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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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  2. 🏢

    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. ✔1 Financial Adviser
    2. ✔2 Mortgage Brokers
    3. 🪧20.3 Miles
    4. 📍Cornwall
  3. 🏢

    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.
    1. ✔2 Financial Advisers
    2. 🪧20.3 Miles
    3. 📍Launceston
  4. 🏢

    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. ✔1 Financial Adviser
    2. 🪧20.4 Miles
    3. 📍Launceston
  5. 🏢

    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.
    1. ✔39 Financial Advisers
    2. ✔5 Mortgage Brokers
    3. 🪧22.1 Miles
    4. 📍Totnes
  6. 🏢

    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.
    1. ✔2 Financial Advisers
    2. 🪧25.4 Miles
    3. 📍Newton Abbot
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  8. 🏢

    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.
    1. ✔2 Financial Advisers
    2. 🪧25.6 Miles
    3. 📍Bodmin
  9. 🏢

    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).
    1. ✔2 Financial Advisers
    2. 🪧26.2 Miles
    3. 📍St. Austell
  10. 🏢

    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.
    1. ✔3 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧26.3 Miles
    4. 📍Dartmouth
  11. 🏢

    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. ✔1 Financial Adviser
    2. 🪧26.3 Miles
    3. 📍Paignton
  12. 🏢

    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.
    1. ✔3 Financial Advisers
    2. 🪧26.4 Miles
    3. 📍Newton Abbot
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  14. 🏢

    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. ✔1 Financial Adviser
    2. 🪧26.5 Miles
    3. 📍Newton Abbot
  15. 🏢

    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.
    1. ✔2 Financial Advisers
    2. 🪧26.5 Miles
    3. 📍St Austell
  16. 🏢

    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.
    1. ✔2 Financial Advisers
    2. 🪧26.5 Miles
    3. 📍Bodmin
  17. 🏢

    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. ✔1 Financial Adviser
    2. 🪧26.5 Miles
    3. 📍Bodmin
  18. 🏢

    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.
    1. ✔10 Financial Advisers
    2. 🪧26.9 Miles
    3. 📍Okehampton
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