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Find FCA registered Financial Advisers Near Me in SO41 5


We have found 336 relevant financial adviser firms within 30 miles of SO41 5. Showing page 16 of 23.

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  2. 🏢

    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. 🪧19.4 Miles
    4. 📍Poole
  3. 🏢

    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. 🪧19.4 Miles
  4. 🏢

    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. 🪧19.4 Miles
  5. 🏢

    OCULUS WEALTH MANAGEMENT (EAST DORSET) LIMITED

    FCA reg no.
    930008
    FCA authorised date:
    16/07/20
    Oculus Wealth Management (East Dorset) Limited is a premier FCA regulated firm in Wimborne, Dorset, offering tailored financial services, including life and investment planning, pension advice, and pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧19.4 Miles
    3. 📍Wimborne
  6. 🏢

    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. 🪧19.5 Miles
    3. 📍Poole
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  8. 🏢

    Vicki Roscorla

    FCA reg no.
    956911
    FCA authorised date:
    15/08/21
    Vicki Roscorla's reputable financial services firm specializes in life insurance and financial planning, providing insightful advice on investments and pensions in Dorset. Known for its professional approach and bespoke services.
    1. ✔1 Financial Adviser
    2. 🪧19.5 Miles
    3. 📍Wimborne
  9. 🏢

    Fulcrum Wealth LTD

    FCA reg no.
    984664
    FCA authorised date:
    29/09/22
    Fulcrum Wealth Ltd is a trusted, client-focused financial firm in Portsmouth, Hampshire. Specializing in life investments, pensions, and comprehensive financial planning, it offers tailored, professional services across the region.
    1. ✔1 Financial Adviser
    2. 🪧19.5 Miles
    3. 📍Portsmouth
  10. 🏢

    A.d.n. Financial Solutions LTD

    FCA reg no.
    498057
    FCA authorised date:
    21/12/23
    FCA-registered firm in Portsmouth, Mortgage Advice Bureau provides expert financial planning services including investments, pensions, and retirement advice, with a customer-focused approach.
    1. ✔1 Financial Adviser
    2. ✔2 Mortgage Brokers
    3. 🪧19.5 Miles
    4. 📍Portsmouth
  11. 🏢

    Larcomes Financial Services Limited

    FCA reg no.
    615332
    FCA authorised date:
    01/04/14
    Larcomes Financial Services Limited is a highly regulated, FCA registered firm in Portsmouth, Hampshire, specialising in retirement planning. They provide personalised life and investment advice, prioritising client satisfaction.
    1. ✔1 Financial Adviser
    2. 🪧19.6 Miles
    3. 📍Portsmouth
  12. 🏢

    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. 🪧19.6 Miles
    3. 📍Wimborne
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  14. 🏢

    Independent Professional Investments Limited

    FCA reg no.
    460510
    FCA authorised date:
    16/01/07
    Independent Professional Investments Limited is a Winchester-based financial planning firm specialising in life insurance, investments, and pensions retirement. They offer personalised financial planning guidance across various counties.
    1. ✔4 Financial Advisers
    2. 🪧19.6 Miles
    3. 📍Winchester
  15. 🏢

    Nigel Francis Limited

    FCA reg no.
    557429
    FCA authorised date:
    26/07/11
    Nigel Francis Limited is a FCA regulated financial service provider specializing in life investments, pensions planning, and retirement advice. Based in Portsmouth, they offer expert, personalized solutions across a wide geographical area.
    1. ✔2 Financial Advisers
    2. 🪧19.7 Miles
    3. 📍Portsmouth
  16. 🏢

    TC Financial Planning Limited

    FCA reg no.
    824546
    FCA authorised date:
    31/10/18
    TC Financial Planning Limited, based in Portsmouth, provides a range of FCA-regulated financial services including investments and retirement advice. They offer reliable, personalised financial solutions with a client-focused approach.
    1. ✔1 Financial Adviser
    2. 🪧19.8 Miles
    3. 📍Portsmouth
  17. 🏢

    TC Group Financial Planning LLP

    FCA reg no.
    842206
    FCA authorised date:
    16/05/19
    TC Group Business Advisors & Accountants, based in Portsmouth, is a FCA regulated firm specializing in pension retirement advice, final salary pension transfers, and diverse financial sectors.
    1. ✔5 Financial Advisers
    2. 🪧19.8 Miles
    3. 📍Portsmouth
  18. 🏢

    T K WHITE & CO LIMITED

    FCA reg no.
    226354
    FCA authorised date:
    01/09/03
    Salisbury-based T K WHITE & CO LIMITED provides expert financial planning, life insurance services, alongside managing investments and pensions for individuals and businesses in Hampshire. Regulated by FCA 226354.
    1. ✔1 Financial Adviser
    2. 🪧19.8 Miles
    3. 📍Salisbury
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