Find FCA registered Financial Advisers Near Me in Penzance
We have found 51 relevant financial adviser firms within 30 miles of Penzance. Showing page 2 of 4.
📍Map View
- Need Help Choosing an Adviser?Enter a few details to get matched with the right adviser and receive a guaranteed callback
- 🏢
Sara Tremayne Taylor
- FCA reg no.
- 1024466
- FCA authorised date:
- 05/02/25
Sara Tremayne Taylor is a reputable financial planning firm in Truro, Cornwall, specialising in life insurance, investments, and pensions advice with proven expertise in final salary pension transfers.- ✔1 Financial Adviser
- 🪧19.3 Miles
- 📍Truro
- 🏢
BICKLAND FINANCIAL PLANNING LTD
- FCA reg no.
- 615639
- FCA authorised date:
- 10/02/14
Vision IFP, located in Falmouth, offers comprehensive, regulated financial planning services including life insurance and pensions advice. Known for regional expertise and tailor-made strategies, they focus on making financial planning less intimidating.- ✔1 Financial Adviser
- 🪧19.4 Miles
- 📍Falmouth
- 🏢
Vision Independent Financial Planning LTD
- FCA reg no.
- 487395
- FCA authorised date:
- 01/10/08
Vision Independent Financial Planning Ltd. is a FCA regulated financial service provider offering comprehensive insurance, investment, pension, and personalised financial planning solutions for economic security and growth.- ✔1 Financial Adviser
- 🪧19.9 Miles
- 📍Falmouth
- 🏢
SK Wealth Management Limited
- FCA reg no.
- 811806
- FCA authorised date:
- 18/06/18
FCA-regulated SK Wealth Management Limited, located in Falmouth, provides tailored financial planning solutions. The firm specialises in life investments, pension transfers, and retirement planning, ensuring a secure financial future for clients.- ✔1 Financial Adviser
- 🪧19.9 Miles
- 📍Falmouth
- 🏢
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 Financial Adviser
- 🪧20 Miles
- 📍St. Agnes
- Need Help Choosing an Adviser?Enter a few details to get matched with the right adviser and receive a guaranteed callback
- ✔1 Financial Adviser
- 🪧20.3 Miles
- 📍Falmouth
- 🏢
Taylor Money Limited
- FCA reg no.
- 583300
- FCA authorised date:
- 15/10/12
Taylor Money, FCA regulated financial firm, offers comprehensive planning solutions, specializing in investments, pensions, and life services. They provide client-focused, regulated advice for financial stability from their Falmouth, Cornwall base.- ✔4 Financial Advisers
- 🪧20.5 Miles
- 📍Falmouth
- 🏢
Saulsbury Independent Financial Planning LTD
- FCA reg no.
- 789577
- FCA authorised date:
- 02/01/18
FCA-regulated Saulsbury Independent Financial Planning Ltd offers comprehensive financial services such as life, investments, pensions, and retirement advice. Well-respected for their bespoke advice and personalised approach, they serve Truro, Cornwall and surrounding regions.- ✔2 Financial Advisers
- 🪧20.6 Miles
- 📍Truro
- 🏢
Dean Stevens Wealth Management
- FCA reg no.
- 736741
- FCA authorised date:
- 15/02/16
Regulated wealth management firm, Dean Stevens, based in Falmouth, Cornwall, provides personalized financial advisory services. Specialized in diverse financial planning such as life insurance, investments and pensions, they aim to achieve client's financial goals.- ✔4 Financial Advisers
- 🪧20.6 Miles
- 📍Falmouth
- 🏢
W T Independent Financial Planning Limited
- FCA reg no.
- 560260
- FCA authorised date:
- 03/08/11
Based in Falmouth, Vision IFP is a regulated financial services provider that offers tailored financial planning solutions, specialising in life investments and pensions advice, for individuals and families in Cornwall.- ✔1 Financial Adviser
- 🪧20.7 Miles
- 📍Falmouth
- Need Help Choosing an Adviser?Enter a few details to get matched with the right adviser and receive a guaranteed callback
- 🏢
Sculthorp Services Limited
- FCA reg no.
- 987288
- FCA authorised date:
- 09/06/23
Cornwall-based financial planning firm, Wolf Rock Financial Planning (WRFP), offers tailored financial solutions and regulated advice specialising in life investments, pensions retirement, and comprehensive planning, dedicated to securing clients' long-term fiscal stability.- ✔2 Financial Advisers
- 🪧20.8 Miles
- 📍Truro
- 🏢
PROFESSIONAL FINANCIAL CENTRE (CORNWALL) LIMITED
- FCA reg no.
- 229752
- FCA authorised date:
- 13/02/04
FCA registered Professional Financial Centre (Cornwall) Limited is a leading provider of personalised financial planning, life investments, pensions, and retirement advice in Falmouth, Cornwall.- ✔2 Financial Advisers
- ✔1 Mortgage Broker
- 🪧20.9 Miles
- 📍Falmouth
- 🏢
Brooks Financial Planning Limited
- FCA reg no.
- 830139
- FCA authorised date:
- 08/01/19
Brooks Financial Planning Limited, located in Truro, offers tailored financial planning services, specialising in life and investment planning, pensions, retirement advice, and final salary pension transfers.- ✔6 Financial Advisers
- 🪧21 Miles
- 📍Truro
- 🏢
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 Financial Adviser
- 🪧21.3 Miles
- 📍St. Agnes
- 🏢
Paul Morgan and Associates Wealth Management LTD
- FCA reg no.
- 820063
- FCA authorised date:
- 03/09/18
Cornwall-based Paul Morgan and Associates Wealth Management Ltd specialises in financial planning, insurance, investments, and pensions retirement advice, ensuring regulatory adherence with FCA registration number 820063. An experienced team tailors services to individual client goals.- ✔2 Financial Advisers
- 🪧22.3 Miles
- 📍Truro
- Need Help Choosing an Adviser?Enter a few details to get matched with the right adviser and receive a guaranteed callback
Page 2 of 4. Showing results 16 to 30.
Click here to see the top of the results