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Find FCA registered Financial Advisers Near Me in EX18 7

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We have found 137 relevant financial adviser firms within 30 miles of EX18 7. Showing page 1 of 10.

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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. 🪧36.8 Miles
    3. 📍Taunton
  3. 🏢

    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. ✔1 Financial Adviser
    2. 🪧5.9 Miles
    3. 📍Winkleigh
  4. 🏢

    Bryan J Hollingsworth

    FCA reg no.
    152663
    FCA authorised date:
    10/10/18
    We provide a personal and flexible planning service to individual clients either to deal with a specific need or to build an overall Financial Plan. Additionally we can offer an ongoing review service tailored to a client's particular requirements.
    1. ✔1 Financial Adviser
    2. 🪧6.3 Miles
    3. 📍Crediton
  5. 🏢

    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. 🪧7 Miles
    3. 📍Crediton
  6. 🏢

    Strategic Wealth and Financial Planning LTD

    FCA reg no.
    603706
    FCA authorised date:
    04/07/13
    Strategic Wealth and Financial Planning Ltd is a FCA registered financial firm based in Okehampton, Devon, specializing in individualized advice on life investments, pensions, retirement, and comprehensive financial planning.
    1. ✔1 Financial Adviser
    2. 🪧11.8 Miles
    3. 📍Okehampton
  7. 🏢

    Moor Independent Financial Advisers Limited

    FCA reg no.
    982622
    FCA authorised date:
    06/09/22
    Moor Independent Financial Advisers Limited provides expert financial planning services including investments, life insurance, and pension advice in Devon and surrounding areas, regulated by the FCA. They focus on personalized advice for enhanced financial health.
    1. ✔1 Financial Adviser
    2. 🪧11.9 Miles
    3. 📍Okehampton
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  9. 🏢

    Davidsons Independent Financial Advisers Limited

    FCA reg no.
    224407
    FCA authorised date:
    09/07/03
    Courtiers is a leading financial services provider in Okehampton, Devon, delivering client-focused financial planning including life, retirement and investment advice. Proven reputation for tailored financial solutions for local families and first-time buyers.
    1. ✔10 Financial Advisers
    2. 🪧11.9 Miles
    3. 📍Okehampton
  10. 🏢

    Peter Cole Partnership

    FCA reg no.
    216023
    FCA authorised date:
    31/05/05
    Based in Okehampton, Devon, Peter Cole Partnership offers expert financial planning services and regulated advice, specialising in insurance, investments, pensions, and retirement advice. The firm is FCA authorised and prioritises clients' financial health.
    1. ✔1 Financial Adviser
    2. 🪧12.1 Miles
    3. 📍Okehampton
  11. 🏢

    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. 🪧12.1 Miles
    3. 📍Crediton
  12. 🏢

    KD Financial LLP

    FCA reg no.
    912337
    FCA authorised date:
    16/08/19
    KD Financial LLP, a FCA regulated firm, offers expert financial planning including investment guidance and comprehensive retirement advice. Located in Devon, the client-centric team provides tailored solutions for long-term financial security.
    1. ✔2 Financial Advisers
    2. 🪧12.2 Miles
    3. 📍Okehampton
  13. 🏢

    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. 🪧12.3 Miles
    3. 📍Crediton
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  15. 🏢

    Matthew Conroy

    FCA reg no.
    792528
    FCA authorised date:
    26/10/17
    Matthew Conroy is a trusted, FCA regulated financial firm in Lovacott, Devon, specializing in life investments, pensions, and holistic financial planning, providing tailored advice for individual client needs.
    1. ✔1 Financial Adviser
    2. 🪧13 Miles
    3. 📍Barnstaple
  16. 🏢

    Perrins Financial Planning Limited

    FCA reg no.
    224386
    FCA authorised date:
    12/01/04
    Perrins Financial Planning Limited, based in Barnsley Devon, offers bespoke, FCA-regulated financial services, specializing in life investments, pensions retirement advice and final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧14 Miles
    3. 📍Barnstaple
  17. 🏢

    Together Financial Solutions Limited

    FCA reg no.
    482936
    FCA authorised date:
    23/07/24
    Together Financial Solutions Limited, located in Barnstaple, is a reliable FCA registered firm offering comprehensive finance-related services including life, investments, pensions advice, and tailored financial planning. They cater to both individuals and businesses in Devon and surrounding areas.
    1. ✔2 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧14.3 Miles
    4. 📍Barnstaple
  18. 🏢

    Eclipse Financial Solutions (SW) Limited

    FCA reg no.
    737344
    FCA authorised date:
    01/08/16
    Eclipse Financial Solutions (SW) Limited offers trusted, regulated financial planning services in Barnstaple. Specialising in life and investments, they provide customised advice for first-time buyers and local families.
    1. ✔2 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧14.4 Miles
    4. 📍Barnstaple
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