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Find FCA registered Financial Advisers Near Me in Poole


We have found 208 relevant financial adviser firms within 30 miles of Poole. Showing page 4 of 14.

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  2. 🏢

    Main Financial Solutions

    FCA reg no.
    476460
    FCA authorised date:
    12/12/07
    Main Financial Solutions, located in Bournemouth, offers professional yet approachable financial services including life investments, pensions advice, and comprehensive financial planning. Respected for their client-focused, regulated advice, they provide dependable financial guidance for every need... read full company profile
    1. ✔1 Financial Adviser
    2. 🪧4.8 Miles
    3. 📍Bournemouth
  3. 🏢

    Colin Hookey Investment Consultants LTD

    FCA reg no.
    206218
    FCA authorised date:
    10/08/07
    Colin Hookey Investment Consultants Ltd in Bournemouth, GB provides regulated financial services specializing in wealth management, investments, and pensions retirement advice under FCA registration 206218.
    1. ✔1 Financial Adviser
    2. 🪧4.9 Miles
    3. 📍Bournemouth
  4. 🏢

    Inspire Wealth Solutions LTD

    FCA reg no.
    749371
    FCA authorised date:
    01/03/17
    Inspire Wealth Solutions Ltd, based in Dorset near Poole, is a FCA-regulated firm specializing in life and pensions retirement advice, investments and financial planning services, offering personalized strategies for diverse financial goals.
    1. ✔1 Financial Adviser
    2. 🪧5 Miles
    3. 📍Poole
  5. 🏢

    J Lewis Financial Planning LTD

    FCA reg no.
    920584
    FCA authorised date:
    03/02/20
    2plan Wealth Management is a FCA-regulated firm specializing in financial services including life insurance, pension advice, and investment guidance, known for its client-centric approach in Dorset and surrounding areas.
    1. ✔1 Financial Adviser
    2. 🪧5 Miles
    3. 📍Poole
  6. 🏢

    Payne Spencer Harris Financial Advisers Limited

    FCA reg no.
    769184
    FCA authorised date:
    11/01/17
    Payne Spencer Harris Financial Advisers offers expert financial planning services in Dorset, specializing in pensions, and investments. Regulated by the FCA, they prioritize client needs for secure financial futures.
    1. ✔2 Financial Advisers
    2. 🪧5.3 Miles
    3. 📍Poole
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  8. 🏢

    Ben James

    FCA reg no.
    927852
    FCA authorised date:
    15/06/20
    Ben James is a Bournemouth-based, FCA-regulated financial institution offering a range of services including insurance, investments and financial planning. Known for approachability and insightful advice, they prioritize client needs.
    1. ✔1 Financial Adviser
    2. 🪧5.4 Miles
    3. 📍Bournemouth
  9. 🏢

    Sparks & Co Financial Services Limited

    FCA reg no.
    999320
    FCA authorised date:
    08/07/23
    2plan Wealth Management is an FCA-regulated firm in Wimborne, Dorset, offering expert advice on life, investments, and pension retirement planning. Specialties include final salary pension transfers and comprehensive financial planning.
    1. ✔2 Financial Advisers
    2. 🪧5.5 Miles
    3. 📍Wimborne
  10. 🏢

    Insurance & Financial Services LTD

    FCA reg no.
    437335
    FCA authorised date:
    03/12/07
    A leading provider of essential financial solutions, Insurance & Financial Services Ltd offers tailored planning services including life insurance, pensions, and investment advice from their Wimborne, Dorset location.
    1. ✔1 Financial Adviser
    2. 🪧5.5 Miles
    3. 📍Wimborne
  11. 🏢

    Roger Carey

    FCA reg no.
    1004965
    FCA authorised date:
    18/11/23
    Roger Carey offers expert financial guidance in Wimborne, Dorset, specialising in regulated services like life insurance, investments, pensions retirement advice and final salary pension transfers. FCA-regulated, trusted, and client-focused.
    1. ✔1 Financial Adviser
    2. 🪧5.5 Miles
    3. 📍Wimborne
  12. 🏢

    Morrison Financial Associates Limited

    FCA reg no.
    716790
    FCA authorised date:
    15/09/15
    Morrison Financial Associates Limited, a highly accredited firm based in Wimborne, Dorset, offers comprehensive financial services, including life investments and pension advice, tailored to individual client needs. Known for remarkable client focus.
    1. ✔1 Financial Adviser
    2. 🪧5.5 Miles
    3. 📍Wimborne
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  14. 🏢

    Andrew David Associates (holdings) Limited

    FCA reg no.
    942851
    FCA authorised date:
    13/01/21
    Andrew David Associates, a reputable Wimborne-based financial firm, offers diverse financial services including life planning and pensions advice. Known for client-focused strategies, they serve Dorset and surrounding regions.
    1. ✔3 Financial Advisers
    2. 🪧5.6 Miles
    3. 📍Wimborne
  15. 🏢

    F P Wealth Management LTD

    FCA reg no.
    438213
    FCA authorised date:
    23/08/05
    F P Wealth Management Ltd, based in Wimborne, Dorset, offers expert, regulated financial planning services specializing in life investments, pensions, and retirement advice throughout the UK.
    1. ✔2 Financial Advisers
    2. 🪧5.6 Miles
    3. 📍Wimborne
  16. 🏢

    Toby Evans Financial Planning LTD

    FCA reg no.
    1031356
    FCA authorised date:
    02/04/25
    Dorset-based Toby Evans Financial Planning Ltd is a trusted provider of regulated financial services, specializing in life investments, pensions retirement advice, and final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧5.6 Miles
    3. 📍Wimborne
  17. 🏢

    K.m. FINANCIAL CONSULTANTS (WESSEX) LIMITED

    FCA reg no.
    618158
    FCA authorised date:
    26/06/14
    K.M. Financial Consultants (Wessex) Ltd is an FCA-regulated firm in Wimborne, Dorset specializing in life and investment planning, pensions, retirement advice, and overall financial planning. Known for their friendly and professional approach.
    1. ✔1 Financial Adviser
    2. 🪧5.6 Miles
    3. 📍Wimborne
  18. 🏢

    Greenfields Financial Management Limited

    FCA reg no.
    152689
    FCA authorised date:
    01/12/01
    Greenfields Financial Management Limited is a trustworthy FCA-regulated firm based in Poole, Dorset, offering expert retirement, pensions, and investment advice tailored to each client's needs.
    1. ✔2 Financial Advisers
    2. 🪧5.6 Miles
    3. 📍Poole
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