Find FCA registered Financial Advisers Near Me in PL7 4
We have found 107 relevant financial adviser firms within 30 miles of PL7 4. Showing page 3 of 8.
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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
- 🪧4 Miles
- 📍Plymouth
- 🏢
John Davies Financial Consultancy
- FCA reg no.
- 215410
- FCA authorised date:
- 01/03/12
John Davies Financial Consultancy, based in Ivybridge, provides comprehensive financial planning and advice, specialising in life investments, pensions and retirement planning. Known for their tailored, client-focused solutions.- ✔2 Financial Advisers
- 🪧4 Miles
- 📍Ivybridge
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Sims Financial Management LTD
- FCA reg no.
- 1004837
- FCA authorised date:
- 30/10/23
2plan Wealth Management is a trusted, FCA regulated financial services provider in Plymouth, Devon, offering tailored solutions including life insurance, investments and retirement advice. Dedicated to client prosperity, they deliver knowledgeable, approachable advice.- ✔1 Financial Adviser
- 🪧4.2 Miles
- 📍Plymouth
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Dartington Financials Limited
- FCA reg no.
- 834661
- FCA authorised date:
- 01/08/19
Dartington Financials Limited, a FCA regulated financial service firm, offers life insurance, and expert investment and pension advice. Based in Plymouth, Devon, they provide accessible, personalised financial planning for all.- ✔1 Financial Adviser
- 🪧4.3 Miles
- 📍Plymouth
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Rainbird Financial LTD
- FCA reg no.
- 1031956
- FCA authorised date:
- 01/07/25
Rainbird Financial Ltd in Devon provides trusted, FCA-regulated advice for investment strategies, pensions and retirement planning. Approachable and client-focused, they guide clients through all stages of financial planning.- ✔1 Financial Adviser
- 🪧4.6 Miles
- 📍Devon
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SW FINANCIAL PLANNING LIMITED
- FCA reg no.
- 222033
- FCA authorised date:
- 21/05/03
SWLaw is a Devon-based financial service firm specializing in comprehensive planning, investment, pension transfers and retirement advice, offering tailored solutions with a focus on client satisfaction. Regulated by the FCA under number 222033.- ✔2 Financial Advisers
- ✔1 Mortgage Broker
- 🪧4.8 Miles
- 📍Ivybridge
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SJS Wealth Management Limited
- FCA reg no.
- 544448
- FCA authorised date:
- 30/03/11
Vision IFP is a Plymouth-based, FCA-regulated firm specializing in financial planning solutions, including investments, retirement advice, and pension transfers, providing tailored, client-focused services across Devon.- ✔1 Financial Adviser
- 🪧5.1 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
- 🪧5.1 Miles
- 📍Plymouth
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Ruby Red Financial Planning LTD
- FCA reg no.
- 842765
- FCA authorised date:
- 02/01/20
Ruby Red Financial Planning Ltd, regulated by the FCA, provides personalized financial services including life investments, pensions retirement advice, and comprehensive planning in Ivybridge, Devon. Known for warmth and friendliness, they serve first-time buyers and local families.- ✔2 Financial Advisers
- 🪧5.9 Miles
- 📍Ivybridge
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Steve Wassell Insurance Management LTD
- FCA reg no.
- 231905
- FCA authorised date:
- 11/05/04
Located in Torpoint, Cornwall, Steve Wassell Insurance Management Ltd provides comprehensive financial services, including life investments, pensions, and retirement planning. Renowned for a client-centric approach, the firm is a trusted choice for financial direction.- ✔1 Financial Adviser
- 🪧5.9 Miles
- 📍Torpoint
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Ivor Jones & Co. LTD.
- FCA reg no.
- 114997
- FCA authorised date:
- 01/12/01
Ivor Jones & Co. Ltd is a reputable FCA-regulated financial planning firm in Ivybridge, Devon. Specializing in life and investments, pensions, and final salary pension transfers, they provide tailored, trusted financial advice.- ✔1 Financial Adviser
- 🪧6.3 Miles
- 📍Ivybridge
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Darren Stonehouse
- FCA reg no.
- 533792
- FCA authorised date:
- 19/10/10
Darren Stonehouse is a Saltash-based financial planning and investment firm specialising in retirement advice, final salary pension transfers, and comprehensive financial planning, offering professional services with integrity.- ✔2 Financial Advisers
- 🪧6.7 Miles
- 📍Saltash
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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.- ✔2 Financial Advisers
- 🪧6.8 Miles
- 📍Yelverton
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Paul Allen
- FCA reg no.
- 483626
- FCA authorised date:
- 21/05/08
Paul Allen provides expert financial advice in Devon, specialising in insurance, investments, pensions and holistic financial planning. Regulated by the FCA and reputed for tailored solutions, they serve businesses and individuals alike.- ✔1 Financial Adviser
- 🪧6.9 Miles
- 📍Yelverton
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Kelly Financial Management
- FCA reg no.
- 164912
- FCA authorised date:
- 01/12/01
Kelly Financial Management provides expert financial advice on investments, pensions, and overall planning. Regulated by the FCA, they offer trustworthy services across Devon from their base in Ivybridge.- ✔3 Financial Advisers
- 🪧7.9 Miles
- 📍Ivybridge
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