Find FCA registered Financial Advisers Near Me in PL15 9
We have found 87 relevant financial adviser firms within 30 miles of PL15 9. Showing page 2 of 6.
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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
- 🪧16.2 Miles
- 📍Bude
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Strategic Wealth and Financial Planning LTD
- FCA reg no.
- 603706
- FCA authorised date:
- 04/07/13
Strategic Wealth and Financial Planning Ltd is a FCA registered financial firm based in Okehampton, Devon, specializing in individualized advice on life investments, pensions, retirement, and comprehensive financial planning.- ✔1 Financial Adviser
- 🪧16.4 Miles
- 📍Okehampton
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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
- 🪧16.4 Miles
- 📍Saltash
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Davidsons Independent Financial Advisers Limited
- FCA reg no.
- 224407
- FCA authorised date:
- 09/07/03
Courtiers is a leading financial services provider in Okehampton, Devon, delivering client-focused financial planning including life, retirement and investment advice. Proven reputation for tailored financial solutions for local families and first-time buyers.- ✔10 Financial Advisers
- 🪧16.5 Miles
- 📍Okehampton
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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
- 🪧16.5 Miles
- 📍Saltash
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Moor Independent Financial Advisers Limited
- FCA reg no.
- 982622
- FCA authorised date:
- 06/09/22
Moor Independent Financial Advisers Limited provides expert financial planning services including investments, life insurance, and pension advice in Devon and surrounding areas, regulated by the FCA. They focus on personalized advice for enhanced financial health.- ✔1 Financial Adviser
- 🪧16.6 Miles
- 📍Okehampton
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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
- 🪧16.6 Miles
- 📍Tintagel
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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 Financial Adviser
- 🪧17.5 Miles
- 📍Plymouth
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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.- ✔182 Financial Advisers
- ✔18 Mortgage Brokers
- 🪧17.8 Miles
- 📍Plymouth
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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.- ✔154 Financial Advisers
- ✔2 Mortgage Brokers
- 🪧17.8 Miles
- 📍Plymouth
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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.- ✔12 Financial Advisers
- 🪧17.8 Miles
- 📍Plymouth
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Gold Reflect LTD
- FCA reg no.
- 933260
- FCA authorised date:
- 04/10/22
Gold Reflect Ltd, an FCA-regulated firm, provides comprehensive financial planning solutions including retirement advice and pension services. They're committed to delivering client-focused, tailored services across Devon and surrounding areas.- ✔1 Financial Adviser
- 🪧18 Miles
- 📍Plymouth
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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 Financial Adviser
- 🪧18.1 Miles
- 📍Plymouth
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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 Financial Adviser
- 🪧18.3 Miles
- 📍Plymouth
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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.- ✔4 Financial Advisers
- 🪧18.7 Miles
- 📍Plymouth
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