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Find FCA registered Financial Advisers Near Me in EX17 3

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We have found 178 relevant financial adviser firms within 30 miles of EX17 3. Showing page 1 of 12.

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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. 🪧30.7 Miles
    3. 📍Taunton
  3. 🏢

    BLANCHFORD FINANCIAL SERVICES LIMITED

    FCA reg no.
    1012357
    FCA authorised date:
    07/05/24
    Based in Devon, Blanchford Financial Services Limited provides expert financial advice, including life planning and pensions. This FCA-regulated firm offers personalised service, prioritizing clients' financial well-being.
    1. ✔1 Financial Adviser
    2. 🪧1 Miles
    3. 📍Crediton
  4. 🏢

    Neil Gunn

    FCA reg no.
    216790
    FCA authorised date:
    27/01/24
    Regulated by the FCA, The Old Mill in Devon provides dependable comprehensive financial planning services including life and investment planning, retirement advice, and more. Committed to quality, approachable, trusted advice.
    1. ✔1 Financial Adviser
    2. 🪧2.5 Miles
    3. 📍Crediton
  5. 🏢

    Attentus Financial Planning LTD

    FCA reg no.
    1032765
    FCA authorised date:
    15/12/25
    Attentus Financial Planning Ltd, based in Exeter, Devon, provides robust, FCA-regulated financial services, including life and investments advice, pensions retirement guidance, and comprehensive financial planning for individuals and businesses.
    1. ✔1 Financial Adviser
    2. 🪧6.6 Miles
    3. 📍Exeter
  6. 🏢

    Maidenhead Independent Limited

    FCA reg no.
    601481
    FCA authorised date:
    01/10/13
    Maidenhead Independent Limited is a FCA-regulated firm in Tiverton, acclaimed for its insightful financial planning and trusted advice in life investments, pensions, and retirement planning.
    1. ✔1 Financial Adviser
    2. 🪧6.9 Miles
    3. 📍Tiverton
  7. 🏢

    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. 🪧7 Miles
    3. 📍Exeter
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  9. 🏢

    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. 🪧7 Miles
    3. 📍Exeter
  10. 🏢

    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. 🪧7 Miles
    3. 📍Exeter
  11. 🏢

    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. 🪧7.1 Miles
    3. 📍Exeter
  12. 🏢

    Foresight Financial Planning Limited

    FCA reg no.
    788849
    FCA authorised date:
    22/12/17
    Foresight Financial Planning Limited, based in Exeter and operating under FCA registration 788849, offers personalised life and investment planning, pensions retirement advice, and overall financial planning, for both novice and seasoned investors.
    1. ✔5 Financial Advisers
    2. ✔2 Mortgage Brokers
    3. 🪧7.1 Miles
    4. 📍Exeter
  13. 🏢

    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. 🪧7.1 Miles
    3. 📍Exeter
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  15. 🏢

    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. 🪧7.1 Miles
    3. 📍Exeter
  16. 🏢

    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. 🪧7.1 Miles
    3. 📍Exeter
  17. 🏢

    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. 🪧7.1 Miles
    3. 📍Exeter
  18. 🏢

    Profecto Financial Services LTD

    FCA reg no.
    765737
    FCA authorised date:
    29/11/16
    Based in Exeter, Devon, Profecto Financial Services offers comprehensive financial planning and tailored advice across multiple segments including life insurance, pensions, investments, and final salary pension transfers.
    1. ✔2 Financial Advisers
    2. 🪧7.1 Miles
    3. 📍Exeter
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