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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 6 of 7.

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  2. 🏢

    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. ✔1 Financial Adviser
    2. 🪧24.6 Miles
    3. 📍Truro
  3. 🏢

    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. ✔1 Financial Adviser
    2. ✔2 Mortgage Brokers
    3. 🪧24.7 Miles
    4. 📍Newquay
  4. 🏢

    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.
    1. ✔3 Financial Advisers
    2. 🪧24.7 Miles
    3. 📍Newquay
  5. 🏢

    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.
    1. ✔2 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧24.7 Miles
    4. 📍Ivybridge
  6. 🏢

    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. ✔1 Financial Adviser
    2. 🪧24.7 Miles
    3. 📍Truro
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  8. 🏢

    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. ✔1 Financial Adviser
    2. 🪧24.7 Miles
    3. 📍Truro
  9. 🏢

    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.
    1. ✔3 Financial Advisers
    2. 🪧24.9 Miles
    3. 📍Newquay
  10. 🏢

    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.
    1. ✔2 Financial Advisers
    2. 🪧25.2 Miles
    3. 📍Ivybridge
  11. 🏢

    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.
    1. ✔2 Financial Advisers
    2. 🪧25.2 Miles
    3. 📍Truro
  12. 🏢

    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. ✔1 Financial Adviser
    2. 🪧25.7 Miles
    3. 📍Newquay
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  14. 🏢

    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.
    1. ✔2 Financial Advisers
    2. 🪧25.7 Miles
    3. 📍Newquay
  15. 🏢

    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.
    1. ✔2 Financial Advisers
    2. 🪧25.9 Miles
    3. 📍Truro
  16. 🏢

    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. ✔1 Financial Adviser
    2. 🪧25.9 Miles
    3. 📍Newquay
  17. 🏢

    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. ✔1 Financial Adviser
    2. 🪧26 Miles
    3. 📍Newquay
  18. 🏢

    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. ✔1 Financial Adviser
    2. 🪧26.3 Miles
    3. 📍Ivybridge
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