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 4 of 5.
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Dean Stevens Wealth Management
- FCA reg no.
- 736741
- FCA authorised date:
- 15/02/16
Regulated wealth management firm, Dean Stevens, based in Falmouth, Cornwall, provides personalized financial advisory services. Specialized in diverse financial planning such as life insurance, investments and pensions, they aim to achieve client's financial goals.- ✔4 Financial Advisers
- 🪧25.4 Miles
- 📍Falmouth
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Dart Wealth Management Limited
- FCA reg no.
- 789271
- FCA authorised date:
- 06/04/18
Dart Wealth Management provides personalized financial planning services in Cornwall, offering expert advice on life and investment strategies, pensions retirement, and thorough financial planning. FCA-regulated and serving clients across the South West region.- ✔2 Financial Advisers
- 🪧25.7 Miles
- 📍Launceston
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Vision Independent Financial Planning LTD
- FCA reg no.
- 487395
- FCA authorised date:
- 01/10/08
Vision Independent Financial Planning Ltd. is a FCA regulated financial service provider offering comprehensive insurance, investment, pension, and personalised financial planning solutions for economic security and growth.- ✔1 Financial Adviser
- 🪧25.9 Miles
- 📍Falmouth
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SK Wealth Management Limited
- FCA reg no.
- 811806
- FCA authorised date:
- 18/06/18
FCA-regulated SK Wealth Management Limited, located in Falmouth, provides tailored financial planning solutions. The firm specialises in life investments, pension transfers, and retirement planning, ensuring a secure financial future for clients.- ✔1 Financial Adviser
- 🪧25.9 Miles
- 📍Falmouth
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W T Independent Financial Planning Limited
- FCA reg no.
- 560260
- FCA authorised date:
- 03/08/11
Based in Falmouth, Vision IFP is a regulated financial services provider that offers tailored financial planning solutions, specialising in life investments and pensions advice, for individuals and families in Cornwall.- ✔1 Financial Adviser
- 🪧25.9 Miles
- 📍Falmouth
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BICKLAND FINANCIAL PLANNING LTD
- FCA reg no.
- 615639
- FCA authorised date:
- 10/02/14
Vision IFP, located in Falmouth, offers comprehensive, regulated financial planning services including life insurance and pensions advice. Known for regional expertise and tailor-made strategies, they focus on making financial planning less intimidating.- ✔1 Financial Adviser
- 🪧26 Miles
- 📍Falmouth
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Claire Hayter
- FCA reg no.
- 785792
- FCA authorised date:
- 02/08/17
FCA-regulated firm Claire Hayter provides personalised financial planning and advice, including investments, life insurance, and pension services in Launceston, Cornwall. Prioritising client needs, they aim to optimise long-term financial security.- ✔1 Financial Adviser
- 🪧26 Miles
- 📍Launceston
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Kernow Financial Planning LTD
- FCA reg no.
- 942872
- FCA authorised date:
- 01/04/21
Cornwall-based Kernow Financial Planning Ltd offers professional financial services including life and investment planning, pension retirement advice. Regulated by the FCA, they provide tailored and trustworthy advice to diverse clientele.- ✔1 Financial Adviser
- ✔2 Mortgage Brokers
- 🪧26.1 Miles
- 📍Cornwall
- ✔1 Financial Adviser
- 🪧26.1 Miles
- 📍Falmouth
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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
- 🪧26.3 Miles
- 📍Saltash
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Craig Roach
- FCA reg no.
- 649604
- FCA authorised date:
- 20/05/15
Craig Roach is a reputable, FCA-regulated financial firm based in Cornwall, specialising in life insurance, investments, pension advice, and comprehensive financial planning strategies.- ✔1 Financial Adviser
- 🪧26.4 Miles
- 📍Camborne
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Wayne Smith
- FCA reg no.
- 416953
- FCA authorised date:
- 07/12/04
Wayne Smith is a reputable financial services firm in Saltash, Cornwall known for personalized advice on life investments, pensions, and retirement planning. Regulated by the FCA, they provide bespoke financial planning services.- ✔1 Financial Adviser
- 🪧26.8 Miles
- 📍Saltash
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Amboseli Wealth Management LTD
- FCA reg no.
- 539143
- FCA authorised date:
- 12/01/11
Vision IFP is a FCA-regulated financial services firm in Camborne, Cornwall, providing tailored advice on life and investments, pensions, and retirement planning, committed to offering trusted and approachable financial solutions.- ✔1 Financial Adviser
- 🪧26.9 Miles
- 📍Camborne
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North Coast Wealth LTD
- FCA reg no.
- 1047929
- FCA authorised date:
- 13/12/25
North Coast Wealth Ltd, a FCA regulated firm in Bude, Cornwall, provides expert financial planning services, specializing in investments, pensions and retirement advice. Known for its personalized, reliable approach.- ✔1 Financial Adviser
- 🪧27.6 Miles
- 📍Bude
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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
- 🪧28 Miles
- 📍Saltash
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