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Find FCA registered Financial Advisers Near Me in BH21 3


We have found 215 relevant financial adviser firms within 30 miles of BH21 3. Showing page 1 of 15.

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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. 🪧1.3 Miles
    3. 📍Broadstone
  3. 🏢

    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. 🪧1.6 Miles
    3. 📍Broadstone
  4. 🏢

    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. 🪧1.6 Miles
    3. 📍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. 🪧1.6 Miles
    3. 📍Wimborne
  6. 🏢

    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. 🪧1.6 Miles
    3. 📍Wimborne
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  8. 🏢

    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. 🪧1.6 Miles
    3. 📍Wimborne
  9. 🏢

    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. 🪧1.6 Miles
    3. 📍Wimborne
  10. 🏢

    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. 🪧1.6 Miles
    3. 📍Wimborne
  11. 🏢

    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. 🪧1.7 Miles
    3. 📍Wimborne
  12. 🏢

    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. 🪧1.7 Miles
    4. 📍Wimborne
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  14. 🏢

    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. 🪧1.7 Miles
    3. 📍Wimborne Minster
  15. 🏢

    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. 🪧1.7 Miles
    3. 📍Broadstone
  16. 🏢

    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. 🪧1.7 Miles
    3. 📍Broadstone
  17. 🏢

    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. 🪧1.8 Miles
    3. 📍Broadstone
  18. 🏢

    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. 🪧1.8 Miles
    3. 📍Broadstone
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