Find FCA registered Financial Advisers Near Me in PL17 8
We have found 86 relevant financial adviser firms within 30 miles of PL17 8. Showing page 5 of 6.
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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
- 🪧19.5 Miles
- 📍Bodmin
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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.- ✔2 Financial Advisers
- 🪧19.9 Miles
- 📍Ivybridge
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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
- 🪧20.2 Miles
- 📍Tintagel
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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
- 🪧20.3 Miles
- 📍Bodmin
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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
- 🪧21.2 Miles
- 📍Okehampton
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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.- ✔2 Financial Advisers
- 🪧21.5 Miles
- 📍Bodmin
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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
- 🪧21.5 Miles
- 📍Okehampton
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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.- ✔3 Financial Advisers
- 🪧21.5 Miles
- 📍Ivybridge
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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 Financial Adviser
- 🪧21.7 Miles
- 📍South Brent
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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
- 🪧23 Miles
- 📍Bude
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CLAYDEN ASSOCIATES LIMITED
- FCA reg no.
- 433784
- FCA authorised date:
- 12/07/05
Based in Devon, Clayden Associates Limited is a reputable FCA-registered financial planning firm, specializing in life and investments to pensions retirement advice. They are known for their strategic approach and client-oriented service.- ✔1 Financial Adviser
- 🪧23.1 Miles
- 📍Buckfastleigh
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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 Financial Adviser
- 🪧23.1 Miles
- 📍Wadebridge
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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).- ✔2 Financial Advisers
- 🪧24.7 Miles
- 📍St. Austell
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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 Financial Adviser
- 🪧25 Miles
- 📍Wadebridge
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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.- ✔2 Financial Advisers
- 🪧25 Miles
- 📍St Austell
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