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Find FCA registered Financial Advisers Near Me in EX5 3


We have found 170 relevant financial adviser firms within 30 miles of EX5 3. Showing page 2 of 12.

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  2. 🏢

    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. 🪧5.3 Miles
    3. 📍Exeter
  3. 🏢

    City Financial Planning (exeter) Limited

    FCA reg no.
    460195
    FCA authorised date:
    01/03/07
    City Financial Planning (Exeter) Limited is a UK-based, FCA-registered financial advisory firm offering personalized and regulated advice on investments, insurance, retirement, and more, specializing in tailored solutions for individual needs.
    1. ✔5 Financial Advisers
    2. 🪧5.4 Miles
    3. 📍Exeter
  4. 🏢

    Littlewell Financial Management Limited

    FCA reg no.
    667696
    FCA authorised date:
    01/06/15
    Based in Exeter, Littlewell Financial Management provides comprehensive financial planning services in Devon, specialising in life investments, pensions, and retirement planning with a client-centric approach. FCA regulated (Number 667696).
    1. ✔2 Financial Advisers
    2. 🪧5.4 Miles
    3. 📍Exeter
  5. 🏢

    Westerwood Financial Planning LTD

    FCA reg no.
    939818
    FCA authorised date:
    30/11/20
    Westerwood Financial Planning LTD is a premier financial planning and advice provider located in Exeter, Devon. Providing a comprehensive suite of services including life investments, pensions retirement advice, final salary pension transfers, and financial planning, we cater to individuals and busi... read full company profile.
    1. ✔1 Financial Adviser
    2. 🪧5.5 Miles
    3. 📍Exeter
  6. 🏢

    Aquila Financial Management Limited

    FCA reg no.
    161585
    FCA authorised date:
    01/12/01
    Aquila Financial Management Limited in Exeter, Devon offers tailored financial services including life investments and pensions retirement advice. As a FCA regulated firm, they provide quality, trusted advice for both long-standing and first-time investors.
    1. ✔4 Financial Advisers
    2. 🪧5.7 Miles
    3. 📍Exeter
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  8. 🏢

    Yellowtail Financial Planning LTD

    FCA reg no.
    448410
    FCA authorised date:
    03/04/06
    Yellowtail Financial Planning Ltd is a trusted, customer-focused financial solutions provider based in Exeter, Devon. Specialising in investments, pensions, retirement planning and final salary pension transfers.
    1. ✔3 Financial Advisers
    2. 🪧5.7 Miles
    3. 📍Exeter
  9. 🏢

    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. 🪧5.7 Miles
    3. 📍Ottery St. Mary
  10. 🏢

    Fowler Financial Planning Limited

    FCA reg no.
    759145
    FCA authorised date:
    22/09/16
    Fowler Financial Planning Limited is a regulated firm in Exeter, offering life-investments, pensions and retirement advice, along with final salary pension transfers, known for its approachable style and tailored services.
    1. ✔4 Financial Advisers
    2. 🪧5.7 Miles
    3. 📍Exeter
  11. 🏢

    ACUMA LIMITED

    FCA reg no.
    302942
    FCA authorised date:
    31/10/04
    Acuma Wealth, an FCA regulated firm in Exeter, offers tailored financial advice, including life and investment planning, pensions retirement advice, and comprehensive financial services with a dedicated client-focused approach.
    1. ✔4 Financial Advisers
    2. 🪧5.7 Miles
    3. 📍Exeter
  12. 🏢

    Safran (south West) Limited

    FCA reg no.
    610305
    FCA authorised date:
    02/01/14
    Randalls is a FCA-regulated firm in Exeter, Devon, specialising in wealth management, pensions, life investments and financial planning. They serve an extensive client base, particularly guiding first-time investors through complex financial decisions.
    1. ✔3 Financial Advisers
    2. 🪧5.7 Miles
    3. 📍Exeter
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  14. 🏢

    Mark Bonning-snook LTD

    FCA reg no.
    215163
    FCA authorised date:
    31/05/05
    Mark Bonning-Snook Ltd, a trusted financial firm in Exeter, offers services like investments, retirement advice, pension transfers and comprehensive financial planning. The FCA-regulated firm's ethos is transparency, trust and integrity.
    1. ✔1 Financial Adviser
    2. 🪧5.8 Miles
    3. 📍Exeter
  15. 🏢

    ADVANTA WEALTH (SOUTH WEST) LTD

    FCA reg no.
    677869
    FCA authorised date:
    16/11/15
    Westcotts Financial Management Limited, regulated under FCA, offers comprehensive financial planning and advice in Exeter, Devon. Services include life and investment strategies, retirement planning, and customised pension advice for all clients.
    1. ✔4 Financial Advisers
    2. 🪧5.8 Miles
    3. 📍Exeter
  16. 🏢

    David Field Wealth Management LTD

    FCA reg no.
    488689
    FCA authorised date:
    10/09/08
    David Field Wealth Management Ltd, based in Exeter, offers comprehensive financial planning, including insurance, investments, and pensions advice. They are renowned for their expertise and personalised, client-centric approach.
    1. ✔1 Financial Adviser
    2. 🪧5.8 Miles
    3. 📍Exeter
  17. 🏢

    David Coates Wealth Management Limited

    FCA reg no.
    592768
    FCA authorised date:
    12/12/12
    David Coates Wealth Management Limited, regulated by the FCA, offers comprehensive financial planning services from life investments to pension advice in Exeter, Devon, tailored to individual needs.
    1. ✔1 Financial Adviser
    2. 🪧5.8 Miles
    3. 📍Exeter
  18. 🏢

    J T Wealth Management LTD

    FCA reg no.
    465695
    FCA authorised date:
    22/03/07
    J T Wealth Management Ltd, an FCA regulated firm in Exeter, Devon, offers tailored financial planning services including life investments, retirement advice, and pension transfers to individual and corporate clients.
    1. ✔1 Financial Adviser
    2. 🪧5.8 Miles
    3. 📍Exeter
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