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Find FCA registered Financial Advisers Near Me in Wimborne Minster


We have found 227 relevant financial adviser firms within 30 miles of Wimborne Minster. Showing page 12 of 16.

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  2. 🏢

    Optimal Planning LTD

    FCA reg no.
    463108
    FCA authorised date:
    10/04/07
    Optimal Planning Ltd is a Salisbury-based financial specialist offering personalised services in investment insights, retirement advice, and comprehensive financial planning. Regulated by the FCA, they prioritise client financial wellbeing.
    1. ✔1 Financial Adviser
    2. 🪧22.8 Miles
    3. 📍Salisbury
  3. 🏢

    Prue Ockenden

    FCA reg no.
    1009064
    FCA authorised date:
    11/02/24
    Prue Ockenden is a reputable financial firm based in Salisbury, offering trusted advice on financial services including life investments and pensions. Known for client-focused, tailored financial planning regulated by FCA.
    1. ✔1 Financial Adviser
    2. 🪧23.2 Miles
    3. 📍Salisbury
  4. 🏢

    ASSURED PRIVATE WEALTH LTD

    FCA reg no.
    718755
    FCA authorised date:
    05/08/16
    Assured Private Wealth Ltd, an FCA registered firm in Southampton, offers comprehensive financial services. Specializing in pensions, investments and financial planning, they provide tailored strategies for reliable money management.
    1. ✔1 Financial Adviser
    2. 🪧23.3 Miles
    3. 📍Southampton
  5. 🏢

    Widelist Investments Limited

    FCA reg no.
    145829
    FCA authorised date:
    01/12/01
    Leading FCA-regulated financial services firm, Widelist Investments Limited, specializes in life and investments, providing expert advice on financial planning and pensions retirement primarily across Southampton and surrounding counties.
    1. ✔6 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧23.3 Miles
    4. 📍Southampton
  6. 🏢

    The Financial Assets Management Consultancy Limited

    FCA reg no.
    724852
    FCA authorised date:
    04/07/16
    FCA-regulated Financial Assets Management Consultancy Limited specialises in life investments, pensions advice, and financial planning. Based in Salisbury, they extend services to neighbouring counties, offering personalised guidance for beginners.
    1. ✔1 Financial Adviser
    2. 🪧23.7 Miles
    3. 📍Salisbury
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  8. 🏢

    T K WHITE & CO LIMITED

    FCA reg no.
    226354
    FCA authorised date:
    01/09/03
    Salisbury-based T K WHITE & CO LIMITED provides expert financial planning, life insurance services, alongside managing investments and pensions for individuals and businesses in Hampshire. Regulated by FCA 226354.
    1. ✔1 Financial Adviser
    2. 🪧24 Miles
    3. 📍Salisbury
  9. 🏢

    Grosvenor Birch Limited

    FCA reg no.
    528798
    FCA authorised date:
    01/11/10
    Grosvenor Birch Limited is a reputable Hampshire-based financial firm specialising in life investments and pension retirement advice. The FCA-regulated company provides comprehensive financial planning services tailored to individual needs.
    1. ✔2 Financial Advisers
    2. 🪧24.2 Miles
    3. 📍Romsey
  10. 🏢

    Money Matters Financial Solutions LTD

    FCA reg no.
    507382
    FCA authorised date:
    15/12/09
    Money Matters Financial Solutions Ltd is a trusted, FCA-regulated financial services provider in Weymouth, offering expert advice on life, investments, and pensions retirement planning.
    1. ✔2 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧24.2 Miles
    4. 📍Weymouth
  11. 🏢

    Pennywise Advisory Services Limited

    FCA reg no.
    707141
    FCA authorised date:
    02/11/15
    Pennywise is a renowned, FCA-regulated financial services firm in Dorset offering customer-centric advice on life insurance, investments, and pensions. Specializes in final salary pension transfers and comprehensive financial planning.
    1. ✔2 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧24.2 Miles
    4. 📍Weymouth
  12. 🏢

    Alto Integra Wealth Management Limited

    FCA reg no.
    1047127
    FCA authorised date:
    19/01/26
    Alto Integra Wealth Management is a reliable Hampshire-based financial firm offering personalized financial solutions including life and investment planning, pensions advice, and financial planning. FCA regulated and client-focused, they welcome clients from Romsey and surrounding areas.
    1. ✔1 Financial Adviser
    2. 🪧24.3 Miles
    3. 📍Romsey
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  14. 🏢

    JAMES YOUNG ASSOCIATES LIMITED

    FCA reg no.
    505532
    FCA authorised date:
    06/11/09
    James Young Associates Limited is a FCA registered firm that offers dependable financial planning and advice, including life and investments, and retirement planning in Weymouth, Dorset.
    1. ✔1 Financial Adviser
    2. ✔2 Mortgage Brokers
    3. 🪧24.6 Miles
    4. 📍Weymouth
  15. 🏢

    Threshold Wealth Management LTD

    FCA reg no.
    961020
    FCA authorised date:
    22/10/21
    2plan Wealth Management is a Hampshire-based, FCA-regulated financial firm specializing in comprehensive planning, investments, and pensions retirement advice, servicing Southampton and surrounding areas. Clients regard us as their trusted financial partner.
    1. ✔1 Financial Adviser
    2. 🪧24.7 Miles
    3. 📍Southampton
  16. 🏢

    Voyage Financial Planning Limited

    FCA reg no.
    992319
    FCA authorised date:
    23/02/23
    Voyage Financial Planning Limited is an FCA-regulated firm specializing in life insurance, investments, pensions retirement advice, and final salary pension transfers, providing tailored financial advice from their Romsey office.
    1. ✔1 Financial Adviser
    2. 🪧25.1 Miles
    3. 📍Romsey
  17. 🏢

    The Mortgage Stop LTD

    FCA reg no.
    930841
    FCA authorised date:
    11/07/25
    Regulated by the FCA, The Mortgage Stop Ltd in Romsey provides comprehensive financial services including insurance, investments and pensions with a specialisation in final salary pension transfers. Trust their client-centric approach for reliable advice.
    1. ✔1 Financial Adviser
    2. ✔1 Mortgage Broker
    3. 🪧25.1 Miles
    4. 📍Romsey
  18. 🏢

    The Wealth Stop Limited

    FCA reg no.
    1050954
    FCA authorised date:
    05/02/26
    The Wealth Stop Limited is a reliable, FCA-regulated financial services firm offering expert advice in investment, pension transfers, and comprehensive financial planning, dedicated to client-centric service across Hampshire.
    1. ✔1 Financial Adviser
    2. 🪧25.1 Miles
    3. 📍Romsey
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