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Top 10 Independent (IFAs) & Restricted Financial Advisers in Plymouth

Find the best FCA regulated financial advisers in Plymouth. Get expert help near you with pensions, investments, retirement planning and more
Plymouth
Advies Wealth Ltd

Advies Wealth Ltd

Plymouth
Initial consultation free
FCA verified
Independent
We are one of the Leading UK Specialists in Independent, FCA-Authorised DB Pension Transfer Advice.
Clients
helped
528
Minimum
wealth
£50k+
Meet the team
Aatif Shafi
Can help with
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Chartered Edge Financial Planning

Plymouth
Initial consultation free
FCA verified
Restricted
We provide broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them.
Clients
helped
86
Minimum
wealth
£150k+
Meet the team
L
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Stockbroking services
Old Royle Wealth Management Ltd

Old Royle Wealth Management Ltd

Plymouth
Initial consultation free
FCA verified
Independent
Simply trusted, independent, unbiased financial advice. Appointed representative of a multi-award winning network. Free initial consultation across the country
Clients
helped
2863
Minimum
wealth
£150k+
Meet the team
Richard Clayton
Nikita Phillips
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
and 2 more matches
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Chartered Edge Financial Planning

Plymouth
Initial consultation free
FCA verified
Restricted
We provide broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them.
Clients
helped
86
Minimum
wealth
£150k+
Meet the team
L
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Stockbroking services
cf

Channel Financial Planning

Sparkwell
Initial consultation free
FCA verified
Restricted
I help individuals & families make confident financial decisions through clear, structured financial planning. By understanding what matters to you, I provide practical advice across investments, retirement, protection & estate planning.
Clients
helped
17
Minimum
wealth
£50k+
Meet the team
Ross Palmer
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
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Channel Financial Planning

Plymouth
Initial consultation free
FCA verified
Restricted
I help individuals & families make confident financial decisions through clear, structured financial planning. By understanding what matters to you, I provide practical advice across investments, retirement, protection & estate planning.
Clients
helped
17
Minimum
wealth
£50k+
Meet the team
Ross Palmer
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Fairstone Group

Fairstone Group

Plymouth
Initial consultation free
FCA verified
Independent
Fairstone is one of the top 10 wealth management companies in the UK with more than 50 offices across the country. With a 5-star Trustpilot rating and over 500 advisers, we offer a full range of financial advice and wealth management services.
Clients
helped
15115
Minimum
wealth
£0+
Meet the team
Matthew Eaton
Scott Robinson
Shaun Bell
Jamie Laban
Andrew Bond
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
Fidelius Ltd

Fidelius Ltd

Plymouth
Initial consultation free
FCA verified
Independent
Our clients often come to us at some of the most important stages of their lives or their business journeys. They want to work with people who take the time to understand them and their needs and plan their future together. They get that from Fidelius.
Clients
helped
Recently added
Minimum
wealth
£100k+
Meet the team
Rachel Henley
Can help with
Pensions & retirement
Financial planning
Tax & trust planning
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Channel Financial Planning

Plymouth
Initial consultation free
FCA verified
Restricted
I help individuals & families make confident financial decisions through clear, structured financial planning. By understanding what matters to you, I provide practical advice across investments, retirement, protection & estate planning.
Clients
helped
17
Minimum
wealth
£50k+
Meet the team
Ross Palmer
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Andy Hawkins at 2Plan Wealth Management

Andy Hawkins at 2Plan Wealth Management

Plymouth
Initial consultation free
FCA verified
Independent
The importance of financial planning gives us all a chance to plan our futures in the knowledge that we will have a prosperous retirement. I believe in offering exceptional value to my clients through reduced investment charges and great service.
Clients
helped
59
Minimum
wealth
£50k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Mortgages
Frequently Asked Questions about Financial Advisers in Plymouth