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Find FCA registered Financial Advisers Near Me in Lostwithiel


We have found 105 relevant financial adviser firms within 30 miles of Lostwithiel. Showing page 6 of 7.

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  2. 🏢

    Michael James

    FCA reg no.
    713035
    FCA authorised date:
    18/12/15
    Michael James is a reputable financial services firm in Tavistock, Devon, offering reliable, regulated advice and specializing in retirement planning, life and investment advice.
    1. ✔7 Financial Advisers
    2. ✔3 Mortgage Brokers
    3. 🪧25.3 Miles
    4. 📍Tavistock
  3. 🏢

    Paul Allen

    FCA reg no.
    483626
    FCA authorised date:
    21/05/08
    Paul Allen provides expert financial advice in Devon, specialising in insurance, investments, pensions and holistic financial planning. Regulated by the FCA and reputed for tailored solutions, they serve businesses and individuals alike.
    1. ✔1 Financial Adviser
    2. 🪧25.3 Miles
    3. 📍Yelverton
  4. 🏢

    Lawrence Financial Consultancy LTD

    FCA reg no.
    527923
    FCA authorised date:
    15/07/10
    Vision IFP is a FCA-regulated financial firm in Tavistock, Devon, offering comprehensive financial solutions, including insurance, investments, and pensions retirement advice tailored to individual needs.
    1. ✔1 Financial Adviser
    2. 🪧25.3 Miles
    3. 📍Tavistock
  5. 🏢

    Inspire Wealth LTD

    FCA reg no.
    461089
    FCA authorised date:
    02/04/07
    Inspire Wealth Ltd is a regulated financial planning and wealth management firm in Plymouth, Devon, providing tailored advice on life insurance, investments, and pensions to individuals and businesses.
    1. ✔3 Financial Advisers
    2. 🪧25.4 Miles
    3. 📍Plymouth
  6. 🏢

    Molyneux Associates LTD

    FCA reg no.
    624563
    FCA authorised date:
    01/09/14
    Molyneux Associates Ltd is a renowned financial services firm located near Plymouth, Devon. Known for its client-focused approach, the firm offers tailored financial planning, investment guidance and retirement advice.
    1. ✔13 Financial Advisers
    2. ✔5 Mortgage Brokers
    3. 🪧25.4 Miles
    4. 📍Plymouth
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  8. 🏢

    W T Independent Financial Planning Limited

    FCA reg no.
    560260
    FCA authorised date:
    03/08/11
    Based in Falmouth, Vision IFP is a regulated financial services provider that offers tailored financial planning solutions, specialising in life investments and pensions advice, for individuals and families in Cornwall.
    1. ✔1 Financial Adviser
    2. 🪧25.4 Miles
    3. 📍Falmouth
  9. 🏢

    MD INDEPENDENT FINANCIAL PLANNING LIMITED

    FCA reg no.
    608595
    FCA authorised date:
    10/10/13
    1. ✔1 Financial Adviser
    2. 🪧25.8 Miles
    3. 📍Falmouth
  10. 🏢

    Vision Independent Financial Planning LTD

    FCA reg no.
    487395
    FCA authorised date:
    01/10/08
    Vision Independent Financial Planning Ltd. is a FCA regulated financial service provider offering comprehensive insurance, investment, pension, and personalised financial planning solutions for economic security and growth.
    1. ✔1 Financial Adviser
    2. 🪧25.9 Miles
    3. 📍Falmouth
  11. 🏢

    SK Wealth Management Limited

    FCA reg no.
    811806
    FCA authorised date:
    18/06/18
    FCA-regulated SK Wealth Management Limited, located in Falmouth, provides tailored financial planning solutions. The firm specialises in life investments, pension transfers, and retirement planning, ensuring a secure financial future for clients.
    1. ✔1 Financial Adviser
    2. 🪧25.9 Miles
    3. 📍Falmouth
  12. 🏢

    Westcountry IFP Limited

    FCA reg no.
    931962
    FCA authorised date:
    13/08/20
    Vision IFP is a regulated financial services firm in Plymouth, providing expert advice on life and investments, pensions and final salary pension transfers. Known for professionalism and personalised approach.
    1. ✔1 Financial Adviser
    2. 🪧26.1 Miles
    3. 📍Plymouth
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  14. 🏢

    BICKLAND FINANCIAL PLANNING LTD

    FCA reg no.
    615639
    FCA authorised date:
    10/02/14
    Vision IFP, located in Falmouth, offers comprehensive, regulated financial planning services including life insurance and pensions advice. Known for regional expertise and tailor-made strategies, they focus on making financial planning less intimidating.
    1. ✔1 Financial Adviser
    2. 🪧26.1 Miles
    3. 📍Falmouth
  15. 🏢

    Alexander Cameron LTD

    FCA reg no.
    491660
    FCA authorised date:
    02/01/09
    Situated in Cornwall, Alexander Cameron Ltd is a reputable FCA-regulated financial planning firm, offering customer-focused advice on life investments, retirement, and more to clients primarily in Greater Manchester.
    1. ✔1 Financial Adviser
    2. ✔1 Mortgage Broker
    3. 🪧26.2 Miles
    4. 📍Redruth
  16. 🏢

    BARRY W P BENNETT LTD

    FCA reg no.
    799367
    FCA authorised date:
    18/04/18
    Bennett Wealth Planning is an FCA-regulated financial services firm in Yelverton, Devon offering tailored advice in financial planning, life, investments, and retirement.
    1. ✔2 Financial Advisers
    2. 🪧26.5 Miles
    3. 📍Yelverton
  17. 🏢

    Lead Financial Limited

    FCA reg no.
    1001982
    FCA authorised date:
    22/09/23
    Lead Financial Limited is a dependable Devon-based financial provider, specialising in comprehensive financial planning, pension retirement advice and final salary pension transfers, recognized for its professional, client-focused approach.
    1. ✔2 Financial Advisers
    2. 🪧26.5 Miles
    3. 📍Plymouth
  18. 🏢

    Jack Lawrence Insurance & Financial Services

    FCA reg no.
    599172
    FCA authorised date:
    08/07/13
    Jack Lawrence Insurance & Financial Services is a regulated financial firm in Plymouth, offering personalized advice on insurance, investments, and pensions to clients across Devon and beyond.
    1. ✔2 Financial Advisers
    2. 🪧27.1 Miles
    3. 📍Plymouth
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