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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 2 of 5.

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  2. 🏢

    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. 🪧11.4 Miles
    4. 📍Newquay
  3. 🏢

    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. 🪧12.5 Miles
    3. 📍Newquay
  4. 🏢

    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. ✔1 Financial Adviser
    2. 🪧12.8 Miles
    3. 📍Newquay
  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. 🪧13.2 Miles
    3. 📍St. Austell
  6. 🏢

    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. 🪧13.4 Miles
    3. 📍St Austell
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  8. 🏢

    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. ✔1 Financial Adviser
    2. 🪧13.9 Miles
    3. 📍Tintagel
  9. 🏢

    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. 🪧16.9 Miles
    3. 📍Truro
  10. 🏢

    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. 🪧17.1 Miles
    3. 📍Truro
  11. 🏢

    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. ✔1 Financial Adviser
    2. 🪧17.1 Miles
    3. 📍St. Agnes
  12. 🏢

    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. 🪧17.8 Miles
    3. 📍Truro
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  14. 🏢

    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. 🪧17.8 Miles
    3. 📍Truro
  15. 🏢

    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. 🪧17.9 Miles
    3. 📍Truro
  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. 🪧17.9 Miles
    3. 📍Truro
  17. 🏢

    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. 🪧17.9 Miles
    4. 📍Truro
  18. 🏢

    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. 🪧17.9 Miles
    3. 📍Truro
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