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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 5 of 7.

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  2. 🏢

    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. 🪧18.1 Miles
    3. 📍Okehampton
  3. 🏢

    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. 🪧18.3 Miles
    3. 📍Ivybridge
  4. 🏢

    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. 🪧18.4 Miles
    3. 📍South Brent
  5. 🏢

    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. 🪧19.4 Miles
    3. 📍Okehampton
  6. 🏢

    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. 🪧19.7 Miles
    3. 📍Okehampton
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  8. 🏢

    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. 🪧19.9 Miles
    3. 📍Buckfastleigh
  9. 🏢

    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. 🪧22.4 Miles
    3. 📍Bodmin
  10. 🏢

    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. 🪧23.3 Miles
    3. 📍Bodmin
  11. 🏢

    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. 🪧23.5 Miles
    3. 📍Tintagel
  12. 🏢

    QHFS Limited

    FCA reg no.
    598086
    FCA authorised date:
    02/09/13
    FCA-regulated QHFS Limited offers bespoke financial advice and services in Devon, including life investments, retirement planning, and pensions advice, catering to clients' unique needs with a professional, approachable style.
    1. ✔2 Financial Advisers
    2. 🪧23.8 Miles
    3. 📍Newton Abbot
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  14. 🏢

    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. 🪧24.3 Miles
    3. 📍Bodmin
  15. 🏢

    Peter John Lucketti

    FCA reg no.
    615773
    FCA authorised date:
    04/04/14
    Peter John Lucketti is a trusted, FCA-regulated financial services firm in Bovey Tracey, Devon. They specialize in comprehensive financial planning, investment advice, and pensions retirement guidance for a diverse client base.
    1. ✔1 Financial Adviser
    2. 🪧24.5 Miles
    3. 📍Newton Abbot
  16. 🏢

    Clarity Wealth Management LLP

    FCA reg no.
    575252
    FCA authorised date:
    11/07/12
    Clarity Wealth Management is a reputable financial services firm in Totnes, Devon, known for its regulated advice on insurance, investment management, and pension transfers. They offer tailored financial planning and retirement advice.
    1. ✔39 Financial Advisers
    2. ✔5 Mortgage Brokers
    3. 🪧24.8 Miles
    4. 📍Totnes
  17. 🏢

    JPRS (south West) Limited

    FCA reg no.
    525567
    FCA authorised date:
    01/12/10
    Loughtons Independent Financial Advisers are FCA-regulated professionals providing bespoke financial planning and advice in Devon, specializing in life insurance, investments, and pensions retirement advice.
    1. ✔4 Financial Advisers
    2. 🪧24.9 Miles
    3. 📍Newton Abbot
  18. 🏢

    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. 🪧25.4 Miles
    3. 📍Bude
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