Find FCA registered Financial Advisers Near Me in Bodmin
We have found 97 relevant financial adviser firms within 30 miles of Bodmin. Showing page 1 of 7.
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Strategy Wealth UK LTD
- FCA reg no.
- 999261
- FCA authorised date:
- 06/07/23
Strategy Wealth UK Ltd is a FCA-regulated financial advisory firm in Bodmin, providing client-focused pension retirement advice, final salary pension transfers and tailored financial planning to clients across Cornwall.- ✔2 Financial Advisers
- 🪧0.6 Miles
- 📍Bodmin
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Carlton Smith Financial Planning LTD
- FCA reg no.
- 800081
- FCA authorised date:
- 04/06/18
Bodmin-based Carlton Smith Financial Planning Ltd provides expert, regulated financial advice covering life, investments and pensions. Recognised for their approachable nature, they offer professional, personalised financial solutions.- ✔1 Financial Adviser
- 🪧1.6 Miles
- 📍Bodmin
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Face 2 Face Financial Services South West Limited
- FCA reg no.
- 455145
- FCA authorised date:
- 26/07/06
Face 2 Face Financial Services, based in Bodmin, Cornwall, offers expert, regulated financial planning, specialising in life investments, pensions retirement advice and final salary pension transfers. FCA Registered No. 455145.- ✔2 Financial Advisers
- 🪧2.9 Miles
- 📍Bodmin
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Peter Winter
- FCA reg no.
- 755327
- FCA authorised date:
- 14/11/16
Located in Wadebridge, Cornwall, Peter Winter is a distinguished financial services firm known for its reliable advice, personalised approach and comprehensive services that include financial planning and retirement advice.- ✔1 Financial Adviser
- 🪧5.8 Miles
- 📍Wadebridge
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Demelza Financial Planning Limited
- FCA reg no.
- 460974
- FCA authorised date:
- 08/01/07
Demelza Financial Planning Limited, an FCA-registered firm in Cornwall, offers expert pension, life, and investment advice with a client-focused approach, serving Bodmin and surrounding counties.- ✔1 Financial Adviser
- 🪧6.2 Miles
- 📍Bodmin
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PROFESSIONAL FINANCIAL PLANNING SERVICES (PFPS) LTD
- FCA reg no.
- 216642
- FCA authorised date:
- 04/10/02
PFPS Ltd is an FCA-regulated financial firm in St. Breock, Wadebridge, offering personalised financial services including life and investment planning, pensions retirement advice and comprehensive financial planning.- ✔1 Financial Adviser
- 🪧6.8 Miles
- 📍Wadebridge
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Mortgage Pensions & Investments LLP
- FCA reg no.
- 454273
- FCA authorised date:
- 02/10/06
Mortgage Pensions & Investments LLP, centrally located in St. Austell, Cornwall, offers comprehensive financial services including life insurance, investment strategies, retirement planning and personalised financial advice. FCA registered (#454273).- ✔2 Financial Advisers
- 🪧9.3 Miles
- 📍St. Austell
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PR Financial
- FCA reg no.
- 215766
- FCA authorised date:
- 31/05/05
Paolo Joseph Mark Rosolek is a Bristol-based, FCA-regulated financial firm specializing in diverse financial services. They are known for personalized advice, financial planning expertise, and commitment to client's financial wellbeing.- ✔2 Financial Advisers
- 🪧9.7 Miles
- 📍St Austell
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St. Columb Financial Services LTD
- FCA reg no.
- 941258
- FCA authorised date:
- 05/05/21
St. Columb Financial Services Ltd in Cornwall provides comprehensive financial planning, including retirement and pension advice. FCA registered, they are committed to regulated, trustworthy services.- ✔1 Financial Adviser
- ✔1 Mortgage Broker
- 🪧10.1 Miles
- 📍St. Columb
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Julie Dawes
- FCA reg no.
- 833171
- FCA authorised date:
- 07/02/19
Julie Dawes offers regulated financial services including insurance, investment guidance, and pension advice in Cornwall. Known for personalised advice and precise financial planning, this firm secures clients' futures with integrity.- ✔1 Financial Adviser
- 🪧13.2 Miles
- 📍Tintagel
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Bateman Financial Management Limited
- FCA reg no.
- 218547
- FCA authorised date:
- 01/04/11
Bateman Financial Management Limited, based in Liskeard, Cornwall, is a regulated provider of financial advice and planning, specialising in life and investments, pension retirement, and final salary pension transfers.- ✔1 Financial Adviser
- 🪧13.6 Miles
- 📍Liskeard
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Cooper's Financial Planning LTD
- FCA reg no.
- 1016122
- FCA authorised date:
- 09/07/24
Cooper's Financial Planning Ltd, based in Newquay, Cornwall, offers personalised financial advice specialising in life investments, retirements and pension transfers in the greater Cornwall region.- ✔1 Financial Adviser
- 🪧15.1 Miles
- 📍Newquay
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Fortic Financial Services LTD
- FCA reg no.
- 474740
- FCA authorised date:
- 02/01/08
Fortic Financial Services Ltd, regulated by the FCA, offers expert financial advisory services specialising in life investments, pensions and comprehensive financial planning, tailored to client needs, from Newquay, Cornwall.- ✔10 Financial Advisers
- ✔11 Mortgage Brokers
- 🪧15.3 Miles
- 📍Newquay
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CORNWALL FINANCE and INVESTMENT SERVICES LIMITED
- FCA reg no.
- 596144
- FCA authorised date:
- 05/09/13
FCA regulated Cornwall Finance & Investment Services offers dedicated financial services including life investments, pensions, retirement advice, and comprehensive financial planning to Cornwall and surrounding regions.- ✔3 Financial Advisers
- 🪧15.6 Miles
- 📍Newquay
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NEWQUAY MORTGAGE and PENSIONS LIMITED
- FCA reg no.
- 452685
- FCA authorised date:
- 06/09/06
Based in Newquay, Cornwall, Newquay Mortgage & Pensions Limited offers expert financial planning and regulated advice, focusing on life, pensions, investments, and retirement. The firm is registered under FCA number 452685.- ✔1 Financial Adviser
- ✔2 Mortgage Brokers
- 🪧15.7 Miles
- 📍Newquay
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