Find FCA registered Financial Advisers Near Me in BH21 2
We have found 234 relevant financial adviser firms within 30 miles of BH21 2. Showing page 1 of 16.
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OCULUS WEALTH MANAGEMENT (EAST DORSET) LIMITED
- FCA reg no.
- 930008
- FCA authorised date:
- 16/07/20
Oculus Wealth Management (East Dorset) Limited is a premier FCA regulated firm in Wimborne, Dorset, offering tailored financial services, including life and investment planning, pension advice, and pension transfers.- ✔1 Financial Adviser
- 🪧0.3 Miles
- 📍Wimborne
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Sparks & Co Financial Services Limited
- FCA reg no.
- 999320
- FCA authorised date:
- 08/07/23
2plan Wealth Management is an FCA-regulated firm in Wimborne, Dorset, offering expert advice on life, investments, and pension retirement planning. Specialties include final salary pension transfers and comprehensive financial planning.- ✔2 Financial Advisers
- 🪧0.4 Miles
- 📍Wimborne
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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 Financial Adviser
- ✔1 Mortgage Broker
- 🪧0.9 Miles
- 📍Wimborne
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Insurance & Financial Services LTD
- FCA reg no.
- 437335
- FCA authorised date:
- 03/12/07
A leading provider of essential financial solutions, Insurance & Financial Services Ltd offers tailored planning services including life insurance, pensions, and investment advice from their Wimborne, Dorset location.- ✔1 Financial Adviser
- 🪧1.1 Miles
- 📍Wimborne
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THE MINSTER PARTNERSHIP LIMITED
- FCA reg no.
- 745901
- FCA authorised date:
- 27/10/16
The Minster Partnership Limited is a trusted financial services firm in Wimborne, Dorset, specialising in pensions retirement planning and holistic financial planning, regulated by the Financial Conduct Authority.- ✔12 Financial Advisers
- ✔2 Mortgage Brokers
- 🪧1.2 Miles
- 📍Wimborne
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Roger Carey
- FCA reg no.
- 1004965
- FCA authorised date:
- 18/11/23
Roger Carey offers expert financial guidance in Wimborne, Dorset, specialising in regulated services like life insurance, investments, pensions retirement advice and final salary pension transfers. FCA-regulated, trusted, and client-focused.- ✔1 Financial Adviser
- 🪧1.2 Miles
- 📍Wimborne
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Morrison Financial Associates Limited
- FCA reg no.
- 716790
- FCA authorised date:
- 15/09/15
Morrison Financial Associates Limited, a highly accredited firm based in Wimborne, Dorset, offers comprehensive financial services, including life investments and pension advice, tailored to individual client needs. Known for remarkable client focus.- ✔1 Financial Adviser
- 🪧1.2 Miles
- 📍Wimborne
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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 Financial Adviser
- 🪧1.2 Miles
- 📍Wimborne
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F P Wealth Management LTD
- FCA reg no.
- 438213
- FCA authorised date:
- 23/08/05
F P Wealth Management Ltd, based in Wimborne, Dorset, offers expert, regulated financial planning services specializing in life investments, pensions, and retirement advice throughout the UK.- ✔2 Financial Advisers
- 🪧1.2 Miles
- 📍Wimborne
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Toby Evans Financial Planning LTD
- FCA reg no.
- 1031356
- FCA authorised date:
- 02/04/25
Dorset-based Toby Evans Financial Planning Ltd is a trusted provider of regulated financial services, specializing in life investments, pensions retirement advice, and final salary pension transfers.- ✔1 Financial Adviser
- 🪧1.2 Miles
- 📍Wimborne
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K.m. FINANCIAL CONSULTANTS (WESSEX) LIMITED
- FCA reg no.
- 618158
- FCA authorised date:
- 26/06/14
K.M. Financial Consultants (Wessex) Ltd is an FCA-regulated firm in Wimborne, Dorset specializing in life and investment planning, pensions, retirement advice, and overall financial planning. Known for their friendly and professional approach.- ✔1 Financial Adviser
- 🪧1.2 Miles
- 📍Wimborne
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Lester Brunt Wealth Management LTD
- FCA reg no.
- 608489
- FCA authorised date:
- 09/10/13
Lester Brunt Wealth Management, situated in Wimborne Minster, Dorset, offers comprehensive financial planning services. Known for providing tailored advice, they cater to both first-time buyers and local families.- ✔16 Financial Advisers
- 🪧1.2 Miles
- 📍Wimborne Minster
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Andrew David Associates (holdings) Limited
- FCA reg no.
- 942851
- FCA authorised date:
- 13/01/21
Andrew David Associates, a reputable Wimborne-based financial firm, offers diverse financial services including life planning and pensions advice. Known for client-focused strategies, they serve Dorset and surrounding regions.- ✔3 Financial Advisers
- 🪧1.2 Miles
- 📍Wimborne
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Chase Buckingham Limited
- FCA reg no.
- 195271
- FCA authorised date:
- 01/12/01
Chase Buckingham Limited is a UK-based, FCA-regulated firm specialising in financial planning, offering tailored advice on investments, pensions, and retirement, with a focus on personalised, jargon-free service.- ✔2 Financial Advisers
- 🪧1.3 Miles
- 📍Wimborne
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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.- ✔16 Financial Advisers
- 🪧1.7 Miles
- 📍Ferndown
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