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Find FCA registered Financial Advisers Near Me in BH3 7


We have found 266 relevant financial adviser firms within 30 miles of BH3 7. Showing page 6 of 18.

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  2. 🏢

    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. 🪧5.3 Miles
    3. 📍Ferndown
  3. 🏢

    Clarke and Partners LLP

    FCA reg no.
    468541
    FCA authorised date:
    19/07/07
    Clarke & Partners is a dependable, FCA-regulated financial services firm based in Dorset, offering professional advice on life matters, investment, financial planning and retirement solutions.
    1. ✔2 Financial Advisers
    2. 🪧5.3 Miles
    3. 📍Ferndown
  4. 🏢

    Abacus Financial Options Limited

    FCA reg no.
    576165
    FCA authorised date:
    02/04/12
    Abacus Financial Options Limited, a FCA regulated firm in Dorset, provides a wide range of financial services including investment planning and retirement advice. They specialize in tailored strategies for wealth stability and growth.
    1. ✔12 Financial Advisers
    2. ✔5 Mortgage Brokers
    3. 🪧5.3 Miles
    4. 📍Wimborne
  5. 🏢

    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. 🪧5.3 Miles
    3. 📍Broadstone
  6. 🏢

    Alexander Wilkins

    FCA reg no.
    940842
    FCA authorised date:
    11/12/20
    Christchurch-based, FCA-regulated firm, Alexander Wilkins, provides personalized financial services across Dorset. Known for comprehensive planning and approachable staff, they specialize in life investments, pensions retirement planning, and pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧5.4 Miles
    3. 📍Christchurch
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  8. 🏢

    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. 🪧5.4 Miles
    3. 📍Broadstone
  9. 🏢

    Nicholas Jowett

    FCA reg no.
    843588
    FCA authorised date:
    06/06/19
    1. ✔1 Financial Adviser
    2. 🪧5.4 Miles
    3. 📍Poole
  10. 🏢

    MIT Fiscal LTD

    FCA reg no.
    913317
    FCA authorised date:
    09/04/20
    MIT Fiscal Ltd is an FCA-regulated financial services provider in Wimborne, Dorset, specializing in insurance, investments, pensions advice and financial planning for a diverse client base.
    1. ✔1 Financial Adviser
    2. 🪧5.4 Miles
    3. 📍Wimborne
  11. 🏢

    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. 🪧5.7 Miles
    3. 📍Wimborne
  12. 🏢

    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. 🪧5.8 Miles
    3. 📍Broadstone
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  14. 🏢

    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. 🪧5.9 Miles
    3. 📍Wimborne
  15. 🏢

    M G Norman & Co LTD

    FCA reg no.
    432177
    FCA authorised date:
    07/06/05
    M G Norman & Co Ltd is a FCA-regulated, Christchurch-based company specializing in bespoke financial services including life investments, pensions retirement advice, and financial planning for clients in the wider Dorset region.
    1. ✔1 Financial Adviser
    2. 🪧6 Miles
    3. 📍Christchurch
  16. 🏢

    Ocaris Wealth Management LTD

    FCA reg no.
    960257
    FCA authorised date:
    22/02/22
    Ocaris Wealth Management Ltd, a trusted name in financial planning services, offers tailored retirement advice and strategic investment guidance, renowned for its accessible style within the Dorset community.
    1. ✔4 Financial Advisers
    2. 🪧6.1 Miles
  17. 🏢

    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. 🪧6.2 Miles
    3. 📍Wimborne
  18. 🏢

    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. 🪧6.3 Miles
    3. 📍Wimborne
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