institution renowned for life investments, pension retirement advice, and comprehensive financial planning. It specializes in tailor-made solutions for individuals and families.
    1. ✔1 Financial Adviser
    2. 🪧14.3 Miles
    3. 📍Ludlow
  11. 🏢

    Mortimer Rose Wealth Management Limited

    FCA reg no.
    823744
    FCA authorised date:
    19/10/18
    FCA-regulated Mortimer Rose Wealth Management offers comprehensive financial planning services, including life investments and pension advice. Located in Lingen, Herefordshire, they serve locals and surrounding counties with personalised, client-focused strategies.
    1. ✔2 Financial Advisers
    2. 🪧14.3 Miles
    3. 📍Bucknell
  12. 🏢

    Fern Financial Planning Limited

    FCA reg no.
    767654
    FCA authorised date:
    15/06/17
    Fern Financial Ltd, based in Ludlow, Shropshire, is an FCA-regulated firm, offering comprehensive financial services such as life insurance, pension advice, and financial planning.
    1. ✔1 Financial Adviser
    2. 🪧14.9 Miles
    3. 📍Ludlow
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  14. 🏢

    Rice & Co Financial Management Limited

    FCA reg no.
    705085
    FCA authorised date:
    02/06/15
    Rice & Co Financial Management Limited, based in Shrewsbury, offers expert, regulated advice on life investments, pensions, and financial planning. They provide personalized service, specializing in retirement advice and final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧16.5 Miles
    3. 📍Shrewsbury
  15. 🏢

    Pi Financial LTD

    FCA reg no.
    186419
    FCA authorised date:
    01/12/01
    Pi Financial Ltd, based in Shrewsbury, provides regulated financial advice specialising in life and investment planning, pensions retirement advice, and financial planning. They are committed to delivering tailored, client-focused services.
    1. ✔41 Financial Advisers
    2. ✔10 Mortgage Brokers
    3. 🪧16.5 Miles
    4. 📍Shrewsbury
  16. 🏢

    Belvidere Financial LTD

    FCA reg no.
    787390
    FCA authorised date:
    23/08/17
    Belvidere Financial Ltd, an FCA regulated firm, offers expert advice in financial planning and regulated services, specialising in retirement planning, pension transfers and comprehensive financial planning in Shropshire.
    1. ✔1 Financial Adviser
    2. 🪧16.5 Miles
    3. 📍Shrewsbury
  17. 🏢

    2020 Financial Advice Limited

    FCA reg no.
    945644
    FCA authorised date:
    25/02/21
    Based in Shrewsbury, 2020 Financial Advice Limited is a reliable, customer-focused, FCA-regulated company specializing in personalized financial advice, including life insurance, investments, and pension retirement planning.
    1. ✔1 Financial Adviser
    2. 🪧16.6 Miles
    3. 📍Shrewsbury
  18. 🏢

    DACO Associates Limited

    FCA reg no.
    586519
    FCA authorised date:
    20/02/13
    Masons IFA is a FCA regulated financial advisory in Shrewsbury, GB, specializing in life insurance, investments, and pensions retirement advice, known for its tailored advice and approachable manner.
    1. ✔2 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧16.6 Miles
    4. 📍Shrewsbury
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