Find FCA registered Financial Advisers Near Me in Bovey Tracey
We have found 177 relevant financial adviser firms within 30 miles of Bovey Tracey. Showing page 12 of 12.
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David Travers Financial Services
- FCA reg no.
- 441196
- FCA authorised date:
- 03/01/06
David Travers Financial Services is an FCA-regulated firm in Honiton, Devon specializing in life investments, pensions advice, and comprehensive financial planning. Known for their client-focused approach, they excellently help individuals secure their financial futures.- ✔1 Financial Adviser
- ✔1 Mortgage Broker
- 🪧25.7 Miles
- 📍Honiton
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Woollacott Wealth Management Limited
- FCA reg no.
- 1049176
- FCA authorised date:
- 27/01/26
Based in Winkleigh, Devon, Woollacott Wealth Management Limited offers tailored financial planning services including pensions and investment advice. The firm is known for its exceptional client satisfaction and robust financial strategies.- ✔1 Financial Adviser
- 🪧25.8 Miles
- 📍Winkleigh
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SOUND FINANCIAL MANAGEMENT LIMITED
- FCA reg no.
- 192052
- FCA authorised date:
- 01/12/01
Plymouth-based, FCA regulated firm, Sound Financial Management Ltd., specialises in financial services like life investments and pensions retirement advice, and caters to individuals across the Devon region with trustworthy, personalised advice.- ✔9 Financial Advisers
- 🪧25.9 Miles
- 📍Plymouth
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Med-ex Financial Advisory Services Limited
- FCA reg no.
- 484988
- FCA authorised date:
- 05/09/08
Med-Ex Financial Advisory Services is a FCA-regulated firm in Devon offering a variety of financial planning services, including pensions advice and life investments, with personalized guidance for securing financial futures.- ✔2 Financial Advisers
- 🪧26 Miles
- 📍Cullompton
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Westward Financial Management Limited
- FCA reg no.
- 430680
- FCA authorised date:
- 01/07/05
Westward Financial Management is a UK-based, FCA-regulated firm offering financial services including life and investment solutions, pensions retirement advice, and comprehensive financial planning.- ✔3 Financial Advisers
- 🪧26.5 Miles
- 📍Tiverton
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SJS Wealth Management Limited
- FCA reg no.
- 544448
- FCA authorised date:
- 30/03/11
Vision IFP is a Plymouth-based, FCA-regulated firm specializing in financial planning solutions, including investments, retirement advice, and pension transfers, providing tailored, client-focused services across Devon.- ✔1 Financial Adviser
- 🪧26.9 Miles
- 📍Plymouth
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Darren Stonehouse
- FCA reg no.
- 533792
- FCA authorised date:
- 19/10/10
Darren Stonehouse is a Saltash-based financial planning and investment firm specialising in retirement advice, final salary pension transfers, and comprehensive financial planning, offering professional services with integrity.- ✔2 Financial Advisers
- 🪧26.9 Miles
- 📍Saltash
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James O'Gallagher
- FCA reg no.
- 1000709
- FCA authorised date:
- 06/09/23
James O'Gallagher is a respected, FCA-regulated financial planning firm based in Devon, offering personalised advice on life investments, pensions retirement, and final salary pension transfers. Known for their professional, reliable service.- ✔1 Financial Adviser
- 🪧27 Miles
- 📍Plymouth
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Steve Wassell Insurance Management LTD
- FCA reg no.
- 231905
- FCA authorised date:
- 11/05/04
Located in Torpoint, Cornwall, Steve Wassell Insurance Management Ltd provides comprehensive financial services, including life investments, pensions, and retirement planning. Renowned for a client-centric approach, the firm is a trusted choice for financial direction.- ✔1 Financial Adviser
- 🪧27.4 Miles
- 📍Torpoint
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Jane Bownas Wealth Management
- FCA reg no.
- 401712
- FCA authorised date:
- 29/06/04
Jane Bownas Wealth Management is a Saltash, Cornwall-based financial consultancy, known for its comprehensive financial planning and regulated advice. Providing expert wealth management services to both novice and experienced investors.- ✔1 Financial Adviser
- 🪧27.6 Miles
- 📍Saltash
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Fairwater Financial Services LTD
- FCA reg no.
- 799082
- FCA authorised date:
- 19/01/18
Fairwater Financial Services Ltd, regulated by the FCA, is a dependable financial firm based in Devon offering expert advice on various financial planning needs. They prioritize customer satisfaction and tailored financial strategies.- ✔1 Financial Adviser
- 🪧28.6 Miles
- 📍Cullompton
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Bluebell Financial Management Limited
- FCA reg no.
- 990457
- FCA authorised date:
- 01/08/23
Bluebell Financial Management Limited, based in Devon, is a trusted firm specialising in life investments, pensions retirement advice and overall financial wellbeing, offering tailor-suited solutions and professional guidance.- ✔1 Financial Adviser
- 🪧30 Miles
- 📍Honiton
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