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Find FCA registered Financial Advisers Near Me in Holbear TA20

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We have found 167 relevant financial adviser firms within 30 miles of Holbear TA20. 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. 🪧12.2 Miles
    3. 📍Taunton
  3. 🏢

    South Somerset Mortgages LTD

    FCA reg no.
    457099
    FCA authorised date:
    21/11/06
    South Somerset Mortgages Ltd is a trusted, FCA-regulated company in Chard, Somerset, offering bespoke financial services such as life investments, pensions retirement advice, and detailed financial planning.
    1. ✔2 Financial Advisers
    2. 🪧0.7 Miles
    3. 📍Chard
  4. 🏢

    Hamblin-martin Financial LTD

    FCA reg no.
    711323
    FCA authorised date:
    24/07/15
    Hamblin-Martin Financial Ltd, based in Chard, Somerset, provides strategic financial planning and FCA-backed advice. They specialise in life investments, pensions, and final salary pension transfers serving local and wider communities.
    1. ✔1 Financial Adviser
    2. 🪧0.7 Miles
    3. 📍Chard
  5. 🏢

    Michael Raymond

    FCA reg no.
    608375
    FCA authorised date:
    09/01/14
    Somerset-based Bright Financial Planning specialises in investments, insurance, pensions retirement advice, and comprehensive financial planning. Their seasoned advisors offer personalised, regulated advice for sound financial decisions.
    1. ✔1 Financial Adviser
    2. 🪧3.1 Miles
    3. 📍Ilminster
  6. 🏢

    Manders Financial Services Limited

    FCA reg no.
    575133
    FCA authorised date:
    14/02/12
    Somerset-based Manders Financial Services Limited provides bespoke financial planning, specialising in life investments, pensions and retirement planning. Known as a reliable, customer-focused firm catering to Southfields and nearby areas. FCA registered.
    1. ✔2 Financial Advisers
    2. 🪧4.8 Miles
    3. 📍Ilminster
  7. 🏢

    Hamilton Wealth Planning Limited

    FCA reg no.
    992783
    FCA authorised date:
    02/03/23
    Hamilton Wealth Planning is a reputable, FCA-regulated financial consultancy firm near Bridport, Dorset, offering personalized financial planning and investment services to clients in Marshwood Vale and beyond.
    1. ✔1 Financial Adviser
    2. 🪧6.4 Miles
    3. 📍Bridport
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  9. 🏢

    MAYFIELD INVESTMENT MANAGEMENT LTD

    FCA reg no.
    602199
    FCA authorised date:
    10/10/13
    MAYFIELD INVESTMENT MANAGEMENT LTD is an FCA-regulated financial planning firm based in Somerset, specialising in life investments, pension retirement advice, and final salary pension transfers.
    1. ✔1 Financial Adviser
    2. ✔1 Mortgage Broker
    3. 🪧7.1 Miles
    4. 📍Crewkerne
  10. 🏢

    Bluebell Financial Management Limited

    FCA reg no.
    990457
    FCA authorised date:
    01/08/23
    Bluebell Financial Management Limited, based in Devon, is a trusted firm specialising in life investments, pensions retirement advice and overall financial wellbeing, offering tailor-suited solutions and professional guidance.
    1. ✔1 Financial Adviser
    2. 🪧7.5 Miles
    3. 📍Honiton
  11. 🏢

    Bright Future Financial LTD

    FCA reg no.
    794622
    FCA authorised date:
    21/11/17
    Bright Future Financial Ltd, based in Axminster, Devon, is a renowned FCA-regulated firm, offering top-tier financial planning services including insurance, investments, and pension advice, with excellence in final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧8.7 Miles
    3. 📍Axminster
  12. 🏢

    Simply IFA Limited

    FCA reg no.
    711969
    FCA authorised date:
    09/11/15
    Simply IFA Limited is a reliable, FCA registered financial firm in Lyme Regis, Dorset, specializing in comprehensive financial planning and advice, including life insurance, investments, and retirement pensions.
    1. ✔2 Financial Advisers
    2. 🪧9.4 Miles
    3. 📍Lyme Regis
  13. 🏢

    Simply Advice LTD

    FCA reg no.
    804598
    FCA authorised date:
    16/07/18
    FCA registered firm, Simply Advice, located in Stoke Sub Hamdon, Somerset offers expert services in life and investments, pensions retirement, and comprehensive financial planning tailored to clients' individual needs.
    1. ✔2 Financial Advisers
    2. 🪧10.9 Miles
    3. 📍Stoke Sub Hamdon
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  15. 🏢

    Robson Financial Limited

    FCA reg no.
    731380
    FCA authorised date:
    01/07/16
    Robson Financial Limited, based in Honiton, Devon, is a trusted and FCA-regulated name in financial services. They specialise in life investments, retirement advice, and comprehensive financial planning for all client needs.
    1. ✔3 Financial Advisers
    2. ✔3 Mortgage Brokers
    3. 🪧11 Miles
    4. 📍Honiton
  16. 🏢

    A M Ruthven & Associates LTD

    FCA reg no.
    301368
    FCA authorised date:
    31/10/04
    A M Ruthven & Associates Ltd is a reputable financial services firm in Taunton, Somerset, offering insightful life and investment advice, retirement planning, and customised pensions with a regulated, personalised approach.
    1. ✔1 Financial Adviser
    2. 🪧11 Miles
    3. 📍Taunton
  17. 🏢

    P J Watts Independent Financial Adviser LTD

    FCA reg no.
    911629
    FCA authorised date:
    02/06/20
    KWL Wealth Management, based in Somerset, offers bespoke UK-wide financial services including planning, pensions, retirement advice, and investment guidance. An FCA regulated firm, they're committed to achieving clients' unique financial goals.
    1. ✔1 Financial Adviser
    2. 🪧11.2 Miles
    3. 📍Martock
  18. 🏢

    Carter Dawes IFA Solutions Limited

    FCA reg no.
    457006
    FCA authorised date:
    31/10/06
    Carter Dawes IFA Solutions Limited is a reputable, FCA registered firm based in Honiton, Devon, specialising in comprehensive financial planning and regulated advice for life, investments, pensions, and retirement.
    1. ✔19 Financial Advisers
    2. 🪧11.3 Miles
    3. 📍Honiton
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