Find FCA registered Financial Advisers Near Me in Holbear TA20
We have found 167 relevant financial adviser firms within 30 miles of Holbear TA20. Showing page 8 of 12.
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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.- ✔3 Financial Advisers
- 🪧24.3 Miles
- 📍Exeter
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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 Financial Adviser
- 🪧24.3 Miles
- 📍Clyst St Mary
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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.- ✔2 Financial Advisers
- 🪧24.3 Miles
- 📍Exeter
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Jasmine Milne
- FCA reg no.
- 1036661
- FCA authorised date:
- 14/07/25
Jasmine Milne is a FCA-regulated financial services firm based in Stourton Caundle, specialising in tailored financial planning and advice. They provide expert services in life insurance, investments, pensions, and retirement advice.- ✔1 Financial Adviser
- 🪧24.5 Miles
- 📍Sturminster Newton
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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 Financial Adviser
- 🪧24.7 Miles
- 📍Exeter
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P J AIKEN LIMITED
- FCA reg no.
- 442673
- FCA authorised date:
- 01/02/06
FCA regulated PJ Aiken Ltd provides professional financial planning services in Dorset, including life, investment, pension and retirement advice. A leading firm dedicated to tailormade solutions for diverse financial needs.- ✔2 Financial Advisers
- 🪧24.9 Miles
- 📍Dorchester
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LEE FORD IFA LIMITED
- FCA reg no.
- 550697
- FCA authorised date:
- 12/05/11
Vision IFP is a reputable, FCA regulated financial service provider in Piddlehinton, Dorset, known for well-informed advice on life investments, pension planning, and bespoke financial planning.- ✔1 Financial Adviser
- 🪧24.9 Miles
- 📍Dorchester
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Investment and Tax Advisory Services Limited
- FCA reg no.
- 209529
- FCA authorised date:
- 25/04/02
The Wilcox Young Partnership is a reputable financial services firm in Dorchester, Dorset, providing personalised insurance, investment and pension advice. FCA regulated, they're trusted for their client-focused, professional approach.- ✔4 Financial Advisers
- 🪧24.9 Miles
- 📍Dorchester
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FRANCIS CLARK FINANCIAL PLANNING LIMITED
- FCA reg no.
- 433591
- FCA authorised date:
- 01/12/05
FRANCIS CLARK FINANCIAL PLANNING LIMITED in Exeter, Devon provides reliable, regulated, and tailored financial services including life investments, pension advice, and astute planning. Trusted experts serving local and far-reaching regions.- ✔21 Financial Advisers
- 🪧25.2 Miles
- 📍Exeter
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William Human
- FCA reg no.
- 528326
- FCA authorised date:
- 21/07/10
William Human, a respected financial firm in Highbridge, Somerset, offers expert advice on life investments, pensions, and retirement, specializing in final salary pension transfers. Known for personal financial planning services, professionalism, and high ethical standards, regulated by the FCA.- ✔1 Financial Adviser
- 🪧25.2 Miles
- 📍Highbridge
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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.- ✔5 Financial Advisers
- 🪧25.5 Miles
- 📍Exeter
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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).- ✔2 Financial Advisers
- 🪧25.5 Miles
- 📍Exeter
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Rodney Spiller Wealth Management LTD
- FCA reg no.
- 610718
- FCA authorised date:
- 25/11/13
Based in Exeter, Rodney Spiller Wealth Management Ltd is a dually-regulated financial firm offering expertise in insurance, investments, and pensions, providing tailored solutions to secure clients' financial futures.- ✔3 Financial Advisers
- 🪧25.6 Miles
- 📍Exeter
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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 Financial Adviser
- 🪧25.6 Miles
- 📍Tiverton
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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.- ✔4 Financial Advisers
- 🪧25.7 Miles
- 📍Exeter
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