Find FCA registered Financial Advisers Near Me in PL12 6
We have found 97 relevant financial adviser firms within 30 miles of PL12 6. Showing page 1 of 7.
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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
- 🪧1.7 Miles
- 📍Saltash
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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
- 🪧3.4 Miles
- 📍Saltash
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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
- 🪧3.5 Miles
- 📍Saltash
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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
- 🪧4.3 Miles
- 📍Saltash
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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
- 🪧4.7 Miles
- 📍Saltash
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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
- 🪧5.6 Miles
- 📍Plymouth
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APWM Limited
- FCA reg no.
- 1046644
- FCA authorised date:
- 22/01/26
APWM Limited is a FCA-registered firm in Plymouth, Devon, offering individualized financial planning and advice on life investments, pensions, and retirement strategies to a broad client base.- ✔1 Financial Adviser
- 🪧5.8 Miles
- 📍Plymouth
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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
- 🪧5.8 Miles
- 📍Torpoint
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Succession Financial Management Limited
- FCA reg no.
- 225831
- FCA authorised date:
- 06/11/03
Succession Wealth is a regulated financial firm based in Plymouth, specialising in financial planning, pensions retirement advice, insurance, and investment services for businesses and individuals.- ✔182 Financial Advisers
- ✔18 Mortgage Brokers
- 🪧6 Miles
- 📍Plymouth
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SUCCESSION WEALTH MANAGEMENT LIMITED
- FCA reg no.
- 588378
- FCA authorised date:
- 19/08/13
Succession Wealth, an FCA regulated firm based in Plymouth, offers expert financial planning and tailored advice across the southwest of England, specializing in life and investment management, pensions retirement, and salary pension transfers.- ✔154 Financial Advisers
- ✔2 Mortgage Brokers
- 🪧6 Miles
- 📍Plymouth
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Succession Employee Benefit Solutions Limited
- FCA reg no.
- 767956
- FCA authorised date:
- 31/08/17
Regulated by the FCA, Succession Employee Benefit Solutions Limited specialises in financial planning, covering areas like life, investments, and pensions. They offer tailored strategies, serving local families around Plymouth, Devon.- ✔12 Financial Advisers
- 🪧6 Miles
- 📍Plymouth
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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
- 🪧6.1 Miles
- 📍Plymouth
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AXP Services LTD
- FCA reg no.
- 416660
- FCA authorised date:
- 04/12/04
AXP Services Ltd, based in Plymouth, offers expert financial advice on a variety of services, including insurance and retirement planning. This FCA-regulated firm is known for tailored services accessible to a wide demographic.- ✔1 Financial Adviser
- 🪧6.2 Miles
- 📍Plymouth
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Paul Allen
- FCA reg no.
- 483626
- FCA authorised date:
- 21/05/08
Paul Allen provides expert financial advice in Devon, specialising in insurance, investments, pensions and holistic financial planning. Regulated by the FCA and reputed for tailored solutions, they serve businesses and individuals alike.- ✔1 Financial Adviser
- 🪧6.6 Miles
- 📍Yelverton
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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
- 🪧6.7 Miles
- 📍Plymouth
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