Find FCA registered Financial Advisers Near Me in EX20 4
We have found 145 relevant financial adviser firms within 30 miles of EX20 4. Showing page 1 of 10.
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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 Financial Adviser
- 🪧5.7 Miles
- 📍Lifton
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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 Financial Adviser
- 🪧6.1 Miles
- 📍Tavistock
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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 Financial Adviser
- 🪧7.5 Miles
- 📍Okehampton
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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.- ✔10 Financial Advisers
- 🪧7.5 Miles
- 📍Okehampton
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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 Financial Adviser
- 🪧7.6 Miles
- 📍Okehampton
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Michael James
- FCA reg no.
- 713035
- FCA authorised date:
- 18/12/15
Michael James is a reputable financial services firm in Tavistock, Devon, offering reliable, regulated advice and specializing in retirement planning, life and investment advice.- ✔7 Financial Advisers
- ✔3 Mortgage Brokers
- 🪧8.6 Miles
- 📍Tavistock
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Hansford Bell Financial Planning LTD
- FCA reg no.
- 482388
- FCA authorised date:
- 09/06/08
Hansford Bell is a top-tier, FCA-regulated financial planning firm in Tavistock, Devon, offering personalized life insurance, investments, and pensions retirement advice for individuals and businesses.- ✔7 Financial Advisers
- 🪧8.9 Miles
- 📍Tavistock
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IAC Financial Planning LTD
- FCA reg no.
- 786411
- FCA authorised date:
- 01/02/18
IAC Financial Planning Ltd, located in Truro, Cornwall, offers comprehensive financial guidance. Specialising in investment and retirement advice, life and funeral plans, our FCA-regulated team creates tailored strategies for individuals and businesses.- ✔6 Financial Advisers
- 🪧8.9 Miles
- 📍Tavistock
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Lawrence Financial Consultancy LTD
- FCA reg no.
- 527923
- FCA authorised date:
- 15/07/10
Vision IFP is a FCA-regulated financial firm in Tavistock, Devon, offering comprehensive financial solutions, including insurance, investments, and pensions retirement advice tailored to individual needs.- ✔1 Financial Adviser
- 🪧9.8 Miles
- 📍Tavistock
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Kernow Financial Planning LTD
- FCA reg no.
- 942872
- FCA authorised date:
- 01/04/21
Cornwall-based Kernow Financial Planning Ltd offers professional financial services including life and investment planning, pension retirement advice. Regulated by the FCA, they provide tailored and trustworthy advice to diverse clientele.- ✔1 Financial Adviser
- ✔2 Mortgage Brokers
- 🪧9.9 Miles
- 📍Cornwall
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Claire Hayter
- FCA reg no.
- 785792
- FCA authorised date:
- 02/08/17
FCA-regulated firm Claire Hayter provides personalised financial planning and advice, including investments, life insurance, and pension services in Launceston, Cornwall. Prioritising client needs, they aim to optimise long-term financial security.- ✔1 Financial Adviser
- 🪧10 Miles
- 📍Launceston
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Dart Wealth Management Limited
- FCA reg no.
- 789271
- FCA authorised date:
- 06/04/18
Dart Wealth Management provides personalized financial planning services in Cornwall, offering expert advice on life and investment strategies, pensions retirement, and thorough financial planning. FCA-regulated and serving clients across the South West region.- ✔2 Financial Advisers
- 🪧10.3 Miles
- 📍Launceston
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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.- ✔2 Financial Advisers
- 🪧10.4 Miles
- 📍Okehampton
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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 Financial Adviser
- 🪧10.7 Miles
- 📍Okehampton
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Paul Allen
- FCA reg no.
- 483626
- FCA authorised date:
- 21/05/08
Paul Allen provides expert financial advice in Devon, specialising in insurance, investments, pensions and holistic financial planning. Regulated by the FCA and reputed for tailored solutions, they serve businesses and individuals alike.- ✔1 Financial Adviser
- 🪧13 Miles
- 📍Yelverton
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