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Find FCA registered Financial Advisers Near Me in Rockley Sands BH15


We have found 195 relevant financial adviser firms within 30 miles of Rockley Sands BH15. Showing page 1 of 13.

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  2. 🏢

    Nicholas Jowett

    FCA reg no.
    843588
    FCA authorised date:
    06/06/19
    1. ✔1 Financial Adviser
    2. 🪧1 Miles
    3. 📍Poole
  3. 🏢

    Baggette & Company Wealth Management Limited

    FCA reg no.
    522193
    FCA authorised date:
    16/08/10
    Baggette + Co, an FCA regulated firm in Poole, specialises in financial planning, pensions advice, and investment strategies. Known for reliable, personalised services, they're ready to guide your financial journey.
    1. ✔9 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧1.8 Miles
    4. 📍Poole
  4. 🏢

    PFM Associates Limited

    FCA reg no.
    213724
    FCA authorised date:
    27/08/02
    PFM Associates Limited is a Poole-based, FCA regulated financial services firm. They specialize in life and investments, pensions, retirement advice, and financial planning, providing personalized solutions in Dorset and Greater Manchester.
    1. ✔7 Financial Advisers
    2. ✔2 Mortgage Brokers
    3. 🪧1.8 Miles
    4. 📍Poole
  5. 🏢

    Rockwealth Poole LTD

    FCA reg no.
    1045021
    FCA authorised date:
    27/11/25
    Rockwealth Poole Ltd, a trusted financial firm in Cheltenham, offers personalised, FCA-regulated financial planning services including life investments, pensions retirement planning and final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧2.2 Miles
    3. 📍Poole
  6. 🏢

    APEX CB FINANCIAL PLANNING LIMITED

    FCA reg no.
    507964
    FCA authorised date:
    18/01/10
    APEX CB Financial Planning is a Dorset-based fiduciary firm offering personalized service and regulated advice in life investments, pensions, and retirement planning. They serve Poole and surrounding counties with professionalism and friendliness.
    1. ✔2 Financial Advisers
    2. 🪧2.3 Miles
    3. 📍Poole
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  8. 🏢

    Skybound Financial Planning Limited

    FCA reg no.
    738070
    FCA authorised date:
    11/10/16
    Skybound Financial Planning, based in Poole, Dorset, is a leading FCA-regulated firm offering comprehensive life and investment planning, pensions retirement advice, and personalised financial strategies to achieve clients' financial goals.
    1. ✔6 Financial Advisers
    2. 🪧2.4 Miles
    3. 📍Poole
  9. 🏢

    DOLPHIN WEALTH MANAGEMENT LIMITED

    FCA reg no.
    488273
    FCA authorised date:
    07/10/08
    Dolphin Wealth Management Limited is a FCA-regulated firm in Broadstone, Dorset, offering expert financial planning and regulated advice. Known for focus on clients, they guide individuals through life investment, pensions, retirement and more.
    1. ✔1 Financial Adviser
    2. 🪧2.6 Miles
    3. 📍Broadstone
  10. 🏢

    Blue Label Wealth Management LTD

    FCA reg no.
    695487
    FCA authorised date:
    15/05/15
    Vision IFP is a trusted financial planning firm in Broadstone, Dorset, specialising in life investments and pensions advice, particularly final salary pension transfers. They prioritise transparency, integrity and personalisation in their service.
    1. ✔1 Financial Adviser
    2. 🪧2.7 Miles
    3. 📍Broadstone
  11. 🏢

    Walker Wealth Management Limited

    FCA reg no.
    624789
    FCA authorised date:
    03/06/14
    Walker Wealth Management Limited offers expert regulated financial services throughout the UK, specialising in life investments, retirement planning and final salary pension transfers. They provide tailored pension advice and strategic investment plans.
    1. ✔5 Financial Advisers
    2. 🪧2.8 Miles
    3. 📍Poole
  12. 🏢

    Lewis & Co (investments & Pensions) Limited

    FCA reg no.
    143646
    FCA authorised date:
    01/12/01
    Based in Poole, Dorset, 4. Lewis Investment provides regulated financial services including life insurance, investments, and pensions retirement advice. Known for personalised guidance and expert knowledge in financial decision-making.
    1. ✔12 Financial Advisers
    2. ✔2 Mortgage Brokers
    3. 🪧3.1 Miles
    4. 📍Poole
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  14. 🏢

    Life Matters Financial Planning LTD

    FCA reg no.
    787517
    FCA authorised date:
    02/01/18
    Life Matters Financial Planning Ltd, based in Poole, Dorset, provides comprehensive financial services including investment and pension advice. Regulated by FCA, the team offers expert, transparent and diligent financial planning solutions.
    1. ✔1 Financial Adviser
    2. 🪧3.1 Miles
  15. 🏢

    Ingenuity Financial Services Limited

    FCA reg no.
    609997
    FCA authorised date:
    02/05/14
    Ingenuity Financial Services Limited, FCA regulated, specializes in life and investment planning with a focus on pensions retirement advice. Located in Dorset, they offer tailor-made financial plans and trusted advice to their clientele.
    1. ✔4 Financial Advisers
    2. 🪧3.1 Miles
  16. 🏢

    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. 🪧3.1 Miles
    3. 📍Poole
  17. 🏢

    Symes Wealth Management Limited

    FCA reg no.
    610355
    FCA authorised date:
    15/11/13
    Symes Wealth Management, located in Dorset, provides regulated financial planning and advice, specialising in life investments, pensions, and final salary pension transfers. Renowned for their professional yet approachable service.
    1. ✔5 Financial Advisers
    2. 🪧3.2 Miles
    3. 📍Broadstone
  18. 🏢

    Christopher Newcombe

    FCA reg no.
    401833
    FCA authorised date:
    04/10/04
    Christopher Newcombe is a trusted financial planning firm in Poole, Dorset. Known for its client-focused approach and regulated advice on life investments and pensions, it serves individuals and families to secure their financial futures.
    1. ✔1 Financial Adviser
    2. 🪧3.2 Miles
    3. 📍Poole
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