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Find FCA registered Financial Advisers Near Me in PL14 4


We have found 98 relevant financial adviser firms within 30 miles of PL14 4. 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. 🪧4.6 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. 🪧8.4 Miles
    3. 📍Saltash
  4. 🏢

    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. 🪧8.4 Miles
    3. 📍Saltash
  5. 🏢

    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. 🪧9.4 Miles
    3. 📍Saltash
  6. 🏢

    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. 🪧10.1 Miles
    3. 📍Bodmin
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  8. 🏢

    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. 🪧11 Miles
    3. 📍Bodmin
  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. 🪧11.1 Miles
    3. 📍Bodmin
  10. 🏢

    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. 🪧11.8 Miles
    3. 📍Saltash
  11. 🏢

    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. 🪧12.7 Miles
    3. 📍St. Austell
  12. 🏢

    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. 🪧13.1 Miles
    3. 📍St Austell
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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. 🪧13.2 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. 🪧14.5 Miles
    3. 📍Torpoint
  16. 🏢

    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. 🪧15 Miles
    3. 📍Bodmin
  17. 🏢

    Peter Winter

    FCA reg no.
    755327
    FCA authorised date:
    14/11/16
    Located in Wadebridge, Cornwall, Peter Winter is a distinguished financial services firm known for its reliable advice, personalised approach and comprehensive services that include financial planning and retirement advice.
    1. ✔1 Financial Adviser
    2. 🪧15.1 Miles
    3. 📍Wadebridge
  18. 🏢

    Dart Wealth Management Limited

    FCA reg no.
    789271
    FCA authorised date:
    06/04/18
    Dart Wealth Management provides personalized financial planning services in Cornwall, offering expert advice on life and investment strategies, pensions retirement, and thorough financial planning. FCA-regulated and serving clients across the South West region.
    1. ✔2 Financial Advisers
    2. 🪧15.6 Miles
    3. 📍Launceston
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