Find FCA registered Financial Advisers Near Me in PL16 0
We have found 98 relevant financial adviser firms within 30 miles of PL16 0. Showing page 2 of 7.
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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
- 🪧15.5 Miles
- 📍Saltash
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KD Financial LLP
- FCA reg no.
- 912337
- FCA authorised date:
- 16/08/19
KD Financial LLP, a FCA regulated firm, offers expert financial planning including investment guidance and comprehensive retirement advice. Located in Devon, the client-centric team provides tailored solutions for long-term financial security.- ✔2 Financial Advisers
- 🪧15.6 Miles
- 📍Okehampton
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Peter Cole Partnership
- FCA reg no.
- 216023
- FCA authorised date:
- 31/05/05
Based in Okehampton, Devon, Peter Cole Partnership offers expert financial planning services and regulated advice, specialising in insurance, investments, pensions, and retirement advice. The firm is FCA authorised and prioritises clients' financial health.- ✔1 Financial Adviser
- 🪧15.9 Miles
- 📍Okehampton
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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
- 🪧16.2 Miles
- 📍Liskeard
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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
- 🪧16.7 Miles
- 📍Saltash
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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
- 🪧16.9 Miles
- 📍Plymouth
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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
- 🪧17 Miles
- 📍Saltash
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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
- 🪧17.1 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
- 🪧17.4 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
- 🪧17.4 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
- 🪧17.4 Miles
- 📍Plymouth
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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
- 🪧17.5 Miles
- 📍Bude
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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
- 🪧17.7 Miles
- 📍Plymouth
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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
- 🪧18 Miles
- 📍Saltash
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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
- 🪧18.4 Miles
- 📍Plymouth
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