Find FCA registered Financial Advisers Near Me in EX33 2
We have found 30 relevant financial adviser firms within 30 miles of EX33 2. Showing page 2 of 2.
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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.- ✔2 Financial Advisers
- ✔1 Mortgage Broker
- 🪧8.4 Miles
- 📍Bideford
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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.- ✔2 Financial Advisers
- 🪧8.4 Miles
- 📍Bideford
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CALLER FINANCIAL SOLUTIONS LTD
- FCA reg no.
- 550789
- FCA authorised date:
- 13/05/11
Vision IFP is a regulated financial services firm based in Devon, offering tailored life and investment planning, pensions advice, and retirement planning services with a client-focused approach.- ✔1 Financial Adviser
- 🪧9.3 Miles
- 📍Barnstaple
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Tuckers Legal & Financial Services LTD
- FCA reg no.
- 947911
- FCA authorised date:
- 02/08/21
Tuckers Legal & Financial Services Ltd, based in Devon, is a regulated advisory firm specializing in financial planning and retirement strategies. They deliver tailored, client-focused advice for pensions, investments and life planning.- ✔7 Financial Advisers
- ✔6 Mortgage Brokers
- 🪧15.7 Miles
- 📍Lynton
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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 Financial Adviser
- 🪧16.3 Miles
- 📍Winkleigh
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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 Financial Adviser
- 🪧23 Miles
- 📍Crediton
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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 Financial Adviser
- 🪧25 Miles
- 📍Crediton
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North Coast Wealth LTD
- FCA reg no.
- 1047929
- FCA authorised date:
- 13/12/25
North Coast Wealth Ltd, a FCA regulated firm in Bude, Cornwall, provides expert financial planning services, specializing in investments, pensions and retirement advice. Known for its personalized, reliable approach.- ✔1 Financial Adviser
- 🪧26.3 Miles
- 📍Bude
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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
- 🪧26.5 Miles
- 📍Okehampton
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Michael Benjamin
- FCA reg no.
- 213144
- FCA authorised date:
- 01/10/02
Michael Benjamin is a London-based financial firm offering comprehensive financial solutions such as insurance, investments, and strategic planning. They provide personalised, regulated advice to both seasoned investors and beginners.- ✔1 Financial Adviser
- 🪧26.5 Miles
- 📍Dulverton
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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
- 🪧26.8 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
- 🪧26.8 Miles
- 📍Okehampton
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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
- 🪧29.1 Miles
- 📍Okehampton
- 🏢
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
- 🪧29.1 Miles
- 📍Okehampton
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JAMES & ASSOCIATES FINANCIAL SERVICES LIMITED
- FCA reg no.
- 408280
- FCA authorised date:
- 04/01/05
Based in Somerset, James & Associates Financial Services Limited provides regulated financial guidance, including life planning, pension advice, and investment planning. They are trusted for their client-centric and professional service.- ✔1 Financial Adviser
- 🪧29.8 Miles
- 📍Minehead
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