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Find FCA registered Financial Advisers Near Me in TA16 5


We have found 145 relevant financial adviser firms within 30 miles of TA16 5. Showing page 7 of 10.

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  2. 🏢

    GRF Wealth Management LTD

    FCA reg no.
    626583
    FCA authorised date:
    25/06/14
    Based in Somerset's Taunton, GRF Wealth Management Ltd offers customised financial planning, regulated advice and specialises in a range of sectors including life investment and pensions retirement. FCA registered, this firm prioritises client-focused service and holistic strategies.
    1. ✔1 Financial Adviser
    2. 🪧23.1 Miles
    3. 📍Taunton
  3. 🏢

    Nicholas Carroll & Financial Associates Limited

    FCA reg no.
    1005968
    FCA authorised date:
    17/11/23
    Nicholas Carroll & Financial Associates Limited is a FCA regulated firm in Weymouth, Dorset, offering tailored financial services from insurance to retirement advice for individual needs.
    1. ✔2 Financial Advisers
    2. 🪧23.4 Miles
    3. 📍Weymouth
  4. 🏢

    Med-ex Financial Advisory Services Limited

    FCA reg no.
    484988
    FCA authorised date:
    05/09/08
    Med-Ex Financial Advisory Services is a FCA-regulated firm in Devon offering a variety of financial planning services, including pensions advice and life investments, with personalized guidance for securing financial futures.
    1. ✔2 Financial Advisers
    2. 🪧23.6 Miles
    3. 📍Cullompton
  5. 🏢

    JAMES YOUNG ASSOCIATES LIMITED

    FCA reg no.
    505532
    FCA authorised date:
    06/11/09
    James Young Associates Limited is a FCA registered firm that offers dependable financial planning and advice, including life and investments, and retirement planning in Weymouth, Dorset.
    1. ✔1 Financial Adviser
    2. ✔2 Mortgage Brokers
    3. 🪧23.9 Miles
    4. 📍Weymouth
  6. 🏢

    Otter Financial Services Limited

    FCA reg no.
    593699
    FCA authorised date:
    13/05/13
    Otter Financial Services Limited provides trusted, tailored financial guidance across the UK, specialising in life insurance, investments, pensions retirement advice, and financial planning.
    1. ✔1 Financial Adviser
    2. 🪧24.1 Miles
    3. 📍Ottery St. Mary
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  8. 🏢

    Medical and General Independent Financial Advisers LTD

    FCA reg no.
    660573
    FCA authorised date:
    24/03/15
    Devon-based Medical and General Independent Financial Advisers Ltd offers expert, FCA-regulated financial planning services tailored to individual needs, specialising in life investments and retirement advice. Known for approachability and professionalism.
    1. ✔6 Financial Advisers
    2. ✔4 Mortgage Brokers
    3. 🪧24.2 Miles
    4. 📍Ottery St. Mary
  9. 🏢

    Future Financial Wealth LLP

    FCA reg no.
    592054
    FCA authorised date:
    28/11/12
    Future Financial Wealth LLP is a trusted financial planning partner located in Dorset, specializing in life insurance, investments, and pension retirement advice. They offer tailored, regulated advice to help clients build financial confidence.
    1. ✔13 Financial Advisers
    2. 🪧24.4 Miles
    3. 📍Gillingham
  10. 🏢

    Westward Financial Management Limited

    FCA reg no.
    430680
    FCA authorised date:
    01/07/05
    Westward Financial Management is a UK-based, FCA-regulated firm offering financial services including life and investment solutions, pensions retirement advice, and comprehensive financial planning.
    1. ✔3 Financial Advisers
    2. 🪧24.4 Miles
    3. 📍Tiverton
  11. 🏢

    Michael Milne Wealth Management LTD

    FCA reg no.
    499786
    FCA authorised date:
    22/04/09
    Michael Milne Wealth Management Ltd is an FCA-regulated firm offering personalized financial planning, expert pension strategies and investment advice. They serve clients across Somerset and are known for being approachable and professional.
    1. ✔1 Financial Adviser
    2. 🪧24.5 Miles
    3. 📍Wellington
  12. 🏢

    Positive Wealth Creation LTD

    FCA reg no.
    481182
    FCA authorised date:
    16/06/08
    Positive Wealth Creation Ltd is an FCA-regulated firm specializing in comprehensive financial planning, investment advice, and personalized pensions and retirement guidance around Somerset from their Burnham on Sea base.
    1. ✔2 Financial Advisers
    2. 🪧24.5 Miles
    3. 📍Burnham On Sea
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  14. 🏢

    Holt Financial Services Limited

    FCA reg no.
    652420
    FCA authorised date:
    30/10/14
    Located in Weymouth, Dorset, Holt Financial Services Ltd is an FCA-regulated firm specializing in life investments, retirement advice, and comprehensive financial planning for clients across Greater Manchester. Known for tailored, professional guidance.
    1. ✔1 Financial Adviser
    2. 🪧24.7 Miles
    3. 📍Weymouth
  15. 🏢

    Chesil Financial Planning LTD

    FCA reg no.
    987633
    FCA authorised date:
    24/11/22
    Chesil Financial Planning Ltd is an FCA-regulated, Dorset-based company providing comprehensive financial planning and advice specialising in life investments and pensions. Their dedicated team offers client-centric, professional services for a secure future.
    1. ✔1 Financial Adviser
    2. 🪧24.7 Miles
    3. 📍Weymouth
  16. 🏢

    Morris Trice Associates LTD

    FCA reg no.
    528398
    FCA authorised date:
    22/07/10
    Morris Trice Associates Ltd is a trusted, FCA regulated financial planning firm in Devon, offering services in wealth management, life insurance, pension advice, and strategic investment planning.
    1. ✔2 Financial Advisers
    2. 🪧24.7 Miles
    3. 📍Cullompton
  17. 🏢

    Clearview Wealth Management Limited

    FCA reg no.
    1016726
    FCA authorised date:
    12/08/24
    ClearView Wealth Management Limited offers comprehensive financial solutions including insurance, investments, pensions advice and strategic planning. Based in Sidmouth, Devon, their expert team provides regulated, client-centered advice for first-time investors to retirees.
    1. ✔2 Financial Advisers
    2. 🪧24.8 Miles
    3. 📍Sidmouth
  18. 🏢

    November March Limited

    FCA reg no.
    569226
    FCA authorised date:
    10/04/12
    Molyneux Financial Planning, an FCA regulated firm in Sidmouth, Devon, offers top-notch, approachable financial services including life and investment planning, pensions, and retirement advice. They specialize in crafting tailored solutions for diverse needs.
    1. ✔1 Financial Adviser
    2. 🪧25.2 Miles
    3. 📍Sidmouth
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