Find FCA registered Financial Advisers Near Me in Liskeard
We have found 95 relevant financial adviser firms within 30 miles of Liskeard. Showing page 1 of 7.
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Bateman Financial Management Limited
- FCA reg no.
- 218547
- FCA authorised date:
- 01/04/11
Bateman Financial Management Limited, based in Liskeard, Cornwall, is a regulated provider of financial advice and planning, specialising in life and investments, pension retirement, and final salary pension transfers.- ✔1 Financial Adviser
- 🪧2.5 Miles
- 📍Liskeard
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Jonathan Blake Money Management Limited
- FCA reg no.
- 408054
- FCA authorised date:
- 22/11/04
FCA-regulated firm, Jonathan Blake Money Management Limited, is based in Saltash, Cornwall. Offering life and investment planning, pensions retirement advice, and comprehensive financial planning in a client-centric environment.- ✔1 Financial Adviser
- 🪧6.1 Miles
- 📍Saltash
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Wayne Smith
- FCA reg no.
- 416953
- FCA authorised date:
- 07/12/04
Wayne Smith is a reputable financial services firm in Saltash, Cornwall known for personalized advice on life investments, pensions, and retirement planning. Regulated by the FCA, they provide bespoke financial planning services.- ✔1 Financial Adviser
- 🪧6.8 Miles
- 📍Saltash
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Ethical Investments (SW) LTD
- FCA reg no.
- 828050
- FCA authorised date:
- 02/07/19
Ethical Investments (SW) Ltd, a trusted financial planning firm in St. Germans, Saltash, specialized in life investments, pensions advice, committed to ethical strategies to maximize ROI responsibly. Regulated by the FCA, serving both seasoned investors and beginners.- ✔1 Financial Adviser
- 🪧8.1 Miles
- 📍Saltash
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Jane Bownas Wealth Management
- FCA reg no.
- 401712
- FCA authorised date:
- 29/06/04
Jane Bownas Wealth Management is a Saltash, Cornwall-based financial consultancy, known for its comprehensive financial planning and regulated advice. Providing expert wealth management services to both novice and experienced investors.- ✔1 Financial Adviser
- 🪧9.8 Miles
- 📍Saltash
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Darren Stonehouse
- FCA reg no.
- 533792
- FCA authorised date:
- 19/10/10
Darren Stonehouse is a Saltash-based financial planning and investment firm specialising in retirement advice, final salary pension transfers, and comprehensive financial planning, offering professional services with integrity.- ✔2 Financial Advisers
- 🪧11.5 Miles
- 📍Saltash
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Strategy Wealth UK LTD
- FCA reg no.
- 999261
- FCA authorised date:
- 06/07/23
Strategy Wealth UK Ltd is a FCA-regulated financial advisory firm in Bodmin, providing client-focused pension retirement advice, final salary pension transfers and tailored financial planning to clients across Cornwall.- ✔2 Financial Advisers
- 🪧11.8 Miles
- 📍Bodmin
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Carlton Smith Financial Planning LTD
- FCA reg no.
- 800081
- FCA authorised date:
- 04/06/18
Bodmin-based Carlton Smith Financial Planning Ltd provides expert, regulated financial advice covering life, investments and pensions. Recognised for their approachable nature, they offer professional, personalised financial solutions.- ✔1 Financial Adviser
- 🪧12.7 Miles
- 📍Bodmin
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Dart Wealth Management Limited
- FCA reg no.
- 789271
- FCA authorised date:
- 06/04/18
Dart Wealth Management provides personalized financial planning services in Cornwall, offering expert advice on life and investment strategies, pensions retirement, and thorough financial planning. FCA-regulated and serving clients across the South West region.- ✔2 Financial Advisers
- 🪧13 Miles
- 📍Launceston
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Steve Wassell Insurance Management LTD
- FCA reg no.
- 231905
- FCA authorised date:
- 11/05/04
Located in Torpoint, Cornwall, Steve Wassell Insurance Management Ltd provides comprehensive financial services, including life investments, pensions, and retirement planning. Renowned for a client-centric approach, the firm is a trusted choice for financial direction.- ✔1 Financial Adviser
- 🪧13.1 Miles
- 📍Torpoint
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Face 2 Face Financial Services South West Limited
- FCA reg no.
- 455145
- FCA authorised date:
- 26/07/06
Face 2 Face Financial Services, based in Bodmin, Cornwall, offers expert, regulated financial planning, specialising in life investments, pensions retirement advice and final salary pension transfers. FCA Registered No. 455145.- ✔2 Financial Advisers
- 🪧13.2 Miles
- 📍Bodmin
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Kernow Financial Planning LTD
- FCA reg no.
- 942872
- FCA authorised date:
- 01/04/21
Cornwall-based Kernow Financial Planning Ltd offers professional financial services including life and investment planning, pension retirement advice. Regulated by the FCA, they provide tailored and trustworthy advice to diverse clientele.- ✔1 Financial Adviser
- ✔2 Mortgage Brokers
- 🪧13.3 Miles
- 📍Cornwall
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Claire Hayter
- FCA reg no.
- 785792
- FCA authorised date:
- 02/08/17
FCA-regulated firm Claire Hayter provides personalised financial planning and advice, including investments, life insurance, and pension services in Launceston, Cornwall. Prioritising client needs, they aim to optimise long-term financial security.- ✔1 Financial Adviser
- 🪧13.3 Miles
- 📍Launceston
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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 Financial Adviser
- 🪧14.1 Miles
- 📍Plymouth
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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 Financial Adviser
- 🪧14.5 Miles
- 📍Plymouth
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