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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 2 of 7.

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  2. 🏢

    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
  3. 🏢

    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. 🪧15.8 Miles
    3. 📍Plymouth
  4. 🏢

    Kernow Financial Planning LTD

    FCA reg no.
    942872
    FCA authorised date:
    01/04/21
    Cornwall-based Kernow Financial Planning Ltd offers professional financial services including life and investment planning, pension retirement advice. Regulated by the FCA, they provide tailored and trustworthy advice to diverse clientele.
    1. ✔1 Financial Adviser
    2. ✔2 Mortgage Brokers
    3. 🪧15.9 Miles
    4. 📍Cornwall
  5. 🏢

    Claire Hayter

    FCA reg no.
    785792
    FCA authorised date:
    02/08/17
    FCA-regulated firm Claire Hayter provides personalised financial planning and advice, including investments, life insurance, and pension services in Launceston, Cornwall. Prioritising client needs, they aim to optimise long-term financial security.
    1. ✔1 Financial Adviser
    2. 🪧15.9 Miles
    3. 📍Launceston
  6. 🏢

    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. 🪧16 Miles
    3. 📍Plymouth
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  8. 🏢

    Condy Mathias Financial Planners Limited

    FCA reg no.
    472913
    FCA authorised date:
    18/02/08
    Condy Mathias is a leading Chartered Financial Planner in Plymouth, Devon, providing expert financial advice across services like insurance, investments, and retirement planning, known for its trustworthy, client-focused solutions.
    1. ✔4 Financial Advisers
    2. 🪧16.2 Miles
    3. 📍Plymouth
  9. 🏢

    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. 🪧16.3 Miles
    3. 📍Wadebridge
  10. 🏢

    West Financial Management Co Limited

    FCA reg no.
    230809
    FCA authorised date:
    19/02/04
    Plymouth-based West Financial Management Co Limited offers wide-ranging, professional financial services, including pensions and investments advice. Their dedicated experts craft tailored solutions, serving clients across the Devon region. Regulated under FCA number 230809.
    1. ✔3 Financial Advisers
    2. 🪧16.8 Miles
    3. 📍Plymouth
  11. 🏢

    SOUND FINANCIAL MANAGEMENT LIMITED

    FCA reg no.
    192052
    FCA authorised date:
    01/12/01
    Plymouth-based, FCA regulated firm, Sound Financial Management Ltd., specialises in financial services like life investments and pensions retirement advice, and caters to individuals across the Devon region with trustworthy, personalised advice.
    1. ✔9 Financial Advisers
    2. 🪧16.8 Miles
    3. 📍Plymouth
  12. 🏢

    Goodmans Financial Planning LTD

    FCA reg no.
    513667
    FCA authorised date:
    10/02/10
    Goodmans Financial Planning, regulated by the FCA, offers comprehensive financial services including life and investment planning, pensions advice, and final salary pension transfers in Devon and beyond.
    1. ✔8 Financial Advisers
    2. 🪧17 Miles
    3. 📍Plymouth
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  14. 🏢

    ANDERSON FINANCIAL PLANNING LTD

    FCA reg no.
    531026
    FCA authorised date:
    04/01/11
    Based in Plymouth, Anderson Financial Planning Ltd is an FCA-registered firm specialising in life investments, pensions retirement advice, and holistic financial planning. They provide tailor-made, client-oriented services with professionalism and approachability.
    1. ✔1 Financial Adviser
    2. 🪧17 Miles
    3. 📍Plymouth
  15. 🏢

    Ross Bryant Financial Limited

    FCA reg no.
    732336
    FCA authorised date:
    08/03/23
    Sirius Financial, based in Plymouth and regulated by the FCA, offers expert advice in life services, investment, pensions, and financial planning. Known for their personalised service, they cater to individual financial goals.
    1. ✔2 Financial Advisers
    2. 🪧17 Miles
    3. 📍Plymouth
  16. 🏢

    LFP Limited

    FCA reg no.
    225099
    FCA authorised date:
    02/09/03
    LFP Asset Management provides personalised financial planning and regulated advice in Plymouth and nearby regions. Known for their approachability, they cater to a variety of clients, making finance less intimidating. Regulated by the FCA.
    1. ✔1 Financial Adviser
    2. 🪧17 Miles
    3. 📍Plymouth
  17. 🏢

    EQUITAS FINANCIAL (UK) LIMITED

    FCA reg no.
    615273
    FCA authorised date:
    28/04/14
    Equitas Financial is a Plymouth-based, FCA-regulated provider specialising in financial planning and advice, life insurance, investments, and pensions retirement advice. They offer professional, approachable services for families and individuals.
    1. ✔10 Financial Advisers
    2. 🪧17 Miles
    3. 📍Plymouth
  18. 🏢

    Coast Financial Limited

    FCA reg no.
    782715
    FCA authorised date:
    02/10/17
    We are truly independent financial advisers and able to advise you on all aspects of your financial planning. Whether its retirement planning or releasing equity from your home, we are hear to help.
    1. ✔1 Financial Adviser
    2. 🪧17 Miles
    3. 📍Plymouth
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