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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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  2. 🏢

    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. 🪧3.2 Miles
    3. 📍Tintagel
  3. 🏢

    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. ✔1 Financial Adviser
    2. 🪧7.8 Miles
    3. 📍Wadebridge
  4. 🏢

    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. ✔1 Financial Adviser
    2. 🪧9.7 Miles
    3. 📍Bodmin
  5. 🏢

    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. ✔1 Financial Adviser
    2. 🪧9.8 Miles
    3. 📍Wadebridge
  6. 🏢

    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.
    1. ✔2 Financial Advisers
    2. 🪧10 Miles
    3. 📍Bodmin
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  8. 🏢

    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.
    1. ✔2 Financial Advisers
    2. 🪧12.2 Miles
    3. 📍Bodmin
  9. 🏢

    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. ✔1 Financial Adviser
    2. 🪧12.8 Miles
    3. 📍Bodmin
  10. 🏢

    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. ✔1 Financial Adviser
    2. ✔1 Mortgage Broker
    3. 🪧15.4 Miles
    4. 📍St. Columb
  11. 🏢

    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.
    1. ✔2 Financial Advisers
    2. 🪧16.2 Miles
    3. 📍Launceston
  12. 🏢

    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. ✔1 Financial Adviser
    2. 🪧16.5 Miles
    3. 📍Launceston
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  14. 🏢

    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. ✔1 Financial Adviser
    2. ✔2 Mortgage Brokers
    3. 🪧16.6 Miles
    4. 📍Cornwall
  15. 🏢

    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. ✔1 Financial Adviser
    2. 🪧16.9 Miles
    3. 📍Bude
  16. 🏢

    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. ✔1 Financial Adviser
    2. 🪧18.7 Miles
    3. 📍Liskeard
  17. 🏢

    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. ✔1 Financial Adviser
    2. 🪧19 Miles
    3. 📍Newquay
  18. 🏢

    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. 🪧19.2 Miles
    3. 📍St. Austell
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