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Find FCA registered Financial Advisers Near Me in PL18 9


We have found 103 relevant financial adviser firms within 30 miles of PL18 9. Showing page 2 of 7.

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  2. 🏢

    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.
    1. ✔12 Financial Advisers
    2. 🪧8.6 Miles
    3. 📍Plymouth
  3. 🏢

    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. ✔1 Financial Adviser
    2. 🪧8.9 Miles
    3. 📍Plymouth
  4. 🏢

    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. ✔1 Financial Adviser
    2. 🪧9.2 Miles
    3. 📍Plymouth
  5. 🏢

    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. ✔1 Financial Adviser
    2. 🪧9.3 Miles
    3. 📍Plymouth
  6. 🏢

    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. ✔1 Financial Adviser
    2. 🪧9.4 Miles
    3. 📍Saltash
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  8. 🏢

    Condy Mathias Financial Planners Limited

    FCA reg no.
    472913
    FCA authorised date:
    18/02/08
    Condy Mathias is a leading Chartered Financial Planner in Plymouth, Devon, providing expert financial advice across services like insurance, investments, and retirement planning, known for its trustworthy, client-focused solutions.
    1. ✔4 Financial Advisers
    2. 🪧9.7 Miles
    3. 📍Plymouth
  9. 🏢

    Kernow Financial Planning LTD

    FCA reg no.
    942872
    FCA authorised date:
    01/04/21
    Cornwall-based Kernow Financial Planning Ltd offers professional financial services including life and investment planning, pension retirement advice. Regulated by the FCA, they provide tailored and trustworthy advice to diverse clientele.
    1. ✔1 Financial Adviser
    2. ✔2 Mortgage Brokers
    3. 🪧9.8 Miles
    4. 📍Cornwall
  10. 🏢

    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. ✔1 Financial Adviser
    2. 🪧9.9 Miles
    3. 📍Liskeard
  11. 🏢

    Claire Hayter

    FCA reg no.
    785792
    FCA authorised date:
    02/08/17
    FCA-regulated firm Claire Hayter provides personalised financial planning and advice, including investments, life insurance, and pension services in Launceston, Cornwall. Prioritising client needs, they aim to optimise long-term financial security.
    1. ✔1 Financial Adviser
    2. 🪧9.9 Miles
    3. 📍Launceston
  12. 🏢

    Dart Wealth Management Limited

    FCA reg no.
    789271
    FCA authorised date:
    06/04/18
    Dart Wealth Management provides personalized financial planning services in Cornwall, offering expert advice on life and investment strategies, pensions retirement, and thorough financial planning. FCA-regulated and serving clients across the South West region.
    1. ✔2 Financial Advisers
    2. 🪧9.9 Miles
    3. 📍Launceston
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  14. 🏢

    Rebecca Pope

    FCA reg no.
    480315
    FCA authorised date:
    13/03/08
    Based in Plymouth, Rebecca Pope offers trusted financial advisory services including life investments and pension retirement plans. Regulated by the FCA, she provides personalised guidance tailored to individual financial goals.
    1. ✔1 Financial Adviser
    2. 🪧9.9 Miles
    3. 📍Plymouth
  15. 🏢

    Objective Financial Planning LTD

    FCA reg no.
    972606
    FCA authorised date:
    22/03/22
    Objective Financial Planning Ltd is a FCA regulated firm in Plymouth, specialising in comprehensive financial planning solutions, including life insurance, investments, and pension advice. Known for their client-centric approach, they serve both individuals and businesses.
    1. ✔1 Financial Adviser
    2. 🪧10 Miles
    3. 📍Plymouth
  16. 🏢

    West Financial Management Co Limited

    FCA reg no.
    230809
    FCA authorised date:
    19/02/04
    Plymouth-based West Financial Management Co Limited offers wide-ranging, professional financial services, including pensions and investments advice. Their dedicated experts craft tailored solutions, serving clients across the Devon region. Regulated under FCA number 230809.
    1. ✔3 Financial Advisers
    2. 🪧10.2 Miles
    3. 📍Plymouth
  17. 🏢

    Steve Wassell Insurance Management LTD

    FCA reg no.
    231905
    FCA authorised date:
    11/05/04
    Located in Torpoint, Cornwall, Steve Wassell Insurance Management Ltd provides comprehensive financial services, including life investments, pensions, and retirement planning. Renowned for a client-centric approach, the firm is a trusted choice for financial direction.
    1. ✔1 Financial Adviser
    2. 🪧10.2 Miles
    3. 📍Torpoint
  18. 🏢

    EQUITAS FINANCIAL (UK) LIMITED

    FCA reg no.
    615273
    FCA authorised date:
    28/04/14
    Equitas Financial is a Plymouth-based, FCA-regulated provider specialising in financial planning and advice, life insurance, investments, and pensions retirement advice. They offer professional, approachable services for families and individuals.
    1. ✔10 Financial Advisers
    2. 🪧10.3 Miles
    3. 📍Plymouth
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