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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 2 of 6.

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  2. 🏢

    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. 🪧14.1 Miles
    3. 📍Bodmin
  3. 🏢

    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. 🪧14.3 Miles
    3. 📍Torpoint
  4. 🏢

    Paul Allen

    FCA reg no.
    483626
    FCA authorised date:
    21/05/08
    Paul Allen provides expert financial advice in Devon, specialising in insurance, investments, pensions and holistic financial planning. Regulated by the FCA and reputed for tailored solutions, they serve businesses and individuals alike.
    1. ✔1 Financial Adviser
    2. 🪧14.5 Miles
    3. 📍Yelverton
  5. 🏢

    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. 🪧14.7 Miles
    3. 📍Plymouth
  6. 🏢

    APWM Limited

    FCA reg no.
    1046644
    FCA authorised date:
    22/01/26
    APWM Limited is a FCA-registered firm in Plymouth, Devon, offering individualized financial planning and advice on life investments, pensions, and retirement strategies to a broad client base.
    1. ✔1 Financial Adviser
    2. 🪧15.1 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. 🪧15.2 Miles
    3. 📍Plymouth
  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. 🪧15.2 Miles
    3. 📍Bodmin
  10. 🏢

    Astute Money Financial Planning LTD

    FCA reg no.
    616372
    FCA authorised date:
    26/02/14
    Astute Money Financial Planning Ltd, a highly respected FCA-regulated firm, provides comprehensive financial services including life investments, pensions advice, and personalized financial planning across Devon and surrounding counties.
    1. ✔1 Financial Adviser
    2. 🪧15.3 Miles
    3. 📍Tavistock
  11. 🏢

    Succession Financial Management Limited

    FCA reg no.
    225831
    FCA authorised date:
    06/11/03
    Succession Wealth is a regulated financial firm based in Plymouth, specialising in financial planning, pensions retirement advice, insurance, and investment services for businesses and individuals.
    1. ✔182 Financial Advisers
    2. ✔18 Mortgage Brokers
    3. 🪧15.4 Miles
    4. 📍Plymouth
  12. 🏢

    SUCCESSION WEALTH MANAGEMENT LIMITED

    FCA reg no.
    588378
    FCA authorised date:
    19/08/13
    Succession Wealth, an FCA regulated firm based in Plymouth, offers expert financial planning and tailored advice across the southwest of England, specializing in life and investment management, pensions retirement, and salary pension transfers.
    1. ✔154 Financial Advisers
    2. ✔2 Mortgage Brokers
    3. 🪧15.4 Miles
    4. 📍Plymouth
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  14. 🏢

    Succession Employee Benefit Solutions Limited

    FCA reg no.
    767956
    FCA authorised date:
    31/08/17
    Regulated by the FCA, Succession Employee Benefit Solutions Limited specialises in financial planning, covering areas like life, investments, and pensions. They offer tailored strategies, serving local families around Plymouth, Devon.
    1. ✔12 Financial Advisers
    2. 🪧15.4 Miles
    3. 📍Plymouth
  15. 🏢

    BARRY W P BENNETT LTD

    FCA reg no.
    799367
    FCA authorised date:
    18/04/18
    Bennett Wealth Planning is an FCA-regulated financial services firm in Yelverton, Devon offering tailored advice in financial planning, life, investments, and retirement.
    1. ✔2 Financial Advisers
    2. 🪧15.6 Miles
    3. 📍Yelverton
  16. 🏢

    AXP Services LTD

    FCA reg no.
    416660
    FCA authorised date:
    04/12/04
    AXP Services Ltd, based in Plymouth, offers expert financial advice on a variety of services, including insurance and retirement planning. This FCA-regulated firm is known for tailored services accessible to a wide demographic.
    1. ✔1 Financial Adviser
    2. 🪧15.6 Miles
    3. 📍Plymouth
  17. 🏢

    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. 🪧15.7 Miles
    3. 📍Plymouth
  18. 🏢

    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. 🪧15.8 Miles
    3. 📍Plymouth
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