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Find FCA registered Financial Advisers Near Me in Dulverton


We have found 161 relevant financial adviser firms within 30 miles of Dulverton. Showing page 5 of 11.

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  2. 🏢

    Sean Davey

    FCA reg no.
    439708
    FCA authorised date:
    20/09/05
    Sean Davey, located in Somerset, is a trustworthy financial planning firm offering tailored and regulated services ranging from insurance to investments. Regulated by the FCA, they ensure clients' unique financial goals are met.
    1. ✔1 Financial Adviser
    2. 🪧21.5 Miles
    3. 📍Taunton
  3. 🏢

    Simon Turner Financial Consultants

    FCA reg no.
    211692
    FCA authorised date:
    02/12/09
    Simon Turner Financial Consultants are a trusted Devon firm specialising in life investments, pensions, and holistic financial planning. Renowned for their tailored retirement solutions, investment strategies, and personalized services.
    1. ✔1 Financial Adviser
    2. 🪧21.5 Miles
    3. 📍Whimple
  4. 🏢

    Tracey Payne

    FCA reg no.
    597009
    FCA authorised date:
    08/03/13
    Tracey Payne is a reputable financial planning firm in Exeter, Devon, offering expert regulated services including life investments and pension advice. Known for trust, client-focus, and tailored strategies. Registered under FCA number 597009.
    1. ✔1 Financial Adviser
    2. 🪧21.6 Miles
    3. 📍Exeter
  5. 🏢

    Breed Elliott (s.w.) Limited

    FCA reg no.
    994923
    FCA authorised date:
    17/04/23
    Based in Exeter, Breed Elliott (S.W.) Limited is a FCA regulated financial service firm. Specialising in wealth management and final salary pension transfers, the firm's bespoke, client-focused approach extends beyond Devon.
    1. ✔1 Financial Adviser
    2. 🪧21.7 Miles
    3. 📍Exeter
  6. 🏢

    Whichers IFA LIMITED

    FCA reg no.
    927125
    FCA authorised date:
    02/06/20
    Exeter-based Whichers IFA LIMITED provides regulated financial advising with a speciality in pensions, retirement planning and investments. Combining professional expertise with personalized service, they cater especially to individuals approaching retirement.
    1. ✔2 Financial Advisers
    2. 🪧21.7 Miles
    3. 📍Exeter
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  8. 🏢

    Shipman Wealth Management LTD

    FCA reg no.
    456896
    FCA authorised date:
    02/01/07
    Amber River Shipman Wealth, an Exeter-based finance company, specialises in wealth management, life investments, and pensions retirement advice, offering client-focused, regulated financial services.
    1. ✔23 Financial Advisers
    2. 🪧21.7 Miles
    3. 📍Exeter
  9. 🏢

    Shipman Financial Planning LTD

    FCA reg no.
    513289
    FCA authorised date:
    05/11/10
    Exeter-based Shipman Financial Planning Ltd, a trusted FCA-regulated firm, offers comprehensive financial services such as life investments, pensions advice, and financial planning to individuals across Devon and beyond.
    1. ✔16 Financial Advisers
    2. 🪧21.7 Miles
    3. 📍Exeter
  10. 🏢

    Yellowtail Financial Planning LTD

    FCA reg no.
    448410
    FCA authorised date:
    03/04/06
    Yellowtail Financial Planning Ltd is a trusted, customer-focused financial solutions provider based in Exeter, Devon. Specialising in investments, pensions, retirement planning and final salary pension transfers.
    1. ✔3 Financial Advisers
    2. 🪧21.9 Miles
    3. 📍Exeter
  11. 🏢

    Safran (south West) Limited

    FCA reg no.
    610305
    FCA authorised date:
    02/01/14
    Randalls is a FCA-regulated firm in Exeter, Devon, specialising in wealth management, pensions, life investments and financial planning. They serve an extensive client base, particularly guiding first-time investors through complex financial decisions.
    1. ✔3 Financial Advisers
    2. 🪧21.9 Miles
    3. 📍Exeter
  12. 🏢

    David Field Wealth Management LTD

    FCA reg no.
    488689
    FCA authorised date:
    10/09/08
    David Field Wealth Management Ltd, based in Exeter, offers comprehensive financial planning, including insurance, investments, and pensions advice. They are renowned for their expertise and personalised, client-centric approach.
    1. ✔1 Financial Adviser
    2. 🪧21.9 Miles
    3. 📍Exeter
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  14. 🏢

    David Coates Wealth Management Limited

    FCA reg no.
    592768
    FCA authorised date:
    12/12/12
    David Coates Wealth Management Limited, regulated by the FCA, offers comprehensive financial planning services from life investments to pension advice in Exeter, Devon, tailored to individual needs.
    1. ✔1 Financial Adviser
    2. 🪧21.9 Miles
    3. 📍Exeter
  15. 🏢

    J T Wealth Management LTD

    FCA reg no.
    465695
    FCA authorised date:
    22/03/07
    J T Wealth Management Ltd, an FCA regulated firm in Exeter, Devon, offers tailored financial planning services including life investments, retirement advice, and pension transfers to individual and corporate clients.
    1. ✔1 Financial Adviser
    2. 🪧21.9 Miles
    3. 📍Exeter
  16. 🏢

    W & P Limited

    FCA reg no.
    211730
    FCA authorised date:
    12/12/12
    Watson & Partners is a reliable, FCA-regulated financial planning firm based in Exeter, offering diverse services including insurance, investment advice and pension solutions. They cater to both industry veterans and first-time seekers.
    1. ✔1 Financial Adviser
    2. 🪧22 Miles
    3. 📍Exeter
  17. 🏢

    ADVANTA WEALTH (SOUTH WEST) LTD

    FCA reg no.
    677869
    FCA authorised date:
    16/11/15
    Westcotts Financial Management Limited, regulated under FCA, offers comprehensive financial planning and advice in Exeter, Devon. Services include life and investment strategies, retirement planning, and customised pension advice for all clients.
    1. ✔4 Financial Advisers
    2. 🪧22 Miles
    3. 📍Exeter
  18. 🏢

    GILBERT STEPHENS FINANCIAL SERVICES LIMITED

    FCA reg no.
    579899
    FCA authorised date:
    31/08/12
    Gilbert Stephens Financial Services Ltd is a regulated financial firm offering top-tier solutions like insurance, investment strategies and retirement advice in Exeter, Devon. They're known for their personalized service and expert advice.
    1. ✔2 Financial Advisers
    2. 🪧22 Miles
    3. 📍Exeter
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