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Find FCA registered Financial Advisers Near Me in TA24 7


We have found 216 relevant financial adviser firms within 30 miles of TA24 7. Showing page 1 of 15.

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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. 🪧22.8 Miles
    3. 📍Taunton
  3. 🏢

    Beacon IFA

    FCA reg no.
    566890
    FCA authorised date:
    02/04/12
    1. ✔7 Financial Advisers
    2. ✔3 Mortgage Brokers
    3. 🪧46.5 Miles
    4. 📍Tredegar
  4. 🏢

    Michael Benjamin

    FCA reg no.
    213144
    FCA authorised date:
    01/10/02
    Michael Benjamin is a London-based financial firm offering comprehensive financial solutions such as insurance, investments, and strategic planning. They provide personalised, regulated advice to both seasoned investors and beginners.
    1. ✔1 Financial Adviser
    2. 🪧6.2 Miles
    3. 📍Dulverton
  5. 🏢

    JAMES & ASSOCIATES FINANCIAL SERVICES LIMITED

    FCA reg no.
    408280
    FCA authorised date:
    04/01/05
    Based in Somerset, James & Associates Financial Services Limited provides regulated financial guidance, including life planning, pension advice, and investment planning. They are trusted for their client-centric and professional service.
    1. ✔1 Financial Adviser
    2. 🪧6.6 Miles
    3. 📍Minehead
  6. 🏢

    Tuckers Legal & Financial Services LTD

    FCA reg no.
    947911
    FCA authorised date:
    02/08/21
    Tuckers Legal & Financial Services Ltd, based in Devon, is a regulated advisory firm specializing in financial planning and retirement strategies. They deliver tailored, client-focused advice for pensions, investments and life planning.
    1. ✔7 Financial Advisers
    2. ✔6 Mortgage Brokers
    3. 🪧13.4 Miles
    4. 📍Lynton
  7. 🏢

    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. 🪧13.6 Miles
    3. 📍Wellington
  8. 🏢

    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. 🪧14.5 Miles
    3. 📍Taunton
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  10. 🏢

    Paul Forman-cummings

    FCA reg no.
    921915
    FCA authorised date:
    20/08/20
    Paul Forman Financial Services, based in Tiverton, Devon, provides expert regulated financial planning and advice, specialising in life, investments and pensions, offering personalized services for individual's financial needs.
    1. ✔1 Financial Adviser
    2. 🪧15.4 Miles
    3. 📍Tiverton
  11. 🏢

    FORGERON FINANCIAL PLANNING LIMITED

    FCA reg no.
    512100
    FCA authorised date:
    08/02/10
    Forgeron Financial Planning Ltd is a proficient financial services company based in Tiverton, Devon, offering FCA regulated advice on pensions, retirement and investments to individuals and businesses.
    1. ✔1 Financial Adviser
    2. 🪧15.4 Miles
    3. 📍Tiverton
  12. 🏢

    A Finance Limited

    FCA reg no.
    584606
    FCA authorised date:
    26/11/12
    A Finance Limited, located in Taunton, is a FCA registered finance company providing regulated, comprehensive financial services across the UK, specialising in investments, pensions, and financial planning.
    1. ✔1 Financial Adviser
    2. 🪧15.7 Miles
    3. 📍Taunton
  13. 🏢

    CALLER FINANCIAL SOLUTIONS LTD

    FCA reg no.
    550789
    FCA authorised date:
    13/05/11
    Vision IFP is a regulated financial services firm based in Devon, offering tailored life and investment planning, pensions advice, and retirement planning services with a client-focused approach.
    1. ✔1 Financial Adviser
    2. 🪧15.9 Miles
    3. 📍Barnstaple
  14. 🏢

    Hannah Freeland

    FCA reg no.
    1030933
    FCA authorised date:
    29/03/25
    Hannah Freeland, a leading financial consultancy firm located in Tiverton, Devon, offers a broad range of financial services, including insurance, investments, and pensions. Renowned for excellent service, it's valued by local families and first-time investors.
    1. ✔1 Financial Adviser
    2. 🪧15.9 Miles
    3. 📍Tiverton
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  16. 🏢

    Davey Wealth Management LTD

    FCA reg no.
    916275
    FCA authorised date:
    05/11/19
    Davey Wealth Management Ltd is an FCA-regulated firm specialising in life investments, pensions, and final salary pension transfers, offering tailored financial planning service in Tiverton, Devon.
    1. ✔1 Financial Adviser
    2. 🪧15.9 Miles
    3. 📍Tiverton
  17. 🏢

    Paul Hipkiss

    FCA reg no.
    125652
    FCA authorised date:
    01/12/01
    Paul Hipkiss at Tiverton, Devon, offers expert financial advisory services including investment and retirement planning. Known for professionalism and a friendly approach, they serve Devon and neighbouring counties under FCA registration 125652.
    1. ✔2 Financial Advisers
    2. 🪧16.1 Miles
    3. 📍Tiverton
  18. 🏢

    Hugh Thompson

    FCA reg no.
    659674
    FCA authorised date:
    11/12/14
    Hugh Thompson is a highly-regarded financial firm in Tiverton, Devon, offering expert advice on life and investments, pensions retirement, and comprehensive financial planning, known for its tailored, client-focused approach.
    1. ✔2 Financial Advisers
    2. 🪧16.1 Miles
    3. 📍Tiverton
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