Find FCA registered Financial Advisers Near Me in Old Town BH15
We have found 206 relevant financial adviser firms within 30 miles of Old Town BH15. Showing page 1 of 14.
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PFM Associates Limited
- FCA reg no.
- 213724
- FCA authorised date:
- 27/08/02
PFM Associates Limited is a Poole-based, FCA regulated financial services firm. They specialize in life and investments, pensions, retirement advice, and financial planning, providing personalized solutions in Dorset and Greater Manchester.- ✔7 Financial Advisers
- ✔2 Mortgage Brokers
- 🪧0.2 Miles
- 📍Poole
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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.- ✔6 Financial Advisers
- 🪧0.6 Miles
- 📍Poole
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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.- ✔9 Financial Advisers
- ✔1 Mortgage Broker
- 🪧0.7 Miles
- 📍Poole
- ✔1 Financial Adviser
- 🪧0.9 Miles
- 📍Poole
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Christopher Newcombe
- FCA reg no.
- 401833
- FCA authorised date:
- 04/10/04
Christopher Newcombe is a trusted financial planning firm in Poole, Dorset. Known for its client-focused approach and regulated advice on life investments and pensions, it serves individuals and families to secure their financial futures.- ✔1 Financial Adviser
- 🪧1.3 Miles
- 📍Poole
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Lewis & Co (investments & Pensions) Limited
- FCA reg no.
- 143646
- FCA authorised date:
- 01/12/01
Based in Poole, Dorset, 4. Lewis Investment provides regulated financial services including life insurance, investments, and pensions retirement advice. Known for personalised guidance and expert knowledge in financial decision-making.- ✔12 Financial Advisers
- ✔2 Mortgage Brokers
- 🪧1.4 Miles
- 📍Poole
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Life Matters Financial Planning LTD
- FCA reg no.
- 787517
- FCA authorised date:
- 02/01/18
Life Matters Financial Planning Ltd, based in Poole, Dorset, provides comprehensive financial services including investment and pension advice. Regulated by FCA, the team offers expert, transparent and diligent financial planning solutions.- ✔1 Financial Adviser
- 🪧1.4 Miles
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Ingenuity Financial Services Limited
- FCA reg no.
- 609997
- FCA authorised date:
- 02/05/14
Ingenuity Financial Services Limited, FCA regulated, specializes in life and investment planning with a focus on pensions retirement advice. Located in Dorset, they offer tailor-made financial plans and trusted advice to their clientele.- ✔4 Financial Advisers
- 🪧1.4 Miles
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Blue Pebble Finance Limited
- FCA reg no.
- 770728
- FCA authorised date:
- 19/06/17
Blue Pebble Finance Limited, based in Poole, Dorset, provides expert advice on life investments, pensions, and financial planning. They offer a personalised, approachable service for individuals and businesses.- ✔1 Financial Adviser
- 🪧1.6 Miles
- 📍Poole
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Nicholas Carter
- FCA reg no.
- 595114
- FCA authorised date:
- 29/01/13
Nicholas Carter is a reputable, FCA-regulated financial firm in Dorset, Poole, specializing in financial advice, planning services, and pension matters. Known for its professional approach and commitment to client satisfaction.- ✔1 Financial Adviser
- 🪧1.7 Miles
- 📍Poole
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Evolution Financial Management Limited
- FCA reg no.
- 226382
- FCA authorised date:
- 17/07/03
Evolution Financial Management Limited, regulated by the FCA, offers reliable financial planning and specialist pension advice. Known for bespoke services, they make complex financial matters accessible to individuals in Dorset.- ✔1 Financial Adviser
- 🪧1.8 Miles
- 📍Poole
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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 Financial Adviser
- 🪧2 Miles
- 📍Poole
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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.- ✔5 Financial Advisers
- 🪧2.1 Miles
- 📍Poole
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Matthew James Piggin
- FCA reg no.
- 985851
- FCA authorised date:
- 24/10/22
FCA-registered firm, Matthew James Piggin, offers personalized financial planning in life and investments, pensions, and retirement advice. Renowned for professional yet approachable service, they assist clients in making well-informed financial decisions.- ✔1 Financial Adviser
- 🪧2.3 Miles
- 📍Poole
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SOLID FINANCIAL SOLUTIONS LIMITED
- FCA reg no.
- 612286
- FCA authorised date:
- 27/12/13
Solid Financial Solutions Limited in Poole, Dorset, is an FCA registered firm offering bespoke financial planning advice and services including insurance, investments, and pensions across Greater Dorset.- ✔1 Financial Adviser
- 🪧2.6 Miles
- 📍Poole
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