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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 5 of 9.

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  2. 🏢

    K.m. FINANCIAL CONSULTANTS (WESSEX) LIMITED

    FCA reg no.
    618158
    FCA authorised date:
    26/06/14
    K.M. Financial Consultants (Wessex) Ltd is an FCA-regulated firm in Wimborne, Dorset specializing in life and investment planning, pensions, retirement advice, and overall financial planning. Known for their friendly and professional approach.
    1. ✔1 Financial Adviser
    2. 🪧25.8 Miles
    3. 📍Wimborne
  3. 🏢

    Lester Brunt Wealth Management LTD

    FCA reg no.
    608489
    FCA authorised date:
    09/10/13
    Lester Brunt Wealth Management, situated in Wimborne Minster, Dorset, offers comprehensive financial planning services. Known for providing tailored advice, they cater to both first-time buyers and local families.
    1. ✔16 Financial Advisers
    2. 🪧25.9 Miles
    3. 📍Wimborne Minster
  4. 🏢

    Vicki Roscorla

    FCA reg no.
    956911
    FCA authorised date:
    15/08/21
    Vicki Roscorla's reputable financial services firm specializes in life insurance and financial planning, providing insightful advice on investments and pensions in Dorset. Known for its professional approach and bespoke services.
    1. ✔1 Financial Adviser
    2. 🪧25.9 Miles
    3. 📍Wimborne
  5. 🏢

    THE MINSTER PARTNERSHIP LIMITED

    FCA reg no.
    745901
    FCA authorised date:
    27/10/16
    The Minster Partnership Limited is a trusted financial services firm in Wimborne, Dorset, specialising in pensions retirement planning and holistic financial planning, regulated by the Financial Conduct Authority.
    1. ✔12 Financial Advisers
    2. ✔2 Mortgage Brokers
    3. 🪧25.9 Miles
    4. 📍Wimborne
  6. 🏢

    F1rst Financial Services LTD

    FCA reg no.
    920993
    FCA authorised date:
    01/02/21
    Based in Dorset, F1rst Financial Services offers comprehensive financial solutions including life, investment and pension advice. They are an approachable, FCA regulated team putting clients' needs and goals first.
    1. ✔2 Financial Advisers
    2. ✔2 Mortgage Brokers
    3. 🪧25.9 Miles
    4. 📍Dorset
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  8. 🏢

    Liverpool Victoria Financial Advice Services Limited

    FCA reg no.
    186890
    FCA authorised date:
    01/12/01
    LV= is a leading FCA-regulated financial services firm based in Bournemouth, Dorset, offering expert advice in life insurance, investments, and pensions retirement planning.
    1. ✔12 Financial Advisers
    2. ✔7 Mortgage Brokers
    3. 🪧26 Miles
    4. 📍Bournemouth
  9. 🏢

    Blue Sky Financial Planning Limited

    FCA reg no.
    211720
    FCA authorised date:
    26/09/02
    Blue Sky Financial Planning Limited is a regulated firm based in Poole, Dorset, offering tailored financial planning and advice, specialising in insurance, investments, pensions, and retirement. They provide trusted, client-focused solutions across Dorset region and beyond.
    1. ✔5 Financial Advisers
    2. 🪧26 Miles
    3. 📍Poole
  10. 🏢

    Suitable Money Advice LTD

    FCA reg no.
    811115
    FCA authorised date:
    08/06/18
    Suitable Money Advice Ltd, based in Dorset, is an FCA-regulated financial planning firm known for providing strategic, tailored advice on life and investments, pensions, and final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧26 Miles
    3. 📍Poole
  11. 🏢

    DREAM CASA MORTGAGE CONSULTANCY LTD

    FCA reg no.
    1003136
    FCA authorised date:
    20/05/24
    Dream Casa Mortgage Consultancy LTD is a Poole-based firm specializing in life investments, pensions retirement advice, and financial planning. They offer professional, personalized financial guidance trusted by residents throughout Dorset.
    1. ✔1 Financial Adviser
    2. ✔1 Mortgage Broker
    3. 🪧26 Miles
    4. 📍Poole
  12. 🏢

    Charlwood IFA Limited

    FCA reg no.
    226338
    FCA authorised date:
    01/09/03
    Charlwood IFA, based in Bournemouth, offers a broad range of FCA-regulated financial services including wealth management, insurance, investments, and pensions retirement advice, tailored to individual clients' needs.
    1. ✔2 Financial Advisers
    2. 🪧26 Miles
    3. 📍Bournemouth
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  14. 🏢

    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. 🪧26.1 Miles
    3. 📍Dorset
  15. 🏢

    Strategic Solutions Financial Services

    FCA reg no.
    525733
    FCA authorised date:
    17/11/10
    Strategic Solutions Financial Services is a reputable, FCA-regulated firm in Bournemouth, Dorset, specialising in investments, pensions, retirement advice, life insurance, and final salary pension transfers. Their tailored solutions serve both individuals and businesses.
    1. ✔29 Financial Advisers
    2. ✔2 Mortgage Brokers
    3. 🪧26.1 Miles
    4. 📍Bournemouth
  16. 🏢

    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. 🪧26.1 Miles
    3. 📍Sturminster Newton
  17. 🏢

    Chase Buckingham Limited

    FCA reg no.
    195271
    FCA authorised date:
    01/12/01
    Chase Buckingham Limited is a UK-based, FCA-regulated firm specialising in financial planning, offering tailored advice on investments, pensions, and retirement, with a focus on personalised, jargon-free service.
    1. ✔2 Financial Advisers
    2. 🪧26.1 Miles
    3. 📍Wimborne
  18. 🏢

    FTA Financial & Wealth Management Limited

    FCA reg no.
    764631
    FCA authorised date:
    11/12/24
    FTA Financial & Wealth Management Limited is a trusted financial services firm in Bournemouth, Dorset, providing comprehensive financial planning solutions including insurance, investments, and pensions advice.
    1. ✔1 Financial Adviser
    2. 🪧26.1 Miles
    3. 📍Bournemouth
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