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Find FCA registered Financial Advisers Near Me in CO9 2


We have found 394 relevant financial adviser firms within 30 miles of CO9 2. Showing page 10 of 27.

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  2. 🏢

    Abbeygate Wealth Management Limited

    FCA reg no.
    495944
    FCA authorised date:
    21/10/25
    Suffolk-based Abbeygate Wealth Management Limited is a trusted, FCA-regulated provider of reliable financial services, specialising in customised strategic solutions across various financial sectors.
    1. ✔3 Financial Advisers
    2. 🪧18.5 Miles
  3. 🏢

    Churchgate Accountants Limited

    FCA reg no.
    536899
    FCA authorised date:
    03/03/11
    Based in Suffolk's Bury St Edmunds, Churchgates is an FCA-regulated firm specializing in customized wealth management, investments, pensions retirement advice, and life and financial planning services. Known for its client-focused approach and professional services.
    1. ✔6 Financial Advisers
    2. 🪧18.5 Miles
    3. 📍Bury St Edmunds
  4. 🏢

    Metrita Wealth Management Limited

    FCA reg no.
    838586
    FCA authorised date:
    27/03/19
    2plan Wealth Management, a professional firm in Bury St Edmunds, guides individuals and businesses through financial planning, offering regulated advice across diverse sectors, while prioritizing client's best interests.
    1. ✔2 Financial Advisers
    2. 🪧18.5 Miles
    3. 📍Bury St Edmunds
  5. 🏢

    Charles Wealth Management LTD

    FCA reg no.
    839284
    FCA authorised date:
    02/04/19
    Based in Essex, Charles Wealth Management Ltd is an FCA-regulated firm known for tailored wealth management solutions, covering life, investments, pensions, and specialist retirement advice. Trusted for their personalised, comprehensive financial guidance.
    1. ✔1 Financial Adviser
    2. 🪧18.5 Miles
    3. 📍Dunmow
  6. 🏢

    Copperhouse Financial Limited

    FCA reg no.
    790065
    FCA authorised date:
    01/03/18
    CopperHouse Financial Limited is an FCA regulated firm in Chelmsford, Essex, known for robust and honest financial planning. They offer services in life insurance, investments, and pensions retirement advice.
    1. ✔1 Financial Adviser
    2. ✔1 Mortgage Broker
    3. 🪧18.6 Miles
    4. 📍Chelmsford
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  8. 🏢

    Martin O'Leary

    FCA reg no.
    505989
    FCA authorised date:
    26/08/09
    FCA-regulated financial advisor firm, Martin O'Leary (#505989), specializes in life investments, pensions retirement advice, and final salary pension transfers, offering a client-focused service from their accessible Suffolk office.
    1. ✔1 Financial Adviser
    2. 🪧18.6 Miles
    3. 📍Bury St. Edmunds
  9. 🏢

    Colchester Financial Planning LTD

    FCA reg no.
    1022295
    FCA authorised date:
    06/12/24
    Colchester Financial Planning Ltd is a trusted, FCA-regulated firm specialising in financial services such as life and investment planning, pensions advice, and broader financial planning, committed to delivering tailored strategies.
    1. ✔1 Financial Adviser
    2. 🪧18.6 Miles
    3. 📍Colchester
  10. 🏢

    Jo Powis Financial Planning Limited

    FCA reg no.
    967623
    FCA authorised date:
    16/01/22
    Jo Powis Financial Planning Limited is an FCA-regulated institution in Sproughton, Suffolk, specializing in life and investments advice, pensions retirement planning, financial planning, and final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧18.6 Miles
    3. 📍Ipswich
  11. 🏢

    Lighthouse Platinum Wealth Management LTD

    FCA reg no.
    214128
    FCA authorised date:
    12/09/22
    Lighthouse Platinum Wealth Management Ltd in Belstead, Ipswich, provides trusted financial solutions including insurance, investments, and pension advice. An FCA-regulated firm offering secure, personalised advice, they specialize in final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧18.6 Miles
    3. 📍Ipswich
  12. 🏢

    PLAN MONEY LIMITED

    FCA reg no.
    605911
    FCA authorised date:
    22/05/14
    Plan Money Limited, FCA registered, offers a range of financial services including insurance, investments, pensions advice, and financial planning. Based in Colchester, they focus on local families and businesses.
    1. ✔7 Financial Advisers
    2. ✔2 Mortgage Brokers
    3. 🪧18.7 Miles
    4. 📍Colchester
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  14. 🏢

    Beckett Financial Services Limited

    FCA reg no.
    138104
    FCA authorised date:
    01/12/01
    Beckett Investment Management Group, based in Bury St. Edmunds, Suffolk, offers trusted financial advice and a range of services including life investments and retirement planning, ensuring compliance with FCA regulations.
    1. ✔24 Financial Advisers
    2. 🪧18.7 Miles
    3. 📍Bury St. Edmunds
  15. 🏢

    Oculus Wealth Management (bury St Edmunds) Limited

    FCA reg no.
    655040
    FCA authorised date:
    20/11/14
    Oculus Wealth Management, based in Suffolk, is a trusted financial services firm offering personalized life and retirement planning, pensions, investments, and final salary pension transfers. Regulated by the FCA, they serve Greater Manchester and surrounding areas.
    1. ✔1 Financial Adviser
    2. 🪧18.7 Miles
    3. 📍Bury St. Edmunds
  16. 🏢

    Walden Capital Limited

    FCA reg no.
    491834
    FCA authorised date:
    15/01/09
    Walden Capital is a leading FCA-regulated firm in Essex, offering personalised financial planning services. They specialise in life investments, pensions retirement, and final salary pension transfers, providing principled advice for a secure financial future.
    1. ✔3 Financial Advisers
    2. 🪧18.8 Miles
    3. 📍Saffron Walden
  17. 🏢

    Piccadilly Wealth Management Limited

    FCA reg no.
    974429
    FCA authorised date:
    19/10/22
    Located in Saffron Walden, Essex, Piccadilly Wealth is a certified financial firm specializing in retirement planning, investment advice, and tailored financial services, noted for its reliable, approachable, and client-centric approach.
    1. ✔3 Financial Advisers
    2. 🪧18.8 Miles
    3. 📍Saffron Walden
  18. 🏢

    OPTIMUM FINANCIAL ADVISORS LIMITED

    FCA reg no.
    407900
    FCA authorised date:
    07/12/04
    Optimum Financial Solutions, located near Chelmsford, Essex, provides trusted, personalised financial services including life and investment planning, pensions retirement advice, and complete financial planning in Greater Essex and surrounding areas.
    1. ✔2 Financial Advisers
    2. 🪧18.8 Miles
    3. 📍Chelmsford
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