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Find FCA registered Financial Advisers Near Me in TA21 9


We have found 171 relevant financial adviser firms within 30 miles of TA21 9. Showing page 7 of 12.

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  2. 🏢

    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. 🪧20.2 Miles
    3. 📍Exeter
  3. 🏢

    Simply IFA Limited

    FCA reg no.
    711969
    FCA authorised date:
    09/11/15
    Simply IFA Limited is a reliable, FCA registered financial firm in Lyme Regis, Dorset, specializing in comprehensive financial planning and advice, including life insurance, investments, and retirement pensions.
    1. ✔2 Financial Advisers
    2. 🪧20.5 Miles
    3. 📍Lyme Regis
  4. 🏢

    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. 🪧20.8 Miles
    3. 📍Burnham On Sea
  5. 🏢

    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. 🪧21.1 Miles
    3. 📍Exeter
  6. 🏢

    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. 🪧21.1 Miles
    3. 📍Clyst St Mary
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  8. 🏢

    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. 🪧21.1 Miles
    3. 📍Exeter
  9. 🏢

    FRANCIS CLARK FINANCIAL PLANNING LIMITED

    FCA reg no.
    433591
    FCA authorised date:
    01/12/05
    FRANCIS CLARK FINANCIAL PLANNING LIMITED in Exeter, Devon provides reliable, regulated, and tailored financial services including life investments, pension advice, and astute planning. Trusted experts serving local and far-reaching regions.
    1. ✔21 Financial Advisers
    2. 🪧21.2 Miles
    3. 📍Exeter
  10. 🏢

    Stephen Elvin Independent Financial Advice LTD

    FCA reg no.
    788538
    FCA authorised date:
    08/09/17
    Stephen Elvin Independent Financial Advice Ltd, an FCA-regulated firm in Burnham on Sea, provides comprehensive financial planning services, specializing in life investments, retirement planning, and final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧21.6 Miles
    3. 📍Burnham On Sea
  11. 🏢

    City Financial Planning (exeter) Limited

    FCA reg no.
    460195
    FCA authorised date:
    01/03/07
    City Financial Planning (Exeter) Limited is a UK-based, FCA-registered financial advisory firm offering personalized and regulated advice on investments, insurance, retirement, and more, specializing in tailored solutions for individual needs.
    1. ✔5 Financial Advisers
    2. 🪧21.6 Miles
    3. 📍Exeter
  12. 🏢

    Littlewell Financial Management Limited

    FCA reg no.
    667696
    FCA authorised date:
    01/06/15
    Based in Exeter, Littlewell Financial Management provides comprehensive financial planning services in Devon, specialising in life investments, pensions, and retirement planning with a client-centric approach. FCA regulated (Number 667696).
    1. ✔2 Financial Advisers
    2. 🪧21.6 Miles
    3. 📍Exeter
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  14. 🏢

    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. 🪧21.7 Miles
    3. 📍Exeter
  15. 🏢

    STEPPING STONES FINANCIAL ADVISERS LIMITED

    FCA reg no.
    715787
    FCA authorised date:
    04/01/16
    Stepping Stones Financial Advisers Limited offers comprehensive, client-focused financial services including life insurance, investments, and retirement advice in Somerset, assisting individuals and businesses secure their financial futures.
    1. ✔2 Financial Advisers
    2. 🪧21.8 Miles
    3. 📍Somerton
  16. 🏢

    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. 🪧21.8 Miles
    3. 📍Exeter
  17. 🏢

    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. 🪧21.8 Miles
    3. 📍Crediton
  18. 🏢

    Aquila Financial Management Limited

    FCA reg no.
    161585
    FCA authorised date:
    01/12/01
    Aquila Financial Management Limited in Exeter, Devon offers tailored financial services including life investments and pensions retirement advice. As a FCA regulated firm, they provide quality, trusted advice for both long-standing and first-time investors.
    1. ✔4 Financial Advisers
    2. 🪧21.9 Miles
    3. 📍Exeter
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