Find FCA registered Financial Advisers Near Me in Bodmin
We have found 97 relevant financial adviser firms within 30 miles of Bodmin. Showing page 4 of 7.
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Sculthorp Services Limited
- FCA reg no.
- 987288
- FCA authorised date:
- 09/06/23
Cornwall-based financial planning firm, Wolf Rock Financial Planning (WRFP), offers tailored financial solutions and regulated advice specialising in life investments, pensions retirement, and comprehensive planning, dedicated to securing clients' long-term fiscal stability.- ✔2 Financial Advisers
- 🪧23.1 Miles
- 📍Truro
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Intime Financial Planning LTD
- FCA reg no.
- 976959
- FCA authorised date:
- 07/06/22
Intime Financial Planning Ltd, based in Lifton, Devon specialises in comprehensive financial strategies, including life investment, final salary pension transfers, and tailored retirement advice. Known for client-focused, regulated services.- ✔1 Financial Adviser
- 🪧23.3 Miles
- 📍Lifton
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Steve Wassell Insurance Management LTD
- FCA reg no.
- 231905
- FCA authorised date:
- 11/05/04
Located in Torpoint, Cornwall, Steve Wassell Insurance Management Ltd provides comprehensive financial services, including life investments, pensions, and retirement planning. Renowned for a client-centric approach, the firm is a trusted choice for financial direction.- ✔1 Financial Adviser
- 🪧23.9 Miles
- 📍Torpoint
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Hanbury Financial Planning LTD
- FCA reg no.
- 771581
- FCA authorised date:
- 14/02/17
Hanbury Financial Planning Ltd in St. Agnes, Cornwall offers tailored advice on investments, pensions, and retirement planning. Regulated by the FCA, they provide trustworthy financial strategies with a client-first approach.- ✔1 Financial Adviser
- 🪧24.1 Miles
- 📍St. Agnes
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Sara Tremayne Taylor
- FCA reg no.
- 1024466
- FCA authorised date:
- 05/02/25
Sara Tremayne Taylor is a reputable financial planning firm in Truro, Cornwall, specialising in life insurance, investments, and pensions advice with proven expertise in final salary pension transfers.- ✔1 Financial Adviser
- 🪧24.5 Miles
- 📍Truro
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Sims Financial Management LTD
- FCA reg no.
- 1004837
- FCA authorised date:
- 30/10/23
2plan Wealth Management is a trusted, FCA regulated financial services provider in Plymouth, Devon, offering tailored solutions including life insurance, investments and retirement advice. Dedicated to client prosperity, they deliver knowledgeable, approachable advice.- ✔1 Financial Adviser
- 🪧25.1 Miles
- 📍Plymouth
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SJS Wealth Management Limited
- FCA reg no.
- 544448
- FCA authorised date:
- 30/03/11
Vision IFP is a Plymouth-based, FCA-regulated firm specializing in financial planning solutions, including investments, retirement advice, and pension transfers, providing tailored, client-focused services across Devon.- ✔1 Financial Adviser
- 🪧25.3 Miles
- 📍Plymouth
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James O'Gallagher
- FCA reg no.
- 1000709
- FCA authorised date:
- 06/09/23
James O'Gallagher is a respected, FCA-regulated financial planning firm based in Devon, offering personalised advice on life investments, pensions retirement, and final salary pension transfers. Known for their professional, reliable service.- ✔1 Financial Adviser
- 🪧25.4 Miles
- 📍Plymouth
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Condy Mathias Financial Planners Limited
- FCA reg no.
- 472913
- FCA authorised date:
- 18/02/08
Condy Mathias is a leading Chartered Financial Planner in Plymouth, Devon, providing expert financial advice across services like insurance, investments, and retirement planning, known for its trustworthy, client-focused solutions.- ✔4 Financial Advisers
- 🪧25.6 Miles
- 📍Plymouth
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Hansford Bell Financial Planning LTD
- FCA reg no.
- 482388
- FCA authorised date:
- 09/06/08
Hansford Bell is a top-tier, FCA-regulated financial planning firm in Tavistock, Devon, offering personalized life insurance, investments, and pensions retirement advice for individuals and businesses.- ✔7 Financial Advisers
- 🪧25.6 Miles
- 📍Tavistock
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IAC Financial Planning LTD
- FCA reg no.
- 786411
- FCA authorised date:
- 01/02/18
IAC Financial Planning Ltd, located in Truro, Cornwall, offers comprehensive financial guidance. Specialising in investment and retirement advice, life and funeral plans, our FCA-regulated team creates tailored strategies for individuals and businesses.- ✔6 Financial Advisers
- 🪧25.6 Miles
- 📍Tavistock
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North Coast Wealth LTD
- FCA reg no.
- 1047929
- FCA authorised date:
- 13/12/25
North Coast Wealth Ltd, a FCA regulated firm in Bude, Cornwall, provides expert financial planning services, specializing in investments, pensions and retirement advice. Known for its personalized, reliable approach.- ✔1 Financial Adviser
- 🪧25.8 Miles
- 📍Bude
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Michael James
- FCA reg no.
- 713035
- FCA authorised date:
- 18/12/15
Michael James is a reputable financial services firm in Tavistock, Devon, offering reliable, regulated advice and specializing in retirement planning, life and investment advice.- ✔7 Financial Advisers
- ✔3 Mortgage Brokers
- 🪧25.8 Miles
- 📍Tavistock
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Lawrence Financial Consultancy LTD
- FCA reg no.
- 527923
- FCA authorised date:
- 15/07/10
Vision IFP is a FCA-regulated financial firm in Tavistock, Devon, offering comprehensive financial solutions, including insurance, investments, and pensions retirement advice tailored to individual needs.- ✔1 Financial Adviser
- 🪧26.2 Miles
- 📍Tavistock
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West Financial Management Co Limited
- FCA reg no.
- 230809
- FCA authorised date:
- 19/02/04
Plymouth-based West Financial Management Co Limited offers wide-ranging, professional financial services, including pensions and investments advice. Their dedicated experts craft tailored solutions, serving clients across the Devon region. Regulated under FCA number 230809.- ✔3 Financial Advisers
- 🪧26.2 Miles
- 📍Plymouth
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