Find FCA registered Financial Advisers Near Me in PL9 7
We have found 110 relevant financial adviser firms within 30 miles of PL9 7. Showing page 2 of 8.
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Excaliber Associates LTD
- FCA reg no.
- 476748
- FCA authorised date:
- 14/01/08
Excaliber Associates Ltd is a reputable FCA-regulated financial firm in Plymouth, Devon. They offer comprehensive financial services included life insurance, investments, pensions retirement advice, and tailored financial planning.- ✔3 Financial Advisers
- 🪧2.5 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
- 🪧2.6 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
- 🪧2.8 Miles
- 📍Plymouth
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Condy Mathias Financial Planners Limited
- FCA reg no.
- 472913
- FCA authorised date:
- 18/02/08
Condy Mathias is a leading Chartered Financial Planner in Plymouth, Devon, providing expert financial advice across services like insurance, investments, and retirement planning, known for its trustworthy, client-focused solutions.- ✔4 Financial Advisers
- 🪧3 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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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
- 🪧3.2 Miles
- 📍Plymouth
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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
- 🪧3.5 Miles
- 📍Plymouth
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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 Financial Adviser
- 🪧3.5 Miles
- 📍Plymouth
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Tom French & Associates Limited
- FCA reg no.
- 185513
- FCA authorised date:
- 01/12/01
TFA Trusted Financial Advice is a FCA regulated financial planning agency based in Plymouth, Devon. Known for their personable service, they specialise in life investments, pensions, and retirement advice.- ✔17 Financial Advisers
- ✔7 Mortgage Brokers
- 🪧3.5 Miles
- 📍Plymouth
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Continuum (financial Services) LLP
- FCA reg no.
- 802331
- FCA authorised date:
- 16/11/18
Continuum Financial Services is a Plymouth-based firm specialising in life insurance, investments, and retirement planning. They provide personalised, reliable, and FCA-regulated financial advice for clients in Plymouth and surrounding areas.- ✔79 Financial Advisers
- ✔2 Mortgage Brokers
- 🪧3.7 Miles
- 📍Plymouth
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MEDICAL PROFESSIONAL LIMITED
- FCA reg no.
- 604356
- FCA authorised date:
- 11/07/13
Medical Professional Limited is a Plymouth-based financial services firm specialising in pensions and retirement planning, providing reliable, regulated advice to Greater Plymouth and surrounding areas.- ✔1 Financial Adviser
- 🪧3.7 Miles
- 📍Plymouth
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Channel Financial Planning Limited
- FCA reg no.
- 1039512
- FCA authorised date:
- 20/08/25
Channel Financial Planning Limited offers a range of tailored financial services in Plymouth and Devon, including investment guidance, pension retirement advice, and comprehensive financial planning. Regulated under the FCA number 1039512.- ✔1 Financial Adviser
- 🪧3.7 Miles
- 📍Plymouth
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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
- 🪧3.8 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
- 🪧3.8 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
- 🪧3.8 Miles
- 📍Plymouth
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