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Find FCA registered Financial Advisers Near Me in Stalbridge


We have found 245 relevant financial adviser firms within 30 miles of Stalbridge. Showing page 5 of 17.

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  2. 🏢

    Roger Carey

    FCA reg no.
    1004965
    FCA authorised date:
    18/11/23
    Roger Carey offers expert financial guidance in Wimborne, Dorset, specialising in regulated services like life insurance, investments, pensions retirement advice and final salary pension transfers. FCA-regulated, trusted, and client-focused.
    1. ✔1 Financial Adviser
    2. 🪧20.3 Miles
    3. 📍Wimborne
  3. 🏢

    Morrison Financial Associates Limited

    FCA reg no.
    716790
    FCA authorised date:
    15/09/15
    Morrison Financial Associates Limited, a highly accredited firm based in Wimborne, Dorset, offers comprehensive financial services, including life investments and pension advice, tailored to individual client needs. Known for remarkable client focus.
    1. ✔1 Financial Adviser
    2. 🪧20.3 Miles
    3. 📍Wimborne
  4. 🏢

    Insurance & Financial Services LTD

    FCA reg no.
    437335
    FCA authorised date:
    03/12/07
    A leading provider of essential financial solutions, Insurance & Financial Services Ltd offers tailored planning services including life insurance, pensions, and investment advice from their Wimborne, Dorset location.
    1. ✔1 Financial Adviser
    2. 🪧20.4 Miles
    3. 📍Wimborne
  5. 🏢

    Dean Scott

    FCA reg no.
    918374
    FCA authorised date:
    17/12/19
    A reputable financial firm based in Wells, Somerset; Dean Scott offers extensive financial services, including insurance and retirement advice. Known for its customer-focused approach, it serves local and regional clients.
    1. ✔1 Financial Adviser
    2. 🪧20.6 Miles
    3. 📍Wells
  6. 🏢

    Gardiner Page & Roe Personal & Corporate Financial Planning

    FCA reg no.
    215228
    FCA authorised date:
    31/05/05
    Gardiner Page & Roe is a FCA-regulated financial planning firm in Somerset, offering comprehensive services like investment advice, retirement planning, and holistic financial planning to corporations and individuals.
    1. ✔3 Financial Advisers
    2. 🪧20.9 Miles
    3. 📍Wells
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  8. 🏢

    Benjamin Warren

    FCA reg no.
    786349
    FCA authorised date:
    09/08/17
    Authorised under FCA, Benjamin Warren specialises in life investments and pensions retirement advice. Located in Wells, Somerset, his firm offers tailored financial planning solutions ideal for both novice and experienced investors.
    1. ✔1 Financial Adviser
    2. 🪧20.9 Miles
    3. 📍Wells
  9. 🏢

    Elite Financial Planning Limited

    FCA reg no.
    711851
    FCA authorised date:
    01/12/15
    Elite Financial Planning Limited is a FCA regulated firm specialising in life and investment planning, retirement advice, and pensions. They provide personalised advice and are adept at assisting first-time investors.
    1. ✔1 Financial Adviser
    2. 🪧21 Miles
    3. 📍Westbury
  10. 🏢

    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. 🪧21 Miles
    3. 📍Wimborne
  11. 🏢

    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. 🪧21.1 Miles
    3. 📍Wimborne
  12. 🏢

    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. 🪧21.2 Miles
    3. 📍Broadstone
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  14. 🏢

    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. 🪧21.4 Miles
    3. 📍Poole
  15. 🏢

    Mathieu Baudry

    FCA reg no.
    994905
    FCA authorised date:
    17/04/23
    Mathieu Baudry is a regulated financial services company in Broadstone, Dorset, providing personalized advice on life, investments, pensions, and retirement. Known for its professional, approachable style and meticulous financial planning.
    1. ✔1 Financial Adviser
    2. 🪧21.4 Miles
    3. 📍Broadstone
  16. 🏢

    Douglas and Young LTD

    FCA reg no.
    845713
    FCA authorised date:
    11/07/19
    FCA-registered Douglas and Young Ltd, based in Chilcompton, Somerset, offers expert financial services including investment guidance, retirement planning, and pension transfers, renowned for their professional, personalised approach.
    1. ✔2 Financial Advisers
    2. 🪧21.5 Miles
    3. 📍Chilcompton
  17. 🏢

    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. 🪧21.5 Miles
    3. 📍Broadstone
  18. 🏢

    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. 🪧21.6 Miles
    3. 📍Wimborne
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