Find FCA registered Financial Advisers Near Me in Lowertown TR13
We have found 56 relevant financial adviser firms within 30 miles of Lowertown TR13. Showing page 2 of 4.
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Dean Stevens Wealth Management
- FCA reg no.
- 736741
- FCA authorised date:
- 15/02/16
Regulated wealth management firm, Dean Stevens, based in Falmouth, Cornwall, provides personalized financial advisory services. Specialized in diverse financial planning such as life insurance, investments and pensions, they aim to achieve client's financial goals.- ✔4 Financial Advisers
- 🪧9.1 Miles
- 📍Falmouth
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Taylor Money Limited
- FCA reg no.
- 583300
- FCA authorised date:
- 15/10/12
Taylor Money, FCA regulated financial firm, offers comprehensive planning solutions, specializing in investments, pensions, and life services. They provide client-focused, regulated advice for financial stability from their Falmouth, Cornwall base.- ✔4 Financial Advisers
- 🪧9.2 Miles
- 📍Falmouth
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PROFESSIONAL FINANCIAL CENTRE (CORNWALL) LIMITED
- FCA reg no.
- 229752
- FCA authorised date:
- 13/02/04
FCA registered Professional Financial Centre (Cornwall) Limited is a leading provider of personalised financial planning, life investments, pensions, and retirement advice in Falmouth, Cornwall.- ✔2 Financial Advisers
- ✔1 Mortgage Broker
- 🪧9.4 Miles
- 📍Falmouth
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Sara Tremayne Taylor
- FCA reg no.
- 1024466
- FCA authorised date:
- 05/02/25
Sara Tremayne Taylor is a reputable financial planning firm in Truro, Cornwall, specialising in life insurance, investments, and pensions advice with proven expertise in final salary pension transfers.- ✔1 Financial Adviser
- 🪧10.9 Miles
- 📍Truro
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Jackson (life & Pensions) Limited
- FCA reg no.
- 121712
- FCA authorised date:
- 01/12/01
Renowned Cornwall-based financial firm, Jacksons, provides tailored financial services such as insurance, investment strategies, retirement advice, and comprehensive planning, operating with utmost integrity and a client-focused approach.- ✔10 Financial Advisers
- 🪧11.5 Miles
- 📍Penzance
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Harris Begley Lifetime Partners LTD
- FCA reg no.
- 489218
- FCA authorised date:
- 06/11/13
FCA regulated Harris Begley Financial Planning provides expert, client-focused financial advice and services in Penzance, Cornwall. Specializations include life investments, pensions retirement advice, and final salary pension transfers.- ✔4 Financial Advisers
- 🪧11.7 Miles
- 📍Penzance
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Elite-wealth Management UK LTD
- FCA reg no.
- 496442
- FCA authorised date:
- 12/03/09
Elite-Wealth Management UK Ltd offers regulated advice on life investments and pensions retirement, providing tailored financial services from their Penzance, Cornwall base under FCA registration 496442.- ✔4 Financial Advisers
- 🪧11.8 Miles
- 📍Penzance
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Sculthorp Services Limited
- FCA reg no.
- 987288
- FCA authorised date:
- 09/06/23
Cornwall-based financial planning firm, Wolf Rock Financial Planning (WRFP), offers tailored financial solutions and regulated advice specialising in life investments, pensions retirement, and comprehensive planning, dedicated to securing clients' long-term fiscal stability.- ✔2 Financial Advisers
- 🪧11.9 Miles
- 📍Truro
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Brooks Financial Planning Limited
- FCA reg no.
- 830139
- FCA authorised date:
- 08/01/19
Brooks Financial Planning Limited, located in Truro, offers tailored financial planning services, specialising in life and investment planning, pensions, retirement advice, and final salary pension transfers.- ✔6 Financial Advisers
- 🪧12 Miles
- 📍Truro
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Pioneer Wealth Management Limited
- FCA reg no.
- 562516
- FCA authorised date:
- 03/01/12
Pioneer Wealth Management is a trusted, FCA-regulated firm in Penzance, Cornwall offering reliable financial planning services including investment advice, retirement planning, life insurance, and pre-planned funeral plans.- ✔2 Financial Advisers
- 🪧12.1 Miles
- 📍Penzance
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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.- ✔2 Financial Advisers
- 🪧12.2 Miles
- 📍Truro
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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.- ✔2 Financial Advisers
- 🪧12.5 Miles
- 📍Truro
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Saulsbury Independent Financial Planning LTD
- FCA reg no.
- 789577
- FCA authorised date:
- 02/01/18
FCA-regulated Saulsbury Independent Financial Planning Ltd offers comprehensive financial services such as life, investments, pensions, and retirement advice. Well-respected for their bespoke advice and personalised approach, they serve Truro, Cornwall and surrounding regions.- ✔2 Financial Advisers
- 🪧12.9 Miles
- 📍Truro
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1291 GROUP UK LTD.
- FCA reg no.
- 223376
- FCA authorised date:
- 03/03/04
1291 Group UK Ltd, based in Cornwall, is a reputable FCA-regulated firm (#223376), providing personalised financial planning and advice across life, investments, and pensions. Renowned for crafting unique financial solutions aligned with client goals.- ✔1 Financial Adviser
- 🪧13.3 Miles
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J W Wealth Management Limited
- FCA reg no.
- 1013257
- FCA authorised date:
- 10/05/24
J W Wealth Management is a FCA regulated firm in Cornwall specialising in life investments, pension advice, and final salary transfers, providing expert financial planning for all stages of life.- ✔1 Financial Adviser
- 🪧13.7 Miles
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