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Find FCA registered Financial Advisers Near Me in EX14 2


We have found 175 relevant financial adviser firms within 30 miles of EX14 2. Showing page 3 of 12.

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  2. 🏢

    Probert Financial LTD

    FCA reg no.
    940827
    FCA authorised date:
    11/12/20
    2plan Wealth Management, based in Exeter, Devon, is a trusted FCA-regulated financial service provider, specializing in life investments, pensions, and retirement planning with emphasis on final salary pension transfers.
    1. ✔2 Financial Advisers
    2. 🪧12.1 Miles
    3. 📍Exeter
  3. 🏢

    Hamblin-martin Financial LTD

    FCA reg no.
    711323
    FCA authorised date:
    24/07/15
    Hamblin-Martin Financial Ltd, based in Chard, Somerset, provides strategic financial planning and FCA-backed advice. They specialise in life investments, pensions, and final salary pension transfers serving local and wider communities.
    1. ✔1 Financial Adviser
    2. 🪧12.2 Miles
    3. 📍Chard
  4. 🏢

    Simply IFA Limited

    FCA reg no.
    711969
    FCA authorised date:
    09/11/15
    Simply IFA Limited is a reliable, FCA registered financial firm in Lyme Regis, Dorset, specializing in comprehensive financial planning and advice, including life insurance, investments, and retirement pensions.
    1. ✔2 Financial Advisers
    2. 🪧12.3 Miles
    3. 📍Lyme Regis
  5. 🏢

    The Exeter Practice Limited

    FCA reg no.
    451695
    FCA authorised date:
    01/08/06
    BoulterBowen WealthCare, based in Exeter, is a FCA-regulated financial firm specializing in wealth management, investments, life insurance, and pensions retirement advice. Known for their approachable, tailored services in Devon.
    1. ✔3 Financial Advisers
    2. 🪧12.5 Miles
    3. 📍Exeter
  6. 🏢

    Hamilton Pullen Financial Planning LTD

    FCA reg no.
    959728
    FCA authorised date:
    06/10/21
    FCA-regulated Hamilton Pullen Financial Planning Ltd, based in Clyst St Mary, Devon, offers expert advice on life investments, pensions, final salary pension transfers, and broader financial services, earning trust across all financial journeys.
    1. ✔1 Financial Adviser
    2. 🪧12.5 Miles
    3. 📍Clyst St Mary
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  8. 🏢

    Malama Wealth Limited

    FCA reg no.
    1018812
    FCA authorised date:
    15/10/24
    Malama Wealth Limited is a respected, FCA-regulated financial advisory firm in Clyst St. Mary, Exeter, specialising in financial planning, pensions advice, and tailored investment solutions. Known for its dedicated, approachable service and expertise.
    1. ✔2 Financial Advisers
    2. 🪧12.5 Miles
    3. 📍Exeter
  9. 🏢

    Thomas Penn Partnership LTD

    FCA reg no.
    475009
    FCA authorised date:
    02/01/08
    Thomas Penn Partnership Ltd is a client-centric financial firm in Wellington, Somerset, specialising in personalised life investment, pension planning, and financial advice. Regulated by the FCA, they offer expert guidance tailored to individual needs.
    1. ✔1 Financial Adviser
    2. 🪧12.7 Miles
    3. 📍Wellington
  10. 🏢

    MJC Financial Planning Limited

    FCA reg no.
    528810
    FCA authorised date:
    04/01/11
    MJC Financial Planning Limited, a FCA regulated firm in Wellington, Somerset, offers expert assistance in pensions retirement planning, investments, life and funeral plans with a personalized, approachable service.
    1. ✔1 Financial Adviser
    2. 🪧12.9 Miles
    3. 📍Wellington
  11. 🏢

    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. 🪧13 Miles
    3. 📍Exeter
  12. 🏢

    Generation Wealth LTD

    FCA reg no.
    685841
    FCA authorised date:
    06/08/15
    Generation Wealth Ltd is a regulated financial advisory firm in Wellington, Somerset, specialising in life investments, pensions, and retirement. Known for our approachability, we provide expert guidance with integrity and precision.
    1. ✔1 Financial Adviser
    2. 🪧13 Miles
    3. 📍Wellington
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  14. 🏢

    Nuttall Wealth Management LTD

    FCA reg no.
    677596
    FCA authorised date:
    18/03/15
    Nuttall Wealth Management is a Wellington-based, FCA-regulated financial firm providing expert guidance on insurance, investments, and pensions, with specialisation in final salary pension transfers. They offer personalised advice to clients across Somerset.
    1. ✔1 Financial Adviser
    2. 🪧13 Miles
    3. 📍Wellington
  15. 🏢

    Lee Dunkley Wealth Management LTD

    FCA reg no.
    926751
    FCA authorised date:
    27/05/20
    Lee Dunkley Wealth Management LTD, based in Somerset, offers FCA-regulated financial advice, specializing in life insurance, investments, and pension planning. Known for tailored solutions, they serve the Greater Wellington area with trustworthy, personalized service.
    1. ✔1 Financial Adviser
    2. 🪧13 Miles
    3. 📍Wellington
  16. 🏢

    Andy Stowell Financial Planning Limited

    FCA reg no.
    939767
    FCA authorised date:
    30/11/20
    Andy Stowell Financial Planning Ltd is a renowned, FCA regulated firm in Wellington, Somerset, offering strategic financial planning and advice. They specialise in life and investment planning, pensions, and retirement strategies.
    1. ✔1 Financial Adviser
    2. 🪧13 Miles
    3. 📍Wellington
  17. 🏢

    Chetwood Wealth Management LTD

    FCA reg no.
    195024
    FCA authorised date:
    01/12/01
    Chetwood Wealth Management Ltd is a reputable UK-based, FCA-regulated firm specialising in financial planning, investments, pensions and final salary pension transfers.
    1. ✔12 Financial Advisers
    2. 🪧13 Miles
    3. 📍Wellington
  18. 🏢

    Chetwood Private Wealth Limited

    FCA reg no.
    846194
    FCA authorised date:
    19/07/19
    Chetwood Private Wealth Limited is a Somerset-based firm offering comprehensive financial planning and regulated advice services. They specialize in life investments, pensions retirement advice, and final salary pension transfers.
    1. ✔3 Financial Advisers
    2. 🪧13 Miles
    3. 📍Wellington
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