Find FCA registered Financial Advisers Near Me in TA3 7
We have found 172 relevant financial adviser firms within 30 miles of TA3 7. Showing page 11 of 12.
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JBM Wealth Management LTD
- FCA reg no.
- 823110
- FCA authorised date:
- 12/10/18
Based in Exmouth, Devon, JBM Wealth Management Ltd is a regulated financial advisory firm known for trusted services covering insurance, investments, pensions, and general finance planning. Noted for their approachable and knowledgeable service. FCA registered.- ✔1 Financial Adviser
- 🪧26.7 Miles
- 📍Exmouth
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Benjamin Warren
- FCA reg no.
- 786349
- FCA authorised date:
- 09/08/17
Authorised under FCA, Benjamin Warren specialises in life investments and pensions retirement advice. Located in Wells, Somerset, his firm offers tailored financial planning solutions ideal for both novice and experienced investors.- ✔1 Financial Adviser
- 🪧26.7 Miles
- 📍Wells
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Gardiner Page & Roe Personal & Corporate Financial Planning
- FCA reg no.
- 215228
- FCA authorised date:
- 31/05/05
Gardiner Page & Roe is a FCA-regulated financial planning firm in Somerset, offering comprehensive services like investment advice, retirement planning, and holistic financial planning to corporations and individuals.- ✔3 Financial Advisers
- 🪧26.7 Miles
- 📍Wells
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William Highbourne Wealth Management Limited
- FCA reg no.
- 917125
- FCA authorised date:
- 01/07/20
William Highbourne is a distinguished wealth management firm in Exmouth, Devon, offering tailored financial planning and investment services, specializing in life investments, pensions retirement advice, and strategic wealth management.- ✔5 Financial Advisers
- 🪧26.8 Miles
- 📍Devon
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Fortuna Major Financial Planning LTD
- FCA reg no.
- 793655
- FCA authorised date:
- 08/11/17
Based in Devon, Fortuna Major Financial Planning Ltd. offers comprehensive financial solutions including life-skewed investments and pension advice. Known for its client-focused approach, it provides regulated, tailored financial guidance to locals. FCA-Regulated under number 793655.- ✔4 Financial Advisers
- 🪧26.8 Miles
- 📍Exmouth
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Seventy Six Financial Planning LTD
- FCA reg no.
- 971702
- FCA authorised date:
- 10/03/22
Based in Weston super Mare, Somerset, Seventy Six Financial Planning Ltd offers regulated financial planning services. Their expertise includes life and investment strategies, pension retirement advice, and comprehensive financial planning.- ✔1 Financial Adviser
- 🪧27 Miles
- 📍Weston Super Mare
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Jon Houghton Limited
- FCA reg no.
- 794390
- FCA authorised date:
- 01/05/18
Devon-based Ruby Financial Management offers FCA-regulated financial advice, covering life and investments, pension retirement, and comprehensive financial planning. They are known for their reliable services and client-friendly approach.- ✔1 Financial Adviser
- 🪧27 Miles
- 📍Crediton
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Cameron Jones Financial Management Limited
- FCA reg no.
- 792697
- FCA authorised date:
- 30/10/17
Cameron Jones Financial Management Limited is a Devon-based firm offering expert advice on financial planning, investments, and pension retirement. Specialising in final salary pension transfers, they provide customised, regulated advice to both new and seasoned investors.- ✔2 Financial Advisers
- 🪧27.1 Miles
- 📍Exmouth
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Laver Wealth Management Limited
- FCA reg no.
- 153989
- FCA authorised date:
- 01/12/01
Laver Wealth Management Limited, based in Somerset, specializes in tailored financial planning and regulated advice on wealth management, life investments, and retirement plans. Known for client-focused, personalized services and a professional approach.- ✔4 Financial Advisers
- 🪧27.4 Miles
- 📍Weston Super Mare
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Churchill Investments PLC
- FCA reg no.
- 182363
- FCA authorised date:
- 01/12/01
Churchill Investments Plc is an established, FCA-registered financial services firm in Somerset. Specializing in life and investment management, they provide expert pensions retirement advice and comprehensive financial planning.- ✔3 Financial Advisers
- 🪧27.5 Miles
- 📍Winscombe
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Lab Financial Planning LTD
- FCA reg no.
- 1002078
- FCA authorised date:
- 22/09/23
FCA-regulated firm, Lab Financial Planning Ltd, offers expert services in life and investment advice, and pension transfers. Based in Weston Super Mare, Somerset, we specialise in tailored pensions and retirement advice.- ✔1 Financial Adviser
- 🪧27.7 Miles
- 📍Weston Super Mare
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Mayfair Associates
- FCA reg no.
- 210617
- FCA authorised date:
- 31/05/05
Mayfair Town & Country, a premier financial services firm in Somerset, specialises in personalised financial advice and solutions. Known for its professional and approachable style, it's regulated by the FCA.- ✔2 Financial Advisers
- 🪧27.8 Miles
- 📍Weston Super Mare
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John Katsouris & Company
- FCA reg no.
- 215445
- FCA authorised date:
- 31/05/05
John Katsouris & Company is a credible, FCA regulated financial services firm based in Somerset, offering tailored advice on life insurance, investments, pensions and final salary pension transfers.- ✔2 Financial Advisers
- 🪧27.8 Miles
- 📍Weston Super Mare
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Jonathan West
- FCA reg no.
- 914005
- FCA authorised date:
- 24/09/19
Jonathan West is a revered Somerset-based financial services firm, specialising in pensions retirement advice and financial planning. Known for client-focused approach, the FCA-regulated team serves Greater Manchester and beyond.- ✔1 Financial Adviser
- 🪧28.2 Miles
- 📍Weston Super Mare
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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 Financial Adviser
- 🪧28.3 Miles
- 📍Wells
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