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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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 Financial Adviser
- 🪧7.4 Miles
- 📍Church Stretton
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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.- ✔2 Financial Advisers
- ✔1 Mortgage Broker
- 🪧7.5 Miles
- 📍Shropshire
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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.- ✔2 Financial Advisers
- 🪧11.7 Miles
- 📍Knighton
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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.- ✔2 Financial Advisers
- 🪧12.7 Miles
- 📍Shrewsbury
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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 Financial Adviser
- 🪧13.4 Miles
- 📍Shrewsbury
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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 Financial Adviser
- 🪧13.8 Miles
- 📍Ludlow
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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.- ✔3 Financial Advisers
- 🪧14.3 Miles
- 📍Newtown
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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 Financial Adviser
- 🪧14.3 Miles
- 📍Ludlow
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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.- ✔2 Financial Advisers
- 🪧14.3 Miles
- 📍Bucknell
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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 Financial Adviser
- 🪧14.9 Miles
- 📍Ludlow
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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 Financial Adviser
- 🪧16.5 Miles
- 📍Shrewsbury
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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.- ✔41 Financial Advisers
- ✔10 Mortgage Brokers
- 🪧16.5 Miles
- 📍Shrewsbury
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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 Financial Adviser
- 🪧16.5 Miles
- 📍Shrewsbury
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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 Financial Adviser
- 🪧16.6 Miles
- 📍Shrewsbury
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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.- ✔2 Financial Advisers
- ✔1 Mortgage Broker
- 🪧16.6 Miles
- 📍Shrewsbury
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