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Find FCA registered Financial Advisers Near Me in Bodmin


We have found 97 relevant financial adviser firms within 30 miles of Bodmin. Showing page 5 of 7.

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  2. 🏢

    SOUND FINANCIAL MANAGEMENT LIMITED

    FCA reg no.
    192052
    FCA authorised date:
    01/12/01
    Plymouth-based, FCA regulated firm, Sound Financial Management Ltd., specialises in financial services like life investments and pensions retirement advice, and caters to individuals across the Devon region with trustworthy, personalised advice.
    1. ✔9 Financial Advisers
    2. 🪧26.3 Miles
    3. 📍Plymouth
  3. 🏢

    APWM Limited

    FCA reg no.
    1046644
    FCA authorised date:
    22/01/26
    APWM Limited is a FCA-registered firm in Plymouth, Devon, offering individualized financial planning and advice on life investments, pensions, and retirement strategies to a broad client base.
    1. ✔1 Financial Adviser
    2. 🪧26.3 Miles
    3. 📍Plymouth
  4. 🏢

    Goodmans Financial Planning LTD

    FCA reg no.
    513667
    FCA authorised date:
    10/02/10
    Goodmans Financial Planning, regulated by the FCA, offers comprehensive financial services including life and investment planning, pensions advice, and final salary pension transfers in Devon and beyond.
    1. ✔8 Financial Advisers
    2. 🪧26.4 Miles
    3. 📍Plymouth
  5. 🏢

    LFP Limited

    FCA reg no.
    225099
    FCA authorised date:
    02/09/03
    LFP Asset Management provides personalised financial planning and regulated advice in Plymouth and nearby regions. Known for their approachability, they cater to a variety of clients, making finance less intimidating. Regulated by the FCA.
    1. ✔1 Financial Adviser
    2. 🪧26.4 Miles
    3. 📍Plymouth
  6. 🏢

    EQUITAS FINANCIAL (UK) LIMITED

    FCA reg no.
    615273
    FCA authorised date:
    28/04/14
    Equitas Financial is a Plymouth-based, FCA-regulated provider specialising in financial planning and advice, life insurance, investments, and pensions retirement advice. They offer professional, approachable services for families and individuals.
    1. ✔10 Financial Advisers
    2. 🪧26.4 Miles
    3. 📍Plymouth
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  8. 🏢

    ANDERSON FINANCIAL PLANNING LTD

    FCA reg no.
    531026
    FCA authorised date:
    04/01/11
    Based in Plymouth, Anderson Financial Planning Ltd is an FCA-registered firm specialising in life investments, pensions retirement advice, and holistic financial planning. They provide tailor-made, client-oriented services with professionalism and approachability.
    1. ✔1 Financial Adviser
    2. 🪧26.4 Miles
    3. 📍Plymouth
  9. 🏢

    Coast Financial Limited

    FCA reg no.
    782715
    FCA authorised date:
    02/10/17
    We are truly independent financial advisers and able to advise you on all aspects of your financial planning. Whether its retirement planning or releasing equity from your home, we are hear to help.
    1. ✔1 Financial Adviser
    2. 🪧26.4 Miles
    3. 📍Plymouth
  10. 🏢

    Ross Bryant Financial Limited

    FCA reg no.
    732336
    FCA authorised date:
    08/03/23
    Sirius Financial, based in Plymouth and regulated by the FCA, offers expert advice in life services, investment, pensions, and financial planning. Known for their personalised service, they cater to individual financial goals.
    1. ✔2 Financial Advisers
    2. 🪧26.4 Miles
    3. 📍Plymouth
  11. 🏢

    Succession Financial Management Limited

    FCA reg no.
    225831
    FCA authorised date:
    06/11/03
    Succession Wealth is a regulated financial firm based in Plymouth, specialising in financial planning, pensions retirement advice, insurance, and investment services for businesses and individuals.
    1. ✔182 Financial Advisers
    2. ✔18 Mortgage Brokers
    3. 🪧26.4 Miles
    4. 📍Plymouth
  12. 🏢

    SUCCESSION WEALTH MANAGEMENT LIMITED

    FCA reg no.
    588378
    FCA authorised date:
    19/08/13
    Succession Wealth, an FCA regulated firm based in Plymouth, offers expert financial planning and tailored advice across the southwest of England, specializing in life and investment management, pensions retirement, and salary pension transfers.
    1. ✔154 Financial Advisers
    2. ✔2 Mortgage Brokers
    3. 🪧26.4 Miles
    4. 📍Plymouth
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  14. 🏢

    Succession Employee Benefit Solutions Limited

    FCA reg no.
    767956
    FCA authorised date:
    31/08/17
    Regulated by the FCA, Succession Employee Benefit Solutions Limited specialises in financial planning, covering areas like life, investments, and pensions. They offer tailored strategies, serving local families around Plymouth, Devon.
    1. ✔12 Financial Advisers
    2. 🪧26.4 Miles
    3. 📍Plymouth
  15. 🏢

    Objective Financial Planning LTD

    FCA reg no.
    972606
    FCA authorised date:
    22/03/22
    Objective Financial Planning Ltd is a FCA regulated firm in Plymouth, specialising in comprehensive financial planning solutions, including life insurance, investments, and pension advice. Known for their client-centric approach, they serve both individuals and businesses.
    1. ✔1 Financial Adviser
    2. 🪧26.5 Miles
    3. 📍Plymouth
  16. 🏢

    AXP Services LTD

    FCA reg no.
    416660
    FCA authorised date:
    04/12/04
    AXP Services Ltd, based in Plymouth, offers expert financial advice on a variety of services, including insurance and retirement planning. This FCA-regulated firm is known for tailored services accessible to a wide demographic.
    1. ✔1 Financial Adviser
    2. 🪧26.6 Miles
    3. 📍Plymouth
  17. 🏢

    Taylor Money Limited

    FCA reg no.
    583300
    FCA authorised date:
    15/10/12
    Taylor Money, FCA regulated financial firm, offers comprehensive planning solutions, specializing in investments, pensions, and life services. They provide client-focused, regulated advice for financial stability from their Falmouth, Cornwall base.
    1. ✔4 Financial Advisers
    2. 🪧26.6 Miles
    3. 📍Falmouth
  18. 🏢

    Christopher Richards

    FCA reg no.
    1039244
    FCA authorised date:
    13/08/25
    Christopher Richards is a reputable, FCA-registered financial planning firm based in Plymouth, specialising in life insurance, investment strategies, and pensions retirement planning, serving Devon and surrounding areas.
    1. ✔1 Financial Adviser
    2. 🪧26.7 Miles
    3. 📍Plymouth
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