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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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 Financial Adviser
- 🪧22.8 Miles
- 📍Salisbury
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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 Financial Adviser
- 🪧23.2 Miles
- 📍Salisbury
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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 Financial Adviser
- 🪧23.3 Miles
- 📍Southampton
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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.- ✔6 Financial Advisers
- ✔1 Mortgage Broker
- 🪧23.3 Miles
- 📍Southampton
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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 Financial Adviser
- 🪧23.7 Miles
- 📍Salisbury
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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 Financial Adviser
- 🪧24 Miles
- 📍Salisbury
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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.- ✔2 Financial Advisers
- 🪧24.2 Miles
- 📍Romsey
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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.- ✔2 Financial Advisers
- ✔1 Mortgage Broker
- 🪧24.2 Miles
- 📍Weymouth
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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.- ✔2 Financial Advisers
- ✔1 Mortgage Broker
- 🪧24.2 Miles
- 📍Weymouth
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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 Financial Adviser
- 🪧24.3 Miles
- 📍Romsey
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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 Financial Adviser
- ✔2 Mortgage Brokers
- 🪧24.6 Miles
- 📍Weymouth
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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 Financial Adviser
- 🪧24.7 Miles
- 📍Southampton
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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 Financial Adviser
- 🪧25.1 Miles
- 📍Romsey
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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 Financial Adviser
- ✔1 Mortgage Broker
- 🪧25.1 Miles
- 📍Romsey
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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 Financial Adviser
- 🪧25.1 Miles
- 📍Romsey
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