Find FCA registered Financial Advisers Near Me in PL24 2
We have found 98 relevant financial adviser firms within 30 miles of PL24 2. Showing page 3 of 7.
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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
- 🪧17.6 Miles
- 📍Saltash
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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
- 🪧17.7 Miles
- 📍Saltash
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Julia Ward-osseiran
- FCA reg no.
- 1019836
- FCA authorised date:
- 04/10/24
Julia Ward-Osseiran is a reputable financial services firm in Newquay, Cornwall, offering tailored services such as insurance, investments, financial planning, and specialized pension advice.- ✔1 Financial Adviser
- 🪧17.7 Miles
- 📍Newquay
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PS Wealth LTD
- FCA reg no.
- 970220
- FCA authorised date:
- 17/02/22
Vision IFP is a Cornwall-based, FCA-regulated financial planning firm offering expert life investment, pensions retirement advice, and final salary pension transfer services with a client-centric approach.- ✔2 Financial Advisers
- 🪧17.9 Miles
- 📍Truro
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Paul Morgan and Associates Wealth Management LTD
- FCA reg no.
- 820063
- FCA authorised date:
- 03/09/18
Cornwall-based Paul Morgan and Associates Wealth Management Ltd specialises in financial planning, insurance, investments, and pensions retirement advice, ensuring regulatory adherence with FCA registration number 820063. An experienced team tailors services to individual client goals.- ✔2 Financial Advisers
- 🪧18.4 Miles
- 📍Truro
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Penvearn Wealth Management LTD
- FCA reg no.
- 709315
- FCA authorised date:
- 06/07/15
Located in scenic Newquay, Cornwall, Penvearn Wealth Management Ltd (FCA reg. 709315) provides sound, regulated financial advice. Specializing in pensions and investments, their trustworthy, tailored approach has earned them a stellar reputation.- ✔1 Financial Adviser
- 🪧18.7 Miles
- 📍Newquay
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Brooks Financial Planning Limited
- FCA reg no.
- 830139
- FCA authorised date:
- 08/01/19
Brooks Financial Planning Limited, located in Truro, offers tailored financial planning services, specialising in life and investment planning, pensions, retirement advice, and final salary pension transfers.- ✔6 Financial Advisers
- 🪧19.7 Miles
- 📍Truro
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Sculthorp Services Limited
- FCA reg no.
- 987288
- FCA authorised date:
- 09/06/23
Cornwall-based financial planning firm, Wolf Rock Financial Planning (WRFP), offers tailored financial solutions and regulated advice specialising in life investments, pensions retirement, and comprehensive planning, dedicated to securing clients' long-term fiscal stability.- ✔2 Financial Advisers
- 🪧19.9 Miles
- 📍Truro
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Saulsbury Independent Financial Planning LTD
- FCA reg no.
- 789577
- FCA authorised date:
- 02/01/18
FCA-regulated Saulsbury Independent Financial Planning Ltd offers comprehensive financial services such as life, investments, pensions, and retirement advice. Well-respected for their bespoke advice and personalised approach, they serve Truro, Cornwall and surrounding regions.- ✔2 Financial Advisers
- 🪧20.6 Miles
- 📍Truro
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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
- 🪧20.6 Miles
- 📍Saltash
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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 Financial Adviser
- 🪧20.9 Miles
- 📍Tintagel
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HORIZON IFP LTD
- FCA reg no.
- 675251
- FCA authorised date:
- 04/03/15
Vision IFP is a regulated financial planning firm based in Trevellas, Cornwall. They offer expert advice in life and investments, pensions retirement planning, and comprehensive financial planning, with tailored services to meet individual client needs.- ✔1 Financial Adviser
- 🪧21 Miles
- 📍St. Agnes
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Sara Tremayne Taylor
- FCA reg no.
- 1024466
- FCA authorised date:
- 05/02/25
Sara Tremayne Taylor is a reputable financial planning firm in Truro, Cornwall, specialising in life insurance, investments, and pensions advice with proven expertise in final salary pension transfers.- ✔1 Financial Adviser
- 🪧21.4 Miles
- 📍Truro
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Taylor Money Limited
- FCA reg no.
- 583300
- FCA authorised date:
- 15/10/12
Taylor Money, FCA regulated financial firm, offers comprehensive planning solutions, specializing in investments, pensions, and life services. They provide client-focused, regulated advice for financial stability from their Falmouth, Cornwall base.- ✔4 Financial Advisers
- 🪧21.5 Miles
- 📍Falmouth
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PROFESSIONAL FINANCIAL CENTRE (CORNWALL) LIMITED
- FCA reg no.
- 229752
- FCA authorised date:
- 13/02/04
FCA registered Professional Financial Centre (Cornwall) Limited is a leading provider of personalised financial planning, life investments, pensions, and retirement advice in Falmouth, Cornwall.- ✔2 Financial Advisers
- ✔1 Mortgage Broker
- 🪧21.6 Miles
- 📍Falmouth
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