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Find FCA registered Financial Advisers Near Me in BH15 1


We have found 207 relevant financial adviser firms within 30 miles of BH15 1. Showing page 2 of 14.

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  2. 🏢

    BAKER DAVIES LTD

    FCA reg no.
    188992
    FCA authorised date:
    01/12/01
    Regulated by the FCA, Baker Davies Limited is a premier financial services firm in Poole, Dorset, specializing in life investments, retirement advice, and personalized financial planning. Known for its trustworthy expertise and client-focused approach.
    1. ✔5 Financial Advisers
    2. 🪧2.5 Miles
    3. 📍Poole
  3. 🏢

    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. 🪧2.9 Miles
    3. 📍Broadstone
  4. 🏢

    DOLPHIN WEALTH MANAGEMENT LIMITED

    FCA reg no.
    488273
    FCA authorised date:
    07/10/08
    Dolphin Wealth Management Limited is a FCA-regulated firm in Broadstone, Dorset, offering expert financial planning and regulated advice. Known for focus on clients, they guide individuals through life investment, pensions, retirement and more.
    1. ✔1 Financial Adviser
    2. 🪧3 Miles
    3. 📍Broadstone
  5. 🏢

    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. 🪧3.1 Miles
    3. 📍Broadstone
  6. 🏢

    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. 🪧3.1 Miles
    3. 📍Broadstone
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  8. 🏢

    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. 🪧3.1 Miles
    3. 📍Broadstone
  9. 🏢

    AMA Financial Solutions

    FCA reg no.
    201947
    FCA authorised date:
    31/05/05
    AMA Financial Solutions, based in Poole, Dorset, provides comprehensive financial services including insurance, investments, pensions advice, and planning. Known for professionalism, personalized solutions, and adherence to FCA regulations.
    1. ✔1 Financial Adviser
    2. 🪧3.1 Miles
    3. 📍Poole
  10. 🏢

    Avalon (bournemouth) LTD

    FCA reg no.
    216110
    FCA authorised date:
    15/07/22
    Richard Stalley Associates is a trusted financial planning firm in Poole, Dorset, known for its tailored investment, pension, and retirement solutions. They offer client-centric services adhering to high standards of integrity and professionalism.
    1. ✔2 Financial Advisers
    2. 🪧3.1 Miles
    3. 📍Poole
  11. 🏢

    F1rst Financial Services LTD

    FCA reg no.
    920993
    FCA authorised date:
    01/02/21
    Based in Dorset, F1rst Financial Services offers comprehensive financial solutions including life, investment and pension advice. They are an approachable, FCA regulated team putting clients' needs and goals first.
    1. ✔2 Financial Advisers
    2. ✔2 Mortgage Brokers
    3. 🪧3.3 Miles
    4. 📍Dorset
  12. 🏢

    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. 🪧3.3 Miles
    3. 📍Broadstone
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  14. 🏢

    Blue Sky Financial Planning Limited

    FCA reg no.
    211720
    FCA authorised date:
    26/09/02
    Blue Sky Financial Planning Limited is a regulated firm based in Poole, Dorset, offering tailored financial planning and advice, specialising in insurance, investments, pensions, and retirement. They provide trusted, client-focused solutions across Dorset region and beyond.
    1. ✔5 Financial Advisers
    2. 🪧3.3 Miles
    3. 📍Poole
  15. 🏢

    Jigsaw Financial Planning Limited

    FCA reg no.
    736855
    FCA authorised date:
    01/07/16
    Jigsaw Financial Planning, located in Bournemouth, offers tailored financial services with expertise in life investments and pensions. Regulated by the FCA, they serve Dorset and surrounding regions.
    1. ✔4 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧3.4 Miles
    4. 📍Bournemouth
  16. 🏢

    Liverpool Victoria Financial Advice Services Limited

    FCA reg no.
    186890
    FCA authorised date:
    01/12/01
    LV= is a leading FCA-regulated financial services firm based in Bournemouth, Dorset, offering expert advice in life insurance, investments, and pensions retirement planning.
    1. ✔12 Financial Advisers
    2. ✔7 Mortgage Brokers
    3. 🪧3.4 Miles
    4. 📍Bournemouth
  17. 🏢

    Suitable Money Advice LTD

    FCA reg no.
    811115
    FCA authorised date:
    08/06/18
    Suitable Money Advice Ltd, based in Dorset, is an FCA-regulated financial planning firm known for providing strategic, tailored advice on life and investments, pensions, and final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧3.4 Miles
    3. 📍Poole
  18. 🏢

    DREAM CASA MORTGAGE CONSULTANCY LTD

    FCA reg no.
    1003136
    FCA authorised date:
    20/05/24
    Dream Casa Mortgage Consultancy LTD is a Poole-based firm specializing in life investments, pensions retirement advice, and financial planning. They offer professional, personalized financial guidance trusted by residents throughout Dorset.
    1. ✔1 Financial Adviser
    2. ✔1 Mortgage Broker
    3. 🪧3.4 Miles
    4. 📍Poole
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