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Find FCA registered Financial Advisers Near Me in TA1 5


We have found 186 relevant financial adviser firms within 30 miles of TA1 5. Showing page 10 of 13.

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  2. 🏢

    Dean Scott

    FCA reg no.
    918374
    FCA authorised date:
    17/12/19
    A reputable financial firm based in Wells, Somerset; Dean Scott offers extensive financial services, including insurance and retirement advice. Known for its customer-focused approach, it serves local and regional clients.
    1. ✔1 Financial Adviser
    2. 🪧26.4 Miles
    3. 📍Wells
  3. 🏢

    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. 🪧26.4 Miles
    3. 📍Weston Super Mare
  4. 🏢

    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. 🪧26.4 Miles
    3. 📍Exeter
  5. 🏢

    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. 🪧26.5 Miles
    3. 📍Crediton
  6. 🏢

    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. 🪧26.5 Miles
    3. 📍Exeter
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  8. 🏢

    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. 🪧26.5 Miles
    3. 📍Exeter
  9. 🏢

    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. 🪧26.5 Miles
    3. 📍Exeter
  10. 🏢

    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. 🪧26.5 Miles
    3. 📍Exeter
  11. 🏢

    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. 🪧26.5 Miles
    3. 📍Exeter
  12. 🏢

    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. 🪧26.5 Miles
    3. 📍Exeter
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  14. 🏢

    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. 🪧26.5 Miles
    3. 📍Exeter
  15. 🏢

    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. 🪧26.5 Miles
    3. 📍Exeter
  16. 🏢

    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. 🪧26.6 Miles
    3. 📍Exeter
  17. 🏢

    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. 🪧26.6 Miles
    3. 📍Exeter
  18. 🏢

    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. 🪧26.6 Miles
    4. 📍Exeter
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