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Find FCA registered Financial Advisers Near Me in PL20 6


We have found 155 relevant financial adviser firms within 30 miles of PL20 6. Showing page 1 of 11.

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  2. 🏢

    BARRY W P BENNETT LTD

    FCA reg no.
    799367
    FCA authorised date:
    18/04/18
    Bennett Wealth Planning is an FCA-regulated financial services firm in Yelverton, Devon offering tailored advice in financial planning, life, investments, and retirement.
    1. ✔2 Financial Advisers
    2. 🪧3.4 Miles
    3. 📍Yelverton
  3. 🏢

    Paul Allen

    FCA reg no.
    483626
    FCA authorised date:
    21/05/08
    Paul Allen provides expert financial advice in Devon, specialising in insurance, investments, pensions and holistic financial planning. Regulated by the FCA and reputed for tailored solutions, they serve businesses and individuals alike.
    1. ✔1 Financial Adviser
    2. 🪧4.4 Miles
    3. 📍Yelverton
  4. 🏢

    Lawrence Financial Consultancy LTD

    FCA reg no.
    527923
    FCA authorised date:
    15/07/10
    Vision IFP is a FCA-regulated financial firm in Tavistock, Devon, offering comprehensive financial solutions, including insurance, investments, and pensions retirement advice tailored to individual needs.
    1. ✔1 Financial Adviser
    2. 🪧5.1 Miles
    3. 📍Tavistock
  5. 🏢

    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. 🪧5.4 Miles
    3. 📍Plymouth
  6. 🏢

    Michael James

    FCA reg no.
    713035
    FCA authorised date:
    18/12/15
    Michael James is a reputable financial services firm in Tavistock, Devon, offering reliable, regulated advice and specializing in retirement planning, life and investment advice.
    1. ✔7 Financial Advisers
    2. ✔3 Mortgage Brokers
    3. 🪧5.9 Miles
    4. 📍Tavistock
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  8. 🏢

    Hansford Bell Financial Planning LTD

    FCA reg no.
    482388
    FCA authorised date:
    09/06/08
    Hansford Bell is a top-tier, FCA-regulated financial planning firm in Tavistock, Devon, offering personalized life insurance, investments, and pensions retirement advice for individuals and businesses.
    1. ✔7 Financial Advisers
    2. 🪧6 Miles
    3. 📍Tavistock
  9. 🏢

    IAC Financial Planning LTD

    FCA reg no.
    786411
    FCA authorised date:
    01/02/18
    IAC Financial Planning Ltd, located in Truro, Cornwall, offers comprehensive financial guidance. Specialising in investment and retirement advice, life and funeral plans, our FCA-regulated team creates tailored strategies for individuals and businesses.
    1. ✔6 Financial Advisers
    2. 🪧6 Miles
    3. 📍Tavistock
  10. 🏢

    Astute Money Financial Planning LTD

    FCA reg no.
    616372
    FCA authorised date:
    26/02/14
    Astute Money Financial Planning Ltd, a highly respected FCA-regulated firm, provides comprehensive financial services including life investments, pensions advice, and personalized financial planning across Devon and surrounding counties.
    1. ✔1 Financial Adviser
    2. 🪧6.4 Miles
    3. 📍Tavistock
  11. 🏢

    Fletcher Wallen

    FCA reg no.
    1044789
    FCA authorised date:
    27/11/25
    Fletcher Wallen is a FCA-regulated financial advisory firm in Plymouth, Devon, specializing in pension retirement advice, final salary pension transfers, and life investments, known for high professionalism, trustworthiness, and client-centric services.
    1. ✔1 Financial Adviser
    2. 🪧8.1 Miles
    3. 📍Plymouth
  12. 🏢

    Edmund Nigel Wallen (t/a KL & EW Financial Services)

    FCA reg no.
    925897
    FCA authorised date:
    26/04/21
    KL & EW Financial Services, a reputable firm in Plymouth, Devon, offers comprehensive financial services including life and investment planning and pensions retirement advice, under the expert guidance of Edmund Nigel Wallen.
    1. ✔1 Financial Adviser
    2. 🪧8.1 Miles
    3. 📍Plymouth
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  14. 🏢

    APWM Limited

    FCA reg no.
    1046644
    FCA authorised date:
    22/01/26
    APWM Limited is a FCA-registered firm in Plymouth, Devon, offering individualized financial planning and advice on life investments, pensions, and retirement strategies to a broad client base.
    1. ✔1 Financial Adviser
    2. 🪧8.3 Miles
    3. 📍Plymouth
  15. 🏢

    Succession Financial Management Limited

    FCA reg no.
    225831
    FCA authorised date:
    06/11/03
    Succession Wealth is a regulated financial firm based in Plymouth, specialising in financial planning, pensions retirement advice, insurance, and investment services for businesses and individuals.
    1. ✔182 Financial Advisers
    2. ✔18 Mortgage Brokers
    3. 🪧8.4 Miles
    4. 📍Plymouth
  16. 🏢

    SUCCESSION WEALTH MANAGEMENT LIMITED

    FCA reg no.
    588378
    FCA authorised date:
    19/08/13
    Succession Wealth, an FCA regulated firm based in Plymouth, offers expert financial planning and tailored advice across the southwest of England, specializing in life and investment management, pensions retirement, and salary pension transfers.
    1. ✔154 Financial Advisers
    2. ✔2 Mortgage Brokers
    3. 🪧8.4 Miles
    4. 📍Plymouth
  17. 🏢

    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. 🪧8.4 Miles
    3. 📍Plymouth
  18. 🏢

    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. 🪧8.7 Miles
    3. 📍Plymouth
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