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Find FCA registered Financial Advisers Near Me in TR13 9

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We have found 55 relevant financial adviser firms within 30 miles of TR13 9. Showing page 1 of 4.

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  2. 🏢

    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.
    1. ✔27 Financial Advisers
    2. 🪧11.5 Miles
    3. 📍Falmouth
  3. 👤

    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
    1. 🪧11.5 Miles
    2. 📍Falmouth
  4. 🏢

    AFWM Limited

    FCA reg no.
    607283
    FCA authorised date:
    16/12/13
    Atkins Ferrie Wealth Management in Cornwall, UK, offers tailored financial planning services including life and investment planning, pensions, and retirement advice, catered to individual needs. Regulated by FCA (no. 607283).
    1. ✔14 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧3.2 Miles
    4. 📍Helston
  5. 🏢

    J S Trice Associates LTD

    FCA reg no.
    995026
    FCA authorised date:
    18/04/23
    J S Trice Associates Ltd in Helston, Cornwall is a FCA regulated wealth management firm offering customized financial advice and planning services with emphasis on transparency and client-focus.
    1. ✔1 Financial Adviser
    2. 🪧3.5 Miles
    3. 📍Helston
  6. 🏢

    Betterlife Financial Planning Limited

    FCA reg no.
    1033430
    FCA authorised date:
    01/05/25
    BetterLife Financial Planning Limited, an FCA-regulated firm in Helston, Cornwall, offers bespoke financial guidance on life, investments, pensions, and more, catering to the needs of numerous clients.
    1. ✔1 Financial Adviser
    2. 🪧3.6 Miles
    3. 📍Helston
  7. 🏢

    Craig Roach

    FCA reg no.
    649604
    FCA authorised date:
    20/05/15
    Craig Roach is a reputable, FCA-regulated financial firm based in Cornwall, specialising in life insurance, investments, pension advice, and comprehensive financial planning strategies.
    1. ✔1 Financial Adviser
    2. 🪧7.2 Miles
    3. 📍Camborne
  8. 🏢

    Amboseli Wealth Management LTD

    FCA reg no.
    539143
    FCA authorised date:
    12/01/11
    Vision IFP is a FCA-regulated financial services firm in Camborne, Cornwall, providing tailored advice on life and investments, pensions, and retirement planning, committed to offering trusted and approachable financial solutions.
    1. ✔1 Financial Adviser
    2. 🪧7.4 Miles
    3. 📍Camborne
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  10. 🏢

    Jackson (life & Pensions) Limited

    FCA reg no.
    121712
    FCA authorised date:
    01/12/01
    Renowned Cornwall-based financial firm, Jacksons, provides tailored financial services such as insurance, investment strategies, retirement advice, and comprehensive planning, operating with utmost integrity and a client-focused approach.
    1. ✔10 Financial Advisers
    2. 🪧8.2 Miles
    3. 📍Penzance
  11. 🏢

    Addison Satchi Finance Limited

    FCA reg no.
    754112
    FCA authorised date:
    01/12/16
    Addison Satchi Finance Limited is a trusted, FCA-regulated finance firm in Cornwall, offering tailored life insurance, investments, retirement advice, and financial planning services for businesses and individuals.
    1. ✔1 Financial Adviser
    2. 🪧8.5 Miles
    3. 📍Redruth
  12. 🏢

    Harris Begley Lifetime Partners LTD

    FCA reg no.
    489218
    FCA authorised date:
    06/11/13
    FCA regulated Harris Begley Financial Planning provides expert, client-focused financial advice and services in Penzance, Cornwall. Specializations include life investments, pensions retirement advice, and final salary pension transfers.
    1. ✔4 Financial Advisers
    2. 🪧8.5 Miles
    3. 📍Penzance
  13. 🏢

    Elite-wealth Management UK LTD

    FCA reg no.
    496442
    FCA authorised date:
    12/03/09
    Elite-Wealth Management UK Ltd offers regulated advice on life investments and pensions retirement, providing tailored financial services from their Penzance, Cornwall base under FCA registration 496442.
    1. ✔4 Financial Advisers
    2. 🪧8.6 Miles
    3. 📍Penzance
  14. 🏢

    Pioneer Wealth Management Limited

    FCA reg no.
    562516
    FCA authorised date:
    03/01/12
    Pioneer Wealth Management is a trusted, FCA-regulated firm in Penzance, Cornwall offering reliable financial planning services including investment advice, retirement planning, life insurance, and pre-planned funeral plans.
    1. ✔2 Financial Advisers
    2. 🪧8.9 Miles
    3. 📍Penzance
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  16. 🏢

    Evans Falco LLP

    FCA reg no.
    527253
    FCA authorised date:
    11/11/10
    Evans Falco LLP is a FCA-regulated financial planning firm in Barncoose, Cornwall, specializing in life investments and retirement planning for individuals and families.
    1. ✔5 Financial Advisers
    2. 🪧9 Miles
    3. 📍Redruth
  17. 🏢

    1291 GROUP UK LTD.

    FCA reg no.
    223376
    FCA authorised date:
    03/03/04
    1291 Group UK Ltd, based in Cornwall, is a reputable FCA-regulated firm (#223376), providing personalised financial planning and advice across life, investments, and pensions. Renowned for crafting unique financial solutions aligned with client goals.
    1. ✔1 Financial Adviser
    2. 🪧10.1 Miles
  18. 🏢

    Alexander Cameron LTD

    FCA reg no.
    491660
    FCA authorised date:
    02/01/09
    Situated in Cornwall, Alexander Cameron Ltd is a reputable FCA-regulated financial planning firm, offering customer-focused advice on life investments, retirement, and more to clients primarily in Greater Manchester.
    1. ✔1 Financial Adviser
    2. ✔1 Mortgage Broker
    3. 🪧10.4 Miles
    4. 📍Redruth
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