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Find FCA registered Financial Advisers Near Me in PO40 9


We have found 316 relevant financial adviser firms within 30 miles of PO40 9. Showing page 1 of 22.

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  2. 🏢

    Shinfield Financial Planning

    FCA reg no.
    1024843
    FCA authorised date:
    05/02/25
    Thanks for looking at my profile. With my many years of experience (30 years +), I help my clients achieve financial independence, through efficient tax mitigation, wealth creation/preservation and retirement planning solutions. I work through the Quilter Network as an appointed representative ... read full company profile
    1. ✔1 Financial Adviser
    2. ✔Min Pension Savings: £300,000
    3. ✔Min Assets: £300,000
    4. 🪧56.4 Miles
    5. 📍London
  3. 🏢

    M J KENDAL

    FCA reg no.
    440064
    FCA authorised date:
    03/01/06
    M J Kendal, a trusted, FCA-registered financial firm in Polruan, offers personalized financial services including life and investment planning, pension advice, and comprehensive financial planning.
    1. ✔1 Financial Adviser
    2. 🪧4 Miles
    3. 📍Lymington
  4. 🏢

    Forecast Financial Planning Limited

    FCA reg no.
    916120
    FCA authorised date:
    07/07/20
    Forecast Financial Planning Limited offers expert financial services to individuals and businesses in Southern England, specialising in investments, pensions, and retirement planning. They provide tailored, FCA regulated advice for sound financial futures.
    1. ✔1 Financial Adviser
    2. 🪧5.1 Miles
    3. 📍Lymington
  5. 🏢

    Tor Financial Planning LTD

    FCA reg no.
    499539
    FCA authorised date:
    16/04/09
    Tor Financial Planning Ltd, based in Lymington, offers professional financial planning advice including final salary pension transfers and retirement advice. They provide a personalised, reliable service ensuring customers' financial confidence and security.
    1. ✔1 Financial Adviser
    2. 🪧5.5 Miles
    3. 📍Lymington
  6. 🏢

    Stone & Co Financial Advisers Limited

    FCA reg no.
    1026477
    FCA authorised date:
    05/03/25
    Stone & Co Financial Advisers Limited offers expert, tailored advice on life and investments, specializing particularly in pensions retirement guidance and final salary pension transfers. Based in historic Lymington, Hampshire.
    1. ✔2 Financial Advisers
    2. 🪧5.5 Miles
    3. 📍Lymington
  7. 🏢

    John Fogg

    FCA reg no.
    993770
    FCA authorised date:
    23/03/23
    John Fogg is a trusted, FCA-regulated financial firm in Pennington near Lymington, specialising in life and investment services, pensions retirement advice, and strategic financial planning. Known for client-centric, personalised service.
    1. ✔1 Financial Adviser
    2. 🪧6 Miles
    3. 📍Lymington
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  9. 🏢

    Montgomery Estate Planning Limited

    FCA reg no.
    944236
    FCA authorised date:
    01/07/21
    Montgomery Estate Planning Limited, a FCA-regulated financial services company, offers trustworthy advice in life investments, retirement planning, and comprehensive financial planning across Isle of Wight.
    1. ✔1 Financial Adviser
    2. 🪧6.1 Miles
    3. 📍Newport
  10. 🏢

    Rockstone Mortgage & Financial Advice LTD

    FCA reg no.
    827166
    FCA authorised date:
    28/11/18
    Comprehensive Financial Services: Rockstone Mortgage & Financial Advice Ltd offers expert advice on a wide range of financial matters, including Pensions, Investments, Mortgages, Protection, Equity Release, and related Insurance, ensuring clients receive holistic financial planning support. Highly ... read full company profile.
    1. ✔2 Financial Advisers
    2. 🪧6.3 Miles
    3. 📍Lymington
  11. 🏢

    Jonathan Gibbons

    FCA reg no.
    467719
    FCA authorised date:
    09/05/07
    Financial firm Jonathan Gibbons, regulated by the FCA (#467719), offers comprehensive services like life insurance, investments, pensions retirement advice, and final salary pension transfers in and around BH25 7HQ, Hampshire.
    1. ✔2 Financial Advisers
    2. 🪧7.4 Miles
    3. 📍New Milton
  12. 🏢

    Andrew Will

    FCA reg no.
    991935
    FCA authorised date:
    16/02/23
    Regulated financial planner, Andrew Will, offers expert guidance on investments and pension retirement from his base in New Milton, providing personalised services to clients in Hampshire and surrounding regions.
    1. ✔1 Financial Adviser
    2. 🪧7.4 Miles
    3. 📍New Milton
  13. 🏢

    Rouse Limited

    FCA reg no.
    152587
    FCA authorised date:
    01/12/01
    Rouse Limited is a Newport-based, FCA regulated financial firm known for providing expert life and investment planning services throughout the UK. They prioritise client-focused advice with personalised financial solutions.
    1. ✔1 Financial Adviser
    2. ✔1 Mortgage Broker
    3. 🪧9.8 Miles
    4. 📍Newport
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  15. 🏢

    Bright Brown Wealth Management LTD

    FCA reg no.
    769181
    FCA authorised date:
    11/01/17
    Bright Brown Chartered Accountants, based in Isle of Wight, offers financial services including life insurance, retirement advice, and investment planning. Tailoring services for each client, they are FCA regulated under number 769181.
    1. ✔4 Financial Advisers
    2. 🪧9.9 Miles
    3. 📍Newport
  16. 🏢

    My Financial Planner Limited

    FCA reg no.
    505247
    FCA authorised date:
    21/01/10
    My Financial Planner Limited, located in Christchurch, Dorset, is a FCA-regulated entity providing tailored financial services such as life insurance, personal investments, and pension advice.
    1. ✔1 Financial Adviser
    2. 🪧10.2 Miles
    3. 📍Christchurch
  17. 🏢

    M G Norman & Co LTD

    FCA reg no.
    432177
    FCA authorised date:
    07/06/05
    M G Norman & Co Ltd is a FCA-regulated, Christchurch-based company specializing in bespoke financial services including life investments, pensions retirement advice, and financial planning for clients in the wider Dorset region.
    1. ✔1 Financial Adviser
    2. 🪧10.7 Miles
    3. 📍Christchurch
  18. 🏢

    Watson Wealth Consultancy LTD

    FCA reg no.
    1001236
    FCA authorised date:
    05/09/23
    Watson Wealth Consultancy Ltd offers expert, FCA-regulated financial planning and tailored services in life investments, pensions retirement advice and final salary pension transfers across the UK.
    1. ✔1 Financial Adviser
    2. 🪧11.4 Miles
    3. 📍Christchurch
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