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Find FCA registered Financial Advisers Near Me in BH5 2


We have found 294 relevant financial adviser firms within 30 miles of BH5 2. Showing page 6 of 20.

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  2. 🏢

    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. 🪧6.9 Miles
    4. 📍Wimborne
  3. 🏢

    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. 🪧7 Miles
    3. 📍Wimborne
  4. 🏢

    Jonathan Gibbons

    FCA reg no.
    467719
    FCA authorised date:
    09/05/07
    Financial firm Jonathan Gibbons, regulated by the FCA (#467719), offers comprehensive services like life insurance, investments, pensions retirement advice, and final salary pension transfers in and around BH25 7HQ, Hampshire.
    1. ✔2 Financial Advisers
    2. 🪧7 Miles
    3. 📍New Milton
  5. 🏢

    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. 🪧7.2 Miles
    4. 📍Wimborne
  6. 🏢

    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. 🪧7.2 Miles
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  8. 🏢

    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.
    1. ✔9 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧7.3 Miles
    4. 📍Poole
  9. 🏢

    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. 🪧7.3 Miles
    3. 📍Broadstone
  10. 🏢

    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. 🪧7.3 Miles
    3. 📍Broadstone
  11. 🏢

    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. 🪧7.4 Miles
    3. 📍Wimborne
  12. 🏢

    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.
    1. ✔7 Financial Advisers
    2. ✔2 Mortgage Brokers
    3. 🪧7.4 Miles
    4. 📍Poole
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  14. 🏢

    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. ✔1 Financial Adviser
    2. 🪧7.5 Miles
    3. 📍Poole
  15. 🏢

    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. 🪧7.8 Miles
    3. 📍Broadstone
  16. 🏢

    Struan Financial Management Limited

    FCA reg no.
    435492
    FCA authorised date:
    10/10/05
    Struan Financial Management Limited is a FCA-regulated firm based in Ringwood, Dorset, providing comprehensive financial planning services with integrity and professionalism, tailored to individual client needs.
    1. ✔2 Financial Advisers
    2. 🪧7.8 Miles
    3. 📍Ringwood
  17. 🏢

    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. 🪧7.9 Miles
    3. 📍Wimborne
  18. 🏢

    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. 🪧8 Miles
    3. 📍Wimborne
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