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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 9 of 12.

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  2. 🏢

    Nicholas Carroll & Financial Associates Limited

    FCA reg no.
    1005968
    FCA authorised date:
    17/11/23
    Nicholas Carroll & Financial Associates Limited is a FCA regulated firm in Weymouth, Dorset, offering tailored financial services from insurance to retirement advice for individual needs.
    1. ✔2 Financial Advisers
    2. 🪧25.8 Miles
    3. 📍Weymouth
  3. 🏢

    Worth Financial Planning Limited

    FCA reg no.
    1041092
    FCA authorised date:
    25/09/25
    Worth Financial Planning Limited, a FCA regulated company in Somerset, provides comprehensive financial services including life investments, pensions, retirement advice, and final salary pension transfers to the UK's Southwest region.
    1. ✔1 Financial Adviser
    2. 🪧25.9 Miles
    3. 📍Wells
  4. 🏢

    Seabrook Clark LTD

    FCA reg no.
    593299
    FCA authorised date:
    01/02/13
    Seabrook Clark Ltd is a highly respected Devon-based firm providing FCA-regulated financial planning services, specialising in wealth management, pensions, and life investments. Serving Exeter and surrounding regions, they offer bespoke solutions to meet individual financial goals.
    1. ✔4 Financial Advisers
    2. 🪧25.9 Miles
    3. 📍Exeter
  5. 🏢

    Positive Wealth Creation LTD

    FCA reg no.
    481182
    FCA authorised date:
    16/06/08
    Positive Wealth Creation Ltd is an FCA-regulated firm specializing in comprehensive financial planning, investment advice, and personalized pensions and retirement guidance around Somerset from their Burnham on Sea base.
    1. ✔2 Financial Advisers
    2. 🪧26 Miles
    3. 📍Burnham On Sea
  6. 🏢

    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. 🪧26 Miles
    4. 📍Exmouth
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  8. 🏢

    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. 🪧26.1 Miles
    3. 📍Exmouth
  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. 🪧26.2 Miles
    3. 📍Exmouth
  10. 🏢

    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. 🪧26.2 Miles
    3. 📍Exmouth
  11. 🏢

    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. 🪧26.2 Miles
    3. 📍Devon
  12. 🏢

    Mark Bonning-snook LTD

    FCA reg no.
    215163
    FCA authorised date:
    31/05/05
    Mark Bonning-Snook Ltd, a trusted financial firm in Exeter, offers services like investments, retirement advice, pension transfers and comprehensive financial planning. The FCA-regulated firm's ethos is transparency, trust and integrity.
    1. ✔1 Financial Adviser
    2. 🪧26.3 Miles
    3. 📍Exeter
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  14. 🏢

    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. 🪧26.4 Miles
    3. 📍Exeter
  15. 🏢

    HEATON FINANCIAL INDEPENDENT FINANCIAL ADVISERS LTD

    FCA reg no.
    528755
    FCA authorised date:
    05/11/10
    Heaton Financial is a FCA-regulated firm in Exeter, providing comprehensive financial advice on life investments and pension planning. Known for their approachable service, they offer custom strategies for individual client needs.
    1. ✔2 Financial Advisers
    2. 🪧26.4 Miles
    3. 📍Exeter
  16. 🏢

    ACUMA LIMITED

    FCA reg no.
    302942
    FCA authorised date:
    31/10/04
    Acuma Wealth, an FCA regulated firm in Exeter, offers tailored financial advice, including life and investment planning, pensions retirement advice, and comprehensive financial services with a dedicated client-focused approach.
    1. ✔4 Financial Advisers
    2. 🪧26.6 Miles
    3. 📍Exeter
  17. 🏢

    Fowler Financial Planning Limited

    FCA reg no.
    759145
    FCA authorised date:
    22/09/16
    Fowler Financial Planning Limited is a regulated firm in Exeter, offering life-investments, pensions and retirement advice, along with final salary pension transfers, known for its approachable style and tailored services.
    1. ✔4 Financial Advisers
    2. 🪧26.6 Miles
    3. 📍Exeter
  18. 🏢

    JAMES YOUNG ASSOCIATES LIMITED

    FCA reg no.
    505532
    FCA authorised date:
    06/11/09
    James Young Associates Limited is a FCA registered firm that offers dependable financial planning and advice, including life and investments, and retirement planning in Weymouth, Dorset.
    1. ✔1 Financial Adviser
    2. ✔2 Mortgage Brokers
    3. 🪧26.6 Miles
    4. 📍Weymouth
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