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Find FCA registered Financial Advisers Near Me in Holsworthy


We have found 54 relevant financial adviser firms within 30 miles of Holsworthy. Showing page 1 of 4.

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  2. 🏢

    North Coast Wealth LTD

    FCA reg no.
    1047929
    FCA authorised date:
    13/12/25
    North Coast Wealth Ltd, a FCA regulated firm in Bude, Cornwall, provides expert financial planning services, specializing in investments, pensions and retirement advice. Known for its personalized, reliable approach.
    1. ✔1 Financial Adviser
    2. 🪧8.4 Miles
    3. 📍Bude
  3. 🏢

    Claire Hayter

    FCA reg no.
    785792
    FCA authorised date:
    02/08/17
    FCA-regulated firm Claire Hayter provides personalised financial planning and advice, including investments, life insurance, and pension services in Launceston, Cornwall. Prioritising client needs, they aim to optimise long-term financial security.
    1. ✔1 Financial Adviser
    2. 🪧12 Miles
    3. 📍Launceston
  4. 🏢

    Kernow Financial Planning LTD

    FCA reg no.
    942872
    FCA authorised date:
    01/04/21
    Cornwall-based Kernow Financial Planning Ltd offers professional financial services including life and investment planning, pension retirement advice. Regulated by the FCA, they provide tailored and trustworthy advice to diverse clientele.
    1. ✔1 Financial Adviser
    2. ✔2 Mortgage Brokers
    3. 🪧12 Miles
    4. 📍Cornwall
  5. 🏢

    Dart Wealth Management Limited

    FCA reg no.
    789271
    FCA authorised date:
    06/04/18
    Dart Wealth Management provides personalized financial planning services in Cornwall, offering expert advice on life and investment strategies, pensions retirement, and thorough financial planning. FCA-regulated and serving clients across the South West region.
    1. ✔2 Financial Advisers
    2. 🪧12.2 Miles
    3. 📍Launceston
  6. 🏢

    Intime Financial Planning LTD

    FCA reg no.
    976959
    FCA authorised date:
    07/06/22
    Intime Financial Planning Ltd, based in Lifton, Devon specialises in comprehensive financial strategies, including life investment, final salary pension transfers, and tailored retirement advice. Known for client-focused, regulated services.
    1. ✔1 Financial Adviser
    2. 🪧13 Miles
    3. 📍Lifton
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  8. 🏢

    D Scott Financial Limited

    FCA reg no.
    934787
    FCA authorised date:
    01/02/21
    D Scott Financial Limited, an FCA regulated company in Bideford, Devon, specialises in personalized financial planning services, offering expert advice on life and retirement investments, and pensions.
    1. ✔2 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧14.5 Miles
    4. 📍Bideford
  9. 🏢

    Scott Financial Planning Limited

    FCA reg no.
    521369
    FCA authorised date:
    06/08/10
    Scott Financial Planning Limited, an FCA-regulated firm in Bideford, Devon, offers personalised financial services including life and investments, pensions retirement, final salary pension transfers, and financial planning.
    1. ✔2 Financial Advisers
    2. 🪧14.5 Miles
    3. 📍Bideford
  10. 🏢

    Woollacott Wealth Management Limited

    FCA reg no.
    1049176
    FCA authorised date:
    27/01/26
    Based in Winkleigh, Devon, Woollacott Wealth Management Limited offers tailored financial planning services including pensions and investment advice. The firm is known for its exceptional client satisfaction and robust financial strategies.
    1. ✔1 Financial Adviser
    2. 🪧15.3 Miles
    3. 📍Winkleigh
  11. 🏢

    Stephanie Amber Croft

    FCA reg no.
    451293
    FCA authorised date:
    18/09/06
    Croft & Company IFA is a trusted financial planning firm based in Bideford, Devon. They offer personalised services including life insurance, investments, pensions retirement advice.
    1. ✔3 Financial Advisers
    2. 🪧15.8 Miles
    3. 📍Bideford
  12. 🏢

    Strategic Wealth and Financial Planning LTD

    FCA reg no.
    603706
    FCA authorised date:
    04/07/13
    Strategic Wealth and Financial Planning Ltd is a FCA registered financial firm based in Okehampton, Devon, specializing in individualized advice on life investments, pensions, retirement, and comprehensive financial planning.
    1. ✔1 Financial Adviser
    2. 🪧15.8 Miles
    3. 📍Okehampton
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  14. 🏢

    Little Pebbles Financial Solutions LTD

    FCA reg no.
    581963
    FCA authorised date:
    12/10/15
    Located in Bideford, Devon, Little Pebbles Financial Solutions Ltd offers trusted, comprehensive, client-focused financial planning services, specialising in life, investments, pensions and retirement advice. Regulated by the FCA, they are known for their warm, approachable style.
    1. ✔1 Financial Adviser
    2. 🪧15.8 Miles
    3. 📍Bideford
  15. 🏢

    Davidsons Independent Financial Advisers Limited

    FCA reg no.
    224407
    FCA authorised date:
    09/07/03
    Courtiers is a leading financial services provider in Okehampton, Devon, delivering client-focused financial planning including life, retirement and investment advice. Proven reputation for tailored financial solutions for local families and first-time buyers.
    1. ✔10 Financial Advisers
    2. 🪧16.1 Miles
    3. 📍Okehampton
  16. 🏢

    Moor Independent Financial Advisers Limited

    FCA reg no.
    982622
    FCA authorised date:
    06/09/22
    Moor Independent Financial Advisers Limited provides expert financial planning services including investments, life insurance, and pension advice in Devon and surrounding areas, regulated by the FCA. They focus on personalized advice for enhanced financial health.
    1. ✔1 Financial Adviser
    2. 🪧16.2 Miles
    3. 📍Okehampton
  17. 🏢

    Matthew Conroy

    FCA reg no.
    792528
    FCA authorised date:
    26/10/17
    Matthew Conroy is a trusted, FCA regulated financial firm in Lovacott, Devon, specializing in life investments, pensions, and holistic financial planning, providing tailored advice for individual client needs.
    1. ✔1 Financial Adviser
    2. 🪧18.3 Miles
    3. 📍Barnstaple
  18. 🏢

    Astute Money Financial Planning LTD

    FCA reg no.
    616372
    FCA authorised date:
    26/02/14
    Astute Money Financial Planning Ltd, a highly respected FCA-regulated firm, provides comprehensive financial services including life investments, pensions advice, and personalized financial planning across Devon and surrounding counties.
    1. ✔1 Financial Adviser
    2. 🪧18.5 Miles
    3. 📍Tavistock
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