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Find FCA registered Financial Advisers Near Me in PL11 3


We have found 77 relevant financial adviser firms within 30 miles of PL11 3. Showing page 4 of 6.

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  2. 🏢

    IAC Financial Planning LTD

    FCA reg no.
    786411
    FCA authorised date:
    01/02/18
    IAC Financial Planning Ltd, located in Truro, Cornwall, offers comprehensive financial guidance. Specialising in investment and retirement advice, life and funeral plans, our FCA-regulated team creates tailored strategies for individuals and businesses.
    1. ✔6 Financial Advisers
    2. 🪧14.5 Miles
    3. 📍Tavistock
  3. 🏢

    Dartington Financials Limited

    FCA reg no.
    834661
    FCA authorised date:
    01/08/19
    Dartington Financials Limited, a FCA regulated financial service firm, offers life insurance, and expert investment and pension advice. Based in Plymouth, Devon, they provide accessible, personalised financial planning for all.
    1. ✔1 Financial Adviser
    2. 🪧14.6 Miles
    3. 📍Plymouth
  4. 🏢

    Rainbird Financial LTD

    FCA reg no.
    1031956
    FCA authorised date:
    01/07/25
    Rainbird Financial Ltd in Devon provides trusted, FCA-regulated advice for investment strategies, pensions and retirement planning. Approachable and client-focused, they guide clients through all stages of financial planning.
    1. ✔1 Financial Adviser
    2. 🪧14.7 Miles
    3. 📍Devon
  5. 🏢

    Michael James

    FCA reg no.
    713035
    FCA authorised date:
    18/12/15
    Michael James is a reputable financial services firm in Tavistock, Devon, offering reliable, regulated advice and specializing in retirement planning, life and investment advice.
    1. ✔7 Financial Advisers
    2. ✔3 Mortgage Brokers
    3. 🪧14.9 Miles
    4. 📍Tavistock
  6. 🏢

    John Davies Financial Consultancy

    FCA reg no.
    215410
    FCA authorised date:
    01/03/12
    John Davies Financial Consultancy, based in Ivybridge, provides comprehensive financial planning and advice, specialising in life investments, pensions and retirement planning. Known for their tailored, client-focused solutions.
    1. ✔2 Financial Advisers
    2. 🪧15.6 Miles
    3. 📍Ivybridge
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  8. 🏢

    SW FINANCIAL PLANNING LIMITED

    FCA reg no.
    222033
    FCA authorised date:
    21/05/03
    SWLaw is a Devon-based financial service firm specializing in comprehensive planning, investment, pension transfers and retirement advice, offering tailored solutions with a focus on client satisfaction. Regulated by the FCA under number 222033.
    1. ✔2 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧16.4 Miles
    4. 📍Ivybridge
  9. 🏢

    Ruby Red Financial Planning LTD

    FCA reg no.
    842765
    FCA authorised date:
    02/01/20
    Ruby Red Financial Planning Ltd, regulated by the FCA, provides personalized financial services including life investments, pensions retirement advice, and comprehensive planning in Ivybridge, Devon. Known for warmth and friendliness, they serve first-time buyers and local families.
    1. ✔2 Financial Advisers
    2. 🪧17 Miles
    3. 📍Ivybridge
  10. 🏢

    Astute Money Financial Planning LTD

    FCA reg no.
    616372
    FCA authorised date:
    26/02/14
    Astute Money Financial Planning Ltd, a highly respected FCA-regulated firm, provides comprehensive financial services including life investments, pensions advice, and personalized financial planning across Devon and surrounding counties.
    1. ✔1 Financial Adviser
    2. 🪧17.9 Miles
    3. 📍Tavistock
  11. 🏢

    Ivor Jones & Co. LTD.

    FCA reg no.
    114997
    FCA authorised date:
    01/12/01
    Ivor Jones & Co. Ltd is a reputable FCA-regulated financial planning firm in Ivybridge, Devon. Specializing in life and investments, pensions, and final salary pension transfers, they provide tailored, trusted financial advice.
    1. ✔1 Financial Adviser
    2. 🪧18 Miles
    3. 📍Ivybridge
  12. 🏢

    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. 🪧18.2 Miles
    3. 📍Launceston
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  14. 🏢

    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. 🪧18.3 Miles
    4. 📍Cornwall
  15. 🏢

    Intime Financial Planning LTD

    FCA reg no.
    976959
    FCA authorised date:
    07/06/22
    Intime Financial Planning Ltd, based in Lifton, Devon specialises in comprehensive financial strategies, including life investment, final salary pension transfers, and tailored retirement advice. Known for client-focused, regulated services.
    1. ✔1 Financial Adviser
    2. 🪧18.3 Miles
    3. 📍Lifton
  16. 🏢

    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. 🪧18.4 Miles
    3. 📍Launceston
  17. 🏢

    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. 🪧19.2 Miles
    3. 📍Bodmin
  18. 🏢

    Kelly Financial Management

    FCA reg no.
    164912
    FCA authorised date:
    01/12/01
    Kelly Financial Management provides expert financial advice on investments, pensions, and overall planning. Regulated by the FCA, they offer trustworthy services across Devon from their base in Ivybridge.
    1. ✔3 Financial Advisers
    2. 🪧19.2 Miles
    3. 📍Ivybridge
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