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Find FCA registered Financial Advisers Near Me in Wilmslow

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We have found 699 relevant financial adviser firms within 30 miles of Wilmslow. Showing page 1 of 47.

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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. 🪧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. 🪧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. 🪧37.1 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. 🪧42.7 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. 🪧42.7 Miles
    5. 📍Hilton
  7. 🏢

    M V A HOLDINGS LIMITED

    FCA reg no.
    456836
    FCA authorised date:
    26/10/06
    McGarrie Vahey & Partners, a Cheshire-based financial planning firm, offers a wide range of FCA-regulated services. With expertise in life, investments, and retirement planning, they provide trusted, tailored advice.
    1. ✔4 Financial Advisers
    2. 🪧0.1 Miles
    3. 📍Wilmslow
  8. 🏢

    Nigel Liptrot

    FCA reg no.
    537611
    FCA authorised date:
    13/12/10
    Nigel Liptrot & Associates is a FCA regulated UK-based wealth management firm specialising in financial planning, investments, and pension advice, serving Greater Manchester and surrounding areas with a personalised approach.
    1. ✔2 Financial Advisers
    2. 🪧0.1 Miles
    3. 📍Wilmslow
  9. 🏢

    ASPECT FINANCIAL SOLUTIONS LTD

    FCA reg no.
    502319
    FCA authorised date:
    27/08/09
    Based in Wilmslow, Cheshire, Aspect Financial Solutions is a FCA regulated firm offering tailored financial planning and investment management services to local families and first-time investors.
    1. ✔1 Financial Adviser
    2. 🪧0.2 Miles
    3. 📍Wilmslow
  10. 🏢

    DBL Asset Management LLP

    FCA reg no.
    468821
    FCA authorised date:
    06/08/07
    DBL Asset Management LLP is a distinguished financial firm based in Wilmslow, offering insurance, investment, and retirement advice. Committed to regulation and secure financial planning, they extend their services beyond Wilmslow.
    1. ✔2 Financial Advisers
    2. 🪧0.2 Miles
    3. 📍Wilmslow
  11. 🏢

    Truth Financial LTD

    FCA reg no.
    1021076
    FCA authorised date:
    04/12/24
    Truth Financial Ltd, located in Wilmslow, Cheshire, provides regulated financial advice and planning services. Specialising in life investments, pension advice, and overall financial planning, it aims to assist clients achieve their financial goals.
    1. ✔1 Financial Adviser
    2. 🪧0.9 Miles
    3. 📍Wilmslow
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  13. 🏢

    Keith Phillips

    FCA reg no.
    843060
    FCA authorised date:
    30/05/19
    Cheshire-based KSP Financials offers comprehensive financial services, specializing in investment advice, life insurance, and pensions retirement advice. The FCA-regulated firm caters to both novice and seasoned investors.
    1. ✔1 Financial Adviser
    2. 🪧1 Miles
    3. 📍Wilmslow
  14. 🏢

    Neil Taylor

    FCA reg no.
    736397
    FCA authorised date:
    12/02/16
    Neil Taylor is a renowned FCA-regulated firm known for providing expert financial planning, investment advice, and specializes in final salary pension transfers, offering customized solutions for all investors.
    1. ✔1 Financial Adviser
    2. 🪧1.3 Miles
    3. 📍Wilmslow
  15. 🏢

    NG WEALTH LIMITED

    FCA reg no.
    1044756
    FCA authorised date:
    21/11/25
    NG Wealth Limited, based in Cheshire, is a respected FCA-regulated firm offering comprehensive financial services including life, investments, and pensions retirement advice, especially proficient in final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧1.4 Miles
    3. 📍Alderley Edge
  16. 🏢

    Wilkinson Wealth Management Limited

    FCA reg no.
    516087
    FCA authorised date:
    12/01/10
    Wilkinson Wealth Management, based in Alderley Edge, Cheshire, offers expert financial advice, investment services and pension retirement guidance to individuals, businesses and families. Known for their proficiency in final salary pension transfers and financial planning.
    1. ✔1 Financial Adviser
    2. 🪧1.5 Miles
    3. 📍Alderley Edge
  17. 🏢

    Individual Financial Services

    FCA reg no.
    620467
    FCA authorised date:
    07/04/14
    Premier financial planning firm, Individual Financial Services, offers client-focused life investments, pensions retirement advice and final salary pension transfers. They specialize in guiding clients towards sustainable financial stability in Greater Manchester.
    1. ✔1 Financial Adviser
    2. 🪧1.7 Miles
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