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Find FCA registered Financial Advisers Near Me in DT4 7


We have found 139 relevant financial adviser firms within 30 miles of DT4 7. Showing page 4 of 10.

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  2. 🏢

    Ingenuity Financial Services Limited

    FCA reg no.
    609997
    FCA authorised date:
    02/05/14
    Ingenuity Financial Services Limited, FCA regulated, specializes in life and investment planning with a focus on pensions retirement advice. Located in Dorset, they offer tailor-made financial plans and trusted advice to their clientele.
    1. ✔4 Financial Advisers
    2. 🪧23.1 Miles
  3. 🏢

    Willingale Wealth Management Limited

    FCA reg no.
    574527
    FCA authorised date:
    06/02/12
    Based in Dorset, Willingale Wealth Management Limited is a FCA regulated firm offering expert advice on insurance, pensions, investments and final salary pension transfers in Broadstone and surrounding areas.
    1. ✔3 Financial Advisers
    2. 🪧23.1 Miles
    3. 📍Broadstone
  4. 🏢

    Andrew Vrettos Wealth Management Limited

    FCA reg no.
    718648
    FCA authorised date:
    29/09/15
    Andrew Vrettos Wealth Management, a reliable and professional firm based in Dorset, specializes in financial planning, life investments, pensions retirement advice, and final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧23.1 Miles
    3. 📍Broadstone
  5. 🏢

    Blue Pebble Finance Limited

    FCA reg no.
    770728
    FCA authorised date:
    19/06/17
    Blue Pebble Finance Limited, based in Poole, Dorset, provides expert advice on life investments, pensions, and financial planning. They offer a personalised, approachable service for individuals and businesses.
    1. ✔1 Financial Adviser
    2. 🪧23.3 Miles
    3. 📍Poole
  6. 🏢

    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. 🪧23.4 Miles
    3. 📍Sherborne
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  8. 🏢

    Nicholas Carter

    FCA reg no.
    595114
    FCA authorised date:
    29/01/13
    Nicholas Carter is a reputable, FCA-regulated financial firm in Dorset, Poole, specializing in financial advice, planning services, and pension matters. Known for its professional approach and commitment to client satisfaction.
    1. ✔1 Financial Adviser
    2. 🪧23.4 Miles
    3. 📍Poole
  9. 🏢

    Evolution Financial Management Limited

    FCA reg no.
    226382
    FCA authorised date:
    17/07/03
    Evolution Financial Management Limited, regulated by the FCA, offers reliable financial planning and specialist pension advice. Known for bespoke services, they make complex financial matters accessible to individuals in Dorset.
    1. ✔1 Financial Adviser
    2. 🪧23.5 Miles
    3. 📍Poole
  10. 🏢

    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. 🪧23.7 Miles
    3. 📍Sherborne
  11. 🏢

    Old Mill Financial Planning Limited

    FCA reg no.
    967142
    FCA authorised date:
    03/10/22
    Old Mill is a reliable Somerset-based financial firm providing tailored solutions in life insurance, retirement planning, and investment strategies. They are FCA regulated and dedicated to client success.
    1. ✔24 Financial Advisers
    2. 🪧23.8 Miles
    3. 📍Somerset
  12. 🏢

    John Hall Financial Services LTD

    FCA reg no.
    926219
    FCA authorised date:
    15/05/20
    John Hall Financial Services Ltd, based in Somerset, provides tailored financial services, including retirement and investment advice. With a wealth of experience, they offer personal attention to clients' financial needs.
    1. ✔1 Financial Adviser
    2. 🪧23.8 Miles
    3. 📍Yeovil
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  14. 🏢

    Adanac Financial Services LTD

    FCA reg no.
    494917
    FCA authorised date:
    24/04/09
    Adanac Financial Services, based in Yeovil, Somerset, specialises in pensions, retirement advice, and financial planning. Regulated by FCA, they offer comprehensive and tailored financial solutions to local families.
    1. ✔4 Financial Advisers
    2. 🪧23.8 Miles
    3. 📍Yeovil
  15. 🏢

    MAYFIELD INVESTMENT MANAGEMENT LTD

    FCA reg no.
    602199
    FCA authorised date:
    10/10/13
    MAYFIELD INVESTMENT MANAGEMENT LTD is an FCA-regulated financial planning firm based in Somerset, specialising in life investments, pension retirement advice, and final salary pension transfers.
    1. ✔1 Financial Adviser
    2. ✔1 Mortgage Broker
    3. 🪧23.9 Miles
    4. 📍Crewkerne
  16. 🏢

    BAKER DAVIES LTD

    FCA reg no.
    188992
    FCA authorised date:
    01/12/01
    Regulated by the FCA, Baker Davies Limited is a premier financial services firm in Poole, Dorset, specializing in life investments, retirement advice, and personalized financial planning. Known for its trustworthy expertise and client-focused approach.
    1. ✔5 Financial Advisers
    2. 🪧23.9 Miles
    3. 📍Poole
  17. 🏢

    Matthew James Piggin

    FCA reg no.
    985851
    FCA authorised date:
    24/10/22
    FCA-registered firm, Matthew James Piggin, offers personalized financial planning in life and investments, pensions, and retirement advice. Renowned for professional yet approachable service, they assist clients in making well-informed financial decisions.
    1. ✔1 Financial Adviser
    2. 🪧24 Miles
    3. 📍Poole
  18. 🏢

    Andrew David Associates (holdings) Limited

    FCA reg no.
    942851
    FCA authorised date:
    13/01/21
    Andrew David Associates, a reputable Wimborne-based financial firm, offers diverse financial services including life planning and pensions advice. Known for client-focused strategies, they serve Dorset and surrounding regions.
    1. ✔3 Financial Advisers
    2. 🪧24.1 Miles
    3. 📍Wimborne
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