Find FCA registered Financial Advisers Near Me in PL27 7
We have found 61 relevant financial adviser firms within 30 miles of PL27 7. Showing page 1 of 5.
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PROFESSIONAL FINANCIAL PLANNING SERVICES (PFPS) LTD
- FCA reg no.
- 216642
- FCA authorised date:
- 04/10/02
PFPS Ltd is an FCA-regulated financial firm in St. Breock, Wadebridge, offering personalised financial services including life and investment planning, pensions retirement advice and comprehensive financial planning.- ✔1 Financial Adviser
- 🪧2.3 Miles
- 📍Wadebridge
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Peter Winter
- FCA reg no.
- 755327
- FCA authorised date:
- 14/11/16
Located in Wadebridge, Cornwall, Peter Winter is a distinguished financial services firm known for its reliable advice, personalised approach and comprehensive services that include financial planning and retirement advice.- ✔1 Financial Adviser
- 🪧4.2 Miles
- 📍Wadebridge
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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 Financial Adviser
- ✔1 Mortgage Broker
- 🪧5 Miles
- 📍St. Columb
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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 Financial Adviser
- 🪧5 Miles
- 📍Bodmin
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Carlton Smith Financial Planning LTD
- FCA reg no.
- 800081
- FCA authorised date:
- 04/06/18
Bodmin-based Carlton Smith Financial Planning Ltd provides expert, regulated financial advice covering life, investments and pensions. Recognised for their approachable nature, they offer professional, personalised financial solutions.- ✔1 Financial Adviser
- 🪧7.5 Miles
- 📍Bodmin
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Cooper's Financial Planning LTD
- FCA reg no.
- 1016122
- FCA authorised date:
- 09/07/24
Cooper's Financial Planning Ltd, based in Newquay, Cornwall, offers personalised financial advice specialising in life investments, retirements and pension transfers in the greater Cornwall region.- ✔1 Financial Adviser
- 🪧8 Miles
- 📍Newquay
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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.- ✔2 Financial Advisers
- 🪧8 Miles
- 📍Bodmin
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Strategy Wealth UK LTD
- FCA reg no.
- 999261
- FCA authorised date:
- 06/07/23
Strategy Wealth UK Ltd is a FCA-regulated financial advisory firm in Bodmin, providing client-focused pension retirement advice, final salary pension transfers and tailored financial planning to clients across Cornwall.- ✔2 Financial Advisers
- 🪧8.5 Miles
- 📍Bodmin
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CORNWALL FINANCE and INVESTMENT SERVICES LIMITED
- FCA reg no.
- 596144
- FCA authorised date:
- 05/09/13
FCA regulated Cornwall Finance & Investment Services offers dedicated financial services including life investments, pensions, retirement advice, and comprehensive financial planning to Cornwall and surrounding regions.- ✔3 Financial Advisers
- 🪧8.8 Miles
- 📍Newquay
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NEWQUAY MORTGAGE and PENSIONS LIMITED
- FCA reg no.
- 452685
- FCA authorised date:
- 06/09/06
Based in Newquay, Cornwall, Newquay Mortgage & Pensions Limited offers expert financial planning and regulated advice, focusing on life, pensions, investments, and retirement. The firm is registered under FCA number 452685.- ✔1 Financial Adviser
- ✔2 Mortgage Brokers
- 🪧8.9 Miles
- 📍Newquay
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Karrek Financial Management Limited
- FCA reg no.
- 193232
- FCA authorised date:
- 31/05/05
FCA-regulated Karrek Chartered Financial Planners, located in Newquay, Cornwall, offer a comprehensive range of tailored financial planning services to a diverse client base.- ✔3 Financial Advisers
- 🪧9.1 Miles
- 📍Newquay
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Towan IFA Limited
- FCA reg no.
- 911770
- FCA authorised date:
- 29/07/19
Vision IFP, a financial firm based in Newquay, specializes in financial planning, life insurance, investments, and pension retirement advice. They are dedicated to providing tailored, regulated advice for informed financial decisions.- ✔1 Financial Adviser
- 🪧9.9 Miles
- 📍Newquay
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Roberts Clark Independent Financial Solutions Limited
- FCA reg no.
- 192598
- FCA authorised date:
- 01/12/01
Roberts Clark Independent Financial Solutions offers customer-centric financial advice on life investments and retirement planning. Based in Cornwall, they are a trusted, FCA-regulated and approachable financial firm.- ✔2 Financial Advisers
- 🪧10.1 Miles
- 📍Newquay
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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
- 🪧10.2 Miles
- 📍Newquay
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Renfree Wealth Management Limited
- FCA reg no.
- 779848
- FCA authorised date:
- 25/05/17
Renfree Wealth Management Limited, a renowned FCA-regulated firm in Newquay, Cornwall, specializes in tailored financial planning, investment solutions, pensions, and retirement planning that ensure your financial stability.- ✔1 Financial Adviser
- 🪧10.3 Miles
- 📍Newquay
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