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Find FCA registered Financial Advisers Near Me in TA1 2


We have found 186 relevant financial adviser firms within 30 miles of TA1 2. Showing page 9 of 13.

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  2. 🏢

    PBF Wealth Management LTD

    FCA reg no.
    611215
    FCA authorised date:
    03/12/13
    PBF Wealth Management Ltd, based in Somerset, is a FCA-regulated financial firm offering comprehensive services across the UK, including life investments, pensions retirement advice, and final salary pension transfers.
    1. ✔2 Financial Advisers
    2. 🪧25.2 Miles
    3. 📍Weston Super Mare
  3. 🏢

    VISION WEST & WALES LIMITED

    FCA reg no.
    783489
    FCA authorised date:
    05/07/17
    Vision West & Wales Limited is a FCA regulated financial firm based in Somerset, offering comprehensive financial services - including life investments and retirement planning - with client-focused approach and decades of experience.
    1. ✔2 Financial Advisers
    2. 🪧25.2 Miles
    3. 📍Weston Super Mare
  4. 🏢

    Aureus Wealth Management LTD

    FCA reg no.
    976592
    FCA authorised date:
    25/04/25
    Aureus Wealth Management Ltd is a Somerset-based financial services firm specialising in life insurance, investments, and pensions. Known for their personalised, reliable service, they offer comprehensive planning solutions for individuals and businesses.
    1. ✔1 Financial Adviser
    2. 🪧25.6 Miles
    3. 📍Weston Super Mare
  5. 🏢

    Breed Elliott (s.w.) Limited

    FCA reg no.
    994923
    FCA authorised date:
    17/04/23
    Based in Exeter, Breed Elliott (S.W.) Limited is a FCA regulated financial service firm. Specialising in wealth management and final salary pension transfers, the firm's bespoke, client-focused approach extends beyond Devon.
    1. ✔1 Financial Adviser
    2. 🪧25.6 Miles
    3. 📍Exeter
  6. 🏢

    Whichers IFA LIMITED

    FCA reg no.
    927125
    FCA authorised date:
    02/06/20
    Exeter-based Whichers IFA LIMITED provides regulated financial advising with a speciality in pensions, retirement planning and investments. Combining professional expertise with personalized service, they cater especially to individuals approaching retirement.
    1. ✔2 Financial Advisers
    2. 🪧25.6 Miles
    3. 📍Exeter
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  8. 🏢

    Shipman Wealth Management LTD

    FCA reg no.
    456896
    FCA authorised date:
    02/01/07
    Amber River Shipman Wealth, an Exeter-based finance company, specialises in wealth management, life investments, and pensions retirement advice, offering client-focused, regulated financial services.
    1. ✔23 Financial Advisers
    2. 🪧25.6 Miles
    3. 📍Exeter
  9. 🏢

    Shipman Financial Planning LTD

    FCA reg no.
    513289
    FCA authorised date:
    05/11/10
    Exeter-based Shipman Financial Planning Ltd, a trusted FCA-regulated firm, offers comprehensive financial services such as life investments, pensions advice, and financial planning to individuals across Devon and beyond.
    1. ✔16 Financial Advisers
    2. 🪧25.6 Miles
    3. 📍Exeter
  10. 🏢

    Sandle Nash Limited

    FCA reg no.
    613677
    FCA authorised date:
    01/07/14
    Based in Exeter, Sandle Nash Limited is a reliable, FCA-regulated financial firm offering comprehensive planning services. Experts in pensions and retirement advice, they provide trusted solutions tailored to individual needs.
    1. ✔3 Financial Advisers
    2. 🪧25.9 Miles
    3. 📍Exeter
  11. 🏢

    PAUL BARNFIELD FINANCIAL PLANNING LTD

    FCA reg no.
    604713
    FCA authorised date:
    22/07/13
    Based in Somerset, Vision IFP is a FCA-regulated financial solutions provider, known for personalized financial planning in investments, pensions, and retirement. They stand out for their professionalism, approachability, and client-focused service.
    1. ✔1 Financial Adviser
    2. 🪧25.9 Miles
    3. 📍Weston Super Mare
  12. 🏢

    Davies Wealth Management LTD

    FCA reg no.
    415072
    FCA authorised date:
    18/11/04
    Davies Wealth Management Ltd, a trusted FCA-regulated firm based in Dorset, specializes in life insurance, and investments. They provide transparent, expert financial strategies and retirement advice.
    1. ✔5 Financial Advisers
    2. 🪧26.1 Miles
    3. 📍Bridport
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  14. 🏢

    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. 🪧26.3 Miles
    3. 📍Exeter
  15. 🏢

    Henri James Wealth LTD

    FCA reg no.
    586453
    FCA authorised date:
    09/04/13
    Henri James Wealth Ltd, a reputable FCA regulated financial planning firm in Somerset, offers expert advice in life investments, pensions, and retirement. They provide comprehensive financial planning tailored to individual needs.
    1. ✔1 Financial Adviser
    2. 🪧26.7 Miles
    3. 📍Blagdon
  16. 🏢

    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. 🪧26.9 Miles
    3. 📍Exeter
  17. 🏢

    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. 🪧26.9 Miles
    3. 📍Clyst St Mary
  18. 🏢

    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. 🪧26.9 Miles
    3. 📍Exeter
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