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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 9 of 12.

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  2. 🏢

    Seabrook Clark LTD

    FCA reg no.
    593299
    FCA authorised date:
    01/02/13
    Seabrook Clark Ltd is a highly respected Devon-based firm providing FCA-regulated financial planning services, specialising in wealth management, pensions, and life investments. Serving Exeter and surrounding regions, they offer bespoke solutions to meet individual financial goals.
    1. ✔4 Financial Advisers
    2. 🪧24.1 Miles
    3. 📍Exeter
  3. 🏢

    ADVANTA WEALTH (SOUTH WEST) LTD

    FCA reg no.
    677869
    FCA authorised date:
    16/11/15
    Westcotts Financial Management Limited, regulated under FCA, offers comprehensive financial planning and advice in Exeter, Devon. Services include life and investment strategies, retirement planning, and customised pension advice for all clients.
    1. ✔4 Financial Advisers
    2. 🪧24.1 Miles
    3. 📍Exeter
  4. 🏢

    David Field Wealth Management LTD

    FCA reg no.
    488689
    FCA authorised date:
    10/09/08
    David Field Wealth Management Ltd, based in Exeter, offers comprehensive financial planning, including insurance, investments, and pensions advice. They are renowned for their expertise and personalised, client-centric approach.
    1. ✔1 Financial Adviser
    2. 🪧24.1 Miles
    3. 📍Exeter
  5. 🏢

    David Coates Wealth Management Limited

    FCA reg no.
    592768
    FCA authorised date:
    12/12/12
    David Coates Wealth Management Limited, regulated by the FCA, offers comprehensive financial planning services from life investments to pension advice in Exeter, Devon, tailored to individual needs.
    1. ✔1 Financial Adviser
    2. 🪧24.1 Miles
    3. 📍Exeter
  6. 🏢

    J T Wealth Management LTD

    FCA reg no.
    465695
    FCA authorised date:
    22/03/07
    J T Wealth Management Ltd, an FCA regulated firm in Exeter, Devon, offers tailored financial planning services including life investments, retirement advice, and pension transfers to individual and corporate clients.
    1. ✔1 Financial Adviser
    2. 🪧24.1 Miles
    3. 📍Exeter
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  8. 🏢

    GILBERT STEPHENS FINANCIAL SERVICES LIMITED

    FCA reg no.
    579899
    FCA authorised date:
    31/08/12
    Gilbert Stephens Financial Services Ltd is a regulated financial firm offering top-tier solutions like insurance, investment strategies and retirement advice in Exeter, Devon. They're known for their personalized service and expert advice.
    1. ✔2 Financial Advisers
    2. 🪧24.2 Miles
    3. 📍Exeter
  9. 🏢

    W & P Limited

    FCA reg no.
    211730
    FCA authorised date:
    12/12/12
    Watson & Partners is a reliable, FCA-regulated financial planning firm based in Exeter, offering diverse services including insurance, investment advice and pension solutions. They cater to both industry veterans and first-time seekers.
    1. ✔1 Financial Adviser
    2. 🪧24.2 Miles
    3. 📍Exeter
  10. 🏢

    Foresight Financial Planning Limited

    FCA reg no.
    788849
    FCA authorised date:
    22/12/17
    Foresight Financial Planning Limited, based in Exeter and operating under FCA registration 788849, offers personalised life and investment planning, pensions retirement advice, and overall financial planning, for both novice and seasoned investors.
    1. ✔5 Financial Advisers
    2. ✔2 Mortgage Brokers
    3. 🪧24.2 Miles
    4. 📍Exeter
  11. 🏢

    Rodney Spiller Wealth Management LTD

    FCA reg no.
    610718
    FCA authorised date:
    25/11/13
    Based in Exeter, Rodney Spiller Wealth Management Ltd is a dually-regulated financial firm offering expertise in insurance, investments, and pensions, providing tailored solutions to secure clients' financial futures.
    1. ✔3 Financial Advisers
    2. 🪧24.3 Miles
    3. 📍Exeter
  12. 🏢

    Thompson Jenner Financial Services Limited

    FCA reg no.
    210740
    FCA authorised date:
    05/09/02
    Thompson Jenner Financial Services Limited, based in Exeter, Devon, offers regulated advice on an array of financial matters, including life planning and investment services. They are renowned for delivering reliable, personalized financial strategies.
    1. ✔4 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧24.4 Miles
    4. 📍Exeter
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  14. 🏢

    HEATON FINANCIAL INDEPENDENT FINANCIAL ADVISERS LTD

    FCA reg no.
    528755
    FCA authorised date:
    05/11/10
    Heaton Financial is a FCA-regulated firm in Exeter, providing comprehensive financial advice on life investments and pension planning. Known for their approachable service, they offer custom strategies for individual client needs.
    1. ✔2 Financial Advisers
    2. 🪧24.4 Miles
    3. 📍Exeter
  15. 🏢

    Davies Wealth Management LTD

    FCA reg no.
    415072
    FCA authorised date:
    18/11/04
    Davies Wealth Management Ltd, a trusted FCA-regulated firm based in Dorset, specializes in life insurance, and investments. They provide transparent, expert financial strategies and retirement advice.
    1. ✔5 Financial Advisers
    2. 🪧24.4 Miles
    3. 📍Bridport
  16. 🏢

    Profecto Financial Services LTD

    FCA reg no.
    765737
    FCA authorised date:
    29/11/16
    Based in Exeter, Devon, Profecto Financial Services offers comprehensive financial planning and tailored advice across multiple segments including life insurance, pensions, investments, and final salary pension transfers.
    1. ✔2 Financial Advisers
    2. 🪧24.5 Miles
    3. 📍Exeter
  17. 🏢

    PC Financial Planning Limited

    FCA reg no.
    829191
    FCA authorised date:
    20/12/18
    PC Financial Planning Limited is a leading Exeter-based financial planning company, renowned for expert life, pensions and investment advice, with a focus on pension transfers and retirement planning.
    1. ✔1 Financial Adviser
    2. 🪧24.5 Miles
    3. 📍Exeter
  18. 🏢

    Worth Financial Planning Limited

    FCA reg no.
    1041092
    FCA authorised date:
    25/09/25
    Worth Financial Planning Limited, a FCA regulated company in Somerset, provides comprehensive financial services including life investments, pensions, retirement advice, and final salary pension transfers to the UK's Southwest region.
    1. ✔1 Financial Adviser
    2. 🪧24.7 Miles
    3. 📍Wells
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