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Find FCA registered Financial Advisers Near Me in Dulverton

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We have found 161 relevant financial adviser firms within 30 miles of Dulverton. Showing page 1 of 11.

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  2. 🏢

    Western Financial Planning LTD

    FCA reg no.
    480405
    FCA authorised date:
    01/07/08
    At Western Financial Planning Ltd , we offer personalised, transparent, and independent financial advice tailored specifically to your needs. We can advise on: Retirement planning and pensions Investment management Estate planning and inheritance tax Personal and family protection Tax-effici... read full company profile
    1. ✔2 Financial Advisers
    2. 🪧20.8 Miles
    3. 📍Taunton
  3. 🏢

    Michael Benjamin

    FCA reg no.
    213144
    FCA authorised date:
    01/10/02
    Michael Benjamin is a London-based financial firm offering comprehensive financial solutions such as insurance, investments, and strategic planning. They provide personalised, regulated advice to both seasoned investors and beginners.
    1. ✔1 Financial Adviser
    2. 🪧0.1 Miles
    3. 📍Dulverton
  4. 🏢

    Paul Forman-cummings

    FCA reg no.
    921915
    FCA authorised date:
    20/08/20
    Paul Forman Financial Services, based in Tiverton, Devon, provides expert regulated financial planning and advice, specialising in life, investments and pensions, offering personalized services for individual's financial needs.
    1. ✔1 Financial Adviser
    2. 🪧9.1 Miles
    3. 📍Tiverton
  5. 🏢

    FORGERON FINANCIAL PLANNING LIMITED

    FCA reg no.
    512100
    FCA authorised date:
    08/02/10
    Forgeron Financial Planning Ltd is a proficient financial services company based in Tiverton, Devon, offering FCA regulated advice on pensions, retirement and investments to individuals and businesses.
    1. ✔1 Financial Adviser
    2. 🪧9.1 Miles
    3. 📍Tiverton
  6. 🏢

    Michael Milne Wealth Management LTD

    FCA reg no.
    499786
    FCA authorised date:
    22/04/09
    Michael Milne Wealth Management Ltd is an FCA-regulated firm offering personalized financial planning, expert pension strategies and investment advice. They serve clients across Somerset and are known for being approachable and professional.
    1. ✔1 Financial Adviser
    2. 🪧9.7 Miles
    3. 📍Wellington
  7. 🏢

    Hannah Freeland

    FCA reg no.
    1030933
    FCA authorised date:
    29/03/25
    Hannah Freeland, a leading financial consultancy firm located in Tiverton, Devon, offers a broad range of financial services, including insurance, investments, and pensions. Renowned for excellent service, it's valued by local families and first-time investors.
    1. ✔1 Financial Adviser
    2. 🪧9.7 Miles
    3. 📍Tiverton
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  9. 🏢

    Davey Wealth Management LTD

    FCA reg no.
    916275
    FCA authorised date:
    05/11/19
    Davey Wealth Management Ltd is an FCA-regulated firm specialising in life investments, pensions, and final salary pension transfers, offering tailored financial planning service in Tiverton, Devon.
    1. ✔1 Financial Adviser
    2. 🪧9.7 Miles
    3. 📍Tiverton
  10. 🏢

    Paul Hipkiss

    FCA reg no.
    125652
    FCA authorised date:
    01/12/01
    Paul Hipkiss at Tiverton, Devon, offers expert financial advisory services including investment and retirement planning. Known for professionalism and a friendly approach, they serve Devon and neighbouring counties under FCA registration 125652.
    1. ✔2 Financial Advisers
    2. 🪧9.8 Miles
    3. 📍Tiverton
  11. 🏢

    Hugh Thompson

    FCA reg no.
    659674
    FCA authorised date:
    11/12/14
    Hugh Thompson is a highly-regarded financial firm in Tiverton, Devon, offering expert advice on life and investments, pensions retirement, and comprehensive financial planning, known for its tailored, client-focused approach.
    1. ✔2 Financial Advisers
    2. 🪧9.9 Miles
    3. 📍Tiverton
  12. 🏢

    JAMES & ASSOCIATES FINANCIAL SERVICES LIMITED

    FCA reg no.
    408280
    FCA authorised date:
    04/01/05
    Based in Somerset, James & Associates Financial Services Limited provides regulated financial guidance, including life planning, pension advice, and investment planning. They are trusted for their client-centric and professional service.
    1. ✔1 Financial Adviser
    2. 🪧11.8 Miles
    3. 📍Minehead
  13. 🏢

    Jon Houghton Limited

    FCA reg no.
    794390
    FCA authorised date:
    01/05/18
    Devon-based Ruby Financial Management offers FCA-regulated financial advice, covering life and investments, pension retirement, and comprehensive financial planning. They are known for their reliable services and client-friendly approach.
    1. ✔1 Financial Adviser
    2. 🪧12 Miles
    3. 📍Crediton
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  15. 🏢

    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.
    1. ✔3 Financial Advisers
    2. 🪧12 Miles
    3. 📍Tiverton
  16. 🏢

    A Finance Limited

    FCA reg no.
    584606
    FCA authorised date:
    26/11/12
    A Finance Limited, located in Taunton, is a FCA registered finance company providing regulated, comprehensive financial services across the UK, specialising in investments, pensions, and financial planning.
    1. ✔1 Financial Adviser
    2. 🪧13.1 Miles
    3. 📍Taunton
  17. 🏢

    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.
    1. ✔2 Financial Advisers
    2. 🪧13.3 Miles
    3. 📍Cullompton
  18. 🏢

    Rumwell Financial Services LTD

    FCA reg no.
    590333
    FCA authorised date:
    29/10/12
    Rumwell Financial Services is an FCA regulated firm providing expert financial planning services including life & investments, pensions retirement advice, and final salary pension transfers in Devon and surrounds.
    1. ✔3 Financial Advisers
    2. 🪧13.4 Miles
    3. 📍Cullompton
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