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Find FCA registered Financial Advisers Near Me in DT2 7

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We have found 181 relevant financial adviser firms within 30 miles of DT2 7. Showing page 1 of 13.

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  2. 🏢

    Western Financial Planning LTD

    FCA reg no.
    480405
    FCA authorised date:
    01/07/08
    At Western Financial Planning Ltd , we offer personalised, transparent, and independent financial advice tailored specifically to your needs. We can advise on: Retirement planning and pensions Investment management Estate planning and inheritance tax Personal and family protection Tax-effici... read full company profile
    1. ✔2 Financial Advisers
    2. 🪧32.8 Miles
    3. 📍Taunton
  3. 🏢

    LEE FORD IFA LIMITED

    FCA reg no.
    550697
    FCA authorised date:
    12/05/11
    Vision IFP is a reputable, FCA regulated financial service provider in Piddlehinton, Dorset, known for well-informed advice on life investments, pension planning, and bespoke financial planning.
    1. ✔1 Financial Adviser
    2. 🪧2.9 Miles
    3. 📍Dorchester
  4. 🏢

    P J AIKEN LIMITED

    FCA reg no.
    442673
    FCA authorised date:
    01/02/06
    FCA regulated PJ Aiken Ltd provides professional financial planning services in Dorset, including life, investment, pension and retirement advice. A leading firm dedicated to tailormade solutions for diverse financial needs.
    1. ✔2 Financial Advisers
    2. 🪧7.2 Miles
    3. 📍Dorchester
  5. 🏢

    Investment and Tax Advisory Services Limited

    FCA reg no.
    209529
    FCA authorised date:
    25/04/02
    The Wilcox Young Partnership is a reputable financial services firm in Dorchester, Dorset, providing personalised insurance, investment and pension advice. FCA regulated, they're trusted for their client-focused, professional approach.
    1. ✔4 Financial Advisers
    2. 🪧7.3 Miles
    3. 📍Dorchester
  6. 🏢

    Poundbury Wealth Management LLP

    FCA reg no.
    498249
    FCA authorised date:
    23/03/09
    Poundbury Wealth Management LLP is a Dorchester-based financial services firm offering regulated advice on life and investment, pensions retirement planning, and comprehensive financial planning to clients across Dorset.
    1. ✔1 Financial Adviser
    2. 🪧7.6 Miles
    3. 📍Dorchester
  7. 🏢

    Jasmine Milne

    FCA reg no.
    1036661
    FCA authorised date:
    14/07/25
    Jasmine Milne is a FCA-regulated financial services firm based in Stourton Caundle, specialising in tailored financial planning and advice. They provide expert services in life insurance, investments, pensions, and retirement advice.
    1. ✔1 Financial Adviser
    2. 🪧8.6 Miles
    3. 📍Sturminster Newton
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  9. 🏢

    Upper Street Financial Planning LTD

    FCA reg no.
    727124
    FCA authorised date:
    27/11/15
    Upper Street Financial Planning Ltd is a reputable FCA-registered financial advisory firm in Sturminster Newton, Dorset, known for providing tailored pension retirement advice and other financial planning services.
    1. ✔1 Financial Adviser
    2. 🪧8.7 Miles
    3. 📍Sturminster Newton
  10. 🏢

    John Carrick Wealth Management LLP

    FCA reg no.
    531854
    FCA authorised date:
    17/09/10
    John Carrick Wealth Management LLP is a reputable, FCA-regulated firm in Sturminster Newton, Dorset, offering financial advice and services including investment and retirement planning as well as pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧8.7 Miles
    3. 📍Dorset
  11. 🏢

    Whitlow Financial Planning Limited

    FCA reg no.
    477126
    FCA authorised date:
    04/08/11
    Regulated by the FCA, Whitlow Financial Planning Limited is a respected Dorset-based firm specializing in life investments, pensions retirement advice, and final salary pension transfers.
    1. ✔2 Financial Advisers
    2. 🪧9 Miles
    3. 📍Blandford Forum
  12. 🏢

    Goodale Financial Partners LTD

    FCA reg no.
    815708
    FCA authorised date:
    07/08/18
    Based in Blandford, Dorset, Goodale Financial Partners Ltd is a FCA-registered firm offering regulated financial services including life and investment planning with special expertise in pensions retirement and final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧9.8 Miles
    3. 📍Blandford
  13. 🏢

    Harney & Co Independent Financial Advisers

    FCA reg no.
    147308
    FCA authorised date:
    01/12/01
    Harney & Co IFA, a trusted FCA-regulated financial planning firm in Blandford Forum, Dorset, offers expert advice on investments, pensions, insurance, and retirement planning. Known for client-focused, dependable services.
    1. ✔1 Financial Adviser
    2. 🪧10.6 Miles
    3. 📍Blandford Forum
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  15. 🏢

    Alchemy Financial Limited

    FCA reg no.
    617926
    FCA authorised date:
    01/09/14
    Alchemy Financial Limited, based in Dorset, provides regulated, client-focused financial services including life insurance, investments, and retirement planning. Known for a professional yet approachable ethos, they cater to varying client needs across the region.
    1. ✔1 Financial Adviser
    2. 🪧10.7 Miles
    3. 📍Blandford Forum
  16. 🏢

    Church House Investments Limited

    FCA reg no.
    190548
    FCA authorised date:
    01/12/01
    Based in UK's Sherborne, Church House Investments Limited offers personalised financial solutions including wealth management, investing, pensions retirement advice, funeral plans, and life insurance; registered with the FCA under no. 190548.
    1. ✔7 Financial Advisers
    2. 🪧10.9 Miles
    3. 📍Sherborne
  17. 🏢

    Fort Financial Planning LTD

    FCA reg no.
    425743
    FCA authorised date:
    01/04/05
    Fort Financial Planning Ltd is a FCA-regulated firm based in Sherborne, Dorset, specializing in life and investments, pensions retirement advice. They provide bespoke financial strategies ensuring clients' confidence in their financial future.
    1. ✔2 Financial Advisers
    2. 🪧11 Miles
    3. 📍Sherborne
  18. 🏢

    PROSPER FINANCIAL SOLUTIONS LIMITED

    FCA reg no.
    587653
    FCA authorised date:
    02/04/13
    Prosper Financial Solutions Ltd is a regulated firm in Blandford Forum, Dorset, offering comprehensive financial solutions. We specialize in insurance, strategic investments, retirement advice and financial planning, prioritising community financial health.
    1. ✔2 Financial Advisers
    2. ✔2 Mortgage Brokers
    3. 🪧12 Miles
    4. 📍Blandford Forum
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