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Find FCA registered Financial Advisers Near Me in PL13 1


We have found 94 relevant financial adviser firms within 30 miles of PL13 1. Showing page 1 of 7.

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  2. 🏢

    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. ✔1 Financial Adviser
    2. 🪧4.5 Miles
    3. 📍Liskeard
  3. 🏢

    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. ✔1 Financial Adviser
    2. 🪧5.7 Miles
    3. 📍Saltash
  4. 🏢

    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. ✔1 Financial Adviser
    2. 🪧6.1 Miles
    3. 📍Saltash
  5. 🏢

    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. ✔1 Financial Adviser
    2. 🪧6.9 Miles
    3. 📍Saltash
  6. 🏢

    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. ✔1 Financial Adviser
    2. 🪧9.3 Miles
    3. 📍Saltash
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  8. 🏢

    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.
    1. ✔2 Financial Advisers
    2. 🪧10.2 Miles
    3. 📍Saltash
  9. 🏢

    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. ✔1 Financial Adviser
    2. 🪧10.9 Miles
    3. 📍Torpoint
  10. 🏢

    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. ✔1 Financial Adviser
    2. 🪧12.1 Miles
    3. 📍Plymouth
  11. 🏢

    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. ✔1 Financial Adviser
    2. 🪧12.2 Miles
    3. 📍Plymouth
  12. 🏢

    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. ✔1 Financial Adviser
    2. 🪧12.5 Miles
    3. 📍Plymouth
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  14. 🏢

    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.
    1. ✔4 Financial Advisers
    2. 🪧12.9 Miles
    3. 📍Plymouth
  15. 🏢

    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.
    1. ✔9 Financial Advisers
    2. 🪧13.2 Miles
    3. 📍Plymouth
  16. 🏢

    Ross Bryant Financial Limited

    FCA reg no.
    732336
    FCA authorised date:
    08/03/23
    Sirius Financial, based in Plymouth and regulated by the FCA, offers expert advice in life services, investment, pensions, and financial planning. Known for their personalised service, they cater to individual financial goals.
    1. ✔2 Financial Advisers
    2. 🪧13.4 Miles
    3. 📍Plymouth
  17. 🏢

    Goodmans Financial Planning LTD

    FCA reg no.
    513667
    FCA authorised date:
    10/02/10
    Goodmans Financial Planning, regulated by the FCA, offers comprehensive financial services including life and investment planning, pensions advice, and final salary pension transfers in Devon and beyond.
    1. ✔8 Financial Advisers
    2. 🪧13.4 Miles
    3. 📍Plymouth
  18. 🏢

    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.
    1. ✔3 Financial Advisers
    2. 🪧13.4 Miles
    3. 📍Plymouth
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