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Find FCA registered Financial Advisers Near Me in EX2 9

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We have found 168 relevant financial adviser firms within 30 miles of EX2 9. 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. 🪧31.8 Miles
    3. 📍Taunton
  3. 🏢

    Samantha Townsend

    FCA reg no.
    1013713
    FCA authorised date:
    18/05/24
    Samantha Townsend is a renowned financial firm in Exeter, offering tailored advice on insurance, investments, and pensions. The FCA-regulated company is known for its client-centric approach and clear, friendly guidance.
    1. ✔1 Financial Adviser
    2. 🪧1.4 Miles
    3. 📍Exeter
  4. 🏢

    Bespoke Financial Guidance LTD

    FCA reg no.
    502836
    FCA authorised date:
    02/12/24
    Bespoke Financial Guidance Ltd is an established business operating from Exeter and servicing clients throughout the UK. We are regulated and approved by the Financial Conduct Authority (FCA). We work closely with clients to ensure their future planning goals and objectives. We pride ourselves on... read full company profile.
    1. ✔1 Financial Adviser
    2. 🪧1.8 Miles
    3. 📍Exeter
  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. 🪧2 Miles
    3. 📍Exeter
  6. 🏢

    ANNA GIDMAN WEALTH LTD

    FCA reg no.
    1012497
    FCA authorised date:
    03/06/24
    Anna Gidman Wealth Ltd is a trusted, Exeter-based financial advisory firm providing strategic wealth management, life investments, and pensions advice. Known for personalised service and reliable communication, they ensure client financial security.
    1. ✔1 Financial Adviser
    2. 🪧2.6 Miles
    3. 📍Exeter
  7. 🏢

    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. 🪧2.8 Miles
    3. 📍Exeter
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  9. 🏢

    PC Financial Planning Limited

    FCA reg no.
    829191
    FCA authorised date:
    20/12/18
    PC Financial Planning Limited is a leading Exeter-based financial planning company, renowned for expert life, pensions and investment advice, with a focus on pension transfers and retirement planning.
    1. ✔1 Financial Adviser
    2. 🪧2.8 Miles
    3. 📍Exeter
  10. 🏢

    Thompson Jenner Financial Services Limited

    FCA reg no.
    210740
    FCA authorised date:
    05/09/02
    Thompson Jenner Financial Services Limited, based in Exeter, Devon, offers regulated advice on an array of financial matters, including life planning and investment services. They are renowned for delivering reliable, personalized financial strategies.
    1. ✔4 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧2.8 Miles
    4. 📍Exeter
  11. 🏢

    HEATON FINANCIAL INDEPENDENT FINANCIAL ADVISERS LTD

    FCA reg no.
    528755
    FCA authorised date:
    05/11/10
    Heaton Financial is a FCA-regulated firm in Exeter, providing comprehensive financial advice on life investments and pension planning. Known for their approachable service, they offer custom strategies for individual client needs.
    1. ✔2 Financial Advisers
    2. 🪧2.8 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. 🪧3 Miles
    4. 📍Exeter
  13. 🏢

    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. 🪧3.1 Miles
    3. 📍Exeter
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  15. 🏢

    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. 🪧3.1 Miles
    3. 📍Exeter
  16. 🏢

    Mark Bonning-snook LTD

    FCA reg no.
    215163
    FCA authorised date:
    31/05/05
    Mark Bonning-Snook Ltd, a trusted financial firm in Exeter, offers services like investments, retirement advice, pension transfers and comprehensive financial planning. The FCA-regulated firm's ethos is transparency, trust and integrity.
    1. ✔1 Financial Adviser
    2. 🪧3.1 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. 🪧3.1 Miles
    3. 📍Exeter
  18. 🏢

    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. 🪧3.1 Miles
    3. 📍Exeter
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