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Find FCA registered Financial Advisers Near Me in Fowey


We have found 105 relevant financial adviser firms within 30 miles of Fowey. Showing page 3 of 7.

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  2. 🏢

    CORNWALL FINANCE and INVESTMENT SERVICES LIMITED

    FCA reg no.
    596144
    FCA authorised date:
    05/09/13
    FCA regulated Cornwall Finance & Investment Services offers dedicated financial services including life investments, pensions, retirement advice, and comprehensive financial planning to Cornwall and surrounding regions.
    1. ✔3 Financial Advisers
    2. 🪧19.8 Miles
    3. 📍Newquay
  3. 🏢

    PS Wealth LTD

    FCA reg no.
    970220
    FCA authorised date:
    17/02/22
    Vision IFP is a Cornwall-based, FCA-regulated financial planning firm offering expert life investment, pensions retirement advice, and final salary pension transfer services with a client-centric approach.
    1. ✔2 Financial Advisers
    2. 🪧19.8 Miles
    3. 📍Truro
  4. 🏢

    Karrek Financial Management Limited

    FCA reg no.
    193232
    FCA authorised date:
    31/05/05
    FCA-regulated Karrek Chartered Financial Planners, located in Newquay, Cornwall, offer a comprehensive range of tailored financial planning services to a diverse client base.
    1. ✔3 Financial Advisers
    2. 🪧19.9 Miles
    3. 📍Newquay
  5. 🏢

    Paul Morgan and Associates Wealth Management LTD

    FCA reg no.
    820063
    FCA authorised date:
    03/09/18
    Cornwall-based Paul Morgan and Associates Wealth Management Ltd specialises in financial planning, insurance, investments, and pensions retirement advice, ensuring regulatory adherence with FCA registration number 820063. An experienced team tailors services to individual client goals.
    1. ✔2 Financial Advisers
    2. 🪧20.4 Miles
    3. 📍Truro
  6. 🏢

    SJS Wealth Management Limited

    FCA reg no.
    544448
    FCA authorised date:
    30/03/11
    Vision IFP is a Plymouth-based, FCA-regulated firm specializing in financial planning solutions, including investments, retirement advice, and pension transfers, providing tailored, client-focused services across Devon.
    1. ✔1 Financial Adviser
    2. 🪧20.7 Miles
    3. 📍Plymouth
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  8. 🏢

    Roberts Clark Independent Financial Solutions Limited

    FCA reg no.
    192598
    FCA authorised date:
    01/12/01
    Roberts Clark Independent Financial Solutions offers customer-centric financial advice on life investments and retirement planning. Based in Cornwall, they are a trusted, FCA-regulated and approachable financial firm.
    1. ✔2 Financial Advisers
    2. 🪧20.7 Miles
    3. 📍Newquay
  9. 🏢

    James O'Gallagher

    FCA reg no.
    1000709
    FCA authorised date:
    06/09/23
    James O'Gallagher is a respected, FCA-regulated financial planning firm based in Devon, offering personalised advice on life investments, pensions retirement, and final salary pension transfers. Known for their professional, reliable service.
    1. ✔1 Financial Adviser
    2. 🪧20.7 Miles
    3. 📍Plymouth
  10. 🏢

    Towan IFA Limited

    FCA reg no.
    911770
    FCA authorised date:
    29/07/19
    Vision IFP, a financial firm based in Newquay, specializes in financial planning, life insurance, investments, and pension retirement advice. They are dedicated to providing tailored, regulated advice for informed financial decisions.
    1. ✔1 Financial Adviser
    2. 🪧20.7 Miles
    3. 📍Newquay
  11. 🏢

    Renfree Wealth Management Limited

    FCA reg no.
    779848
    FCA authorised date:
    25/05/17
    Renfree Wealth Management Limited, a renowned FCA-regulated firm in Newquay, Cornwall, specializes in tailored financial planning, investment solutions, pensions, and retirement planning that ensure your financial stability.
    1. ✔1 Financial Adviser
    2. 🪧20.9 Miles
    3. 📍Newquay
  12. 🏢

    Julia Ward-osseiran

    FCA reg no.
    1019836
    FCA authorised date:
    04/10/24
    Julia Ward-Osseiran is a reputable financial services firm in Newquay, Cornwall, offering tailored services such as insurance, investments, financial planning, and specialized pension advice.
    1. ✔1 Financial Adviser
    2. 🪧21 Miles
    3. 📍Newquay
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  14. 🏢

    Sims Financial Management LTD

    FCA reg no.
    1004837
    FCA authorised date:
    30/10/23
    2plan Wealth Management is a trusted, FCA regulated financial services provider in Plymouth, Devon, offering tailored solutions including life insurance, investments and retirement advice. Dedicated to client prosperity, they deliver knowledgeable, approachable advice.
    1. ✔1 Financial Adviser
    2. 🪧21.4 Miles
    3. 📍Plymouth
  15. 🏢

    Condy Mathias Financial Planners Limited

    FCA reg no.
    472913
    FCA authorised date:
    18/02/08
    Condy Mathias is a leading Chartered Financial Planner in Plymouth, Devon, providing expert financial advice across services like insurance, investments, and retirement planning, known for its trustworthy, client-focused solutions.
    1. ✔4 Financial Advisers
    2. 🪧21.7 Miles
    3. 📍Plymouth
  16. 🏢

    SOUND FINANCIAL MANAGEMENT LIMITED

    FCA reg no.
    192052
    FCA authorised date:
    01/12/01
    Plymouth-based, FCA regulated firm, Sound Financial Management Ltd., specialises in financial services like life investments and pensions retirement advice, and caters to individuals across the Devon region with trustworthy, personalised advice.
    1. ✔9 Financial Advisers
    2. 🪧21.8 Miles
    3. 📍Plymouth
  17. 🏢

    Penvearn Wealth Management LTD

    FCA reg no.
    709315
    FCA authorised date:
    06/07/15
    Located in scenic Newquay, Cornwall, Penvearn Wealth Management Ltd (FCA reg. 709315) provides sound, regulated financial advice. Specializing in pensions and investments, their trustworthy, tailored approach has earned them a stellar reputation.
    1. ✔1 Financial Adviser
    2. 🪧21.9 Miles
    3. 📍Newquay
  18. 🏢

    Ross Bryant Financial Limited

    FCA reg no.
    732336
    FCA authorised date:
    08/03/23
    Sirius Financial, based in Plymouth and regulated by the FCA, offers expert advice in life services, investment, pensions, and financial planning. Known for their personalised service, they cater to individual financial goals.
    1. ✔2 Financial Advisers
    2. 🪧22 Miles
    3. 📍Plymouth
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