Find FCA registered Financial Advisers Near Me in Overcombe DT3
We have found 156 relevant financial adviser firms within 30 miles of Overcombe DT3. Showing page 3 of 11.
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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
- 🪧20.2 Miles
- 📍Poole
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Blue Label Wealth Management LTD
- FCA reg no.
- 695487
- FCA authorised date:
- 15/05/15
Vision IFP is a trusted financial planning firm in Broadstone, Dorset, specialising in life investments and pensions advice, particularly final salary pension transfers. They prioritise transparency, integrity and personalisation in their service.- ✔1 Financial Adviser
- 🪧20.4 Miles
- 📍Broadstone
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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
- 🪧20.5 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
- 🪧20.7 Miles
- 📍Poole
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Mathieu Baudry
- FCA reg no.
- 994905
- FCA authorised date:
- 17/04/23
Mathieu Baudry is a regulated financial services company in Broadstone, Dorset, providing personalized advice on life, investments, pensions, and retirement. Known for its professional, approachable style and meticulous financial planning.- ✔1 Financial Adviser
- 🪧20.8 Miles
- 📍Broadstone
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John Carrick Wealth Management LLP
- FCA reg no.
- 531854
- FCA authorised date:
- 17/09/10
John Carrick Wealth Management LLP is a reputable, FCA-regulated firm in Sturminster Newton, Dorset, offering financial advice and services including investment and retirement planning as well as pension transfers.- ✔1 Financial Adviser
- 🪧20.8 Miles
- 📍Dorset
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Upper Street Financial Planning LTD
- FCA reg no.
- 727124
- FCA authorised date:
- 27/11/15
Upper Street Financial Planning Ltd is a reputable FCA-registered financial advisory firm in Sturminster Newton, Dorset, known for providing tailored pension retirement advice and other financial planning services.- ✔1 Financial Adviser
- 🪧20.8 Miles
- 📍Sturminster Newton
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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.- ✔5 Financial Advisers
- 🪧20.9 Miles
- 📍Broadstone
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Jasmine Milne
- FCA reg no.
- 1036661
- FCA authorised date:
- 14/07/25
Jasmine Milne is a FCA-regulated financial services firm based in Stourton Caundle, specialising in tailored financial planning and advice. They provide expert services in life insurance, investments, pensions, and retirement advice.- ✔1 Financial Adviser
- 🪧21 Miles
- 📍Sturminster Newton
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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
- 🪧21.1 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
- 🪧21.4 Miles
- 📍Poole
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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.- ✔3 Financial Advisers
- 🪧21.5 Miles
- 📍Broadstone
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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 Financial Adviser
- 🪧21.5 Miles
- 📍Broadstone
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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
- 🪧21.5 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
- 🪧21.5 Miles
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