Find FCA registered Financial Advisers Near Me in PL12 5
We have found 80 relevant financial adviser firms within 30 miles of PL12 5. Showing page 1 of 6.
📍Map View
- Need Help Choosing an Adviser?Enter a few details to get matched with the right adviser and receive a guaranteed callback
- 🏢
Wayne Smith
- FCA reg no.
- 416953
- FCA authorised date:
- 07/12/04
Wayne Smith is a reputable financial services firm in Saltash, Cornwall known for personalized advice on life investments, pensions, and retirement planning. Regulated by the FCA, they provide bespoke financial planning services.- ✔1 Financial Adviser
- 🪧0.2 Miles
- 📍Saltash
- 🏢
Ethical Investments (SW) LTD
- FCA reg no.
- 828050
- FCA authorised date:
- 02/07/19
Ethical Investments (SW) Ltd, a trusted financial planning firm in St. Germans, Saltash, specialized in life investments, pensions advice, committed to ethical strategies to maximize ROI responsibly. Regulated by the FCA, serving both seasoned investors and beginners.- ✔1 Financial Adviser
- 🪧1.7 Miles
- 📍Saltash
- 🏢
Jonathan Blake Money Management Limited
- FCA reg no.
- 408054
- FCA authorised date:
- 22/11/04
FCA-regulated firm, Jonathan Blake Money Management Limited, is based in Saltash, Cornwall. Offering life and investment planning, pensions retirement advice, and comprehensive financial planning in a client-centric environment.- ✔1 Financial Adviser
- 🪧2.2 Miles
- 📍Saltash
- 🏢
Jane Bownas Wealth Management
- FCA reg no.
- 401712
- FCA authorised date:
- 29/06/04
Jane Bownas Wealth Management is a Saltash, Cornwall-based financial consultancy, known for its comprehensive financial planning and regulated advice. Providing expert wealth management services to both novice and experienced investors.- ✔1 Financial Adviser
- 🪧3.7 Miles
- 📍Saltash
- 🏢
Bateman Financial Management Limited
- FCA reg no.
- 218547
- FCA authorised date:
- 01/04/11
Bateman Financial Management Limited, based in Liskeard, Cornwall, is a regulated provider of financial advice and planning, specialising in life and investments, pension retirement, and final salary pension transfers.- ✔1 Financial Adviser
- 🪧4.1 Miles
- 📍Liskeard
- Need Help Choosing an Adviser?Enter a few details to get matched with the right adviser and receive a guaranteed callback
- 🏢
Darren Stonehouse
- FCA reg no.
- 533792
- FCA authorised date:
- 19/10/10
Darren Stonehouse is a Saltash-based financial planning and investment firm specialising in retirement advice, final salary pension transfers, and comprehensive financial planning, offering professional services with integrity.- ✔2 Financial Advisers
- 🪧5.1 Miles
- 📍Saltash
- 🏢
Steve Wassell Insurance Management LTD
- FCA reg no.
- 231905
- FCA authorised date:
- 11/05/04
Located in Torpoint, Cornwall, Steve Wassell Insurance Management Ltd provides comprehensive financial services, including life investments, pensions, and retirement planning. Renowned for a client-centric approach, the firm is a trusted choice for financial direction.- ✔1 Financial Adviser
- 🪧6.5 Miles
- 📍Torpoint
- 🏢
Sims Financial Management LTD
- FCA reg no.
- 1004837
- FCA authorised date:
- 30/10/23
2plan Wealth Management is a trusted, FCA regulated financial services provider in Plymouth, Devon, offering tailored solutions including life insurance, investments and retirement advice. Dedicated to client prosperity, they deliver knowledgeable, approachable advice.- ✔1 Financial Adviser
- 🪧7.6 Miles
- 📍Plymouth
- 🏢
SJS Wealth Management Limited
- FCA reg no.
- 544448
- FCA authorised date:
- 30/03/11
Vision IFP is a Plymouth-based, FCA-regulated firm specializing in financial planning solutions, including investments, retirement advice, and pension transfers, providing tailored, client-focused services across Devon.- ✔1 Financial Adviser
- 🪧7.9 Miles
- 📍Plymouth
- 🏢
Condy Mathias Financial Planners Limited
- FCA reg no.
- 472913
- FCA authorised date:
- 18/02/08
Condy Mathias is a leading Chartered Financial Planner in Plymouth, Devon, providing expert financial advice across services like insurance, investments, and retirement planning, known for its trustworthy, client-focused solutions.- ✔4 Financial Advisers
- 🪧8 Miles
- 📍Plymouth
- Need Help Choosing an Adviser?Enter a few details to get matched with the right adviser and receive a guaranteed callback
- 🏢
James O'Gallagher
- FCA reg no.
- 1000709
- FCA authorised date:
- 06/09/23
James O'Gallagher is a respected, FCA-regulated financial planning firm based in Devon, offering personalised advice on life investments, pensions retirement, and final salary pension transfers. Known for their professional, reliable service.- ✔1 Financial Adviser
- 🪧8.1 Miles
- 📍Plymouth
- 🏢
West Financial Management Co Limited
- FCA reg no.
- 230809
- FCA authorised date:
- 19/02/04
Plymouth-based West Financial Management Co Limited offers wide-ranging, professional financial services, including pensions and investments advice. Their dedicated experts craft tailored solutions, serving clients across the Devon region. Regulated under FCA number 230809.- ✔3 Financial Advisers
- 🪧8.7 Miles
- 📍Plymouth
- 🏢
SOUND FINANCIAL MANAGEMENT LIMITED
- FCA reg no.
- 192052
- FCA authorised date:
- 01/12/01
Plymouth-based, FCA regulated firm, Sound Financial Management Ltd., specialises in financial services like life investments and pensions retirement advice, and caters to individuals across the Devon region with trustworthy, personalised advice.- ✔9 Financial Advisers
- 🪧8.8 Miles
- 📍Plymouth
- 🏢
EQUITAS FINANCIAL (UK) LIMITED
- FCA reg no.
- 615273
- FCA authorised date:
- 28/04/14
Equitas Financial is a Plymouth-based, FCA-regulated provider specialising in financial planning and advice, life insurance, investments, and pensions retirement advice. They offer professional, approachable services for families and individuals.- ✔10 Financial Advisers
- 🪧8.9 Miles
- 📍Plymouth
- 🏢
LFP Limited
- FCA reg no.
- 225099
- FCA authorised date:
- 02/09/03
LFP Asset Management provides personalised financial planning and regulated advice in Plymouth and nearby regions. Known for their approachability, they cater to a variety of clients, making finance less intimidating. Regulated by the FCA.- ✔1 Financial Adviser
- 🪧8.9 Miles
- 📍Plymouth
- Need Help Choosing an Adviser?Enter a few details to get matched with the right adviser and receive a guaranteed callback
Page 1 of 6. Showing results 1 to 15.
Click here to see the top of the results