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Find FCA registered Financial Advisers Near Me in BH31 7


We have found 299 relevant financial adviser firms within 30 miles of BH31 7. Showing page 5 of 20.

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  2. 🏢

    Daniel Raoof

    FCA reg no.
    1026558
    FCA authorised date:
    15/02/25
    Regulated by the FCA, Daniel Raoof offers comprehensive financial advice in Bournemouth, including life investments and retirement planning, providing tailored solutions for individuals and businesses.
    1. ✔1 Financial Adviser
    2. 🪧10.1 Miles
    3. 📍Bournemouth
  3. 🏢

    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. 🪧10.2 Miles
    3. 📍Broadstone
  4. 🏢

    Light Cason Associates Limited

    FCA reg no.
    576749
    FCA authorised date:
    01/10/12
    Light Cason Associates Limited is a trusted, FCA regulated firm, based in Dorset, specializing in personalized financial guidance including investment advice, retirement planning, and comprehensive financial solutions.
    1. ✔2 Financial Advisers
    2. 🪧10.3 Miles
    3. 📍Bournemouth
  5. 🏢

    Blue Sky Financial Planning Limited

    FCA reg no.
    211720
    FCA authorised date:
    26/09/02
    Blue Sky Financial Planning Limited is a regulated firm based in Poole, Dorset, offering tailored financial planning and advice, specialising in insurance, investments, pensions, and retirement. They provide trusted, client-focused solutions across Dorset region and beyond.
    1. ✔5 Financial Advisers
    2. 🪧10.4 Miles
    3. 📍Poole
  6. 🏢

    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.
    1. ✔5 Financial Advisers
    2. 🪧10.4 Miles
    3. 📍Poole
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  8. 🏢

    AMA Financial Solutions

    FCA reg no.
    201947
    FCA authorised date:
    31/05/05
    AMA Financial Solutions, based in Poole, Dorset, provides comprehensive financial services including insurance, investments, pensions advice, and planning. Known for professionalism, personalized solutions, and adherence to FCA regulations.
    1. ✔1 Financial Adviser
    2. 🪧10.4 Miles
    3. 📍Poole
  9. 🏢

    Avalon (bournemouth) LTD

    FCA reg no.
    216110
    FCA authorised date:
    15/07/22
    Richard Stalley Associates is a trusted financial planning firm in Poole, Dorset, known for its tailored investment, pension, and retirement solutions. They offer client-centric services adhering to high standards of integrity and professionalism.
    1. ✔2 Financial Advisers
    2. 🪧10.4 Miles
    3. 📍Poole
  10. 🏢

    Peter Philip Mundy

    FCA reg no.
    759127
    FCA authorised date:
    22/09/16
    Peter Philip Mundy, FCA regulated financial service firm in Bournemouth, Dorset, specialises in life, investments, pension retirement advice and final salary pension transfers, providing tailored advice to meet client's financial goals.
    1. ✔1 Financial Adviser
    2. 🪧10.4 Miles
    3. 📍Bournemouth
  11. 🏢

    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. 🪧10.5 Miles
    3. 📍Broadstone
  12. 🏢

    Fiscal Financial Planning Limited

    FCA reg no.
    742575
    FCA authorised date:
    13/09/16
    Fiscal Financial Planning Ltd. is a Bournemouth-based, FCA-regulated firm offering personalised financial advice and services in life investments, pensions retirement, and comprehensive financial planning across Dorset.
    1. ✔1 Financial Adviser
    2. 🪧10.5 Miles
    3. 📍Bournemouth
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  14. 🏢

    Independence Assured LTD

    FCA reg no.
    616668
    FCA authorised date:
    29/05/14
    Independence Assured Ltd, based in Bournemouth, offers client-focused financial planning and regulated advice. Known for their approachable nature, they expertly handle life, investments, pensions, and retirement plans. FCA registered (#616668).
    1. ✔2 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧10.5 Miles
    4. 📍Bournemouth
  15. 🏢

    F1rst Financial Services LTD

    FCA reg no.
    920993
    FCA authorised date:
    01/02/21
    Based in Dorset, F1rst Financial Services offers comprehensive financial solutions including life, investment and pension advice. They are an approachable, FCA regulated team putting clients' needs and goals first.
    1. ✔2 Financial Advisers
    2. ✔2 Mortgage Brokers
    3. 🪧10.6 Miles
    4. 📍Dorset
  16. 🏢

    Matthew and Samantha Murphy

    FCA reg no.
    737296
    FCA authorised date:
    18/02/16
    Matthew & Samantha Murphy are FCA registered financial advisers based in Christchurch, Dorset, offering expert guidance on insurance, pensions, and investments with a personalised approach.
    1. ✔1 Financial Adviser
    2. 🪧10.6 Miles
    3. 📍Christchurch
  17. 🏢

    Grove Wealth Management Limited

    FCA reg no.
    479973
    FCA authorised date:
    06/03/08
    Grove Wealth Management Limited, based in Christchurch, Dorset, provides comprehensive financial solutions, including investment advice, pension retirement guidance and meticulous planning, with an emphasis on client comfort and trust.
    1. ✔2 Financial Advisers
    2. 🪧10.6 Miles
    3. 📍Christchurch
  18. 🏢

    Heritage Financial Limited

    FCA reg no.
    788285
    FCA authorised date:
    05/04/18
    Heritage Investments, regulated by the FCA, is a Christchurch-based financial planning firm specializing in life investments, pensions, retirement advice, and final salary pension transfers, serving clients with a personalized, client-centric approach.
    1. ✔12 Financial Advisers
    2. 🪧10.7 Miles
    3. 📍Christchurch
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