Find FCA registered Financial Advisers Near Me in PL33 9
We have found 56 relevant financial adviser firms within 30 miles of PL33 9. Showing page 1 of 4.
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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 Financial Adviser
- 🪧3.2 Miles
- 📍Tintagel
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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
- 🪧7.8 Miles
- 📍Wadebridge
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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
- 🪧9.7 Miles
- 📍Bodmin
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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
- 🪧9.8 Miles
- 📍Wadebridge
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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
- 🪧10 Miles
- 📍Bodmin
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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
- 🪧12.2 Miles
- 📍Bodmin
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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
- 🪧12.8 Miles
- 📍Bodmin
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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
- 🪧15.4 Miles
- 📍St. Columb
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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
- 🪧16.2 Miles
- 📍Launceston
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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
- 🪧16.5 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
- 🪧16.6 Miles
- 📍Cornwall
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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
- 🪧16.9 Miles
- 📍Bude
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Bateman Financial Management Limited
- FCA reg no.
- 218547
- FCA authorised date:
- 01/04/11
Bateman Financial Management Limited, based in Liskeard, Cornwall, is a regulated provider of financial advice and planning, specialising in life and investments, pension retirement, and final salary pension transfers.- ✔1 Financial Adviser
- 🪧18.7 Miles
- 📍Liskeard
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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
- 🪧19 Miles
- 📍Newquay
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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).- ✔2 Financial Advisers
- 🪧19.2 Miles
- 📍St. Austell
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