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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 5 of 6.

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  2. 🏢

    Face 2 Face Financial Services South West Limited

    FCA reg no.
    455145
    FCA authorised date:
    26/07/06
    Face 2 Face Financial Services, based in Bodmin, Cornwall, offers expert, regulated financial planning, specialising in life investments, pensions retirement advice and final salary pension transfers. FCA Registered No. 455145.
    1. ✔2 Financial Advisers
    2. 🪧19.3 Miles
    3. 📍Bodmin
  3. 🏢

    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. 🪧19.6 Miles
    3. 📍Ivybridge
  4. 🏢

    Mortgage Pensions & Investments LLP

    FCA reg no.
    454273
    FCA authorised date:
    02/10/06
    Mortgage Pensions & Investments LLP, centrally located in St. Austell, Cornwall, offers comprehensive financial services including life insurance, investment strategies, retirement planning and personalised financial advice. FCA registered (#454273).
    1. ✔2 Financial Advisers
    2. 🪧20.1 Miles
    3. 📍St. Austell
  5. 🏢

    PR Financial

    FCA reg no.
    215766
    FCA authorised date:
    31/05/05
    Paolo Joseph Mark Rosolek is a Bristol-based, FCA-regulated financial firm specializing in diverse financial services. They are known for personalized advice, financial planning expertise, and commitment to client's financial wellbeing.
    1. ✔2 Financial Advisers
    2. 🪧20.4 Miles
    3. 📍St Austell
  6. 🏢

    HR Independent Financial Services Limited

    FCA reg no.
    754841
    FCA authorised date:
    03/01/17
    Located in South Brent, Devon, HR Independent Financial Services Limited is a FCA registered provider specialising in life investments, pensions retirement advice and comprehensive financial planning, offering tailored advice to achieve clients' financial goals.
    1. ✔1 Financial Adviser
    2. 🪧21.7 Miles
    3. 📍South Brent
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  8. 🏢

    Peter Winter

    FCA reg no.
    755327
    FCA authorised date:
    14/11/16
    Located in Wadebridge, Cornwall, Peter Winter is a distinguished financial services firm known for its reliable advice, personalised approach and comprehensive services that include financial planning and retirement advice.
    1. ✔1 Financial Adviser
    2. 🪧23 Miles
    3. 📍Wadebridge
  9. 🏢

    Demelza Financial Planning Limited

    FCA reg no.
    460974
    FCA authorised date:
    08/01/07
    Demelza Financial Planning Limited, an FCA-registered firm in Cornwall, offers expert pension, life, and investment advice with a client-focused approach, serving Bodmin and surrounding counties.
    1. ✔1 Financial Adviser
    2. 🪧23.1 Miles
    3. 📍Bodmin
  10. 🏢

    Julie Dawes

    FCA reg no.
    833171
    FCA authorised date:
    07/02/19
    Julie Dawes offers regulated financial services including insurance, investment guidance, and pension advice in Cornwall. Known for personalised advice and precise financial planning, this firm secures clients' futures with integrity.
    1. ✔1 Financial Adviser
    2. 🪧24 Miles
    3. 📍Tintagel
  11. 🏢

    PROFESSIONAL FINANCIAL PLANNING SERVICES (PFPS) LTD

    FCA reg no.
    216642
    FCA authorised date:
    04/10/02
    PFPS Ltd is an FCA-regulated financial firm in St. Breock, Wadebridge, offering personalised financial services including life and investment planning, pensions retirement advice and comprehensive financial planning.
    1. ✔1 Financial Adviser
    2. 🪧24.3 Miles
    3. 📍Wadebridge
  12. 🏢

    CLAYDEN ASSOCIATES LIMITED

    FCA reg no.
    433784
    FCA authorised date:
    12/07/05
    Based in Devon, Clayden Associates Limited is a reputable FCA-registered financial planning firm, specializing in life and investments to pensions retirement advice. They are known for their strategic approach and client-oriented service.
    1. ✔1 Financial Adviser
    2. 🪧24.6 Miles
    3. 📍Buckfastleigh
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  14. 🏢

    Clearwater Financial Planning LTD

    FCA reg no.
    450752
    FCA authorised date:
    12/12/13
    Clearwater Financial Planning Ltd in Devon offers tailored, FCA-registered financial advice on life investments, pensions and broader planning. They prioritize personalized guidance to optimize clients' financial growth.
    1. ✔7 Financial Advisers
    2. 🪧25.9 Miles
    3. 📍Kingsbridge
  15. 🏢

    Gatehouse-IFA LTD

    FCA reg no.
    767863
    FCA authorised date:
    25/08/17
    South Devon Financial Planning in Kingsbridge offers personalized financial management services including life investments, pensions retirement advice, and more, regulated by the FCA (767863).
    1. ✔1 Financial Adviser
    2. 🪧26.2 Miles
    3. 📍Kingsbridge
  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. 🏢

    Moor Independent Financial Advisers Limited

    FCA reg no.
    982622
    FCA authorised date:
    06/09/22
    Moor Independent Financial Advisers Limited provides expert financial planning services including investments, life insurance, and pension advice in Devon and surrounding areas, regulated by the FCA. They focus on personalized advice for enhanced financial health.
    1. ✔1 Financial Adviser
    2. 🪧26.6 Miles
    3. 📍Okehampton
  18. 🏢

    Strategic Wealth and Financial Planning LTD

    FCA reg no.
    603706
    FCA authorised date:
    04/07/13
    Strategic Wealth and Financial Planning Ltd is a FCA registered financial firm based in Okehampton, Devon, specializing in individualized advice on life investments, pensions, retirement, and comprehensive financial planning.
    1. ✔1 Financial Adviser
    2. 🪧26.7 Miles
    3. 📍Okehampton
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