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Find FCA registered Financial Advisers Near Me in DT5 1


We have found 129 relevant financial adviser firms within 30 miles of DT5 1. Showing page 3 of 9.

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  2. 🏢

    Christopher Newcombe

    FCA reg no.
    401833
    FCA authorised date:
    04/10/04
    Christopher Newcombe is a trusted financial planning firm in Poole, Dorset. Known for its client-focused approach and regulated advice on life investments and pensions, it serves individuals and families to secure their financial futures.
    1. ✔1 Financial Adviser
    2. 🪧23.6 Miles
    3. 📍Poole
  3. 🏢

    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. 🪧23.7 Miles
    3. 📍Blandford
  4. 🏢

    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. 🪧23.8 Miles
    3. 📍Blandford Forum
  5. 🏢

    Mathieu Baudry

    FCA reg no.
    994905
    FCA authorised date:
    17/04/23
    Mathieu Baudry is a regulated financial services company in Broadstone, Dorset, providing personalized advice on life, investments, pensions, and retirement. Known for its professional, approachable style and meticulous financial planning.
    1. ✔1 Financial Adviser
    2. 🪧23.8 Miles
    3. 📍Broadstone
  6. 🏢

    Walker Wealth Management Limited

    FCA reg no.
    624789
    FCA authorised date:
    03/06/14
    Walker Wealth Management Limited offers expert regulated financial services throughout the UK, specialising in life investments, retirement planning and final salary pension transfers. They provide tailored pension advice and strategic investment plans.
    1. ✔5 Financial Advisers
    2. 🪧23.9 Miles
    3. 📍Poole
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  8. 🏢

    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. 🪧23.9 Miles
    3. 📍Blandford Forum
  9. 🏢

    Symes Wealth Management Limited

    FCA reg no.
    610355
    FCA authorised date:
    15/11/13
    Symes Wealth Management, located in Dorset, provides regulated financial planning and advice, specialising in life investments, pensions, and final salary pension transfers. Renowned for their professional yet approachable service.
    1. ✔5 Financial Advisers
    2. 🪧23.9 Miles
    3. 📍Broadstone
  10. 🏢

    Lewis & Co (investments & Pensions) Limited

    FCA reg no.
    143646
    FCA authorised date:
    01/12/01
    Based in Poole, Dorset, 4. Lewis Investment provides regulated financial services including life insurance, investments, and pensions retirement advice. Known for personalised guidance and expert knowledge in financial decision-making.
    1. ✔12 Financial Advisers
    2. ✔2 Mortgage Brokers
    3. 🪧23.9 Miles
    4. 📍Poole
  11. 🏢

    Life Matters Financial Planning LTD

    FCA reg no.
    787517
    FCA authorised date:
    02/01/18
    Life Matters Financial Planning Ltd, based in Poole, Dorset, provides comprehensive financial services including investment and pension advice. Regulated by FCA, the team offers expert, transparent and diligent financial planning solutions.
    1. ✔1 Financial Adviser
    2. 🪧23.9 Miles
  12. 🏢

    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. 🪧23.9 Miles
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  14. 🏢

    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. 🪧24.2 Miles
    3. 📍Poole
  15. 🏢

    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. 🪧24.3 Miles
    3. 📍Poole
  16. 🏢

    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. 🪧24.3 Miles
    3. 📍Poole
  17. 🏢

    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. 🪧24.4 Miles
    3. 📍Broadstone
  18. 🏢

    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. 🪧24.4 Miles
    3. 📍Broadstone
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