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Find FCA registered Financial Advisers Near Me in PL26 7

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We have found 67 relevant financial adviser firms within 30 miles of PL26 7. 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. 🪧16.8 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. 🪧16.8 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. 🪧3.7 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. 🪧3.9 Miles
    3. 📍St. Austell
  6. 🏢

    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. 🪧6.8 Miles
    4. 📍Newquay
  7. 🏢

    Demelza Financial Planning Limited

    FCA reg no.
    460974
    FCA authorised date:
    08/01/07
    Demelza Financial Planning Limited, an FCA-registered firm in Cornwall, offers expert pension, life, and investment advice with a client-focused approach, serving Bodmin and surrounding counties.
    1. ✔1 Financial Adviser
    2. 🪧7.2 Miles
    3. 📍Bodmin
  8. 🏢

    St. Columb Financial Services LTD

    FCA reg no.
    941258
    FCA authorised date:
    05/05/21
    St. Columb Financial Services Ltd in Cornwall provides comprehensive financial planning, including retirement and pension advice. FCA registered, they are committed to regulated, trustworthy services.
    1. ✔1 Financial Adviser
    2. ✔1 Mortgage Broker
    3. 🪧7.4 Miles
    4. 📍St. Columb
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  10. 🏢

    Face 2 Face Financial Services South West Limited

    FCA reg no.
    455145
    FCA authorised date:
    26/07/06
    Face 2 Face Financial Services, based in Bodmin, Cornwall, offers expert, regulated financial planning, specialising in life investments, pensions retirement advice and final salary pension transfers. FCA Registered No. 455145.
    1. ✔2 Financial Advisers
    2. 🪧8 Miles
    3. 📍Bodmin
  11. 🏢

    Gannon Wealth Management Limited

    FCA reg no.
    993544
    FCA authorised date:
    20/03/23
    FCA-regulated Themis Wealth Management provides comprehensive financial planning services including investment, retirement advice and pension transfers from its base in St. Newlyn East, Cornwall. Its experienced team offers personalized strategies for clients across Cornwall.
    1. ✔1 Financial Adviser
    2. 🪧9.2 Miles
    3. 📍Newquay
  12. 🏢

    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. 🪧9.3 Miles
    3. 📍Truro
  13. 🏢

    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. 🪧9.5 Miles
    3. 📍Truro
  14. 🏢

    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. 🪧10.1 Miles
    3. 📍Truro
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  16. 🏢

    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. 🪧10.2 Miles
    4. 📍Truro
  17. 🏢

    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. 🪧10.2 Miles
    3. 📍Truro
  18. 🏢

    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. 🪧10.2 Miles
    4. 📍Truro
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