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Find FCA registered Financial Advisers Near Me in EX20 3


We have found 138 relevant financial adviser firms within 30 miles of EX20 3. Showing page 1 of 10.

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  2. 🏢

    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. 🪧5.4 Miles
    3. 📍Okehampton
  3. 🏢

    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. 🪧5.8 Miles
    3. 📍Okehampton
  4. 🏢

    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. 🪧5.8 Miles
    3. 📍Okehampton
  5. 🏢

    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. 🪧6.1 Miles
    3. 📍Winkleigh
  6. 🏢

    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. 🪧9.2 Miles
    3. 📍Okehampton
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  8. 🏢

    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. 🪧9.4 Miles
    3. 📍Okehampton
  9. 🏢

    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. 🪧11.2 Miles
    3. 📍Crediton
  10. 🏢

    Intime Financial Planning LTD

    FCA reg no.
    976959
    FCA authorised date:
    07/06/22
    Intime Financial Planning Ltd, based in Lifton, Devon specialises in comprehensive financial strategies, including life investment, final salary pension transfers, and tailored retirement advice. Known for client-focused, regulated services.
    1. ✔1 Financial Adviser
    2. 🪧14.5 Miles
    3. 📍Lifton
  11. 🏢

    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. 🪧15 Miles
    3. 📍Barnstaple
  12. 🏢

    Astute Money Financial Planning LTD

    FCA reg no.
    616372
    FCA authorised date:
    26/02/14
    Astute Money Financial Planning Ltd, a highly respected FCA-regulated firm, provides comprehensive financial services including life investments, pensions advice, and personalized financial planning across Devon and surrounding counties.
    1. ✔1 Financial Adviser
    2. 🪧15.2 Miles
    3. 📍Tavistock
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  14. 🏢

    D Scott Financial Limited

    FCA reg no.
    934787
    FCA authorised date:
    01/02/21
    D Scott Financial Limited, an FCA regulated company in Bideford, Devon, specialises in personalized financial planning services, offering expert advice on life and retirement investments, and pensions.
    1. ✔2 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧15.2 Miles
    4. 📍Bideford
  15. 🏢

    Scott Financial Planning Limited

    FCA reg no.
    521369
    FCA authorised date:
    06/08/10
    Scott Financial Planning Limited, an FCA-regulated firm in Bideford, Devon, offers personalised financial services including life and investments, pensions retirement, final salary pension transfers, and financial planning.
    1. ✔2 Financial Advisers
    2. 🪧15.2 Miles
    3. 📍Bideford
  16. 🏢

    Stephanie Amber Croft

    FCA reg no.
    451293
    FCA authorised date:
    18/09/06
    Croft & Company IFA is a trusted financial planning firm based in Bideford, Devon. They offer personalised services including life insurance, investments, pensions retirement advice.
    1. ✔3 Financial Advisers
    2. 🪧15.3 Miles
    3. 📍Bideford
  17. 🏢

    Little Pebbles Financial Solutions LTD

    FCA reg no.
    581963
    FCA authorised date:
    12/10/15
    Located in Bideford, Devon, Little Pebbles Financial Solutions Ltd offers trusted, comprehensive, client-focused financial planning services, specialising in life, investments, pensions and retirement advice. Regulated by the FCA, they are known for their warm, approachable style.
    1. ✔1 Financial Adviser
    2. 🪧15.6 Miles
    3. 📍Bideford
  18. 🏢

    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. 🪧16.4 Miles
    3. 📍Crediton
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