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Find FCA registered Financial Advisers Near Me in EX9 7

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We have found 166 relevant financial adviser firms within 30 miles of EX9 7. 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. 🪧27.6 Miles
    3. 📍Taunton
  3. 🏢

    Neligan Financial Limited

    FCA reg no.
    948260
    FCA authorised date:
    29/06/21
    Neligan Financial Limited, a FCA-regulated firm in East Budleigh, Devon, provides trusted advice and comprehensive financial planning services, including insurance, investments, and pensions retirement advice.
    1. ✔1 Financial Adviser
    2. 🪧0.3 Miles
    3. 📍Devon
  4. 🏢

    Lionel David Eustace Thomas

    FCA reg no.
    192209
    FCA authorised date:
    01/12/01
    Thomas Crown IFA is a top-ranking financial consultancy in Exmouth, Devon, specializing in life, investments, and pension retirement advice, known for its tailored services, trustworthiness, and client-focused approach.
    1. ✔1 Financial Adviser
    2. 🪧3.2 Miles
    3. 📍Exmouth
  5. 🏢

    November March Limited

    FCA reg no.
    569226
    FCA authorised date:
    10/04/12
    Molyneux Financial Planning, an FCA regulated firm in Sidmouth, Devon, offers top-notch, approachable financial services including life and investment planning, pensions, and retirement advice. They specialize in crafting tailored solutions for diverse needs.
    1. ✔1 Financial Adviser
    2. 🪧3.6 Miles
    3. 📍Sidmouth
  6. 🏢

    Clearview Wealth Management Limited

    FCA reg no.
    1016726
    FCA authorised date:
    12/08/24
    ClearView Wealth Management Limited offers comprehensive financial solutions including insurance, investments, pensions advice and strategic planning. Based in Sidmouth, Devon, their expert team provides regulated, client-centered advice for first-time investors to retirees.
    1. ✔2 Financial Advisers
    2. 🪧3.9 Miles
    3. 📍Sidmouth
  7. 🏢

    Meredith Morgan Taylor LTD

    FCA reg no.
    936745
    FCA authorised date:
    20/10/20
    Meredith Morgan Taylor Ltd is a trusted, FCA regulated firm providing financial services including insurance, investments, and pensions advice in Exmouth, Devon.
    1. ✔3 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧4.8 Miles
    4. 📍Exmouth
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  9. 🏢

    Fortuna Major Financial Planning LTD

    FCA reg no.
    793655
    FCA authorised date:
    08/11/17
    Based in Devon, Fortuna Major Financial Planning Ltd. offers comprehensive financial solutions including life-skewed investments and pension advice. Known for its client-focused approach, it provides regulated, tailored financial guidance to locals. FCA-Regulated under number 793655.
    1. ✔4 Financial Advisers
    2. 🪧4.9 Miles
    3. 📍Exmouth
  10. 🏢

    Avocet Wealth Partnership LTD

    FCA reg no.
    943481
    FCA authorised date:
    21/01/21
    Avocet Wealth Partnership Ltd is a renowned FCA-regulated financial services firm in Exmouth, Devon, specializing in life investments, pension retirements advice, and expert final salary pension transfers advice.
    1. ✔2 Financial Advisers
    2. 🪧4.9 Miles
    3. 📍Exmouth
  11. 🏢

    JBM Wealth Management LTD

    FCA reg no.
    823110
    FCA authorised date:
    12/10/18
    Based in Exmouth, Devon, JBM Wealth Management Ltd is a regulated financial advisory firm known for trusted services covering insurance, investments, pensions, and general finance planning. Noted for their approachable and knowledgeable service. FCA registered.
    1. ✔1 Financial Adviser
    2. 🪧5 Miles
    3. 📍Exmouth
  12. 🏢

    William Highbourne Wealth Management Limited

    FCA reg no.
    917125
    FCA authorised date:
    01/07/20
    William Highbourne is a distinguished wealth management firm in Exmouth, Devon, offering tailored financial planning and investment services, specializing in life investments, pensions retirement advice, and strategic wealth management.
    1. ✔5 Financial Advisers
    2. 🪧5 Miles
    3. 📍Devon
  13. 🏢

    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. 🪧5.2 Miles
    3. 📍Ottery St. Mary
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  15. 🏢

    Cameron Jones Financial Management Limited

    FCA reg no.
    792697
    FCA authorised date:
    30/10/17
    Cameron Jones Financial Management Limited is a Devon-based firm offering expert advice on financial planning, investments, and pension retirement. Specialising in final salary pension transfers, they provide customised, regulated advice to both new and seasoned investors.
    1. ✔2 Financial Advisers
    2. 🪧5.4 Miles
    3. 📍Exmouth
  16. 🏢

    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. 🪧6 Miles
    3. 📍Exeter
  17. 🏢

    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. 🪧6.7 Miles
    3. 📍Ottery St. Mary
  18. 🏢

    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. 🪧6.7 Miles
    3. 📍Exeter
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