Find FCA registered Financial Advisers Near Me in PL15 8
We have found 76 relevant financial adviser firms within 30 miles of PL15 8. Showing page 1 of 6.
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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
- 🪧4.9 Miles
- 📍Launceston
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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
- 🪧5.1 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
- 🪧5.2 Miles
- 📍Cornwall
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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
- 🪧9.7 Miles
- 📍Lifton
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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 Financial Adviser
- 🪧11 Miles
- 📍Tintagel
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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 Financial Adviser
- 🪧11.5 Miles
- 📍Bude
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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
- 🪧16 Miles
- 📍Liskeard
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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
- 🪧16.2 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
- 🪧16.2 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
- 🪧16.3 Miles
- 📍Tavistock
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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 Financial Adviser
- 🪧16.5 Miles
- 📍Tavistock
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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
- 🪧16.6 Miles
- 📍Saltash
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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
- 🪧17.3 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
- 🪧18 Miles
- 📍Bodmin
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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 Financial Adviser
- 🪧18.3 Miles
- 📍Bodmin
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