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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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  2. 🏢

    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. 🪧19.5 Miles
    3. 📍Bodmin
  3. 🏢

    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. 🪧19.9 Miles
    3. 📍Ivybridge
  4. 🏢

    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. 🪧20.2 Miles
    3. 📍Tintagel
  5. 🏢

    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. 🪧20.3 Miles
    3. 📍Bodmin
  6. 🏢

    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. 🪧21.2 Miles
    3. 📍Okehampton
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  8. 🏢

    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. 🪧21.5 Miles
    3. 📍Bodmin
  9. 🏢

    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. 🪧21.5 Miles
    3. 📍Okehampton
  10. 🏢

    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. 🪧21.5 Miles
    3. 📍Ivybridge
  11. 🏢

    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. 🪧21.7 Miles
    3. 📍South Brent
  12. 🏢

    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 Miles
    3. 📍Bude
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  14. 🏢

    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. ✔1 Financial Adviser
    2. 🪧23.1 Miles
    3. 📍Buckfastleigh
  15. 🏢

    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. 🪧23.1 Miles
    3. 📍Wadebridge
  16. 🏢

    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. 🪧24.7 Miles
    3. 📍St. Austell
  17. 🏢

    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. 🪧25 Miles
    3. 📍Wadebridge
  18. 🏢

    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. 🪧25 Miles
    3. 📍St Austell
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