Are you an Adviser click here

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.

📍Map View
  1. Need Help Choosing an Adviser?
    Enter a few details to get matched with the right adviser and receive a guaranteed callback
  2. 🏢

    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.
    1. ✔3 Financial Advisers
    2. 🪧2.5 Miles
    3. 📍Plymouth
  3. 🏢

    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. ✔1 Financial Adviser
    2. 🪧2.6 Miles
    3. 📍Plymouth
  4. 🏢

    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.
    1. ✔2 Financial Advisers
    2. 🪧2.8 Miles
    3. 📍Plymouth
  5. 🏢

    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.
    1. ✔4 Financial Advisers
    2. 🪧3 Miles
    3. 📍Plymouth
  6. 🏢

    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. ✔1 Financial Adviser
    2. 🪧3.1 Miles
    3. 📍Plymouth
  7. Need Help Choosing an Adviser?
    Enter a few details to get matched with the right adviser and receive a guaranteed callback
  8. 🏢

    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. ✔1 Financial Adviser
    2. 🪧3.2 Miles
    3. 📍Plymouth
  9. 🏢

    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. ✔1 Financial Adviser
    2. 🪧3.5 Miles
    3. 📍Plymouth
  10. 🏢

    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. ✔1 Financial Adviser
    2. 🪧3.5 Miles
    3. 📍Plymouth
  11. 🏢

    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.
    1. ✔17 Financial Advisers
    2. ✔7 Mortgage Brokers
    3. 🪧3.5 Miles
    4. 📍Plymouth
  12. 🏢

    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.
    1. ✔79 Financial Advisers
    2. ✔2 Mortgage Brokers
    3. 🪧3.7 Miles
    4. 📍Plymouth
  13. Need Help Choosing an Adviser?
    Enter a few details to get matched with the right adviser and receive a guaranteed callback
  14. 🏢

    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. ✔1 Financial Adviser
    2. 🪧3.7 Miles
    3. 📍Plymouth
  15. 🏢

    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. ✔1 Financial Adviser
    2. 🪧3.7 Miles
    3. 📍Plymouth
  16. 🏢

    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.
    1. ✔182 Financial Advisers
    2. ✔18 Mortgage Brokers
    3. 🪧3.8 Miles
    4. 📍Plymouth
  17. 🏢

    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.
    1. ✔154 Financial Advisers
    2. ✔2 Mortgage Brokers
    3. 🪧3.8 Miles
    4. 📍Plymouth
  18. 🏢

    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.
    1. ✔12 Financial Advisers
    2. 🪧3.8 Miles
    3. 📍Plymouth
  19. Need Help Choosing an Adviser?
    Enter a few details to get matched with the right adviser and receive a guaranteed callback
Page 2 of 8. Showing results 16 to 30.
Click here to see the top of the results
Need Help Choosing an Adviser?
Enter a few details to get matched with the right adviser and receive a guaranteed callback