Find FCA registered Financial Advisers Near Me in PL14 5
We have found 87 relevant financial adviser firms within 30 miles of PL14 5. Showing page 1 of 6.
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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 Financial Adviser
- 🪧5.1 Miles
- 📍Liskeard
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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 Financial Adviser
- 🪧6.7 Miles
- 📍Saltash
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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 Financial Adviser
- 🪧8.4 Miles
- 📍Saltash
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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.- ✔2 Financial Advisers
- 🪧8.8 Miles
- 📍Launceston
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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 Financial Adviser
- ✔2 Mortgage Brokers
- 🪧9.1 Miles
- 📍Cornwall
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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 Financial Adviser
- 🪧9.2 Miles
- 📍Launceston
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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 Financial Adviser
- 🪧10 Miles
- 📍Saltash
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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 Financial Adviser
- 🪧10.2 Miles
- 📍Saltash
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Intime Financial Planning LTD
- FCA reg no.
- 976959
- FCA authorised date:
- 07/06/22
Intime Financial Planning Ltd, based in Lifton, Devon specialises in comprehensive financial strategies, including life investment, final salary pension transfers, and tailored retirement advice. Known for client-focused, regulated services.- ✔1 Financial Adviser
- 🪧11.6 Miles
- 📍Lifton
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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.- ✔2 Financial Advisers
- 🪧12.1 Miles
- 📍Saltash
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Hansford Bell Financial Planning LTD
- FCA reg no.
- 482388
- FCA authorised date:
- 09/06/08
Hansford Bell is a top-tier, FCA-regulated financial planning firm in Tavistock, Devon, offering personalized life insurance, investments, and pensions retirement advice for individuals and businesses.- ✔7 Financial Advisers
- 🪧12.9 Miles
- 📍Tavistock
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IAC Financial Planning LTD
- FCA reg no.
- 786411
- FCA authorised date:
- 01/02/18
IAC Financial Planning Ltd, located in Truro, Cornwall, offers comprehensive financial guidance. Specialising in investment and retirement advice, life and funeral plans, our FCA-regulated team creates tailored strategies for individuals and businesses.- ✔6 Financial Advisers
- 🪧12.9 Miles
- 📍Tavistock
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Michael James
- FCA reg no.
- 713035
- FCA authorised date:
- 18/12/15
Michael James is a reputable financial services firm in Tavistock, Devon, offering reliable, regulated advice and specializing in retirement planning, life and investment advice.- ✔7 Financial Advisers
- ✔3 Mortgage Brokers
- 🪧13.2 Miles
- 📍Tavistock
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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.- ✔2 Financial Advisers
- 🪧13.3 Miles
- 📍Bodmin
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Lawrence Financial Consultancy LTD
- FCA reg no.
- 527923
- FCA authorised date:
- 15/07/10
Vision IFP is a FCA-regulated financial firm in Tavistock, Devon, offering comprehensive financial solutions, including insurance, investments, and pensions retirement advice tailored to individual needs.- ✔1 Financial Adviser
- 🪧13.5 Miles
- 📍Tavistock
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