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Find FCA registered Financial Advisers Near Me in Wadebridge


We have found 64 relevant financial adviser firms within 30 miles of Wadebridge. Showing page 3 of 5.

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  2. 🏢

    HORIZON IFP LTD

    FCA reg no.
    675251
    FCA authorised date:
    04/03/15
    Vision IFP is a regulated financial planning firm based in Trevellas, Cornwall. They offer expert advice in life and investments, pensions retirement planning, and comprehensive financial planning, with tailored services to meet individual client needs.
    1. ✔1 Financial Adviser
    2. 🪧20.1 Miles
    3. 📍St. Agnes
  3. 🏢

    Worldwide Financial Planning LTD

    FCA reg no.
    440668
    FCA authorised date:
    03/01/06
    Worldwide Financial Planning Ltd is a Cornwall-based FCA regulated firm, offering expert financial advice and services including insurance, investments, retirement planning, and more, known for their professional yet approachable style.
    1. ✔7 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧20.1 Miles
    4. 📍Truro
  4. 🏢

    J W Wealth Management Limited

    FCA reg no.
    1013257
    FCA authorised date:
    10/05/24
    J W Wealth Management is a FCA regulated firm in Cornwall specialising in life investments, pension advice, and final salary transfers, providing expert financial planning for all stages of life.
    1. ✔1 Financial Adviser
    2. 🪧20.5 Miles
  5. 🏢

    Saulsbury Independent Financial Planning LTD

    FCA reg no.
    789577
    FCA authorised date:
    02/01/18
    FCA-regulated Saulsbury Independent Financial Planning Ltd offers comprehensive financial services such as life, investments, pensions, and retirement advice. Well-respected for their bespoke advice and personalised approach, they serve Truro, Cornwall and surrounding regions.
    1. ✔2 Financial Advisers
    2. 🪧21.2 Miles
    3. 📍Truro
  6. 🏢

    Hanbury Financial Planning LTD

    FCA reg no.
    771581
    FCA authorised date:
    14/02/17
    Hanbury Financial Planning Ltd in St. Agnes, Cornwall offers tailored advice on investments, pensions, and retirement planning. Regulated by the FCA, they provide trustworthy financial strategies with a client-first approach.
    1. ✔1 Financial Adviser
    2. 🪧21.4 Miles
    3. 📍St. Agnes
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  8. 🏢

    Brooks Financial Planning Limited

    FCA reg no.
    830139
    FCA authorised date:
    08/01/19
    Brooks Financial Planning Limited, located in Truro, offers tailored financial planning services, specialising in life and investment planning, pensions, retirement advice, and final salary pension transfers.
    1. ✔6 Financial Advisers
    2. 🪧21.7 Miles
    3. 📍Truro
  9. 🏢

    Sculthorp Services Limited

    FCA reg no.
    987288
    FCA authorised date:
    09/06/23
    Cornwall-based financial planning firm, Wolf Rock Financial Planning (WRFP), offers tailored financial solutions and regulated advice specialising in life investments, pensions retirement, and comprehensive planning, dedicated to securing clients' long-term fiscal stability.
    1. ✔2 Financial Advisers
    2. 🪧21.8 Miles
    3. 📍Truro
  10. 🏢

    Paul Morgan and Associates Wealth Management LTD

    FCA reg no.
    820063
    FCA authorised date:
    03/09/18
    Cornwall-based Paul Morgan and Associates Wealth Management Ltd specialises in financial planning, insurance, investments, and pensions retirement advice, ensuring regulatory adherence with FCA registration number 820063. An experienced team tailors services to individual client goals.
    1. ✔2 Financial Advisers
    2. 🪧22 Miles
    3. 📍Truro
  11. 🏢

    Dart Wealth Management Limited

    FCA reg no.
    789271
    FCA authorised date:
    06/04/18
    Dart Wealth Management provides personalized financial planning services in Cornwall, offering expert advice on life and investment strategies, pensions retirement, and thorough financial planning. FCA-regulated and serving clients across the South West region.
    1. ✔2 Financial Advisers
    2. 🪧22.1 Miles
    3. 📍Launceston
  12. 🏢

    PS Wealth LTD

    FCA reg no.
    970220
    FCA authorised date:
    17/02/22
    Vision IFP is a Cornwall-based, FCA-regulated financial planning firm offering expert life investment, pensions retirement advice, and final salary pension transfer services with a client-centric approach.
    1. ✔2 Financial Advisers
    2. 🪧22.2 Miles
    3. 📍Truro
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  14. 🏢

    Claire Hayter

    FCA reg no.
    785792
    FCA authorised date:
    02/08/17
    FCA-regulated firm Claire Hayter provides personalised financial planning and advice, including investments, life insurance, and pension services in Launceston, Cornwall. Prioritising client needs, they aim to optimise long-term financial security.
    1. ✔1 Financial Adviser
    2. 🪧22.5 Miles
    3. 📍Launceston
  15. 🏢

    Kernow Financial Planning LTD

    FCA reg no.
    942872
    FCA authorised date:
    01/04/21
    Cornwall-based Kernow Financial Planning Ltd offers professional financial services including life and investment planning, pension retirement advice. Regulated by the FCA, they provide tailored and trustworthy advice to diverse clientele.
    1. ✔1 Financial Adviser
    2. ✔2 Mortgage Brokers
    3. 🪧22.5 Miles
    4. 📍Cornwall
  16. 🏢

    Sara Tremayne Taylor

    FCA reg no.
    1024466
    FCA authorised date:
    05/02/25
    Sara Tremayne Taylor is a reputable financial planning firm in Truro, Cornwall, specialising in life insurance, investments, and pensions advice with proven expertise in final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧22.9 Miles
    3. 📍Truro
  17. 🏢

    Jonathan Blake Money Management Limited

    FCA reg no.
    408054
    FCA authorised date:
    22/11/04
    FCA-regulated firm, Jonathan Blake Money Management Limited, is based in Saltash, Cornwall. Offering life and investment planning, pensions retirement advice, and comprehensive financial planning in a client-centric environment.
    1. ✔1 Financial Adviser
    2. 🪧22.9 Miles
    3. 📍Saltash
  18. 🏢

    Wayne Smith

    FCA reg no.
    416953
    FCA authorised date:
    07/12/04
    Wayne Smith is a reputable financial services firm in Saltash, Cornwall known for personalized advice on life investments, pensions, and retirement planning. Regulated by the FCA, they provide bespoke financial planning services.
    1. ✔1 Financial Adviser
    2. 🪧23.6 Miles
    3. 📍Saltash
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