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Find FCA registered Financial Advisers Near Me in EX36 4

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We have found 131 relevant financial adviser firms within 30 miles of EX36 4. Showing page 1 of 9.

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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. 🪧30.5 Miles
    3. 📍Taunton
  3. 🏢

    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. 🪧5.5 Miles
    3. 📍Crediton
  4. 🏢

    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. ✔1 Financial Adviser
    2. 🪧10.3 Miles
    3. 📍Dulverton
  5. 🏢

    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. 🪧11.7 Miles
    3. 📍Crediton
  6. 🏢

    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. ✔1 Financial Adviser
    2. 🪧11.8 Miles
    3. 📍Barnstaple
  7. 🏢

    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. 🪧12.9 Miles
    3. 📍Winkleigh
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  9. 🏢

    Neil Gunn

    FCA reg no.
    216790
    FCA authorised date:
    27/01/24
    Regulated by the FCA, The Old Mill in Devon provides dependable comprehensive financial planning services including life and investment planning, retirement advice, and more. Committed to quality, approachable, trusted advice.
    1. ✔1 Financial Adviser
    2. 🪧13.1 Miles
    3. 📍Crediton
  10. 🏢

    FORGERON FINANCIAL PLANNING LIMITED

    FCA reg no.
    512100
    FCA authorised date:
    08/02/10
    Forgeron Financial Planning Ltd is a proficient financial services company based in Tiverton, Devon, offering FCA regulated advice on pensions, retirement and investments to individuals and businesses.
    1. ✔1 Financial Adviser
    2. 🪧13.5 Miles
    3. 📍Tiverton
  11. 🏢

    Paul Forman-cummings

    FCA reg no.
    921915
    FCA authorised date:
    20/08/20
    Paul Forman Financial Services, based in Tiverton, Devon, provides expert regulated financial planning and advice, specialising in life, investments and pensions, offering personalized services for individual's financial needs.
    1. ✔1 Financial Adviser
    2. 🪧13.5 Miles
    3. 📍Tiverton
  12. 🏢

    Hannah Freeland

    FCA reg no.
    1030933
    FCA authorised date:
    29/03/25
    Hannah Freeland, a leading financial consultancy firm located in Tiverton, Devon, offers a broad range of financial services, including insurance, investments, and pensions. Renowned for excellent service, it's valued by local families and first-time investors.
    1. ✔1 Financial Adviser
    2. 🪧13.6 Miles
    3. 📍Tiverton
  13. 🏢

    Hugh Thompson

    FCA reg no.
    659674
    FCA authorised date:
    11/12/14
    Hugh Thompson is a highly-regarded financial firm in Tiverton, Devon, offering expert advice on life and investments, pensions retirement, and comprehensive financial planning, known for its tailored, client-focused approach.
    1. ✔2 Financial Advisers
    2. 🪧13.7 Miles
    3. 📍Tiverton
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  15. 🏢

    Davey Wealth Management LTD

    FCA reg no.
    916275
    FCA authorised date:
    05/11/19
    Davey Wealth Management Ltd is an FCA-regulated firm specialising in life investments, pensions, and final salary pension transfers, offering tailored financial planning service in Tiverton, Devon.
    1. ✔1 Financial Adviser
    2. 🪧13.7 Miles
    3. 📍Tiverton
  16. 🏢

    Paul Hipkiss

    FCA reg no.
    125652
    FCA authorised date:
    01/12/01
    Paul Hipkiss at Tiverton, Devon, offers expert financial advisory services including investment and retirement planning. Known for professionalism and a friendly approach, they serve Devon and neighbouring counties under FCA registration 125652.
    1. ✔2 Financial Advisers
    2. 🪧13.7 Miles
    3. 📍Tiverton
  17. 🏢

    Together Financial Solutions Limited

    FCA reg no.
    482936
    FCA authorised date:
    23/07/24
    Together Financial Solutions Limited, located in Barnstaple, is a reliable FCA registered firm offering comprehensive finance-related services including life, investments, pensions advice, and tailored financial planning. They cater to both individuals and businesses in Devon and surrounding areas.
    1. ✔2 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧13.8 Miles
    4. 📍Barnstaple
  18. 🏢

    GS Financial Services Limited

    FCA reg no.
    428551
    FCA authorised date:
    18/05/05
    GS Financial Services Ltd, a reputable Barnstaple-based firm, specialises in life, investments, and pensions planning. Renowned for their client-focused approach, they are FCA regulated and provide reliable, personalised financial advice.
    1. ✔1 Financial Adviser
    2. 🪧13.9 Miles
    3. 📍Barnstaple
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