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Find FCA registered Financial Advisers Near Me in Roborough Down PL20


We have found 120 relevant financial adviser firms within 30 miles of Roborough Down PL20. Showing page 2 of 8.

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  2. 🏢

    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. 🪧6 Miles
    3. 📍Plymouth
  3. 🏢

    Objective Financial Planning LTD

    FCA reg no.
    972606
    FCA authorised date:
    22/03/22
    Objective Financial Planning Ltd is a FCA regulated firm in Plymouth, specialising in comprehensive financial planning solutions, including life insurance, investments, and pension advice. Known for their client-centric approach, they serve both individuals and businesses.
    1. ✔1 Financial Adviser
    2. 🪧6.2 Miles
    3. 📍Plymouth
  4. 🏢

    Lead Financial Limited

    FCA reg no.
    1001982
    FCA authorised date:
    22/09/23
    Lead Financial Limited is a dependable Devon-based financial provider, specialising in comprehensive financial planning, pension retirement advice and final salary pension transfers, recognized for its professional, client-focused approach.
    1. ✔2 Financial Advisers
    2. 🪧6.2 Miles
    3. 📍Plymouth
  5. 🏢

    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. 🪧6.4 Miles
    3. 📍Plymouth
  6. 🏢

    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. 🪧6.5 Miles
    3. 📍Plymouth
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  8. 🏢

    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. 🪧6.5 Miles
    3. 📍Plymouth
  9. 🏢

    EQUITAS FINANCIAL (UK) LIMITED

    FCA reg no.
    615273
    FCA authorised date:
    28/04/14
    Equitas Financial is a Plymouth-based, FCA-regulated provider specialising in financial planning and advice, life insurance, investments, and pensions retirement advice. They offer professional, approachable services for families and individuals.
    1. ✔10 Financial Advisers
    2. 🪧6.6 Miles
    3. 📍Plymouth
  10. 🏢

    West Financial Management Co Limited

    FCA reg no.
    230809
    FCA authorised date:
    19/02/04
    Plymouth-based West Financial Management Co Limited offers wide-ranging, professional financial services, including pensions and investments advice. Their dedicated experts craft tailored solutions, serving clients across the Devon region. Regulated under FCA number 230809.
    1. ✔3 Financial Advisers
    2. 🪧6.6 Miles
    3. 📍Plymouth
  11. 🏢

    Coast Financial Limited

    FCA reg no.
    782715
    FCA authorised date:
    02/10/17
    We are truly independent financial advisers and able to advise you on all aspects of your financial planning. Whether its retirement planning or releasing equity from your home, we are hear to help.
    1. ✔1 Financial Adviser
    2. 🪧6.6 Miles
    3. 📍Plymouth
  12. 🏢

    Future First Financial Solutions Limited

    FCA reg no.
    224582
    FCA authorised date:
    06/01/04
    Future First Financial Solutions Limited is a trusted, FCA regulated firm providing expert financial advice across life and investments, pensions, retirement advice, and comprehensive financial planning in Plymouth and Devon region.
    1. ✔1 Financial Adviser
    2. 🪧6.6 Miles
    3. 📍Plymouth
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  14. 🏢

    LFP Limited

    FCA reg no.
    225099
    FCA authorised date:
    02/09/03
    LFP Asset Management provides personalised financial planning and regulated advice in Plymouth and nearby regions. Known for their approachability, they cater to a variety of clients, making finance less intimidating. Regulated by the FCA.
    1. ✔1 Financial Adviser
    2. 🪧6.7 Miles
    3. 📍Plymouth
  15. 🏢

    Fletcher Wallen

    FCA reg no.
    1044789
    FCA authorised date:
    27/11/25
    Fletcher Wallen is a FCA-regulated financial advisory firm in Plymouth, Devon, specializing in pension retirement advice, final salary pension transfers, and life investments, known for high professionalism, trustworthiness, and client-centric services.
    1. ✔1 Financial Adviser
    2. 🪧6.7 Miles
    3. 📍Plymouth
  16. 🏢

    Edmund Nigel Wallen (t/a KL & EW Financial Services)

    FCA reg no.
    925897
    FCA authorised date:
    26/04/21
    KL & EW Financial Services, a reputable firm in Plymouth, Devon, offers comprehensive financial services including life and investment planning and pensions retirement advice, under the expert guidance of Edmund Nigel Wallen.
    1. ✔1 Financial Adviser
    2. 🪧6.7 Miles
    3. 📍Plymouth
  17. 🏢

    Darren Stonehouse

    FCA reg no.
    533792
    FCA authorised date:
    19/10/10
    Darren Stonehouse is a Saltash-based financial planning and investment firm specialising in retirement advice, final salary pension transfers, and comprehensive financial planning, offering professional services with integrity.
    1. ✔2 Financial Advisers
    2. 🪧7 Miles
    3. 📍Saltash
  18. 🏢

    ANDERSON FINANCIAL PLANNING LTD

    FCA reg no.
    531026
    FCA authorised date:
    04/01/11
    Based in Plymouth, Anderson Financial Planning Ltd is an FCA-registered firm specialising in life investments, pensions retirement advice, and holistic financial planning. They provide tailor-made, client-oriented services with professionalism and approachability.
    1. ✔1 Financial Adviser
    2. 🪧7.1 Miles
    3. 📍Plymouth
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