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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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  2. 🏢

    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. ✔1 Financial Adviser
    2. 🪧22.1 Miles
    3. 📍Lancaster
  3. 🏢

    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.
    1. ✔2 Financial Advisers
    2. 🪧22.4 Miles
    3. 📍Lancaster
  4. 🏢

    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. ✔1 Financial Adviser
    2. 🪧22.6 Miles
    3. 📍Barrow In Furness
  5. 🏢

    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.
    1. ✔4 Financial Advisers
    2. ✔3 Mortgage Brokers
    3. 🪧22.6 Miles
    4. 📍Barrow In Furness
  6. 🏢

    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.
    1. ✔2 Financial Advisers
    2. 🪧23.2 Miles
    3. 📍Lancaster
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  8. 🏢

    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. ✔1 Financial Adviser
    2. ✔1 Mortgage Broker
    3. 🪧23.3 Miles
    4. 📍Lancaster
  9. 🏢

    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. ✔1 Financial Adviser
    2. 🪧23.3 Miles
    3. 📍Kirkby Stephen
  10. 🏢

    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.
    1. ✔4 Financial Advisers
    2. 🪧23.3 Miles
    3. 📍Lancaster
  11. 🏢

    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.
    1. ✔3 Financial Advisers
    2. 🪧23.5 Miles
    3. 📍Lancaster
  12. 🏢

    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. ✔1 Financial Adviser
    2. 🪧23.6 Miles
    3. 📍Lancaster
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  14. 🏢

    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. ✔1 Financial Adviser
    2. 🪧23.7 Miles
    3. 📍Morecambe
  15. 🏢

    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.
    1. ✔2 Financial Advisers
    2. 🪧23.9 Miles
    3. 📍Lancaster
  16. 🏢

    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. ✔1 Financial Adviser
    2. 🪧24.1 Miles
    3. 📍Lancaster
  17. 🏢

    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. ✔1 Financial Adviser
    2. 🪧24.1 Miles
    3. 📍Lancaster
  18. 🏢

    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.
    1. ✔3 Financial Advisers
    2. 🪧26.8 Miles
    3. 📍Cockermouth
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