Find FCA registered Financial Advisers Near Me in Mount Wise PL1
We have found 105 relevant financial adviser firms within 30 miles of Mount Wise PL1. Showing page 5 of 7.
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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
- 🪧20.3 Miles
- 📍Cornwall
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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
- 🪧20.3 Miles
- 📍Launceston
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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
- 🪧20.4 Miles
- 📍Launceston
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Clarity Wealth Management LLP
- FCA reg no.
- 575252
- FCA authorised date:
- 11/07/12
Clarity Wealth Management is a reputable financial services firm in Totnes, Devon, known for its regulated advice on insurance, investment management, and pension transfers. They offer tailored financial planning and retirement advice.- ✔39 Financial Advisers
- ✔5 Mortgage Brokers
- 🪧22.1 Miles
- 📍Totnes
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QHFS Limited
- FCA reg no.
- 598086
- FCA authorised date:
- 02/09/13
FCA-regulated QHFS Limited offers bespoke financial advice and services in Devon, including life investments, retirement planning, and pensions advice, catering to clients' unique needs with a professional, approachable style.- ✔2 Financial Advisers
- 🪧25.4 Miles
- 📍Newton Abbot
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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
- 🪧25.6 Miles
- 📍Bodmin
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Mortgage Pensions & Investments LLP
- FCA reg no.
- 454273
- FCA authorised date:
- 02/10/06
Mortgage Pensions & Investments LLP, centrally located in St. Austell, Cornwall, offers comprehensive financial services including life insurance, investment strategies, retirement planning and personalised financial advice. FCA registered (#454273).- ✔2 Financial Advisers
- 🪧26.2 Miles
- 📍St. Austell
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Yorke Finance LTD
- FCA reg no.
- 756100
- FCA authorised date:
- 28/11/16
Chadwick Financial Management is a FCA-regulated firm in Dartmouth, Devon offering bespoke financial advice encompassing investments, pensions, life insurance and funeral plans, with a commitment to local clients' financial wellness.- ✔3 Financial Advisers
- ✔1 Mortgage Broker
- 🪧26.3 Miles
- 📍Dartmouth
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Compton Valley Wealth Management LTD
- FCA reg no.
- 515000
- FCA authorised date:
- 22/12/09
Vision IFP is a FCA regulated financial planning firm in Devon, specializing in life and investments, providing personalized advice on pensions, retirement, and pension transfers.- ✔1 Financial Adviser
- 🪧26.3 Miles
- 📍Paignton
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TNW Wealth Limited
- FCA reg no.
- 1010391
- FCA authorised date:
- 20/11/24
TNW Wealth Limited, based in Newton Abbot, Devon, provides a broad range of FCA-regulated financial planning and advice services to clients across Southwest England, specialising in life investments, pensions, and comprehensive financial planning.- ✔3 Financial Advisers
- 🪧26.4 Miles
- 📍Newton Abbot
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Peter John Lucketti
- FCA reg no.
- 615773
- FCA authorised date:
- 04/04/14
Peter John Lucketti is a trusted, FCA-regulated financial services firm in Bovey Tracey, Devon. They specialize in comprehensive financial planning, investment advice, and pensions retirement guidance for a diverse client base.- ✔1 Financial Adviser
- 🪧26.5 Miles
- 📍Newton Abbot
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PR Financial
- FCA reg no.
- 215766
- FCA authorised date:
- 31/05/05
Paolo Joseph Mark Rosolek is a Bristol-based, FCA-regulated financial firm specializing in diverse financial services. They are known for personalized advice, financial planning expertise, and commitment to client's financial wellbeing.- ✔2 Financial Advisers
- 🪧26.5 Miles
- 📍St Austell
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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
- 🪧26.5 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
- 🪧26.5 Miles
- 📍Bodmin
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Davidsons Independent Financial Advisers Limited
- FCA reg no.
- 224407
- FCA authorised date:
- 09/07/03
Courtiers is a leading financial services provider in Okehampton, Devon, delivering client-focused financial planning including life, retirement and investment advice. Proven reputation for tailored financial solutions for local families and first-time buyers.- ✔10 Financial Advisers
- 🪧26.9 Miles
- 📍Okehampton
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