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 6 of 7.
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FINANCIAL PLANNING CONCEPTS LIMITED
- FCA reg no.
- 620075
- FCA authorised date:
- 01/10/14
Based in Truro, Financial Planning Concepts Ltd provides regulated financial advice to individuals and businesses. Services include life insurance, investments, and pension advice, designed for diverse needs.- ✔1 Financial Adviser
- 🪧24.6 Miles
- 📍Truro
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NEWQUAY MORTGAGE and PENSIONS LIMITED
- FCA reg no.
- 452685
- FCA authorised date:
- 06/09/06
Based in Newquay, Cornwall, Newquay Mortgage & Pensions Limited offers expert financial planning and regulated advice, focusing on life, pensions, investments, and retirement. The firm is registered under FCA number 452685.- ✔1 Financial Adviser
- ✔2 Mortgage Brokers
- 🪧24.7 Miles
- 📍Newquay
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CORNWALL FINANCE and INVESTMENT SERVICES LIMITED
- FCA reg no.
- 596144
- FCA authorised date:
- 05/09/13
FCA regulated Cornwall Finance & Investment Services offers dedicated financial services including life investments, pensions, retirement advice, and comprehensive financial planning to Cornwall and surrounding regions.- ✔3 Financial Advisers
- 🪧24.7 Miles
- 📍Newquay
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SW FINANCIAL PLANNING LIMITED
- FCA reg no.
- 222033
- FCA authorised date:
- 21/05/03
SWLaw is a Devon-based financial service firm specializing in comprehensive planning, investment, pension transfers and retirement advice, offering tailored solutions with a focus on client satisfaction. Regulated by the FCA under number 222033.- ✔2 Financial Advisers
- ✔1 Mortgage Broker
- 🪧24.7 Miles
- 📍Ivybridge
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Adam Starr
- FCA reg no.
- 712976
- FCA authorised date:
- 23/11/15
Starr Financial Planning, located in Truro, Cornwall, offers personalised financial planning solutions, including insurance, investment, and retirement advisories, tailored to individual circumstances within Cornwall and surrounding counties.- ✔1 Financial Adviser
- 🪧24.7 Miles
- 📍Truro
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Coast To Coast Financial Planning Services Limited
- FCA reg no.
- 949808
- FCA authorised date:
- 01/10/21
Coast to Coast Financial Planning Services Limited, based in Truro, Cornwall, provides expert, client-centric financial advice on life investments, pensions, and retirement planning. Regulated by the FCA, it prioritises client's financial stability.- ✔1 Financial Adviser
- 🪧24.7 Miles
- 📍Truro
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Karrek Financial Management Limited
- FCA reg no.
- 193232
- FCA authorised date:
- 31/05/05
FCA-regulated Karrek Chartered Financial Planners, located in Newquay, Cornwall, offer a comprehensive range of tailored financial planning services to a diverse client base.- ✔3 Financial Advisers
- 🪧24.9 Miles
- 📍Newquay
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Ruby Red Financial Planning LTD
- FCA reg no.
- 842765
- FCA authorised date:
- 02/01/20
Ruby Red Financial Planning Ltd, regulated by the FCA, provides personalized financial services including life investments, pensions retirement advice, and comprehensive planning in Ivybridge, Devon. Known for warmth and friendliness, they serve first-time buyers and local families.- ✔2 Financial Advisers
- 🪧25.2 Miles
- 📍Ivybridge
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PS Wealth LTD
- FCA reg no.
- 970220
- FCA authorised date:
- 17/02/22
Vision IFP is a Cornwall-based, FCA-regulated financial planning firm offering expert life investment, pensions retirement advice, and final salary pension transfer services with a client-centric approach.- ✔2 Financial Advisers
- 🪧25.2 Miles
- 📍Truro
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Towan IFA Limited
- FCA reg no.
- 911770
- FCA authorised date:
- 29/07/19
Vision IFP, a financial firm based in Newquay, specializes in financial planning, life insurance, investments, and pension retirement advice. They are dedicated to providing tailored, regulated advice for informed financial decisions.- ✔1 Financial Adviser
- 🪧25.7 Miles
- 📍Newquay
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Roberts Clark Independent Financial Solutions Limited
- FCA reg no.
- 192598
- FCA authorised date:
- 01/12/01
Roberts Clark Independent Financial Solutions offers customer-centric financial advice on life investments and retirement planning. Based in Cornwall, they are a trusted, FCA-regulated and approachable financial firm.- ✔2 Financial Advisers
- 🪧25.7 Miles
- 📍Newquay
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Paul Morgan and Associates Wealth Management LTD
- FCA reg no.
- 820063
- FCA authorised date:
- 03/09/18
Cornwall-based Paul Morgan and Associates Wealth Management Ltd specialises in financial planning, insurance, investments, and pensions retirement advice, ensuring regulatory adherence with FCA registration number 820063. An experienced team tailors services to individual client goals.- ✔2 Financial Advisers
- 🪧25.9 Miles
- 📍Truro
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Renfree Wealth Management Limited
- FCA reg no.
- 779848
- FCA authorised date:
- 25/05/17
Renfree Wealth Management Limited, a renowned FCA-regulated firm in Newquay, Cornwall, specializes in tailored financial planning, investment solutions, pensions, and retirement planning that ensure your financial stability.- ✔1 Financial Adviser
- 🪧25.9 Miles
- 📍Newquay
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Julia Ward-osseiran
- FCA reg no.
- 1019836
- FCA authorised date:
- 04/10/24
Julia Ward-Osseiran is a reputable financial services firm in Newquay, Cornwall, offering tailored services such as insurance, investments, financial planning, and specialized pension advice.- ✔1 Financial Adviser
- 🪧26 Miles
- 📍Newquay
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Ivor Jones & Co. LTD.
- FCA reg no.
- 114997
- FCA authorised date:
- 01/12/01
Ivor Jones & Co. Ltd is a reputable FCA-regulated financial planning firm in Ivybridge, Devon. Specializing in life and investments, pensions, and final salary pension transfers, they provide tailored, trusted financial advice.- ✔1 Financial Adviser
- 🪧26.3 Miles
- 📍Ivybridge
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