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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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  2. 🏢

    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. 🪧5.7 Miles
    3. 📍Lifton
  3. 🏢

    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. 🪧6.1 Miles
    3. 📍Tavistock
  4. 🏢

    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. 🪧7.5 Miles
    3. 📍Okehampton
  5. 🏢

    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. 🪧7.5 Miles
    3. 📍Okehampton
  6. 🏢

    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. 🪧7.6 Miles
    3. 📍Okehampton
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  8. 🏢

    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.
    1. ✔7 Financial Advisers
    2. ✔3 Mortgage Brokers
    3. 🪧8.6 Miles
    4. 📍Tavistock
  9. 🏢

    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.
    1. ✔7 Financial Advisers
    2. 🪧8.9 Miles
    3. 📍Tavistock
  10. 🏢

    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.
    1. ✔6 Financial Advisers
    2. 🪧8.9 Miles
    3. 📍Tavistock
  11. 🏢

    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. ✔1 Financial Adviser
    2. 🪧9.8 Miles
    3. 📍Tavistock
  12. 🏢

    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. ✔1 Financial Adviser
    2. ✔2 Mortgage Brokers
    3. 🪧9.9 Miles
    4. 📍Cornwall
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  14. 🏢

    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. ✔1 Financial Adviser
    2. 🪧10 Miles
    3. 📍Launceston
  15. 🏢

    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.
    1. ✔2 Financial Advisers
    2. 🪧10.3 Miles
    3. 📍Launceston
  16. 🏢

    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. 🪧10.4 Miles
    3. 📍Okehampton
  17. 🏢

    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. 🪧10.7 Miles
    3. 📍Okehampton
  18. 🏢

    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. ✔1 Financial Adviser
    2. 🪧13 Miles
    3. 📍Yelverton
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