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Find FCA registered Financial Advisers Near Me in PL26 6

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We have found 67 relevant financial adviser firms within 30 miles of PL26 6. Showing page 1 of 5.

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  2. 🏢

    Octo Financial Planning

    FCA reg no.
    972331
    FCA authorised date:
    17/03/22
    I am a Chartered Financial Planner with several years’ experience of advising. I specialise in advising clients on pension and retirement planning, as well as general investment advice and protection insurance.
    1. ✔27 Financial Advisers
    2. 🪧14.8 Miles
    3. 📍Falmouth
  3. 👤

    David Medland

    Octo Financial Planning
    FCA reg no.
    DXM02270
    FCA authorised date:
    17/03/22
    CII Level 6 Advanced Diploma in Financial Planning CII Personal Tax and Trust Planning (AF1) CII Business Financial Planning (AF2) CII Pension Planning (AF3) CII Financial Planning Process (AF5) CII Level 4 Diploma in Regulated Financial Planning IFS Certificate in Regulated Equity Release IFS Certi... read full individual profile
    1. 🪧14.8 Miles
    2. 📍Falmouth
  4. 🏢

    PR Financial

    FCA reg no.
    215766
    FCA authorised date:
    31/05/05
    Paolo Joseph Mark Rosolek is a Bristol-based, FCA-regulated financial firm specializing in diverse financial services. They are known for personalized advice, financial planning expertise, and commitment to client's financial wellbeing.
    1. ✔2 Financial Advisers
    2. 🪧5 Miles
    3. 📍St Austell
  5. 🏢

    Mortgage Pensions & Investments LLP

    FCA reg no.
    454273
    FCA authorised date:
    02/10/06
    Mortgage Pensions & Investments LLP, centrally located in St. Austell, Cornwall, offers comprehensive financial services including life insurance, investment strategies, retirement planning and personalised financial advice. FCA registered (#454273).
    1. ✔2 Financial Advisers
    2. 🪧5.4 Miles
    3. 📍St. Austell
  6. 🏢

    Morlaix Limited

    FCA reg no.
    536801
    FCA authorised date:
    15/03/22
    Morlaix Limited is a trusted, FCA registered financial service provider in Truro, Cornwall, specialising in various aspects of financial planning tailored to client needs. Services include pensions retirement advice, life and investments.
    1. ✔1 Financial Adviser
    2. 🪧10 Miles
    3. 📍Truro
  7. 🏢

    Hilary Pryor IFP LTD

    FCA reg no.
    1007570
    FCA authorised date:
    03/01/24
    Hilary Pryor IFP Ltd, based in Truro, Cornwall, is a client-centered financial firm regulated by the FCA, offering robust advice on insurance, investments and pensions across the region.
    1. ✔1 Financial Adviser
    2. 🪧10.3 Miles
    3. 📍Truro
  8. 🏢

    J W Wealth Management Limited

    FCA reg no.
    1013257
    FCA authorised date:
    10/05/24
    J W Wealth Management is a FCA regulated firm in Cornwall specialising in life investments, pension advice, and final salary transfers, providing expert financial planning for all stages of life.
    1. ✔1 Financial Adviser
    2. 🪧10.4 Miles
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  10. 🏢

    Worldwide Financial Planning LTD

    FCA reg no.
    440668
    FCA authorised date:
    03/01/06
    Worldwide Financial Planning Ltd is a Cornwall-based FCA regulated firm, offering expert financial advice and services including insurance, investments, retirement planning, and more, known for their professional yet approachable style.
    1. ✔7 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧10.4 Miles
    4. 📍Truro
  11. 🏢

    Walmsley Baker (UK) Limited

    FCA reg no.
    964188
    FCA authorised date:
    22/04/22
    Walmsley Baker (UK) Limited is a respected Truro-based financial firm offering trusted advice on insurance, investments, pensions, and financial planning. Regulated by the FCA, they provide tailored solutions for unique financial needs.
    1. ✔2 Financial Advisers
    2. 🪧10.5 Miles
    3. 📍Truro
  12. 🏢

    Fortic Financial Services LTD

    FCA reg no.
    474740
    FCA authorised date:
    02/01/08
    Fortic Financial Services Ltd, regulated by the FCA, offers expert financial advisory services specialising in life investments, pensions and comprehensive financial planning, tailored to client needs, from Newquay, Cornwall.
    1. ✔10 Financial Advisers
    2. ✔11 Mortgage Brokers
    3. 🪧10.6 Miles
    4. 📍Newquay
  13. 🏢

    KML Financial Services Limited

    FCA reg no.
    226353
    FCA authorised date:
    29/08/03
    KML Financial Services Limited, an FCA-regulated firm in Truro, Cornwall, offers tailored financial planning services including life and investment advice, and pension guidance across the UK.
    1. ✔1 Financial Adviser
    2. ✔1 Mortgage Broker
    3. 🪧10.7 Miles
    4. 📍Truro
  14. 🏢

    Watson French Limited

    FCA reg no.
    210094
    FCA authorised date:
    20/06/02
    Watson French Limited is a Cornwall-based financial planning firm offering comprehensive financial solutions including life and investment advice, pensions retirement advice, and tailored financial planning. Regulated by the FCA, they serve Truro and surrounding regions.
    1. ✔5 Financial Advisers
    2. 🪧10.7 Miles
    3. 📍Truro
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  16. 🏢

    FINANCIAL PLANNING CONCEPTS LIMITED

    FCA reg no.
    620075
    FCA authorised date:
    01/10/14
    Based in Truro, Financial Planning Concepts Ltd provides regulated financial advice to individuals and businesses. Services include life insurance, investments, and pension advice, designed for diverse needs.
    1. ✔1 Financial Adviser
    2. 🪧10.7 Miles
    3. 📍Truro
  17. 🏢

    Coast To Coast Financial Planning Services Limited

    FCA reg no.
    949808
    FCA authorised date:
    01/10/21
    Coast to Coast Financial Planning Services Limited, based in Truro, Cornwall, provides expert, client-centric financial advice on life investments, pensions, and retirement planning. Regulated by the FCA, it prioritises client's financial stability.
    1. ✔1 Financial Adviser
    2. 🪧10.8 Miles
    3. 📍Truro
  18. 🏢

    Adam Starr

    FCA reg no.
    712976
    FCA authorised date:
    23/11/15
    Starr Financial Planning, located in Truro, Cornwall, offers personalised financial planning solutions, including insurance, investment, and retirement advisories, tailored to individual circumstances within Cornwall and surrounding counties.
    1. ✔1 Financial Adviser
    2. 🪧10.8 Miles
    3. 📍Truro
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