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Find FCA registered Financial Advisers Near Me in BA8 0


We have found 257 relevant financial adviser firms within 30 miles of BA8 0. Showing page 7 of 18.

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  2. 🏢

    Mathieu Baudry

    FCA reg no.
    994905
    FCA authorised date:
    17/04/23
    Mathieu Baudry is a regulated financial services company in Broadstone, Dorset, providing personalized advice on life, investments, pensions, and retirement. Known for its professional, approachable style and meticulous financial planning.
    1. ✔1 Financial Adviser
    2. 🪧24 Miles
    3. 📍Broadstone
  3. 🏢

    Vicki Roscorla

    FCA reg no.
    956911
    FCA authorised date:
    15/08/21
    Vicki Roscorla's reputable financial services firm specializes in life insurance and financial planning, providing insightful advice on investments and pensions in Dorset. Known for its professional approach and bespoke services.
    1. ✔1 Financial Adviser
    2. 🪧24.1 Miles
    3. 📍Wimborne
  4. 🏢

    Davies Wealth Management LTD

    FCA reg no.
    415072
    FCA authorised date:
    18/11/04
    Davies Wealth Management Ltd, a trusted FCA-regulated firm based in Dorset, specializes in life insurance, and investments. They provide transparent, expert financial strategies and retirement advice.
    1. ✔5 Financial Advisers
    2. 🪧24.1 Miles
    3. 📍Bridport
  5. 🏢

    APEX CB FINANCIAL PLANNING LIMITED

    FCA reg no.
    507964
    FCA authorised date:
    18/01/10
    APEX CB Financial Planning is a Dorset-based fiduciary firm offering personalized service and regulated advice in life investments, pensions, and retirement planning. They serve Poole and surrounding counties with professionalism and friendliness.
    1. ✔2 Financial Advisers
    2. 🪧24.2 Miles
    3. 📍Poole
  6. 🏢

    Blue Label Wealth Management LTD

    FCA reg no.
    695487
    FCA authorised date:
    15/05/15
    Vision IFP is a trusted financial planning firm in Broadstone, Dorset, specialising in life investments and pensions advice, particularly final salary pension transfers. They prioritise transparency, integrity and personalisation in their service.
    1. ✔1 Financial Adviser
    2. 🪧24.2 Miles
    3. 📍Broadstone
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  8. 🏢

    Kingfisher Independent Financial Planning LLP

    FCA reg no.
    562475
    FCA authorised date:
    03/01/12
    Kingfisher Financial Planning, situated in Trowbridge, offers personalised, FCA-regulated financial services including funeral plans, life investments and pensions retirement advice. Their client-centred approach empowers clients to realise their ambitions.
    1. ✔2 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧24.3 Miles
    4. 📍Trowbridge
  9. 🏢

    Symes Wealth Management Limited

    FCA reg no.
    610355
    FCA authorised date:
    15/11/13
    Symes Wealth Management, located in Dorset, provides regulated financial planning and advice, specialising in life investments, pensions, and final salary pension transfers. Renowned for their professional yet approachable service.
    1. ✔5 Financial Advisers
    2. 🪧24.3 Miles
    3. 📍Broadstone
  10. 🏢

    Ideal Financial Solutions LTD

    FCA reg no.
    622803
    FCA authorised date:
    01/07/14
    Ideal Financial Solutions, based in Wimborne, Dorset, is a reputable FCA-regulated firm offering tailored financial advice across life, investments, and pensions. They are known for their client-centric approach and professional service.
    1. ✔1 Financial Adviser
    2. ✔1 Mortgage Broker
    3. 🪧24.4 Miles
    4. 📍Wimborne
  11. 🏢

    Elizabeth Humby

    FCA reg no.
    1008476
    FCA authorised date:
    09/02/24
    Elizabeth Humby is a trusted financial firm based in Verwood, Dorset, UK, offering expert guidance in life and investment planning, pensions retirement advice, and final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧24.5 Miles
    3. 📍Verwood
  12. 🏢

    Andover Financial Planning LTD

    FCA reg no.
    231131
    FCA authorised date:
    27/04/04
    Andover Financial Planning Ltd is a FCA-regulated firm, offering tailored advice on life, investments, pension transfers, and retirement planning to clients in Trowbridge, Wiltshire and surrounding regions. Known for their client-focused approach.
    1. ✔1 Financial Adviser
    2. 🪧24.7 Miles
    3. 📍Trowbridge
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  14. 🏢

    Willingale Wealth Management Limited

    FCA reg no.
    574527
    FCA authorised date:
    06/02/12
    Based in Dorset, Willingale Wealth Management Limited is a FCA regulated firm offering expert advice on insurance, pensions, investments and final salary pension transfers in Broadstone and surrounding areas.
    1. ✔3 Financial Advisers
    2. 🪧24.7 Miles
    3. 📍Broadstone
  15. 🏢

    Andrew Vrettos Wealth Management Limited

    FCA reg no.
    718648
    FCA authorised date:
    29/09/15
    Andrew Vrettos Wealth Management, a reliable and professional firm based in Dorset, specializes in financial planning, life investments, pensions retirement advice, and final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧24.7 Miles
    3. 📍Broadstone
  16. 🏢

    Hamilton Wealth Planning Limited

    FCA reg no.
    992783
    FCA authorised date:
    02/03/23
    Hamilton Wealth Planning is a reputable, FCA-regulated financial consultancy firm near Bridport, Dorset, offering personalized financial planning and investment services to clients in Marshwood Vale and beyond.
    1. ✔1 Financial Adviser
    2. 🪧24.8 Miles
    3. 📍Bridport
  17. 🏢

    SKYBOUND WEALTH MANAGEMENT LIMITED

    FCA reg no.
    217994
    FCA authorised date:
    18/11/02
    FCA-regulated Skybound Wealth Management Limited, based in Ferndown, Dorset, offers financial services including insurance, investments, and pensions advice. Known for providing tailored, approachable advice to individuals and businesses.
    1. ✔16 Financial Advisers
    2. 🪧24.8 Miles
    3. 📍Ferndown
  18. 🏢

    Clarke and Partners LLP

    FCA reg no.
    468541
    FCA authorised date:
    19/07/07
    Clarke & Partners is a dependable, FCA-regulated financial services firm based in Dorset, offering professional advice on life matters, investment, financial planning and retirement solutions.
    1. ✔2 Financial Advisers
    2. 🪧24.8 Miles
    3. 📍Ferndown
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