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Find FCA registered Financial Advisers Near Me in St Leonard's EX2

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We have found 175 relevant financial adviser firms within 30 miles of St Leonard's EX2. 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. 🪧28.7 Miles
    3. 📍Taunton
  3. 🏢

    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. 🪧0.2 Miles
    3. 📍Exeter
  4. 🏢

    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. 🪧0.2 Miles
    3. 📍Exeter
  5. 🏢

    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. 🪧0.3 Miles
    3. 📍Exeter
  6. 🏢

    GILBERT STEPHENS FINANCIAL SERVICES LIMITED

    FCA reg no.
    579899
    FCA authorised date:
    31/08/12
    Gilbert Stephens Financial Services Ltd is a regulated financial firm offering top-tier solutions like insurance, investment strategies and retirement advice in Exeter, Devon. They're known for their personalized service and expert advice.
    1. ✔2 Financial Advisers
    2. 🪧0.5 Miles
    3. 📍Exeter
  7. 🏢

    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. 🪧0.5 Miles
    3. 📍Exeter
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  9. 🏢

    ADVANTA WEALTH (SOUTH WEST) LTD

    FCA reg no.
    677869
    FCA authorised date:
    16/11/15
    Westcotts Financial Management Limited, regulated under FCA, offers comprehensive financial planning and advice in Exeter, Devon. Services include life and investment strategies, retirement planning, and customised pension advice for all clients.
    1. ✔4 Financial Advisers
    2. 🪧0.5 Miles
    3. 📍Exeter
  10. 🏢

    Thompson Jenner Financial Services Limited

    FCA reg no.
    210740
    FCA authorised date:
    05/09/02
    Thompson Jenner Financial Services Limited, based in Exeter, Devon, offers regulated advice on an array of financial matters, including life planning and investment services. They are renowned for delivering reliable, personalized financial strategies.
    1. ✔4 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧0.5 Miles
    4. 📍Exeter
  11. 🏢

    Safran (south West) Limited

    FCA reg no.
    610305
    FCA authorised date:
    02/01/14
    Randalls is a FCA-regulated firm in Exeter, Devon, specialising in wealth management, pensions, life investments and financial planning. They serve an extensive client base, particularly guiding first-time investors through complex financial decisions.
    1. ✔3 Financial Advisers
    2. 🪧0.5 Miles
    3. 📍Exeter
  12. 🏢

    Foresight Financial Planning Limited

    FCA reg no.
    788849
    FCA authorised date:
    22/12/17
    Foresight Financial Planning Limited, based in Exeter and operating under FCA registration 788849, offers personalised life and investment planning, pensions retirement advice, and overall financial planning, for both novice and seasoned investors.
    1. ✔5 Financial Advisers
    2. ✔2 Mortgage Brokers
    3. 🪧0.5 Miles
    4. 📍Exeter
  13. 🏢

    Yellowtail Financial Planning LTD

    FCA reg no.
    448410
    FCA authorised date:
    03/04/06
    Yellowtail Financial Planning Ltd is a trusted, customer-focused financial solutions provider based in Exeter, Devon. Specialising in investments, pensions, retirement planning and final salary pension transfers.
    1. ✔3 Financial Advisers
    2. 🪧0.5 Miles
    3. 📍Exeter
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  15. 🏢

    W & P Limited

    FCA reg no.
    211730
    FCA authorised date:
    12/12/12
    Watson & Partners is a reliable, FCA-regulated financial planning firm based in Exeter, offering diverse services including insurance, investment advice and pension solutions. They cater to both industry veterans and first-time seekers.
    1. ✔1 Financial Adviser
    2. 🪧0.5 Miles
    3. 📍Exeter
  16. 🏢

    David Field Wealth Management LTD

    FCA reg no.
    488689
    FCA authorised date:
    10/09/08
    David Field Wealth Management Ltd, based in Exeter, offers comprehensive financial planning, including insurance, investments, and pensions advice. They are renowned for their expertise and personalised, client-centric approach.
    1. ✔1 Financial Adviser
    2. 🪧0.6 Miles
    3. 📍Exeter
  17. 🏢

    David Coates Wealth Management Limited

    FCA reg no.
    592768
    FCA authorised date:
    12/12/12
    David Coates Wealth Management Limited, regulated by the FCA, offers comprehensive financial planning services from life investments to pension advice in Exeter, Devon, tailored to individual needs.
    1. ✔1 Financial Adviser
    2. 🪧0.6 Miles
    3. 📍Exeter
  18. 🏢

    J T Wealth Management LTD

    FCA reg no.
    465695
    FCA authorised date:
    22/03/07
    J T Wealth Management Ltd, an FCA regulated firm in Exeter, Devon, offers tailored financial planning services including life investments, retirement advice, and pension transfers to individual and corporate clients.
    1. ✔1 Financial Adviser
    2. 🪧0.6 Miles
    3. 📍Exeter
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