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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 5 of 11.

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  2. 🏢

    Davidsons Independent Financial Advisers Limited

    FCA reg no.
    224407
    FCA authorised date:
    09/07/03
    Courtiers is a leading financial services provider in Okehampton, Devon, delivering client-focused financial planning including life, retirement and investment advice. Proven reputation for tailored financial solutions for local families and first-time buyers.
    1. ✔10 Financial Advisers
    2. 🪧15.3 Miles
    3. 📍Okehampton
  3. 🏢

    Moor Independent Financial Advisers Limited

    FCA reg no.
    982622
    FCA authorised date:
    06/09/22
    Moor Independent Financial Advisers Limited provides expert financial planning services including investments, life insurance, and pension advice in Devon and surrounding areas, regulated by the FCA. They focus on personalized advice for enhanced financial health.
    1. ✔1 Financial Adviser
    2. 🪧15.3 Miles
    3. 📍Okehampton
  4. 🏢

    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. 🪧15.6 Miles
    3. 📍Okehampton
  5. 🏢

    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. 🪧15.6 Miles
    3. 📍Newton Abbot
  6. 🏢

    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. 🪧16 Miles
    4. 📍Totnes
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  8. 🏢

    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. 🪧16.1 Miles
    3. 📍Newton Abbot
  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. 🪧17 Miles
    4. 📍Cornwall
  10. 🏢

    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. 🪧17.1 Miles
    3. 📍Launceston
  11. 🏢

    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. 🪧17.3 Miles
    3. 📍Launceston
  12. 🏢

    TNW Wealth Limited

    FCA reg no.
    1010391
    FCA authorised date:
    20/11/24
    TNW Wealth Limited, based in Newton Abbot, Devon, provides a broad range of FCA-regulated financial planning and advice services to clients across Southwest England, specialising in life investments, pensions, and comprehensive financial planning.
    1. ✔3 Financial Advisers
    2. 🪧17.5 Miles
    3. 📍Newton Abbot
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  14. 🏢

    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. 🪧18.1 Miles
    3. 📍Liskeard
  15. 🏢

    Charles Royle & Company

    FCA reg no.
    145844
    FCA authorised date:
    01/12/01
    Charles Royle & Company is a trusted, FCA-regulated financial firm in Devon, specializing in life and investment planning, retirement advice, and comprehensive financial services for residents across Devon's neighbouring counties.
    1. ✔3 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧18.2 Miles
    4. 📍Newton Abbot
  16. 🏢

    LAURA JENNIANS FINANCIAL PLANNING LTD

    FCA reg no.
    939425
    FCA authorised date:
    26/11/20
    Laura Jennians Financial Planning Ltd, based in Devon, is an FCA-regulated firm offering personalized financial planning services including life investments and retirement advice, catering to both novice and experienced investors.
    1. ✔1 Financial Adviser
    2. 🪧18.3 Miles
    3. 📍Devon
  17. 🏢

    Thomas and Gentry Independent Financial Advisors Limited

    FCA reg no.
    438796
    FCA authorised date:
    01/11/05
    Thomas And Gentry are trusted, regulated financial advisors based in Devon, providing insurance coverages, investment strategies, pension advice, and financial planning across surrounding regions with a client-focused approach.
    1. ✔2 Financial Advisers
    2. 🪧18.4 Miles
    3. 📍Newton Abbot
  18. 🏢

    DARNELLS WEALTH MANAGEMENT LIMITED

    FCA reg no.
    474566
    FCA authorised date:
    02/01/08
    FCA registered Darnells Wealth Management Limited provides regulated financial services, including life investments & retirement solutions in Devon. They specialize in guiding individuals and families through complex financial planning.
    1. ✔8 Financial Advisers
    2. 🪧18.5 Miles
    3. 📍Newton Abbot
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