Find FCA registered Financial Advisers Near Me in St Columb Minor TR7
We have found 59 relevant financial adviser firms within 30 miles of St Columb Minor TR7. Showing page 1 of 4.
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Octo Financial Planning
- FCA reg no.
- 972331
- FCA authorised date:
- 17/03/22
I am a Chartered Financial Planner with several years’ experience of advising. I specialise in advising clients on pension and retirement planning, as well as general investment advice and protection insurance.- ✔27 Financial Advisers
- 🪧18.5 Miles
- 📍Falmouth
- 👤
David Medland
Octo Financial Planning- FCA reg no.
- DXM02270
- FCA authorised date:
- 17/03/22
CII Level 6 Advanced Diploma in Financial Planning CII Personal Tax and Trust Planning (AF1) CII Business Financial Planning (AF2) CII Pension Planning (AF3) CII Financial Planning Process (AF5) CII Level 4 Diploma in Regulated Financial Planning IFS Certificate in Regulated Equity Release IFS Certi... read full individual profile- 🪧18.5 Miles
- 📍Falmouth
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Cooper's Financial Planning LTD
- FCA reg no.
- 1016122
- FCA authorised date:
- 09/07/24
Cooper's Financial Planning Ltd, based in Newquay, Cornwall, offers personalised financial advice specialising in life investments, retirements and pension transfers in the greater Cornwall region.- ✔1 Financial Adviser
- 🪧0.8 Miles
- 📍Newquay
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CORNWALL FINANCE and INVESTMENT SERVICES LIMITED
- FCA reg no.
- 596144
- FCA authorised date:
- 05/09/13
FCA regulated Cornwall Finance & Investment Services offers dedicated financial services including life investments, pensions, retirement advice, and comprehensive financial planning to Cornwall and surrounding regions.- ✔3 Financial Advisers
- 🪧0.9 Miles
- 📍Newquay
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NEWQUAY MORTGAGE and PENSIONS LIMITED
- FCA reg no.
- 452685
- FCA authorised date:
- 06/09/06
Based in Newquay, Cornwall, Newquay Mortgage & Pensions Limited offers expert financial planning and regulated advice, focusing on life, pensions, investments, and retirement. The firm is registered under FCA number 452685.- ✔1 Financial Adviser
- ✔2 Mortgage Brokers
- 🪧0.9 Miles
- 📍Newquay
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Karrek Financial Management Limited
- FCA reg no.
- 193232
- FCA authorised date:
- 31/05/05
FCA-regulated Karrek Chartered Financial Planners, located in Newquay, Cornwall, offer a comprehensive range of tailored financial planning services to a diverse client base.- ✔3 Financial Advisers
- 🪧1.1 Miles
- 📍Newquay
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Towan IFA Limited
- FCA reg no.
- 911770
- FCA authorised date:
- 29/07/19
Vision IFP, a financial firm based in Newquay, specializes in financial planning, life insurance, investments, and pension retirement advice. They are dedicated to providing tailored, regulated advice for informed financial decisions.- ✔1 Financial Adviser
- 🪧2 Miles
- 📍Newquay
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Roberts Clark Independent Financial Solutions Limited
- FCA reg no.
- 192598
- FCA authorised date:
- 01/12/01
Roberts Clark Independent Financial Solutions offers customer-centric financial advice on life investments and retirement planning. Based in Cornwall, they are a trusted, FCA-regulated and approachable financial firm.- ✔2 Financial Advisers
- 🪧2.2 Miles
- 📍Newquay
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Renfree Wealth Management Limited
- FCA reg no.
- 779848
- FCA authorised date:
- 25/05/17
Renfree Wealth Management Limited, a renowned FCA-regulated firm in Newquay, Cornwall, specializes in tailored financial planning, investment solutions, pensions, and retirement planning that ensure your financial stability.- ✔1 Financial Adviser
- 🪧2.4 Miles
- 📍Newquay
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Julia Ward-osseiran
- FCA reg no.
- 1019836
- FCA authorised date:
- 04/10/24
Julia Ward-Osseiran is a reputable financial services firm in Newquay, Cornwall, offering tailored services such as insurance, investments, financial planning, and specialized pension advice.- ✔1 Financial Adviser
- 🪧2.4 Miles
- 📍Newquay
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St. Columb Financial Services LTD
- FCA reg no.
- 941258
- FCA authorised date:
- 05/05/21
St. Columb Financial Services Ltd in Cornwall provides comprehensive financial planning, including retirement and pension advice. FCA registered, they are committed to regulated, trustworthy services.- ✔1 Financial Adviser
- ✔1 Mortgage Broker
- 🪧4.6 Miles
- 📍St. Columb
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Penvearn Wealth Management LTD
- FCA reg no.
- 709315
- FCA authorised date:
- 06/07/15
Located in scenic Newquay, Cornwall, Penvearn Wealth Management Ltd (FCA reg. 709315) provides sound, regulated financial advice. Specializing in pensions and investments, their trustworthy, tailored approach has earned them a stellar reputation.- ✔1 Financial Adviser
- 🪧4.7 Miles
- 📍Newquay
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Gannon Wealth Management Limited
- FCA reg no.
- 993544
- FCA authorised date:
- 20/03/23
FCA-regulated Themis Wealth Management provides comprehensive financial planning services including investment, retirement advice and pension transfers from its base in St. Newlyn East, Cornwall. Its experienced team offers personalized strategies for clients across Cornwall.- ✔1 Financial Adviser
- 🪧4.8 Miles
- 📍Newquay
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Fortic Financial Services LTD
- FCA reg no.
- 474740
- FCA authorised date:
- 02/01/08
Fortic Financial Services Ltd, regulated by the FCA, offers expert financial advisory services specialising in life investments, pensions and comprehensive financial planning, tailored to client needs, from Newquay, Cornwall.- ✔10 Financial Advisers
- ✔11 Mortgage Brokers
- 🪧4.9 Miles
- 📍Newquay
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Demelza Financial Planning Limited
- FCA reg no.
- 460974
- FCA authorised date:
- 08/01/07
Demelza Financial Planning Limited, an FCA-registered firm in Cornwall, offers expert pension, life, and investment advice with a client-focused approach, serving Bodmin and surrounding counties.- ✔1 Financial Adviser
- 🪧8.6 Miles
- 📍Bodmin
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