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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 5 of 6.

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  2. 🏢

    Peter Winter

    FCA reg no.
    755327
    FCA authorised date:
    14/11/16
    Located in Wadebridge, Cornwall, Peter Winter is a distinguished financial services firm known for its reliable advice, personalised approach and comprehensive services that include financial planning and retirement advice.
    1. ✔1 Financial Adviser
    2. 🪧20.8 Miles
    3. 📍Wadebridge
  3. 🏢

    Ivor Jones & Co. LTD.

    FCA reg no.
    114997
    FCA authorised date:
    01/12/01
    Ivor Jones & Co. Ltd is a reputable FCA-regulated financial planning firm in Ivybridge, Devon. Specializing in life and investments, pensions, and final salary pension transfers, they provide tailored, trusted financial advice.
    1. ✔1 Financial Adviser
    2. 🪧20.9 Miles
    3. 📍Ivybridge
  4. 🏢

    Ruby Red Financial Planning LTD

    FCA reg no.
    842765
    FCA authorised date:
    02/01/20
    Ruby Red Financial Planning Ltd, regulated by the FCA, provides personalized financial services including life investments, pensions retirement advice, and comprehensive planning in Ivybridge, Devon. Known for warmth and friendliness, they serve first-time buyers and local families.
    1. ✔2 Financial Advisers
    2. 🪧21 Miles
    3. 📍Ivybridge
  5. 🏢

    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.
    1. ✔10 Financial Advisers
    2. 🪧21.8 Miles
    3. 📍Okehampton
  6. 🏢

    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. ✔1 Financial Adviser
    2. 🪧21.9 Miles
    3. 📍Okehampton
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  8. 🏢

    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. ✔1 Financial Adviser
    2. 🪧21.9 Miles
    3. 📍Okehampton
  9. 🏢

    Mortgage Pensions & Investments LLP

    FCA reg no.
    454273
    FCA authorised date:
    02/10/06
    Mortgage Pensions & Investments LLP, centrally located in St. Austell, Cornwall, offers comprehensive financial services including life insurance, investment strategies, retirement planning and personalised financial advice. FCA registered (#454273).
    1. ✔2 Financial Advisers
    2. 🪧21.9 Miles
    3. 📍St. Austell
  10. 🏢

    PR Financial

    FCA reg no.
    215766
    FCA authorised date:
    31/05/05
    Paolo Joseph Mark Rosolek is a Bristol-based, FCA-regulated financial firm specializing in diverse financial services. They are known for personalized advice, financial planning expertise, and commitment to client's financial wellbeing.
    1. ✔2 Financial Advisers
    2. 🪧22.3 Miles
    3. 📍St Austell
  11. 🏢

    Demelza Financial Planning Limited

    FCA reg no.
    460974
    FCA authorised date:
    08/01/07
    Demelza Financial Planning Limited, an FCA-registered firm in Cornwall, offers expert pension, life, and investment advice with a client-focused approach, serving Bodmin and surrounding counties.
    1. ✔1 Financial Adviser
    2. 🪧22.5 Miles
    3. 📍Bodmin
  12. 🏢

    PROFESSIONAL FINANCIAL PLANNING SERVICES (PFPS) LTD

    FCA reg no.
    216642
    FCA authorised date:
    04/10/02
    PFPS Ltd is an FCA-regulated financial firm in St. Breock, Wadebridge, offering personalised financial services including life and investment planning, pensions retirement advice and comprehensive financial planning.
    1. ✔1 Financial Adviser
    2. 🪧22.5 Miles
    3. 📍Wadebridge
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  14. 🏢

    Kelly Financial Management

    FCA reg no.
    164912
    FCA authorised date:
    01/12/01
    Kelly Financial Management provides expert financial advice on investments, pensions, and overall planning. Regulated by the FCA, they offer trustworthy services across Devon from their base in Ivybridge.
    1. ✔3 Financial Advisers
    2. 🪧22.8 Miles
    3. 📍Ivybridge
  15. 🏢

    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. ✔1 Financial Adviser
    2. 🪧23.3 Miles
    3. 📍Bude
  16. 🏢

    HR Independent Financial Services Limited

    FCA reg no.
    754841
    FCA authorised date:
    03/01/17
    Located in South Brent, Devon, HR Independent Financial Services Limited is a FCA registered provider specialising in life investments, pensions retirement advice and comprehensive financial planning, offering tailored advice to achieve clients' financial goals.
    1. ✔1 Financial Adviser
    2. 🪧23.5 Miles
    3. 📍South Brent
  17. 🏢

    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.
    1. ✔2 Financial Advisers
    2. 🪧23.9 Miles
    3. 📍Okehampton
  18. 🏢

    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. ✔1 Financial Adviser
    2. 🪧24.2 Miles
    3. 📍Okehampton
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