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Find FCA registered Financial Advisers Near Me in PL1 3


We have found 106 relevant financial adviser firms within 30 miles of PL1 3. Showing page 5 of 8.

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  2. 🏢

    Kernow Financial Planning LTD

    FCA reg no.
    942872
    FCA authorised date:
    01/04/21
    Cornwall-based Kernow Financial Planning Ltd offers professional financial services including life and investment planning, pension retirement advice. Regulated by the FCA, they provide tailored and trustworthy advice to diverse clientele.
    1. ✔1 Financial Adviser
    2. ✔2 Mortgage Brokers
    3. 🪧20.7 Miles
    4. 📍Cornwall
  3. 🏢

    Dart Wealth Management Limited

    FCA reg no.
    789271
    FCA authorised date:
    06/04/18
    Dart Wealth Management provides personalized financial planning services in Cornwall, offering expert advice on life and investment strategies, pensions retirement, and thorough financial planning. FCA-regulated and serving clients across the South West region.
    1. ✔2 Financial Advisers
    2. 🪧20.8 Miles
    3. 📍Launceston
  4. 🏢

    Claire Hayter

    FCA reg no.
    785792
    FCA authorised date:
    02/08/17
    FCA-regulated firm Claire Hayter provides personalised financial planning and advice, including investments, life insurance, and pension services in Launceston, Cornwall. Prioritising client needs, they aim to optimise long-term financial security.
    1. ✔1 Financial Adviser
    2. 🪧20.8 Miles
    3. 📍Launceston
  5. 🏢

    Clarity Wealth Management LLP

    FCA reg no.
    575252
    FCA authorised date:
    11/07/12
    Clarity Wealth Management is a reputable financial services firm in Totnes, Devon, known for its regulated advice on insurance, investment management, and pension transfers. They offer tailored financial planning and retirement advice.
    1. ✔39 Financial Advisers
    2. ✔5 Mortgage Brokers
    3. 🪧21.2 Miles
    4. 📍Totnes
  6. 🏢

    QHFS Limited

    FCA reg no.
    598086
    FCA authorised date:
    02/09/13
    FCA-regulated QHFS Limited offers bespoke financial advice and services in Devon, including life investments, retirement planning, and pensions advice, catering to clients' unique needs with a professional, approachable style.
    1. ✔2 Financial Advisers
    2. 🪧24.6 Miles
    3. 📍Newton Abbot
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  8. 🏢

    Yorke Finance LTD

    FCA reg no.
    756100
    FCA authorised date:
    28/11/16
    Chadwick Financial Management is a FCA-regulated firm in Dartmouth, Devon offering bespoke financial advice encompassing investments, pensions, life insurance and funeral plans, with a commitment to local clients' financial wellness.
    1. ✔3 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧25.3 Miles
    4. 📍Dartmouth
  9. 🏢

    Compton Valley Wealth Management LTD

    FCA reg no.
    515000
    FCA authorised date:
    22/12/09
    Vision IFP is a FCA regulated financial planning firm in Devon, specializing in life and investments, providing personalized advice on pensions, retirement, and pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧25.4 Miles
    3. 📍Paignton
  10. 🏢

    TNW Wealth Limited

    FCA reg no.
    1010391
    FCA authorised date:
    20/11/24
    TNW Wealth Limited, based in Newton Abbot, Devon, provides a broad range of FCA-regulated financial planning and advice services to clients across Southwest England, specialising in life investments, pensions, and comprehensive financial planning.
    1. ✔3 Financial Advisers
    2. 🪧25.5 Miles
    3. 📍Newton Abbot
  11. 🏢

    Peter John Lucketti

    FCA reg no.
    615773
    FCA authorised date:
    04/04/14
    Peter John Lucketti is a trusted, FCA-regulated financial services firm in Bovey Tracey, Devon. They specialize in comprehensive financial planning, investment advice, and pensions retirement guidance for a diverse client base.
    1. ✔1 Financial Adviser
    2. 🪧25.7 Miles
    3. 📍Newton Abbot
  12. 🏢

    Concise Wealth Management LTD

    FCA reg no.
    528227
    FCA authorised date:
    20/07/10
    Devon-based financial services firm, Concise Wealth Management Ltd, offers tailored financial solutions, including insurance, pensions, and investment advice. Regulated by the FCA, they provide reliable financial planning for local businesses and families.
    1. ✔1 Financial Adviser
    2. 🪧26.3 Miles
    3. 📍Paignton
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  14. 🏢

    JPRS (south West) Limited

    FCA reg no.
    525567
    FCA authorised date:
    01/12/10
    Loughtons Independent Financial Advisers are FCA-regulated professionals providing bespoke financial planning and advice in Devon, specializing in life insurance, investments, and pensions retirement advice.
    1. ✔4 Financial Advisers
    2. 🪧26.4 Miles
    3. 📍Newton Abbot
  15. 🏢

    Strategy Wealth UK LTD

    FCA reg no.
    999261
    FCA authorised date:
    06/07/23
    Strategy Wealth UK Ltd is a FCA-regulated financial advisory firm in Bodmin, providing client-focused pension retirement advice, final salary pension transfers and tailored financial planning to clients across Cornwall.
    1. ✔2 Financial Advisers
    2. 🪧26.5 Miles
    3. 📍Bodmin
  16. 🏢

    Davidsons Independent Financial Advisers Limited

    FCA reg no.
    224407
    FCA authorised date:
    09/07/03
    Courtiers is a leading financial services provider in Okehampton, Devon, delivering client-focused financial planning including life, retirement and investment advice. Proven reputation for tailored financial solutions for local families and first-time buyers.
    1. ✔10 Financial Advisers
    2. 🪧26.6 Miles
    3. 📍Okehampton
  17. 🏢

    Thomas and Gentry Independent Financial Advisors Limited

    FCA reg no.
    438796
    FCA authorised date:
    01/11/05
    Thomas And Gentry are trusted, regulated financial advisors based in Devon, providing insurance coverages, investment strategies, pension advice, and financial planning across surrounding regions with a client-focused approach.
    1. ✔2 Financial Advisers
    2. 🪧26.6 Miles
    3. 📍Newton Abbot
  18. 🏢

    Charles Royle & Company

    FCA reg no.
    145844
    FCA authorised date:
    01/12/01
    Charles Royle & Company is a trusted, FCA-regulated financial firm in Devon, specializing in life and investment planning, retirement advice, and comprehensive financial services for residents across Devon's neighbouring counties.
    1. ✔3 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧26.7 Miles
    4. 📍Newton Abbot
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