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Find FCA registered Financial Advisers Near Me in Penryn


We have found 61 relevant financial adviser firms within 30 miles of Penryn. Showing page 3 of 5.

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  2. 🏢

    J S Trice Associates LTD

    FCA reg no.
    995026
    FCA authorised date:
    18/04/23
    J S Trice Associates Ltd in Helston, Cornwall is a FCA regulated wealth management firm offering customized financial advice and planning services with emphasis on transparency and client-focus.
    1. ✔1 Financial Adviser
    2. 🪧8.9 Miles
    3. 📍Helston
  3. 🏢

    AFWM Limited

    FCA reg no.
    607283
    FCA authorised date:
    16/12/13
    Atkins Ferrie Wealth Management in Cornwall, UK, offers tailored financial planning services including life and investment planning, pensions, and retirement advice, catered to individual needs. Regulated by FCA (no. 607283).
    1. ✔14 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧9.1 Miles
    4. 📍Helston
  4. 🏢

    Craig Roach

    FCA reg no.
    649604
    FCA authorised date:
    20/05/15
    Craig Roach is a reputable, FCA-regulated financial firm based in Cornwall, specialising in life insurance, investments, pension advice, and comprehensive financial planning strategies.
    1. ✔1 Financial Adviser
    2. 🪧9.2 Miles
    3. 📍Camborne
  5. 🏢

    Amboseli Wealth Management LTD

    FCA reg no.
    539143
    FCA authorised date:
    12/01/11
    Vision IFP is a FCA-regulated financial services firm in Camborne, Cornwall, providing tailored advice on life and investments, pensions, and retirement planning, committed to offering trusted and approachable financial solutions.
    1. ✔1 Financial Adviser
    2. 🪧10.7 Miles
    3. 📍Camborne
  6. 🏢

    Hanbury Financial Planning LTD

    FCA reg no.
    771581
    FCA authorised date:
    14/02/17
    Hanbury Financial Planning Ltd in St. Agnes, Cornwall offers tailored advice on investments, pensions, and retirement planning. Regulated by the FCA, they provide trustworthy financial strategies with a client-first approach.
    1. ✔1 Financial Adviser
    2. 🪧10.9 Miles
    3. 📍St. Agnes
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  8. 🏢

    HORIZON IFP LTD

    FCA reg no.
    675251
    FCA authorised date:
    04/03/15
    Vision IFP is a regulated financial planning firm based in Trevellas, Cornwall. They offer expert advice in life and investments, pensions retirement planning, and comprehensive financial planning, with tailored services to meet individual client needs.
    1. ✔1 Financial Adviser
    2. 🪧10.9 Miles
    3. 📍St. Agnes
  9. 🏢

    Gannon Wealth Management Limited

    FCA reg no.
    993544
    FCA authorised date:
    20/03/23
    FCA-regulated Themis Wealth Management provides comprehensive financial planning services including investment, retirement advice and pension transfers from its base in St. Newlyn East, Cornwall. Its experienced team offers personalized strategies for clients across Cornwall.
    1. ✔1 Financial Adviser
    2. 🪧12.8 Miles
    3. 📍Newquay
  10. 🏢

    Fortic Financial Services LTD

    FCA reg no.
    474740
    FCA authorised date:
    02/01/08
    Fortic Financial Services Ltd, regulated by the FCA, offers expert financial advisory services specialising in life investments, pensions and comprehensive financial planning, tailored to client needs, from Newquay, Cornwall.
    1. ✔10 Financial Advisers
    2. ✔11 Mortgage Brokers
    3. 🪧13.3 Miles
    4. 📍Newquay
  11. 🏢

    Penvearn Wealth Management LTD

    FCA reg no.
    709315
    FCA authorised date:
    06/07/15
    Located in scenic Newquay, Cornwall, Penvearn Wealth Management Ltd (FCA reg. 709315) provides sound, regulated financial advice. Specializing in pensions and investments, their trustworthy, tailored approach has earned them a stellar reputation.
    1. ✔1 Financial Adviser
    2. 🪧14.4 Miles
    3. 📍Newquay
  12. 🏢

    Renfree Wealth Management Limited

    FCA reg no.
    779848
    FCA authorised date:
    25/05/17
    Renfree Wealth Management Limited, a renowned FCA-regulated firm in Newquay, Cornwall, specializes in tailored financial planning, investment solutions, pensions, and retirement planning that ensure your financial stability.
    1. ✔1 Financial Adviser
    2. 🪧16.6 Miles
    3. 📍Newquay
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  14. 🏢

    Roberts Clark Independent Financial Solutions Limited

    FCA reg no.
    192598
    FCA authorised date:
    01/12/01
    Roberts Clark Independent Financial Solutions offers customer-centric financial advice on life investments and retirement planning. Based in Cornwall, they are a trusted, FCA-regulated and approachable financial firm.
    1. ✔2 Financial Advisers
    2. 🪧16.7 Miles
    3. 📍Newquay
  15. 🏢

    Julia Ward-osseiran

    FCA reg no.
    1019836
    FCA authorised date:
    04/10/24
    Julia Ward-Osseiran is a reputable financial services firm in Newquay, Cornwall, offering tailored services such as insurance, investments, financial planning, and specialized pension advice.
    1. ✔1 Financial Adviser
    2. 🪧16.8 Miles
    3. 📍Newquay
  16. 🏢

    Towan IFA Limited

    FCA reg no.
    911770
    FCA authorised date:
    29/07/19
    Vision IFP, a financial firm based in Newquay, specializes in financial planning, life insurance, investments, and pension retirement advice. They are dedicated to providing tailored, regulated advice for informed financial decisions.
    1. ✔1 Financial Adviser
    2. 🪧17 Miles
    3. 📍Newquay
  17. 🏢

    Karrek Financial Management Limited

    FCA reg no.
    193232
    FCA authorised date:
    31/05/05
    FCA-regulated Karrek Chartered Financial Planners, located in Newquay, Cornwall, offer a comprehensive range of tailored financial planning services to a diverse client base.
    1. ✔3 Financial Advisers
    2. 🪧17.3 Miles
    3. 📍Newquay
  18. 🏢

    NEWQUAY MORTGAGE and PENSIONS LIMITED

    FCA reg no.
    452685
    FCA authorised date:
    06/09/06
    Based in Newquay, Cornwall, Newquay Mortgage & Pensions Limited offers expert financial planning and regulated advice, focusing on life, pensions, investments, and retirement. The firm is registered under FCA number 452685.
    1. ✔1 Financial Adviser
    2. ✔2 Mortgage Brokers
    3. 🪧17.3 Miles
    4. 📍Newquay
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