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 4 of 11.
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Dartington Financials Limited
- FCA reg no.
- 834661
- FCA authorised date:
- 01/08/19
Dartington Financials Limited, a FCA regulated financial service firm, offers life insurance, and expert investment and pension advice. Based in Plymouth, Devon, they provide accessible, personalised financial planning for all.- ✔1 Financial Adviser
- 🪧11.7 Miles
- 📍Plymouth
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SOUND FINANCIAL MANAGEMENT LIMITED
- FCA reg no.
- 192052
- FCA authorised date:
- 01/12/01
Plymouth-based, FCA regulated firm, Sound Financial Management Ltd., specialises in financial services like life investments and pensions retirement advice, and caters to individuals across the Devon region with trustworthy, personalised advice.- ✔9 Financial Advisers
- 🪧11.8 Miles
- 📍Plymouth
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Jane Bownas Wealth Management
- FCA reg no.
- 401712
- FCA authorised date:
- 29/06/04
Jane Bownas Wealth Management is a Saltash, Cornwall-based financial consultancy, known for its comprehensive financial planning and regulated advice. Providing expert wealth management services to both novice and experienced investors.- ✔1 Financial Adviser
- 🪧11.8 Miles
- 📍Saltash
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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
- 🪧12.1 Miles
- 📍Ivybridge
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Rainbird Financial LTD
- FCA reg no.
- 1031956
- FCA authorised date:
- 01/07/25
Rainbird Financial Ltd in Devon provides trusted, FCA-regulated advice for investment strategies, pensions and retirement planning. Approachable and client-focused, they guide clients through all stages of financial planning.- ✔1 Financial Adviser
- 🪧12.1 Miles
- 📍Devon
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SJS Wealth Management Limited
- FCA reg no.
- 544448
- FCA authorised date:
- 30/03/11
Vision IFP is a Plymouth-based, FCA-regulated firm specializing in financial planning solutions, including investments, retirement advice, and pension transfers, providing tailored, client-focused services across Devon.- ✔1 Financial Adviser
- 🪧12.5 Miles
- 📍Plymouth
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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 Financial Adviser
- 🪧12.6 Miles
- 📍Torpoint
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James O'Gallagher
- FCA reg no.
- 1000709
- FCA authorised date:
- 06/09/23
James O'Gallagher is a respected, FCA-regulated financial planning firm based in Devon, offering personalised advice on life investments, pensions retirement, and final salary pension transfers. Known for their professional, reliable service.- ✔1 Financial Adviser
- 🪧12.7 Miles
- 📍Plymouth
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Intime Financial Planning LTD
- FCA reg no.
- 976959
- FCA authorised date:
- 07/06/22
Intime Financial Planning Ltd, based in Lifton, Devon specialises in comprehensive financial strategies, including life investment, final salary pension transfers, and tailored retirement advice. Known for client-focused, regulated services.- ✔1 Financial Adviser
- 🪧12.9 Miles
- 📍Lifton
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Jonathan Blake Money Management Limited
- FCA reg no.
- 408054
- FCA authorised date:
- 22/11/04
FCA-regulated firm, Jonathan Blake Money Management Limited, is based in Saltash, Cornwall. Offering life and investment planning, pensions retirement advice, and comprehensive financial planning in a client-centric environment.- ✔1 Financial Adviser
- 🪧14.4 Miles
- 📍Saltash
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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
- 🪧14.8 Miles
- 📍Okehampton
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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.- ✔2 Financial Advisers
- 🪧14.9 Miles
- 📍Newton Abbot
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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
- 🪧14.9 Miles
- 📍Okehampton
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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 Financial Adviser
- 🪧15.2 Miles
- 📍Saltash
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Wayne Smith
- FCA reg no.
- 416953
- FCA authorised date:
- 07/12/04
Wayne Smith is a reputable financial services firm in Saltash, Cornwall known for personalized advice on life investments, pensions, and retirement planning. Regulated by the FCA, they provide bespoke financial planning services.- ✔1 Financial Adviser
- 🪧15.2 Miles
- 📍Saltash
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