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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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  2. 🏢

    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. ✔1 Financial Adviser
    2. 🪧26.7 Miles
    3. 📍Exmouth
  3. 🏢

    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. ✔1 Financial Adviser
    2. 🪧26.7 Miles
    3. 📍Wells
  4. 🏢

    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.
    1. ✔3 Financial Advisers
    2. 🪧26.7 Miles
    3. 📍Wells
  5. 🏢

    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.
    1. ✔5 Financial Advisers
    2. 🪧26.8 Miles
    3. 📍Devon
  6. 🏢

    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.
    1. ✔4 Financial Advisers
    2. 🪧26.8 Miles
    3. 📍Exmouth
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  8. 🏢

    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. ✔1 Financial Adviser
    2. 🪧27 Miles
    3. 📍Weston Super Mare
  9. 🏢

    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. ✔1 Financial Adviser
    2. 🪧27 Miles
    3. 📍Crediton
  10. 🏢

    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.
    1. ✔2 Financial Advisers
    2. 🪧27.1 Miles
    3. 📍Exmouth
  11. 🏢

    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.
    1. ✔4 Financial Advisers
    2. 🪧27.4 Miles
    3. 📍Weston Super Mare
  12. 🏢

    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.
    1. ✔3 Financial Advisers
    2. 🪧27.5 Miles
    3. 📍Winscombe
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  14. 🏢

    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. ✔1 Financial Adviser
    2. 🪧27.7 Miles
    3. 📍Weston Super Mare
  15. 🏢

    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.
    1. ✔2 Financial Advisers
    2. 🪧27.8 Miles
    3. 📍Weston Super Mare
  16. 🏢

    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.
    1. ✔2 Financial Advisers
    2. 🪧27.8 Miles
    3. 📍Weston Super Mare
  17. 🏢

    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. ✔1 Financial Adviser
    2. 🪧28.2 Miles
    3. 📍Weston Super Mare
  18. 🏢

    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. 🪧28.3 Miles
    3. 📍Wells
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