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Find FCA registered Financial Advisers Near Me in EX5 4

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We have found 169 relevant financial adviser firms within 30 miles of EX5 4. 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. 🪧23.4 Miles
    3. 📍Taunton
  3. 🏢

    Probert Financial LTD

    FCA reg no.
    940827
    FCA authorised date:
    11/12/20
    2plan Wealth Management, based in Exeter, Devon, is a trusted FCA-regulated financial service provider, specializing in life investments, pensions, and retirement planning with emphasis on final salary pension transfers.
    1. ✔2 Financial Advisers
    2. 🪧1.8 Miles
    3. 📍Exeter
  4. 🏢

    Maidenhead Independent Limited

    FCA reg no.
    601481
    FCA authorised date:
    01/10/13
    Maidenhead Independent Limited is a FCA-regulated firm in Tiverton, acclaimed for its insightful financial planning and trusted advice in life investments, pensions, and retirement planning.
    1. ✔1 Financial Adviser
    2. 🪧4.2 Miles
    3. 📍Tiverton
  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. 🪧4.5 Miles
    3. 📍Exeter
  6. 🏢

    Tracey Payne

    FCA reg no.
    597009
    FCA authorised date:
    08/03/13
    Tracey Payne is a reputable financial planning firm in Exeter, Devon, offering expert regulated services including life investments and pension advice. Known for trust, client-focus, and tailored strategies. Registered under FCA number 597009.
    1. ✔1 Financial Adviser
    2. 🪧4.9 Miles
    3. 📍Exeter
  7. 🏢

    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. 🪧4.9 Miles
    3. 📍Exeter
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  9. 🏢

    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. 🪧4.9 Miles
    3. 📍Exeter
  10. 🏢

    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. 🪧4.9 Miles
    3. 📍Exeter
  11. 🏢

    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. 🪧4.9 Miles
    3. 📍Exeter
  12. 🏢

    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
  13. 🏢

    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. 🪧5.8 Miles
    3. 📍Exeter
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  15. 🏢

    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. 🪧5.8 Miles
    3. 📍Exeter
  16. 🏢

    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. 🪧5.8 Miles
    3. 📍Exeter
  17. 🏢

    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
  18. 🏢

    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
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