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Find FCA registered Financial Advisers Near Me in EX5 2

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We have found 170 relevant financial adviser firms within 30 miles of EX5 2. Showing page 1 of 12.

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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. 🪧23.1 Miles
    3. 📍Taunton
  3. 🏢

    Simon Turner Financial Consultants

    FCA reg no.
    211692
    FCA authorised date:
    02/12/09
    Simon Turner Financial Consultants are a trusted Devon firm specialising in life investments, pensions, and holistic financial planning. Renowned for their tailored retirement solutions, investment strategies, and personalized services.
    1. ✔1 Financial Adviser
    2. 🪧0.7 Miles
    3. 📍Whimple
  4. 🏢

    Bob Farrington LTD

    FCA reg no.
    501409
    FCA authorised date:
    01/10/09
    Bob Farrington Ltd is a Devon-based financial planning firm, registered under FCA No. 501409, offering tailored advice on life, investments, pensions and retirement in the Exeter region.
    1. ✔1 Financial Adviser
    2. 🪧1.3 Miles
    3. 📍Exeter
  5. 🏢

    Eastgate Financial Services (exeter) Limited

    FCA reg no.
    456868
    FCA authorised date:
    01/11/06
    Exeter-based Eastgate Financial Services offers professional, FCA-regulated advice on life, investments, and pensions retirement, with tailored financial planning to meet individual needs across Devon.
    1. ✔1 Financial Adviser
    2. 🪧2 Miles
    3. 📍Exeter
  6. 🏢

    Jasmine Financial Services Limited

    FCA reg no.
    1016253
    FCA authorised date:
    22/07/24
    Jasmine Financial Services Limited is a FCA-regulated firm specialising in life investments, pensions retirement advice, and comprehensive financial planning in Devon and surrounding regions.
    1. ✔1 Financial Adviser
    2. 🪧2.2 Miles
    3. 📍Ottery St. Mary
  7. 🏢

    Medical and General Independent Financial Advisers LTD

    FCA reg no.
    660573
    FCA authorised date:
    24/03/15
    Devon-based Medical and General Independent Financial Advisers Ltd offers expert, FCA-regulated financial planning services tailored to individual needs, specialising in life investments and retirement advice. Known for approachability and professionalism.
    1. ✔6 Financial Advisers
    2. ✔4 Mortgage Brokers
    3. 🪧3.3 Miles
    4. 📍Ottery St. Mary
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  9. 🏢

    Sandle Nash Limited

    FCA reg no.
    613677
    FCA authorised date:
    01/07/14
    Based in Exeter, Sandle Nash Limited is a reliable, FCA-regulated financial firm offering comprehensive planning services. Experts in pensions and retirement advice, they provide trusted solutions tailored to individual needs.
    1. ✔3 Financial Advisers
    2. 🪧3.5 Miles
    3. 📍Exeter
  10. 🏢

    Otter Financial Services Limited

    FCA reg no.
    593699
    FCA authorised date:
    13/05/13
    Otter Financial Services Limited provides trusted, tailored financial guidance across the UK, specialising in life insurance, investments, pensions retirement advice, and financial planning.
    1. ✔1 Financial Adviser
    2. 🪧3.6 Miles
    3. 📍Ottery St. Mary
  11. 🏢

    Breed Elliott (s.w.) Limited

    FCA reg no.
    994923
    FCA authorised date:
    17/04/23
    Based in Exeter, Breed Elliott (S.W.) Limited is a FCA regulated financial service firm. Specialising in wealth management and final salary pension transfers, the firm's bespoke, client-focused approach extends beyond Devon.
    1. ✔1 Financial Adviser
    2. 🪧4 Miles
    3. 📍Exeter
  12. 🏢

    Whichers IFA LIMITED

    FCA reg no.
    927125
    FCA authorised date:
    02/06/20
    Exeter-based Whichers IFA LIMITED provides regulated financial advising with a speciality in pensions, retirement planning and investments. Combining professional expertise with personalized service, they cater especially to individuals approaching retirement.
    1. ✔2 Financial Advisers
    2. 🪧4 Miles
    3. 📍Exeter
  13. 🏢

    Shipman Wealth Management LTD

    FCA reg no.
    456896
    FCA authorised date:
    02/01/07
    Amber River Shipman Wealth, an Exeter-based finance company, specialises in wealth management, life investments, and pensions retirement advice, offering client-focused, regulated financial services.
    1. ✔23 Financial Advisers
    2. 🪧4 Miles
    3. 📍Exeter
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  15. 🏢

    Shipman Financial Planning LTD

    FCA reg no.
    513289
    FCA authorised date:
    05/11/10
    Exeter-based Shipman Financial Planning Ltd, a trusted FCA-regulated firm, offers comprehensive financial services such as life investments, pensions advice, and financial planning to individuals across Devon and beyond.
    1. ✔16 Financial Advisers
    2. 🪧4 Miles
    3. 📍Exeter
  16. 🏢

    The Exeter Practice Limited

    FCA reg no.
    451695
    FCA authorised date:
    01/08/06
    BoulterBowen WealthCare, based in Exeter, is a FCA-regulated financial firm specializing in wealth management, investments, life insurance, and pensions retirement advice. Known for their approachable, tailored services in Devon.
    1. ✔3 Financial Advisers
    2. 🪧4.7 Miles
    3. 📍Exeter
  17. 🏢

    Hamilton Pullen Financial Planning LTD

    FCA reg no.
    959728
    FCA authorised date:
    06/10/21
    FCA-regulated Hamilton Pullen Financial Planning Ltd, based in Clyst St Mary, Devon, offers expert advice on life investments, pensions, final salary pension transfers, and broader financial services, earning trust across all financial journeys.
    1. ✔1 Financial Adviser
    2. 🪧4.7 Miles
    3. 📍Clyst St Mary
  18. 🏢

    Malama Wealth Limited

    FCA reg no.
    1018812
    FCA authorised date:
    15/10/24
    Malama Wealth Limited is a respected, FCA-regulated financial advisory firm in Clyst St. Mary, Exeter, specialising in financial planning, pensions advice, and tailored investment solutions. Known for its dedicated, approachable service and expertise.
    1. ✔2 Financial Advisers
    2. 🪧4.7 Miles
    3. 📍Exeter
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