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Find FCA registered Financial Advisers Near Me in PL17 7


We have found 82 relevant financial adviser firms within 30 miles of PL17 7. Showing page 4 of 6.

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  2. 🏢

    Westcountry IFP Limited

    FCA reg no.
    931962
    FCA authorised date:
    13/08/20
    Vision IFP is a regulated financial services firm in Plymouth, providing expert advice on life and investments, pensions and final salary pension transfers. Known for professionalism and personalised approach.
    1. ✔1 Financial Adviser
    2. 🪧16.1 Miles
    3. 📍Plymouth
  3. 🏢

    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.
    1. ✔2 Financial Advisers
    2. 🪧16.9 Miles
    3. 📍Bodmin
  4. 🏢

    Tom French & Associates Limited

    FCA reg no.
    185513
    FCA authorised date:
    01/12/01
    TFA Trusted Financial Advice is a FCA regulated financial planning agency based in Plymouth, Devon. Known for their personable service, they specialise in life investments, pensions, and retirement advice.
    1. ✔17 Financial Advisers
    2. ✔7 Mortgage Brokers
    3. 🪧17 Miles
    4. 📍Plymouth
  5. 🏢

    Continuum (financial Services) LLP

    FCA reg no.
    802331
    FCA authorised date:
    16/11/18
    Continuum Financial Services is a Plymouth-based firm specialising in life insurance, investments, and retirement planning. They provide personalised, reliable, and FCA-regulated financial advice for clients in Plymouth and surrounding areas.
    1. ✔79 Financial Advisers
    2. ✔2 Mortgage Brokers
    3. 🪧17.1 Miles
    4. 📍Plymouth
  6. 🏢

    MEDICAL PROFESSIONAL LIMITED

    FCA reg no.
    604356
    FCA authorised date:
    11/07/13
    Medical Professional Limited is a Plymouth-based financial services firm specialising in pensions and retirement planning, providing reliable, regulated advice to Greater Plymouth and surrounding areas.
    1. ✔1 Financial Adviser
    2. 🪧17.1 Miles
    3. 📍Plymouth
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  8. 🏢

    Channel Financial Planning Limited

    FCA reg no.
    1039512
    FCA authorised date:
    20/08/25
    Channel Financial Planning Limited offers a range of tailored financial services in Plymouth and Devon, including investment guidance, pension retirement advice, and comprehensive financial planning. Regulated under the FCA number 1039512.
    1. ✔1 Financial Adviser
    2. 🪧17.1 Miles
    3. 📍Plymouth
  9. 🏢

    Fletcher Wallen

    FCA reg no.
    1044789
    FCA authorised date:
    27/11/25
    Fletcher Wallen is a FCA-regulated financial advisory firm in Plymouth, Devon, specializing in pension retirement advice, final salary pension transfers, and life investments, known for high professionalism, trustworthiness, and client-centric services.
    1. ✔1 Financial Adviser
    2. 🪧17.3 Miles
    3. 📍Plymouth
  10. 🏢

    Edmund Nigel Wallen (t/a KL & EW Financial Services)

    FCA reg no.
    925897
    FCA authorised date:
    26/04/21
    KL & EW Financial Services, a reputable firm in Plymouth, Devon, offers comprehensive financial services including life and investment planning and pensions retirement advice, under the expert guidance of Edmund Nigel Wallen.
    1. ✔1 Financial Adviser
    2. 🪧17.3 Miles
    3. 📍Plymouth
  11. 🏢

    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. 🪧17.8 Miles
    3. 📍Bodmin
  12. 🏢

    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. 🪧18.8 Miles
    3. 📍Bodmin
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  14. 🏢

    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. ✔1 Financial Adviser
    2. 🪧18.9 Miles
    3. 📍Tintagel
  15. 🏢

    John Davies Financial Consultancy

    FCA reg no.
    215410
    FCA authorised date:
    01/03/12
    John Davies Financial Consultancy, based in Ivybridge, provides comprehensive financial planning and advice, specialising in life investments, pensions and retirement planning. Known for their tailored, client-focused solutions.
    1. ✔2 Financial Advisers
    2. 🪧19 Miles
    3. 📍Ivybridge
  16. 🏢

    Dartington Financials Limited

    FCA reg no.
    834661
    FCA authorised date:
    01/08/19
    Dartington Financials Limited, a FCA regulated financial service firm, offers life insurance, and expert investment and pension advice. Based in Plymouth, Devon, they provide accessible, personalised financial planning for all.
    1. ✔1 Financial Adviser
    2. 🪧19.4 Miles
    3. 📍Plymouth
  17. 🏢

    SW FINANCIAL PLANNING LIMITED

    FCA reg no.
    222033
    FCA authorised date:
    21/05/03
    SWLaw is a Devon-based financial service firm specializing in comprehensive planning, investment, pension transfers and retirement advice, offering tailored solutions with a focus on client satisfaction. Regulated by the FCA under number 222033.
    1. ✔2 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧19.6 Miles
    4. 📍Ivybridge
  18. 🏢

    Rainbird Financial LTD

    FCA reg no.
    1031956
    FCA authorised date:
    01/07/25
    Rainbird Financial Ltd in Devon provides trusted, FCA-regulated advice for investment strategies, pensions and retirement planning. Approachable and client-focused, they guide clients through all stages of financial planning.
    1. ✔1 Financial Adviser
    2. 🪧19.6 Miles
    3. 📍Devon
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