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Find FCA registered Financial Advisers Near Me in New Milton


We have found 329 relevant financial adviser firms within 30 miles of New Milton. Showing page 8 of 22.

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  2. 🏢

    OCULUS WEALTH MANAGEMENT (EAST DORSET) LIMITED

    FCA reg no.
    930008
    FCA authorised date:
    16/07/20
    Oculus Wealth Management (East Dorset) Limited is a premier FCA regulated firm in Wimborne, Dorset, offering tailored financial services, including life and investment planning, pension advice, and pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧13.9 Miles
    3. 📍Wimborne
  3. 🏢

    Sparks & Co Financial Services Limited

    FCA reg no.
    999320
    FCA authorised date:
    08/07/23
    2plan Wealth Management is an FCA-regulated firm in Wimborne, Dorset, offering expert advice on life, investments, and pension retirement planning. Specialties include final salary pension transfers and comprehensive financial planning.
    1. ✔2 Financial Advisers
    2. 🪧14 Miles
    3. 📍Wimborne
  4. 🏢

    Walker Wealth Management Limited

    FCA reg no.
    624789
    FCA authorised date:
    03/06/14
    Walker Wealth Management Limited offers expert regulated financial services throughout the UK, specialising in life investments, retirement planning and final salary pension transfers. They provide tailored pension advice and strategic investment plans.
    1. ✔5 Financial Advisers
    2. 🪧14.2 Miles
    3. 📍Poole
  5. 🏢

    Skybound Financial Planning Limited

    FCA reg no.
    738070
    FCA authorised date:
    11/10/16
    Skybound Financial Planning, based in Poole, Dorset, is a leading FCA-regulated firm offering comprehensive life and investment planning, pensions retirement advice, and personalised financial strategies to achieve clients' financial goals.
    1. ✔6 Financial Advisers
    2. 🪧14.2 Miles
    3. 📍Poole
  6. 🏢

    Willingale Wealth Management Limited

    FCA reg no.
    574527
    FCA authorised date:
    06/02/12
    Based in Dorset, Willingale Wealth Management Limited is a FCA regulated firm offering expert advice on insurance, pensions, investments and final salary pension transfers in Broadstone and surrounding areas.
    1. ✔3 Financial Advisers
    2. 🪧14.3 Miles
    3. 📍Broadstone
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  8. 🏢

    Andrew Vrettos Wealth Management Limited

    FCA reg no.
    718648
    FCA authorised date:
    29/09/15
    Andrew Vrettos Wealth Management, a reliable and professional firm based in Dorset, specializes in financial planning, life investments, pensions retirement advice, and final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧14.3 Miles
    3. 📍Broadstone
  9. 🏢

    Threshold Wealth Management LTD

    FCA reg no.
    961020
    FCA authorised date:
    22/10/21
    2plan Wealth Management is a Hampshire-based, FCA-regulated financial firm specializing in comprehensive planning, investments, and pensions retirement advice, servicing Southampton and surrounding areas. Clients regard us as their trusted financial partner.
    1. ✔1 Financial Adviser
    2. 🪧14.3 Miles
    3. 📍Southampton
  10. 🏢

    Baggette & Company Wealth Management Limited

    FCA reg no.
    522193
    FCA authorised date:
    16/08/10
    Baggette + Co, an FCA regulated firm in Poole, specialises in financial planning, pensions advice, and investment strategies. Known for reliable, personalised services, they're ready to guide your financial journey.
    1. ✔9 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧14.7 Miles
    4. 📍Poole
  11. 🏢

    Insurance & Financial Services LTD

    FCA reg no.
    437335
    FCA authorised date:
    03/12/07
    A leading provider of essential financial solutions, Insurance & Financial Services Ltd offers tailored planning services including life insurance, pensions, and investment advice from their Wimborne, Dorset location.
    1. ✔1 Financial Adviser
    2. 🪧14.8 Miles
    3. 📍Wimborne
  12. 🏢

    Symes Wealth Management Limited

    FCA reg no.
    610355
    FCA authorised date:
    15/11/13
    Symes Wealth Management, located in Dorset, provides regulated financial planning and advice, specialising in life investments, pensions, and final salary pension transfers. Renowned for their professional yet approachable service.
    1. ✔5 Financial Advisers
    2. 🪧14.8 Miles
    3. 📍Broadstone
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  14. 🏢

    Rockwealth Poole LTD

    FCA reg no.
    1045021
    FCA authorised date:
    27/11/25
    Rockwealth Poole Ltd, a trusted financial firm in Cheltenham, offers personalised, FCA-regulated financial planning services including life investments, pensions retirement planning and final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧14.8 Miles
    3. 📍Poole
  15. 🏢

    Roger Carey

    FCA reg no.
    1004965
    FCA authorised date:
    18/11/23
    Roger Carey offers expert financial guidance in Wimborne, Dorset, specialising in regulated services like life insurance, investments, pensions retirement advice and final salary pension transfers. FCA-regulated, trusted, and client-focused.
    1. ✔1 Financial Adviser
    2. 🪧14.8 Miles
    3. 📍Wimborne
  16. 🏢

    Morrison Financial Associates Limited

    FCA reg no.
    716790
    FCA authorised date:
    15/09/15
    Morrison Financial Associates Limited, a highly accredited firm based in Wimborne, Dorset, offers comprehensive financial services, including life investments and pension advice, tailored to individual client needs. Known for remarkable client focus.
    1. ✔1 Financial Adviser
    2. 🪧14.8 Miles
    3. 📍Wimborne
  17. 🏢

    THE MINSTER PARTNERSHIP LIMITED

    FCA reg no.
    745901
    FCA authorised date:
    27/10/16
    The Minster Partnership Limited is a trusted financial services firm in Wimborne, Dorset, specialising in pensions retirement planning and holistic financial planning, regulated by the Financial Conduct Authority.
    1. ✔12 Financial Advisers
    2. ✔2 Mortgage Brokers
    3. 🪧14.9 Miles
    4. 📍Wimborne
  18. 🏢

    F P Wealth Management LTD

    FCA reg no.
    438213
    FCA authorised date:
    23/08/05
    F P Wealth Management Ltd, based in Wimborne, Dorset, offers expert, regulated financial planning services specializing in life investments, pensions, and retirement advice throughout the UK.
    1. ✔2 Financial Advisers
    2. 🪧14.9 Miles
    3. 📍Wimborne
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