Find FCA registered Financial Advisers Near Me in BH23 4
We have found 315 relevant financial adviser firms within 30 miles of BH23 4. Showing page 7 of 21.
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Walker Wealth Management Limited
- FCA reg no.
- 624789
- FCA authorised date:
- 03/06/14
Walker Wealth Management Limited offers expert regulated financial services throughout the UK, specialising in life investments, retirement planning and final salary pension transfers. They provide tailored pension advice and strategic investment plans.- ✔5 Financial Advisers
- 🪧10.9 Miles
- 📍Poole
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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
- 🪧10.9 Miles
- 📍Wimborne
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Strativa Financial Planning Limited
- FCA reg no.
- 1047523
- FCA authorised date:
- 14/01/26
Strativa Financial Planning Limited, an FCA-registered firm in Hampshire, provides comprehensive financial planning and regulated advice on life investments, pensions, and retirement, with a focus on client-centered service.- ✔1 Financial Adviser
- 🪧11.1 Miles
- 📍Fordingbridge
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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.- ✔3 Financial Advisers
- 🪧11.2 Miles
- 📍Broadstone
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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 Financial Adviser
- 🪧11.2 Miles
- 📍Broadstone
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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
- 🪧11.3 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
- 🪧11.3 Miles
- 📍Wimborne
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Baggette & Company Wealth Management Limited
- FCA reg no.
- 522193
- FCA authorised date:
- 16/08/10
Baggette + Co, an FCA regulated firm in Poole, specialises in financial planning, pensions advice, and investment strategies. Known for reliable, personalised services, they're ready to guide your financial journey.- ✔9 Financial Advisers
- ✔1 Mortgage Broker
- 🪧11.4 Miles
- 📍Poole
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PFM Associates Limited
- FCA reg no.
- 213724
- FCA authorised date:
- 27/08/02
PFM Associates Limited is a Poole-based, FCA regulated financial services firm. They specialize in life and investments, pensions, retirement advice, and financial planning, providing personalized solutions in Dorset and Greater Manchester.- ✔7 Financial Advisers
- ✔2 Mortgage Brokers
- 🪧11.5 Miles
- 📍Poole
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Rockwealth Poole LTD
- FCA reg no.
- 1045021
- FCA authorised date:
- 27/11/25
Rockwealth Poole Ltd, a trusted financial firm in Cheltenham, offers personalised, FCA-regulated financial planning services including life investments, pensions retirement planning and final salary pension transfers.- ✔1 Financial Adviser
- 🪧11.6 Miles
- 📍Poole
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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 Financial Adviser
- 🪧11.7 Miles
- 📍Verwood
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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.- ✔5 Financial Advisers
- 🪧11.7 Miles
- 📍Broadstone
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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 Financial Adviser
- 🪧12 Miles
- 📍Broadstone
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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
- 🪧12 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
- 🪧12.1 Miles
- 📍Wimborne
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