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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 7 of 14.

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  2. 🏢

    Light Cason Associates Limited

    FCA reg no.
    576749
    FCA authorised date:
    01/10/12
    Light Cason Associates Limited is a trusted, FCA regulated firm, based in Dorset, specializing in personalized financial guidance including investment advice, retirement planning, and comprehensive financial solutions.
    1. ✔2 Financial Advisers
    2. 🪧7.2 Miles
    3. 📍Bournemouth
  3. 🏢

    Peter Philip Mundy

    FCA reg no.
    759127
    FCA authorised date:
    22/09/16
    Peter Philip Mundy, FCA regulated financial service firm in Bournemouth, Dorset, specialises in life, investments, pension retirement advice and final salary pension transfers, providing tailored advice to meet client's financial goals.
    1. ✔1 Financial Adviser
    2. 🪧7.4 Miles
    3. 📍Bournemouth
  4. 🏢

    James Lawton-hurst

    FCA reg no.
    981502
    FCA authorised date:
    23/08/22
    James Lawton-Hurst is a trusted, FCA regulated financial advisory firm in Bournemouth, offering personalised financial planning and advice on life investments, pensions, and comprehensive financial planning.
    1. ✔2 Financial Advisers
    2. 🪧7.7 Miles
    3. 📍Bournemouth
  5. 🏢

    Ocaris Wealth Management LTD

    FCA reg no.
    960257
    FCA authorised date:
    22/02/22
    Ocaris Wealth Management Ltd, a trusted name in financial planning services, offers tailored retirement advice and strategic investment guidance, renowned for its accessible style within the Dorset community.
    1. ✔4 Financial Advisers
    2. 🪧7.9 Miles
  6. 🏢

    Bradley Muncie Wealth Management LLP

    FCA reg no.
    972237
    FCA authorised date:
    16/03/22
    Bradley Robert Muncie, an acclaimed financial services firm in Christchurch, Dorset, offers expert advice on life insurance, investments, and pensions. Their speciality lies in financial planning and final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧8 Miles
    3. 📍Christchurch
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  8. 🏢

    Ebb and Flow Wealth LTD

    FCA reg no.
    918231
    FCA authorised date:
    13/12/19
    Ebb and Flow Wealth Ltd, an FCA-registered financial services firm based in Christchurch, Dorset, offers expert, regulated advice on financial planning, pensions, and investments prioritizing unique client needs.
    1. ✔1 Financial Adviser
    2. 🪧8.1 Miles
    3. 📍Christchurch
  9. 🏢

    CRAIG CHAPMAN FINANCIAL PLANNING LTD

    FCA reg no.
    592275
    FCA authorised date:
    03/12/12
    Vision IFP is a regulated financial firm in Christchurch, Dorset, offering reliable financial advice and services including insurance, investments, pensions and financial planning. Their expert team caters to clients across Christchurch and surrounding areas.
    1. ✔1 Financial Adviser
    2. 🪧8.2 Miles
    3. 📍Christchurch
  10. 🏢

    MPA Financial Solutions LTD

    FCA reg no.
    815638
    FCA authorised date:
    01/03/19
    MPA Financial Solutions Ltd, based in Bournemouth, Dorset, provides reliable financial planning services including life, investments, and retirement advice. Known for client-centric and approachable consultations, they offer customised financial strategies. Regulated by the FCA.
    1. ✔1 Financial Adviser
    2. 🪧8.2 Miles
    3. 📍Bournemouth
  11. 🏢

    Hanlon Kneller and Associates LLP

    FCA reg no.
    454044
    FCA authorised date:
    01/09/06
    Hanlon Kneller & Associates is a client-focused, fully-regulated financial advisory firm in Southbourne, offering expert retirement advice, life investments and comprehensive financial planning to clients throughout Dorset.
    1. ✔2 Financial Advisers
    2. 🪧8.3 Miles
    3. 📍Bournemouth
  12. 🏢

    Matthew and Samantha Murphy

    FCA reg no.
    737296
    FCA authorised date:
    18/02/16
    Matthew & Samantha Murphy are FCA registered financial advisers based in Christchurch, Dorset, offering expert guidance on insurance, pensions, and investments with a personalised approach.
    1. ✔1 Financial Adviser
    2. 🪧8.7 Miles
    3. 📍Christchurch
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  14. 🏢

    Grove Wealth Management Limited

    FCA reg no.
    479973
    FCA authorised date:
    06/03/08
    Grove Wealth Management Limited, based in Christchurch, Dorset, provides comprehensive financial solutions, including investment advice, pension retirement guidance and meticulous planning, with an emphasis on client comfort and trust.
    1. ✔2 Financial Advisers
    2. 🪧8.7 Miles
    3. 📍Christchurch
  15. 🏢

    Heritage Financial Limited

    FCA reg no.
    788285
    FCA authorised date:
    05/04/18
    Heritage Investments, regulated by the FCA, is a Christchurch-based financial planning firm specializing in life investments, pensions, retirement advice, and final salary pension transfers, serving clients with a personalized, client-centric approach.
    1. ✔12 Financial Advisers
    2. 🪧8.8 Miles
    3. 📍Christchurch
  16. 🏢

    Lovegrove Financial Solutions LTD

    FCA reg no.
    821558
    FCA authorised date:
    25/09/18
    FCA regulated Lovegrove Financial Solutions Ltd in Christchurch, Dorset, specialises in comprehensive financial planning, providing expertise on life investments and pensions. Noted for client-focused, tailor-made strategies, they are a top choice for advice.
    1. ✔2 Financial Advisers
    2. 🪧8.9 Miles
    3. 📍Christchurch
  17. 🏢

    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. 🪧9.4 Miles
    3. 📍Christchurch
  18. 🏢

    BIRCH FINANCIAL SERVICES LTD

    FCA reg no.
    802799
    FCA authorised date:
    15/04/24
    FCA-regulated Birch Financial Services, based in St. Leonards, Dorset, provides secure investment and pension solutions, focusing on final salary pension transfers and comprehensive retirement advice.
    1. ✔2 Financial Advisers
    2. 🪧9.5 Miles
    3. 📍Ringwood
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