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Find FCA registered Financial Advisers Near Me in PL13 2


We have found 105 relevant financial adviser firms within 30 miles of PL13 2. 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. 🪧7.6 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. 🪧9.4 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. 🪧9.6 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. 🪧10.5 Miles
    3. 📍Saltash
  6. 🏢

    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. 🪧11.3 Miles
    3. 📍St. Austell
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  8. 🏢

    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. 🪧11.5 Miles
    3. 📍St Austell
  9. 🏢

    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. 🪧12.7 Miles
    3. 📍Bodmin
  10. 🏢

    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. 🪧12.7 Miles
    3. 📍Bodmin
  11. 🏢

    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. 🪧12.9 Miles
    3. 📍Saltash
  12. 🏢

    Carlton Smith Financial Planning LTD

    FCA reg no.
    800081
    FCA authorised date:
    04/06/18
    Bodmin-based Carlton Smith Financial Planning Ltd provides expert, regulated financial advice covering life, investments and pensions. Recognised for their approachable nature, they offer professional, personalised financial solutions.
    1. ✔1 Financial Adviser
    2. 🪧13.6 Miles
    3. 📍Bodmin
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  14. 🏢

    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. 🪧13.7 Miles
    3. 📍Saltash
  15. 🏢

    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. 🪧14.1 Miles
    3. 📍Torpoint
  16. 🏢

    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. 🪧15.2 Miles
    3. 📍Plymouth
  17. 🏢

    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. 🪧15.3 Miles
    3. 📍Plymouth
  18. 🏢

    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. 🪧15.8 Miles
    3. 📍Plymouth
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