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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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  2. 🏢

    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. ✔1 Financial Adviser
    2. 🪧0.3 Miles
    3. 📍Wimborne
  3. 🏢

    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.
    1. ✔2 Financial Advisers
    2. 🪧0.4 Miles
    3. 📍Wimborne
  4. 🏢

    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. 🪧0.9 Miles
    4. 📍Wimborne
  5. 🏢

    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. ✔1 Financial Adviser
    2. 🪧1.1 Miles
    3. 📍Wimborne
  6. 🏢

    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.
    1. ✔12 Financial Advisers
    2. ✔2 Mortgage Brokers
    3. 🪧1.2 Miles
    4. 📍Wimborne
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  8. 🏢

    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. ✔1 Financial Adviser
    2. 🪧1.2 Miles
    3. 📍Wimborne
  9. 🏢

    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. ✔1 Financial Adviser
    2. 🪧1.2 Miles
    3. 📍Wimborne
  10. 🏢

    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. 🪧1.2 Miles
    3. 📍Wimborne
  11. 🏢

    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.
    1. ✔2 Financial Advisers
    2. 🪧1.2 Miles
    3. 📍Wimborne
  12. 🏢

    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. ✔1 Financial Adviser
    2. 🪧1.2 Miles
    3. 📍Wimborne
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  14. 🏢

    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. ✔1 Financial Adviser
    2. 🪧1.2 Miles
    3. 📍Wimborne
  15. 🏢

    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.
    1. ✔16 Financial Advisers
    2. 🪧1.2 Miles
    3. 📍Wimborne Minster
  16. 🏢

    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.
    1. ✔3 Financial Advisers
    2. 🪧1.2 Miles
    3. 📍Wimborne
  17. 🏢

    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.
    1. ✔2 Financial Advisers
    2. 🪧1.3 Miles
    3. 📍Wimborne
  18. 🏢

    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. 🪧1.7 Miles
    3. 📍Ferndown
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