Find FCA registered Financial Advisers Near Me in Windermere
We have found 52 relevant financial adviser firms within 30 miles of Windermere. Showing page 3 of 4.
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Advice Matters Financial Planning LTD
- FCA reg no.
- 779172
- FCA authorised date:
- 18/09/17
Advice Matters Financial Planning Ltd, an FCA-regulated firm in Lancaster, specialises in astute financial planning and advice, including life investments, pensions, and retirement. They focus on client satisfaction and secure financial futures.- ✔1 Financial Adviser
- 🪧22.1 Miles
- 📍Lancaster
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Bridges and Co Financial Advisers (lancaster) LTD
- FCA reg no.
- 1019121
- FCA authorised date:
- 27/09/24
Bridges and Co Financial Advisers offer robust financial planning services in Lancaster, specialising in retirement advice, pension transfers, and life investments. Known for their client-focused approach and dependable advice.- ✔2 Financial Advisers
- 🪧22.4 Miles
- 📍Lancaster
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GUNSON & CO INDEPENDENT FINANCIAL ADVISERS LTD
- FCA reg no.
- 793617
- FCA authorised date:
- 09/04/18
Gunson & Co is a reputable, FCA regulated financial advisory firm in Cumbria offering tailored advice on investments, pensions and financial planning, dedicated to aligning services with client life goals.- ✔1 Financial Adviser
- 🪧22.6 Miles
- 📍Barrow In Furness
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Poole Townsend Financial Services LTD
- FCA reg no.
- 807084
- FCA authorised date:
- 03/09/18
Poole Townsend Financial Services Ltd in Cumbria provides expert, regulated advice in life planning, investments and pensions. They specialize in crafting tailored solutions matched to clients' financial objectives.- ✔4 Financial Advisers
- ✔3 Mortgage Brokers
- 🪧22.6 Miles
- 📍Barrow In Furness
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J H Lowson & Company Limited
- FCA reg no.
- 582104
- FCA authorised date:
- 02/10/12
J H Lowson & Company Limited is a reputable, FCA regulated financial services firm in Lancaster, Lancashire, specialising in wealth management, retirement advice, funeral plans, and life and pensions.- ✔2 Financial Advisers
- 🪧23.2 Miles
- 📍Lancaster
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PBS Financial Solutions LTD
- FCA reg no.
- 624550
- FCA authorised date:
- 10/10/14
PBS Financial Solutions Ltd is a FCA-regulated firm in Lancaster, providing personalised financial advice across the UK, specialising in life investments, pensions, and comprehensive financial planning.- ✔1 Financial Adviser
- ✔1 Mortgage Broker
- 🪧23.3 Miles
- 📍Lancaster
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JN & E Capstick Financial Services LTD
- FCA reg no.
- 713637
- FCA authorised date:
- 04/01/16
JN & E Capstick Financial Services Ltd is a professional, FCA regulated firm specializing in financial planning and insurance. Based in Kirkby Stephen, they offer tailored solutions and secure local families' financial future.- ✔1 Financial Adviser
- 🪧23.3 Miles
- 📍Kirkby Stephen
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Prudent Financial Planning Advice LTD
- FCA reg no.
- 437801
- FCA authorised date:
- 09/08/07
Trusted, FCA regulated financial planning firm, Prudent Financial Planning Advice Ltd, offers comprehensive, ethical advice in life, investment and pensions retirement including final salary pension transfers in Lancaster and Lancashire.- ✔4 Financial Advisers
- 🪧23.3 Miles
- 📍Lancaster
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DAVID KNEALE FINANCIAL MANAGEMENT LTD.
- FCA reg no.
- 228877
- FCA authorised date:
- 02/01/04
Based in Lancaster, David Kneale Financial Management Ltd provides expert financial advice on life insurance, investments, pensions, and retirement. The FCA-regulated firm is dedicated to securing clients' financial future.- ✔3 Financial Advisers
- 🪧23.5 Miles
- 📍Lancaster
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Maplewood Training Solutions LTD
- FCA reg no.
- 979950
- FCA authorised date:
- 10/02/23
Maplewood Financial Solutions is a Lancaster-based FCA regulated firm offering expert financial planning, including life insurance, investments, and retirement advice. They cater to individuals at all life stages.- ✔1 Financial Adviser
- 🪧23.6 Miles
- 📍Lancaster
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Walmsley Financial Planning LTD
- FCA reg no.
- 714205
- FCA authorised date:
- 18/08/15
Walmsley Financial Planning Ltd, based in Morecombe, Lancashire, delivers tailored services including life insurance, investment strategies, retirement advice and pension transfers, serving Greater Manchester with personalised financial planning solutions.- ✔1 Financial Adviser
- 🪧23.7 Miles
- 📍Morecambe
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Help For Wealth LTD
- FCA reg no.
- 747280
- FCA authorised date:
- 25/06/20
Help For Wealth Ltd is a FCA regulated firm based in Lancaster, Lancashire, offering expert financial planning and regulated advice on life investments, pensions, retirement advice, and final salary pension transfers.- ✔2 Financial Advisers
- 🪧23.9 Miles
- 📍Lancaster
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Ambler Blackburn LTD
- FCA reg no.
- 564732
- FCA authorised date:
- 14/01/13
2plan Wealth Management in North Yorkshire specializes in life investments, pension advice, and financial planning. The firm provides tailored financial services to clients near Lancaster under FCA regulation.- ✔1 Financial Adviser
- 🪧24.1 Miles
- 📍Lancaster
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Whittet Wealth Management LTD
- FCA reg no.
- 1036926
- FCA authorised date:
- 04/07/25
Whittet Wealth Management Ltd, an FCA registered company based in North Yorkshire, specialises in financial planning including life and investment advice, pensions retirement advice and final salary pension transfers.- ✔1 Financial Adviser
- 🪧24.1 Miles
- 📍Lancaster
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Alison Rigg Limited
- FCA reg no.
- 224993
- FCA authorised date:
- 14/05/03
Alison Rigg Limited provides tailored financial planning services in Manchester, specialising in life, investments, and retirement planning. Known for bespoke advice on pensions, they ensure strict industry standard adherence.- ✔3 Financial Advisers
- 🪧26.8 Miles
- 📍Cockermouth
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