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Find FCA registered Financial Advisers Near Me in Swanage


We have found 162 relevant financial adviser firms within 30 miles of Swanage. Showing page 7 of 11.

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  2. 🏢

    Ideal Financial Solutions LTD

    FCA reg no.
    622803
    FCA authorised date:
    01/07/14
    Ideal Financial Solutions, based in Wimborne, Dorset, is a reputable FCA-regulated firm offering tailored financial advice across life, investments, and pensions. They are known for their client-centric approach and professional service.
    1. ✔1 Financial Adviser
    2. ✔1 Mortgage Broker
    3. 🪧13.4 Miles
    4. 📍Wimborne
  3. 🏢

    Lester Brunt Wealth Management LTD

    FCA reg no.
    608489
    FCA authorised date:
    09/10/13
    Lester Brunt Wealth Management, situated in Wimborne Minster, Dorset, offers comprehensive financial planning services. Known for providing tailored advice, they cater to both first-time buyers and local families.
    1. ✔16 Financial Advisers
    2. 🪧13.4 Miles
    3. 📍Wimborne Minster
  4. 🏢

    St Barts Finance Limited

    FCA reg no.
    503630
    FCA authorised date:
    14/07/09
    St Barts Finance Ltd, a regulated financial firm in Ferndown, Dorset, offers services such as life investments, pensions retirement advice, and extensive financial planning with a client-focused approach.
    1. ✔4 Financial Advisers
    2. 🪧13.6 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. 🪧13.6 Miles
    3. 📍Wimborne
  6. 🏢

    Kingston PTM Limited

    FCA reg no.
    209429
    FCA authorised date:
    21/03/02
    Kingston PTM Limited is a Ferndown-based financial service firm, providing client-specific solutions for life, investments and pensions, and offering regulated financial advice in Greater Dorset.
    1. ✔5 Financial Advisers
    2. 🪧13.7 Miles
    3. 📍Ferndown
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  8. 🏢

    Chase Buckingham Limited

    FCA reg no.
    195271
    FCA authorised date:
    01/12/01
    Chase Buckingham Limited is a UK-based, FCA-regulated firm specialising in financial planning, offering tailored advice on investments, pensions, and retirement, with a focus on personalised, jargon-free service.
    1. ✔2 Financial Advisers
    2. 🪧13.8 Miles
    3. 📍Wimborne
  9. 🏢

    SKYBOUND WEALTH MANAGEMENT LIMITED

    FCA reg no.
    217994
    FCA authorised date:
    18/11/02
    FCA-regulated Skybound Wealth Management Limited, based in Ferndown, Dorset, offers financial services including insurance, investments, and pensions advice. Known for providing tailored, approachable advice to individuals and businesses.
    1. ✔16 Financial Advisers
    2. 🪧13.8 Miles
    3. 📍Ferndown
  10. 🏢

    Clarke and Partners LLP

    FCA reg no.
    468541
    FCA authorised date:
    19/07/07
    Clarke & Partners is a dependable, FCA-regulated financial services firm based in Dorset, offering professional advice on life matters, investment, financial planning and retirement solutions.
    1. ✔2 Financial Advisers
    2. 🪧13.8 Miles
    3. 📍Ferndown
  11. 🏢

    Abacus Financial Options Limited

    FCA reg no.
    576165
    FCA authorised date:
    02/04/12
    Abacus Financial Options Limited, a FCA regulated firm in Dorset, provides a wide range of financial services including investment planning and retirement advice. They specialize in tailored strategies for wealth stability and growth.
    1. ✔12 Financial Advisers
    2. ✔5 Mortgage Brokers
    3. 🪧13.8 Miles
    4. 📍Wimborne
  12. 🏢

    Lansdowne Woodward Financial Services Limited

    FCA reg no.
    472086
    FCA authorised date:
    01/10/07
    Lansdowne Woodward Insurance Brokers, based in Ferndown, Dorset, provides personalised financial services and regulated advice, including insurance, retirement planning, and investments, backed by years of industry expertise.
    1. ✔1 Financial Adviser
    2. 🪧13.9 Miles
    3. 📍Ferndown
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  14. 🏢

    JTM FINANCIAL SERVICES LTD

    FCA reg no.
    422520
    FCA authorised date:
    18/04/05
    JTM Financial Services Ltd, an FCA-regulated firm in Ferndown, Dorset, offers comprehensive financial planning advice on life and investments, pensions retirement, helping clients achieve their financial goals.
    1. ✔1 Financial Adviser
    2. 🪧13.9 Miles
    3. 📍Ferndown
  15. 🏢

    Atkins Bland Limited

    FCA reg no.
    184046
    FCA authorised date:
    01/12/01
    Atkins Bland Limited, an FCA registered top-tier financial firm in Ferndown, Dorset, offers expert advice on life investments, pensions, and comprehensive financial planning to both individuals and families.
    1. ✔7 Financial Advisers
    2. 🪧13.9 Miles
    3. 📍Ferndown
  16. 🏢

    Ward Goodman Financial Services LTD

    FCA reg no.
    221867
    FCA authorised date:
    31/03/03
    Ward Goodman Financial Services Ltd is an FCA-regulated firm based in Wimborne, Dorset, offering expert financial services specialising in life and investments, pensions, and retirement advice.
    1. ✔1 Financial Adviser
    2. 🪧13.9 Miles
    3. 📍Wimborne
  17. 🏢

    Blanchards Bailey Financial Services LTD

    FCA reg no.
    544565
    FCA authorised date:
    01/04/11
    Blanchards Bailey Financial Services Ltd offers personalised, regulated financial planning services including life investments, pensions, and retirement advice from their accessible Dorset location. Known for a professional and approachable style, they are a trusted regional choice.
    1. ✔5 Financial Advisers
    2. 🪧13.9 Miles
    3. 📍Wimborne
  18. 🏢

    HK Financial Advice Service LTD

    FCA reg no.
    440977
    FCA authorised date:
    25/10/05
    UK-based HK Financial Advice Service offers comprehensive financial services, specializing in investment planning, pensions retirement advice, and bespoke financial planning. Regulated by the FCA, they prioritize client trust and transparency.
    1. ✔5 Financial Advisers
    2. 🪧13.9 Miles
    3. 📍Wimborne
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