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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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  2. 🏢

    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. 🪧24.3 Miles
    3. 📍Exeter
  3. 🏢

    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. ✔1 Financial Adviser
    2. 🪧24.3 Miles
    3. 📍Clyst St Mary
  4. 🏢

    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. 🪧24.3 Miles
    3. 📍Exeter
  5. 🏢

    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. ✔1 Financial Adviser
    2. 🪧24.5 Miles
    3. 📍Sturminster Newton
  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. 🪧24.7 Miles
    3. 📍Exeter
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  8. 🏢

    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.
    1. ✔2 Financial Advisers
    2. 🪧24.9 Miles
    3. 📍Dorchester
  9. 🏢

    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. ✔1 Financial Adviser
    2. 🪧24.9 Miles
    3. 📍Dorchester
  10. 🏢

    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.
    1. ✔4 Financial Advisers
    2. 🪧24.9 Miles
    3. 📍Dorchester
  11. 🏢

    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.
    1. ✔21 Financial Advisers
    2. 🪧25.2 Miles
    3. 📍Exeter
  12. 🏢

    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. ✔1 Financial Adviser
    2. 🪧25.2 Miles
    3. 📍Highbridge
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  14. 🏢

    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. 🪧25.5 Miles
    3. 📍Exeter
  15. 🏢

    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. 🪧25.5 Miles
    3. 📍Exeter
  16. 🏢

    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.
    1. ✔3 Financial Advisers
    2. 🪧25.6 Miles
    3. 📍Exeter
  17. 🏢

    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. 🪧25.6 Miles
    3. 📍Tiverton
  18. 🏢

    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. 🪧25.7 Miles
    3. 📍Exeter
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