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Find FCA registered Financial Advisers Near Me in PL30 3


We have found 77 relevant financial adviser firms within 30 miles of PL30 3. Showing page 5 of 6.

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  2. 🏢

    James O'Gallagher

    FCA reg no.
    1000709
    FCA authorised date:
    06/09/23
    James O'Gallagher is a respected, FCA-regulated financial planning firm based in Devon, offering personalised advice on life investments, pensions retirement, and final salary pension transfers. Known for their professional, reliable service.
    1. ✔1 Financial Adviser
    2. 🪧29.2 Miles
    3. 📍Plymouth
  3. 🏢

    APWM Limited

    FCA reg no.
    1046644
    FCA authorised date:
    22/01/26
    APWM Limited is a FCA-registered firm in Plymouth, Devon, offering individualized financial planning and advice on life investments, pensions, and retirement strategies to a broad client base.
    1. ✔1 Financial Adviser
    2. 🪧29.2 Miles
    3. 📍Plymouth
  4. 🏢

    Succession Financial Management Limited

    FCA reg no.
    225831
    FCA authorised date:
    06/11/03
    Succession Wealth is a regulated financial firm based in Plymouth, specialising in financial planning, pensions retirement advice, insurance, and investment services for businesses and individuals.
    1. ✔182 Financial Advisers
    2. ✔18 Mortgage Brokers
    3. 🪧29.4 Miles
    4. 📍Plymouth
  5. 🏢

    SUCCESSION WEALTH MANAGEMENT LIMITED

    FCA reg no.
    588378
    FCA authorised date:
    19/08/13
    Succession Wealth, an FCA regulated firm based in Plymouth, offers expert financial planning and tailored advice across the southwest of England, specializing in life and investment management, pensions retirement, and salary pension transfers.
    1. ✔154 Financial Advisers
    2. ✔2 Mortgage Brokers
    3. 🪧29.4 Miles
    4. 📍Plymouth
  6. 🏢

    Succession Employee Benefit Solutions Limited

    FCA reg no.
    767956
    FCA authorised date:
    31/08/17
    Regulated by the FCA, Succession Employee Benefit Solutions Limited specialises in financial planning, covering areas like life, investments, and pensions. They offer tailored strategies, serving local families around Plymouth, Devon.
    1. ✔12 Financial Advisers
    2. 🪧29.4 Miles
    3. 📍Plymouth
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  8. 🏢

    West Financial Management Co Limited

    FCA reg no.
    230809
    FCA authorised date:
    19/02/04
    Plymouth-based West Financial Management Co Limited offers wide-ranging, professional financial services, including pensions and investments advice. Their dedicated experts craft tailored solutions, serving clients across the Devon region. Regulated under FCA number 230809.
    1. ✔3 Financial Advisers
    2. 🪧29.6 Miles
    3. 📍Plymouth
  9. 🏢

    AXP Services LTD

    FCA reg no.
    416660
    FCA authorised date:
    04/12/04
    AXP Services Ltd, based in Plymouth, offers expert financial advice on a variety of services, including insurance and retirement planning. This FCA-regulated firm is known for tailored services accessible to a wide demographic.
    1. ✔1 Financial Adviser
    2. 🪧29.6 Miles
    3. 📍Plymouth
  10. 🏢

    Alexander Cameron LTD

    FCA reg no.
    491660
    FCA authorised date:
    02/01/09
    Situated in Cornwall, Alexander Cameron Ltd is a reputable FCA-regulated financial planning firm, offering customer-focused advice on life investments, retirement, and more to clients primarily in Greater Manchester.
    1. ✔1 Financial Adviser
    2. ✔1 Mortgage Broker
    3. 🪧29.7 Miles
    4. 📍Redruth
  11. 🏢

    EQUITAS FINANCIAL (UK) LIMITED

    FCA reg no.
    615273
    FCA authorised date:
    28/04/14
    Equitas Financial is a Plymouth-based, FCA-regulated provider specialising in financial planning and advice, life insurance, investments, and pensions retirement advice. They offer professional, approachable services for families and individuals.
    1. ✔10 Financial Advisers
    2. 🪧29.8 Miles
    3. 📍Plymouth
  12. 🏢

    Objective Financial Planning LTD

    FCA reg no.
    972606
    FCA authorised date:
    22/03/22
    Objective Financial Planning Ltd is a FCA regulated firm in Plymouth, specialising in comprehensive financial planning solutions, including life insurance, investments, and pension advice. Known for their client-centric approach, they serve both individuals and businesses.
    1. ✔1 Financial Adviser
    2. 🪧29.8 Miles
    3. 📍Plymouth
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  14. 🏢

    LFP Limited

    FCA reg no.
    225099
    FCA authorised date:
    02/09/03
    LFP Asset Management provides personalised financial planning and regulated advice in Plymouth and nearby regions. Known for their approachability, they cater to a variety of clients, making finance less intimidating. Regulated by the FCA.
    1. ✔1 Financial Adviser
    2. 🪧29.8 Miles
    3. 📍Plymouth
  15. 🏢

    Coast Financial Limited

    FCA reg no.
    782715
    FCA authorised date:
    02/10/17
    We are truly independent financial advisers and able to advise you on all aspects of your financial planning. Whether its retirement planning or releasing equity from your home, we are hear to help.
    1. ✔1 Financial Adviser
    2. 🪧29.8 Miles
    3. 📍Plymouth
  16. 🏢

    BARRY W P BENNETT LTD

    FCA reg no.
    799367
    FCA authorised date:
    18/04/18
    Bennett Wealth Planning is an FCA-regulated financial services firm in Yelverton, Devon offering tailored advice in financial planning, life, investments, and retirement.
    1. ✔2 Financial Advisers
    2. 🪧29.8 Miles
    3. 📍Yelverton
  17. 🏢

    SOUND FINANCIAL MANAGEMENT LIMITED

    FCA reg no.
    192052
    FCA authorised date:
    01/12/01
    Plymouth-based, FCA regulated firm, Sound Financial Management Ltd., specialises in financial services like life investments and pensions retirement advice, and caters to individuals across the Devon region with trustworthy, personalised advice.
    1. ✔9 Financial Advisers
    2. 🪧29.9 Miles
    3. 📍Plymouth
  18. 🏢

    ANDERSON FINANCIAL PLANNING LTD

    FCA reg no.
    531026
    FCA authorised date:
    04/01/11
    Based in Plymouth, Anderson Financial Planning Ltd is an FCA-registered firm specialising in life investments, pensions retirement advice, and holistic financial planning. They provide tailor-made, client-oriented services with professionalism and approachability.
    1. ✔1 Financial Adviser
    2. 🪧29.9 Miles
    3. 📍Plymouth
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