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Find FCA registered Financial Advisers Near Me in PL14 3


We have found 83 relevant financial adviser firms within 30 miles of PL14 3. Showing page 5 of 6.

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  2. 🏢

    John Davies Financial Consultancy

    FCA reg no.
    215410
    FCA authorised date:
    01/03/12
    John Davies Financial Consultancy, based in Ivybridge, provides comprehensive financial planning and advice, specialising in life investments, pensions and retirement planning. Known for their tailored, client-focused solutions.
    1. ✔2 Financial Advisers
    2. 🪧19.6 Miles
    3. 📍Ivybridge
  3. 🏢

    Julie Dawes

    FCA reg no.
    833171
    FCA authorised date:
    07/02/19
    Julie Dawes offers regulated financial services including insurance, investment guidance, and pension advice in Cornwall. Known for personalised advice and precise financial planning, this firm secures clients' futures with integrity.
    1. ✔1 Financial Adviser
    2. 🪧19.7 Miles
    3. 📍Tintagel
  4. 🏢

    Demelza Financial Planning Limited

    FCA reg no.
    460974
    FCA authorised date:
    08/01/07
    Demelza Financial Planning Limited, an FCA-registered firm in Cornwall, offers expert pension, life, and investment advice with a client-focused approach, serving Bodmin and surrounding counties.
    1. ✔1 Financial Adviser
    2. 🪧19.8 Miles
    3. 📍Bodmin
  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. 🪧20.3 Miles
    4. 📍Ivybridge
  6. 🏢

    PROFESSIONAL FINANCIAL PLANNING SERVICES (PFPS) LTD

    FCA reg no.
    216642
    FCA authorised date:
    04/10/02
    PFPS Ltd is an FCA-regulated financial firm in St. Breock, Wadebridge, offering personalised financial services including life and investment planning, pensions retirement advice and comprehensive financial planning.
    1. ✔1 Financial Adviser
    2. 🪧20.6 Miles
    3. 📍Wadebridge
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  8. 🏢

    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. 🪧21.4 Miles
    3. 📍Ivybridge
  9. 🏢

    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. 🪧21.8 Miles
    3. 📍Ivybridge
  10. 🏢

    Kelly Financial Management

    FCA reg no.
    164912
    FCA authorised date:
    01/12/01
    Kelly Financial Management provides expert financial advice on investments, pensions, and overall planning. Regulated by the FCA, they offer trustworthy services across Devon from their base in Ivybridge.
    1. ✔3 Financial Advisers
    2. 🪧23.4 Miles
    3. 📍Ivybridge
  11. 🏢

    St. Columb Financial Services LTD

    FCA reg no.
    941258
    FCA authorised date:
    05/05/21
    St. Columb Financial Services Ltd in Cornwall provides comprehensive financial planning, including retirement and pension advice. FCA registered, they are committed to regulated, trustworthy services.
    1. ✔1 Financial Adviser
    2. ✔1 Mortgage Broker
    3. 🪧23.7 Miles
    4. 📍St. Columb
  12. 🏢

    HR Independent Financial Services Limited

    FCA reg no.
    754841
    FCA authorised date:
    03/01/17
    Located in South Brent, Devon, HR Independent Financial Services Limited is a FCA registered provider specialising in life investments, pensions retirement advice and comprehensive financial planning, offering tailored advice to achieve clients' financial goals.
    1. ✔1 Financial Adviser
    2. 🪧25 Miles
    3. 📍South Brent
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  14. 🏢

    Davidsons Independent Financial Advisers Limited

    FCA reg no.
    224407
    FCA authorised date:
    09/07/03
    Courtiers is a leading financial services provider in Okehampton, Devon, delivering client-focused financial planning including life, retirement and investment advice. Proven reputation for tailored financial solutions for local families and first-time buyers.
    1. ✔10 Financial Advisers
    2. 🪧26.2 Miles
    3. 📍Okehampton
  15. 🏢

    Strategic Wealth and Financial Planning LTD

    FCA reg no.
    603706
    FCA authorised date:
    04/07/13
    Strategic Wealth and Financial Planning Ltd is a FCA registered financial firm based in Okehampton, Devon, specializing in individualized advice on life investments, pensions, retirement, and comprehensive financial planning.
    1. ✔1 Financial Adviser
    2. 🪧26.3 Miles
    3. 📍Okehampton
  16. 🏢

    Moor Independent Financial Advisers Limited

    FCA reg no.
    982622
    FCA authorised date:
    06/09/22
    Moor Independent Financial Advisers Limited provides expert financial planning services including investments, life insurance, and pension advice in Devon and surrounding areas, regulated by the FCA. They focus on personalized advice for enhanced financial health.
    1. ✔1 Financial Adviser
    2. 🪧26.3 Miles
    3. 📍Okehampton
  17. 🏢

    North Coast Wealth LTD

    FCA reg no.
    1047929
    FCA authorised date:
    13/12/25
    North Coast Wealth Ltd, a FCA regulated firm in Bude, Cornwall, provides expert financial planning services, specializing in investments, pensions and retirement advice. Known for its personalized, reliable approach.
    1. ✔1 Financial Adviser
    2. 🪧26.4 Miles
    3. 📍Bude
  18. 🏢

    CLAYDEN ASSOCIATES LIMITED

    FCA reg no.
    433784
    FCA authorised date:
    12/07/05
    Based in Devon, Clayden Associates Limited is a reputable FCA-registered financial planning firm, specializing in life and investments to pensions retirement advice. They are known for their strategic approach and client-oriented service.
    1. ✔1 Financial Adviser
    2. 🪧27.4 Miles
    3. 📍Buckfastleigh
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