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Find FCA registered Financial Advisers Near Me in North Tawton

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We have found 168 relevant financial adviser firms within 30 miles of North Tawton. 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. 🪧39.2 Miles
    3. 📍Taunton
  3. 🏢

    Bryan J Hollingsworth

    FCA reg no.
    152663
    FCA authorised date:
    10/10/18
    We provide a personal and flexible planning service to individual clients either to deal with a specific need or to build an overall Financial Plan. Additionally we can offer an ongoing review service tailored to a client's particular requirements.
    1. ✔1 Financial Adviser
    2. 🪧3.7 Miles
    3. 📍Crediton
  4. 🏢

    Peter Cole Partnership

    FCA reg no.
    216023
    FCA authorised date:
    31/05/05
    Based in Okehampton, Devon, Peter Cole Partnership offers expert financial planning services and regulated advice, specialising in insurance, investments, pensions, and retirement advice. The firm is FCA authorised and prioritises clients' financial health.
    1. ✔1 Financial Adviser
    2. 🪧5.3 Miles
    3. 📍Okehampton
  5. 🏢

    KD Financial LLP

    FCA reg no.
    912337
    FCA authorised date:
    16/08/19
    KD Financial LLP, a FCA regulated firm, offers expert financial planning including investment guidance and comprehensive retirement advice. Located in Devon, the client-centric team provides tailored solutions for long-term financial security.
    1. ✔2 Financial Advisers
    2. 🪧5.4 Miles
    3. 📍Okehampton
  6. 🏢

    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. 🪧6.1 Miles
    3. 📍Okehampton
  7. 🏢

    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. 🪧6.2 Miles
    3. 📍Okehampton
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  9. 🏢

    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. 🪧6.2 Miles
    3. 📍Okehampton
  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. 🪧8.6 Miles
    3. 📍Winkleigh
  11. 🏢

    BLANCHFORD FINANCIAL SERVICES LIMITED

    FCA reg no.
    1012357
    FCA authorised date:
    07/05/24
    Based in Devon, Blanchford Financial Services Limited provides expert financial advice, including life planning and pensions. This FCA-regulated firm offers personalised service, prioritizing clients' financial well-being.
    1. ✔1 Financial Adviser
    2. 🪧10.2 Miles
    3. 📍Crediton
  12. 🏢

    Jon Houghton Limited

    FCA reg no.
    794390
    FCA authorised date:
    01/05/18
    Devon-based Ruby Financial Management offers FCA-regulated financial advice, covering life and investments, pension retirement, and comprehensive financial planning. They are known for their reliable services and client-friendly approach.
    1. ✔1 Financial Adviser
    2. 🪧10.5 Miles
    3. 📍Crediton
  13. 🏢

    Neil Gunn

    FCA reg no.
    216790
    FCA authorised date:
    27/01/24
    Regulated by the FCA, The Old Mill in Devon provides dependable comprehensive financial planning services including life and investment planning, retirement advice, and more. Committed to quality, approachable, trusted advice.
    1. ✔1 Financial Adviser
    2. 🪧11 Miles
    3. 📍Crediton
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  15. 🏢

    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. 🪧15.9 Miles
    3. 📍Tiverton
  16. 🏢

    Attentus Financial Planning LTD

    FCA reg no.
    1032765
    FCA authorised date:
    15/12/25
    Attentus Financial Planning Ltd, based in Exeter, Devon, provides robust, FCA-regulated financial services, including life and investments advice, pensions retirement guidance, and comprehensive financial planning for individuals and businesses.
    1. ✔1 Financial Adviser
    2. 🪧16.2 Miles
    3. 📍Exeter
  17. 🏢

    Samantha Townsend

    FCA reg no.
    1013713
    FCA authorised date:
    18/05/24
    Samantha Townsend is a renowned financial firm in Exeter, offering tailored advice on insurance, investments, and pensions. The FCA-regulated company is known for its client-centric approach and clear, friendly guidance.
    1. ✔1 Financial Adviser
    2. 🪧16.9 Miles
    3. 📍Exeter
  18. 🏢

    Profecto Financial Services LTD

    FCA reg no.
    765737
    FCA authorised date:
    29/11/16
    Based in Exeter, Devon, Profecto Financial Services offers comprehensive financial planning and tailored advice across multiple segments including life insurance, pensions, investments, and final salary pension transfers.
    1. ✔2 Financial Advisers
    2. 🪧17 Miles
    3. 📍Exeter
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