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List Of All wealth management company Leads in Plymouth

20 wealth management company in Plymouth are covered on this page, listed with their contact details and customer ratings. Ratings run as high as 5.0★ (held by Continuum (Financial Services) LLP), with an average of roughly 5.0★ across all listings. Details were last refreshed 9/1/2026, so you can browse with confidence and reach out directly to the ones that fit.

20 results · last updated 9/1/2026

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CompanyAddressRatingPhoneEmailWebsiteSocial
Continuum (Financial Services) LLPFinancial planner
Eagle Rd, Plymouth PL7 5JYView on Google Maps
5.0(316)
****6***770View in Leads Searchin**@m**********.co.ukView in Leads Searchwww.mycontinuum.co.uk/
LinkedInInstagramFacebookX (Twitter)
Equitas Financial (UK) LtdFinancial planner
36 Mannamead Rd, Mutley, Plymouth PL4 7AFView on Google Maps
5.0(65)
**7******88View in Leads Searchen*******@e***************.netView in Leads Searchequitasfinancial.net/
FacebookX (Twitter)
Sirius Financial LtdFinancial Advisor
Ground Floor Rear, The Merchant, Notte St, Plymouth PL1 2AHView on Google Maps
5.0(54)
**7**869*81View in Leads Search-www.siriusfinancial.co.uk/
Facebook
TFA Trusted Financial AdviceFinancial Advisor
Prudence House, Plymouth PL7 5JXView on Google Maps
5.0(35)
**7****7*70View in Leads Searchen*******@t*******.co.ukView in Leads Searchwww.tfagroup.co.uk/
LinkedInInstagramFacebookX (Twitter)
Goodmans Financial PlanningFinancial planner
6 Drake Circus, Plymouth PL4 8AQView on Google Maps
5.0(23)
**7**686725View in Leads Searchhe***@g*********.comView in Leads Searchwww.goodmansfp.com/
LinkedInInstagramFacebookX (Twitter)
PIM Financial ServicesFinancial Advisor
Falcon House Business Centre, Eagle Rd, Plymouth PL7 5JYView on Google Maps
5.0(10)
*8***697*54View in Leads Searchen*******@p***.co.ukView in Leads Searchwww.pimb.co.uk/-
Clarity Wealth Management LLPFinancial planner
First Floor, Tin Quay, Sutton Harbour, Plymouth PL4 0RAView on Google Maps
5.0(5)
*8*******99View in Leads Searchdi******@c********.co.ukView in Leads Searchwww.claritywm.co.uk/
LinkedInInstagramFacebookX (Twitter)
Channel Financial PlanningFinancial advisor
Eagle Rd, Plymouth PL7 5JYView on Google Maps
5.0(3)
--www.channelfinancialplanning.co.uk/-
Sound Financial Management LtdFinancial planner
Ground Floor, Studio 5, Windsor Villas, Lockyer St, Plymouth PL1 2QDView on Google Maps
5.0(3)
**7****7*70View in Leads Searchin**@s**************.co.ukView in Leads Searchwww.sound-financial.co.uk/
LinkedInFacebookX (Twitter)
Succession Wealth - PlymouthFinancial Advisor
The Apex, Business Park, Brest Rd, Derriford Roundabout, Plymouth PL6 5FLView on Google Maps
5.0(2)
**7**76**40View in Leads Searchci**********@s***************.co.ukView in Leads Searchwww.successionwealth.co.uk/financial-advice-plymouth?utm_source=Google&utm_medium=Search&utm_campaign=Google+Business+Profile&utm_id=707+Plymouth-
James F.Fox Wealth ManagementFinancial Advisor
10, Royal william yard, Stonehouse, Plymouth PL1 3PAView on Google Maps
5.0(2)
*776**9*642View in Leads Search-partnership.sjp.co.uk/partner/foxwealthmanagement
LinkedIn
Molyneux Associates LtdFinancial Advisor
Envoy House, 61 Longbridge Rd, Plymouth PL6 8LUView on Google Maps
5.0(2)
**7***67*33View in Leads Search-www.molyneux-associates.co.uk/
X (Twitter)
Charles Stanley PlymouthInvestment service
1st floor, 11 Whimple St, Plymouth PL1 2DHView on Google Maps
5.0(1)
**7**666661View in Leads Search-www.charles-stanley.co.uk/help-and-contact/people-locations/plymouth-
Condy Mathias - Chartered Financial PlannersFinancial Advisor
Park House, 28 Outland Rd, Milehouse, Plymouth PL2 3DEView on Google Maps
5.0(1)
**7***6*605View in Leads Searchin**@c****.co.ukView in Leads Searchwww.cmcfp.co.uk/-
Rebecca Pope Wealth ManagementFinancial planner
296 Fort Austin Ave, Plymouth PL6 5SRView on Google Maps
5.0(1)
**7****6830View in Leads Search-www.rebeccapope.co.uk/-
West Financial Management Co LtdFinancial Advisor
55 Hyde Park Rd, Peverell, Plymouth PL3 4JNView on Google Maps
4.9(14)
**7****8*82View in Leads Searchhe***@w*****.bizView in Leads Searchwww.westfm.biz/
LinkedInInstagramFacebookX (Twitter)
Coast FinancialFinancial Advisor
6-8 College Ave, Mannamead, Plymouth PL4 7ANView on Google Maps
4.3(6)
**7**666*65View in Leads Searchma****@c******.co.ukView in Leads Searchwww.coastfs.co.uk/-
Inspire Wealth LtdFinancial planner
2, Ensign House Parkway Court, Longbridge Rd, Plymouth PL6 8LRView on Google Maps
-**7**6***12View in Leads Searchen*******@i*************.co.ukView in Leads Searchwww.inspire-wealth.co.uk/
LinkedIn
FM
Financial Management Services LtdFinancial Advisor
55 North Hill, Plymouth PL4 8HBView on Google Maps
-**7**6**616View in Leads Search---
Alan Pearson Wealth ManagementFinancial planner
International Business Park, 1 Seaton Park, Plymouth PL6 5WRView on Google Maps
-**7****9*99View in Leads Search-alanpearsonwm.co.uk/-

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