Find FCA registered Financial Advisers Near Me in PL5 1
We have found 106 relevant financial adviser firms within 30 miles of PL5 1. Showing page 2 of 8.
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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.- ✔182 Financial Advisers
- ✔18 Mortgage Brokers
- 🪧3.1 Miles
- 📍Plymouth
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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.- ✔154 Financial Advisers
- ✔2 Mortgage Brokers
- 🪧3.1 Miles
- 📍Plymouth
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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.- ✔12 Financial Advisers
- 🪧3.1 Miles
- 📍Plymouth
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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 Financial Adviser
- 🪧3.1 Miles
- 📍Plymouth
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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.- ✔9 Financial Advisers
- 🪧3.2 Miles
- 📍Plymouth
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Ross Bryant Financial Limited
- FCA reg no.
- 732336
- FCA authorised date:
- 08/03/23
Sirius Financial, based in Plymouth and regulated by the FCA, offers expert advice in life services, investment, pensions, and financial planning. Known for their personalised service, they cater to individual financial goals.- ✔2 Financial Advisers
- 🪧3.3 Miles
- 📍Plymouth
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Christopher Richards
- FCA reg no.
- 1039244
- FCA authorised date:
- 13/08/25
Christopher Richards is a reputable, FCA-registered financial planning firm based in Plymouth, specialising in life insurance, investment strategies, and pensions retirement planning, serving Devon and surrounding areas.- ✔1 Financial Adviser
- 🪧3.4 Miles
- 📍Plymouth
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Rebecca Pope
- FCA reg no.
- 480315
- FCA authorised date:
- 13/03/08
Based in Plymouth, Rebecca Pope offers trusted financial advisory services including life investments and pension retirement plans. Regulated by the FCA, she provides personalised guidance tailored to individual financial goals.- ✔1 Financial Adviser
- 🪧3.7 Miles
- 📍Plymouth
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Inspire Wealth LTD
- FCA reg no.
- 461089
- FCA authorised date:
- 02/04/07
Inspire Wealth Ltd is a regulated financial planning and wealth management firm in Plymouth, Devon, providing tailored advice on life insurance, investments, and pensions to individuals and businesses.- ✔3 Financial Advisers
- 🪧4.2 Miles
- 📍Plymouth
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Molyneux Associates LTD
- FCA reg no.
- 624563
- FCA authorised date:
- 01/09/14
Molyneux Associates Ltd is a renowned financial services firm located near Plymouth, Devon. Known for its client-focused approach, the firm offers tailored financial planning, investment guidance and retirement advice.- ✔13 Financial Advisers
- ✔5 Mortgage Brokers
- 🪧4.2 Miles
- 📍Plymouth
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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
- 🪧5.2 Miles
- 📍Saltash
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Lead Financial Limited
- FCA reg no.
- 1001982
- FCA authorised date:
- 22/09/23
Lead Financial Limited is a dependable Devon-based financial provider, specialising in comprehensive financial planning, pension retirement advice and final salary pension transfers, recognized for its professional, client-focused approach.- ✔2 Financial Advisers
- 🪧5.4 Miles
- 📍Plymouth
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Westcountry IFP Limited
- FCA reg no.
- 931962
- FCA authorised date:
- 13/08/20
Vision IFP is a regulated financial services firm in Plymouth, providing expert advice on life and investments, pensions and final salary pension transfers. Known for professionalism and personalised approach.- ✔1 Financial Adviser
- 🪧5.7 Miles
- 📍Plymouth
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Jack Lawrence Insurance & Financial Services
- FCA reg no.
- 599172
- FCA authorised date:
- 08/07/13
Jack Lawrence Insurance & Financial Services is a regulated financial firm in Plymouth, offering personalized advice on insurance, investments, and pensions to clients across Devon and beyond.- ✔2 Financial Advisers
- 🪧5.9 Miles
- 📍Plymouth
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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
- 🪧6 Miles
- 📍Saltash
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