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Find FCA registered Financial Advisers Near Me in The Point EX8

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We have found 152 relevant financial adviser firms within 30 miles of The Point EX8. Showing page 1 of 11.

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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. 🪧31.9 Miles
    3. 📍Taunton
  3. 🏢

    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. 🪧0.2 Miles
    3. 📍Exmouth
  4. 🏢

    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. 🪧0.3 Miles
    3. 📍Exmouth
  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. 🪧0.3 Miles
    3. 📍Devon
  6. 🏢

    Avocet Wealth Partnership LTD

    FCA reg no.
    943481
    FCA authorised date:
    21/01/21
    Avocet Wealth Partnership Ltd is a renowned FCA-regulated financial services firm in Exmouth, Devon, specializing in life investments, pension retirements advice, and expert final salary pension transfers advice.
    1. ✔2 Financial Advisers
    2. 🪧0.4 Miles
    3. 📍Exmouth
  7. 🏢

    Meredith Morgan Taylor LTD

    FCA reg no.
    936745
    FCA authorised date:
    20/10/20
    Meredith Morgan Taylor Ltd is a trusted, FCA regulated firm providing financial services including insurance, investments, and pensions advice in Exmouth, Devon.
    1. ✔3 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧0.5 Miles
    4. 📍Exmouth
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  9. 🏢

    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. 🪧0.5 Miles
    3. 📍Exmouth
  10. 🏢

    Lionel David Eustace Thomas

    FCA reg no.
    192209
    FCA authorised date:
    01/12/01
    Thomas Crown IFA is a top-ranking financial consultancy in Exmouth, Devon, specializing in life, investments, and pension retirement advice, known for its tailored services, trustworthiness, and client-focused approach.
    1. ✔1 Financial Adviser
    2. 🪧2.3 Miles
    3. 📍Exmouth
  11. 🏢

    Kevin Barnes

    FCA reg no.
    578323
    FCA authorised date:
    01/10/12
    Kevin Barnes Financial Planning, regulated by FCA, specializes in life investments, pensions, and financial planning. Operating from Devon, they provide tailored, reliable advice to clients across greater Exeter.
    1. ✔1 Financial Adviser
    2. 🪧2.4 Miles
    3. 📍Dawlish
  12. 🏢

    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. 🪧4.9 Miles
    3. 📍Exeter
  13. 🏢

    Neligan Financial Limited

    FCA reg no.
    948260
    FCA authorised date:
    29/06/21
    Neligan Financial Limited, a FCA-regulated firm in East Budleigh, Devon, provides trusted advice and comprehensive financial planning services, including insurance, investments, and pensions retirement advice.
    1. ✔1 Financial Adviser
    2. 🪧4.9 Miles
    3. 📍Devon
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  15. 🏢

    Myers Financial Consultancy Limited

    FCA reg no.
    215653
    FCA authorised date:
    31/05/05
    Myers Financial Consultancy Limited is an FCA-regulated firm in Teignmouth, Devon, offering expert financial planning services including life investments, pensions advice, and final salary pension transfers.
    1. ✔3 Financial Advisers
    2. 🪧5.6 Miles
  16. 🏢

    ANNA GIDMAN WEALTH LTD

    FCA reg no.
    1012497
    FCA authorised date:
    03/06/24
    Anna Gidman Wealth Ltd is a trusted, Exeter-based financial advisory firm providing strategic wealth management, life investments, and pensions advice. Known for personalised service and reliable communication, they ensure client financial security.
    1. ✔1 Financial Adviser
    2. 🪧5.7 Miles
    3. 📍Exeter
  17. 🏢

    Four Stages Finance Limited

    FCA reg no.
    736876
    FCA authorised date:
    16/02/16
    Four Stages Finance Limited is an FCA-regulated firm offering expert financial planning, including retirement and pension advice, final salary pension transfers, and investment management, tailored to individual needs.
    1. ✔7 Financial Advisers
    2. 🪧5.9 Miles
    3. 📍Teignmouth
  18. 🏢

    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. 🪧6 Miles
    3. 📍Exeter
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