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Find FCA registered Financial Advisers Near Me in Upper Langwith NG20

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We have found 430 relevant financial adviser firms within 30 miles of Upper Langwith NG20. Showing page 1 of 29.

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  2. 🏢

    Sutherland Financial Planning LTD

    FCA reg no.
    1019359
    FCA authorised date:
    13/03/25
    Adam Sutherland is the Principal Investment Consultant at Sutherland Financial Planning Ltd. Sutherland Financial Planning Ltd is an Independent financial advice firm, authorised & regulated by the Financial Conduct Authority under FRN 1019359. Adam is a Qualified Investment Adviser with exp... read full company profile
    1. ✔1 Financial Adviser
    2. 🪧14.9 Miles
    3. 📍Sheffield
  3. 🏢

    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. 🪧28 Miles
    6. 📍Barnsley
  4. 👤

    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. 🪧32.9 Miles
    4. 📍Hilton
  5. 🏢

    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. 🪧32.9 Miles
    5. 📍Hilton
  6. 👤

    Chervin Dell

    Intelligent Financial Advisory
    FCA reg no.
    CMD01104
    FCA authorised date:
    13/07/15
    I have Level 4 DipFA Qualification and 23 years experience working within the financial services industry. Everyday I use this experience to provide holistic wealth planning advice to clients, which primarily covers investments, pensions, estate planning and taxation. I pride myself in giving a 5*... read full individual profile
    1. ✔Min Pension Savings: £50,000
    2. ✔Min Assets: £50,000
    3. 🪧52.1 Miles
    4. 📍Lutterworth
  7. 🏢

    Cornerstone Wealth Planning Limited

    FCA reg no.
    1010387
    FCA authorised date:
    16/04/24
    Mansfield-based Cornerstone Wealth Planning offers comprehensive financial advice including life, investment and pensions retirement planning. Specializing in final salary pension transfers, they provide tailored solutions to help individuals achieve financial stability.
    1. ✔3 Financial Advisers
    2. 🪧2.8 Miles
    3. 📍Mansfield
  8. 🏢

    ISM Wealth Planning LLP

    FCA reg no.
    772323
    FCA authorised date:
    27/04/17
    ISM Wealth Planning LLP, based in Derbyshire, offers comprehensive life and financial planning services. As FCA-regulated advisers, they specialise in investments, pensions, and retirement planning. They are known for their commitment to clients' financial resilience.
    1. ✔1 Financial Adviser
    2. 🪧2.8 Miles
    3. 📍Chesterfield
  9. 🏢

    Rachel Bayliss

    FCA reg no.
    797702
    FCA authorised date:
    03/01/18
    FCA regulated Rachel Bayliss provides a range of financial services in Nottinghamshire, including insurance, investment strategies, pension advice, and strategic planning. They offer personalised, client-oriented solutions from their Worksop base.
    1. ✔1 Financial Adviser
    2. 🪧3.7 Miles
    3. 📍Worksop
  10. 🏢

    SJC WEALTH MANAGEMENT LIMITED

    FCA reg no.
    984926
    FCA authorised date:
    07/10/22
    Based in Derbyshire, SJC Wealth Management Limited excels in providing tailored financial planning services like life insurance, investments, and pension plans under FCA registration number 984926.
    1. ✔1 Financial Adviser
    2. 🪧3.8 Miles
    3. 📍Chesterfield
  11. 🏢

    Park Hall Financial Services Limited

    FCA reg no.
    514480
    FCA authorised date:
    03/03/10
    Park Hall Financial Services Limited, an FCA-regulated Nottinghamshire firm, specialises in life investments, retirement planning and pensions. Known for their approachability, they simplify finance for clients across Greater Nottinghamshire.
    1. ✔6 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧3.9 Miles
    4. 📍Mansfield
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  13. 🏢

    Purple Wealth LTD

    FCA reg no.
    945599
    FCA authorised date:
    01/07/21
    Purple Wealth Ltd, an FCA regulated financial planning firm based in Derbyshire, offers comprehensive advice on life and investment planning, pensions retirement and long-term wealth management.
    1. ✔2 Financial Advisers
    2. 🪧4.1 Miles
    3. 📍Chesterfield
  14. 🏢

    McDonald Associates Limited

    FCA reg no.
    182554
    FCA authorised date:
    01/12/01
    McDonald Associates Ltd, based in Chesterfield, Derbyshire, is a reputable, FCA-regulated financial services firm known for wealth management, investments, and pensions retirement advice with a client-focused approach.
    1. ✔3 Financial Advisers
    2. 🪧5 Miles
    3. 📍Chesterfield
  15. 🏢

    TERRY KING FINANCIAL SERVICES LTD

    FCA reg no.
    600514
    FCA authorised date:
    14/10/13
    TERRY KING FINANCIAL SERVICES LTD is a UK-based FCA-regulated firm specializing in life, investments, and pension retirement advice, serving clients in Nottinghamshire and surrounding areas with personalized financial planning.
    1. ✔1 Financial Adviser
    2. 🪧5.2 Miles
    3. 📍Mansfield
  16. 🏢

    Alpha Independent Financial Solutions Limited

    FCA reg no.
    653046
    FCA authorised date:
    05/01/15
    Alpha Independent Financial Solutions is a Derbyshire-based, FCA-regulated firm offering tailored financial services including insurance, investments, and retirement advice across the East Midlands. Known for its integrity and client focus.
    1. ✔1 Financial Adviser
    2. 🪧5.2 Miles
    3. 📍Chesterfield
  17. 🏢

    HARVEST ASSOCIATES LIMITED

    FCA reg no.
    629749
    FCA authorised date:
    02/01/15
    Harvest Associates Limited is a FCA regulated financial services firm in Derbyshire, providing expert advice in life insurance, investments, and pensions retirement. They offer reliable, personalized solutions with a client-centric focus.
    1. ✔55 Financial Advisers
    2. ✔5 Mortgage Brokers
    3. 🪧5.2 Miles
    4. 📍Chesterfield
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