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Find FCA registered Financial Advisers Near Me in The Point EX8


We have found 152 relevant financial adviser firms within 30 miles of The Point EX8. Showing page 3 of 11.

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  2. 🏢

    Breed Elliott (s.w.) Limited

    FCA reg no.
    994923
    FCA authorised date:
    17/04/23
    Based in Exeter, Breed Elliott (S.W.) Limited is a FCA regulated financial service firm. Specialising in wealth management and final salary pension transfers, the firm's bespoke, client-focused approach extends beyond Devon.
    1. ✔1 Financial Adviser
    2. 🪧8 Miles
    3. 📍Exeter
  3. 🏢

    Whichers IFA LIMITED

    FCA reg no.
    927125
    FCA authorised date:
    02/06/20
    Exeter-based Whichers IFA LIMITED provides regulated financial advising with a speciality in pensions, retirement planning and investments. Combining professional expertise with personalized service, they cater especially to individuals approaching retirement.
    1. ✔2 Financial Advisers
    2. 🪧8 Miles
    3. 📍Exeter
  4. 🏢

    Shipman Wealth Management LTD

    FCA reg no.
    456896
    FCA authorised date:
    02/01/07
    Amber River Shipman Wealth, an Exeter-based finance company, specialises in wealth management, life investments, and pensions retirement advice, offering client-focused, regulated financial services.
    1. ✔23 Financial Advisers
    2. 🪧8 Miles
    3. 📍Exeter
  5. 🏢

    Shipman Financial Planning LTD

    FCA reg no.
    513289
    FCA authorised date:
    05/11/10
    Exeter-based Shipman Financial Planning Ltd, a trusted FCA-regulated firm, offers comprehensive financial services such as life investments, pensions advice, and financial planning to individuals across Devon and beyond.
    1. ✔16 Financial Advisers
    2. 🪧8 Miles
    3. 📍Exeter
  6. 🏢

    Westerwood Financial Planning LTD

    FCA reg no.
    939818
    FCA authorised date:
    30/11/20
    Westerwood Financial Planning LTD is a premier financial planning and advice provider located in Exeter, Devon. Providing a comprehensive suite of services including life investments, pensions retirement advice, final salary pension transfers, and financial planning, we cater to individuals and busi... read full company profile.
    1. ✔1 Financial Adviser
    2. 🪧8.2 Miles
    3. 📍Exeter
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  8. 🏢

    Tracey Payne

    FCA reg no.
    597009
    FCA authorised date:
    08/03/13
    Tracey Payne is a reputable financial planning firm in Exeter, Devon, offering expert regulated services including life investments and pension advice. Known for trust, client-focus, and tailored strategies. Registered under FCA number 597009.
    1. ✔1 Financial Adviser
    2. 🪧8.2 Miles
    3. 📍Exeter
  9. 🏢

    ACUMA LIMITED

    FCA reg no.
    302942
    FCA authorised date:
    31/10/04
    Acuma Wealth, an FCA regulated firm in Exeter, offers tailored financial advice, including life and investment planning, pensions retirement advice, and comprehensive financial services with a dedicated client-focused approach.
    1. ✔4 Financial Advisers
    2. 🪧8.3 Miles
    3. 📍Exeter
  10. 🏢

    Fowler Financial Planning Limited

    FCA reg no.
    759145
    FCA authorised date:
    22/09/16
    Fowler Financial Planning Limited is a regulated firm in Exeter, offering life-investments, pensions and retirement advice, along with final salary pension transfers, known for its approachable style and tailored services.
    1. ✔4 Financial Advisers
    2. 🪧8.4 Miles
    3. 📍Exeter
  11. 🏢

    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. 🪧8.4 Miles
    4. 📍Exeter
  12. 🏢

    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. 🪧8.4 Miles
    3. 📍Exeter
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  14. 🏢

    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. 🪧8.4 Miles
    3. 📍Exeter
  15. 🏢

    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. 🪧8.6 Miles
    3. 📍Exeter
  16. 🏢

    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. 🪧8.6 Miles
    3. 📍Exeter
  17. 🏢

    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. 🪧8.6 Miles
    4. 📍Exeter
  18. 🏢

    Safran (south West) Limited

    FCA reg no.
    610305
    FCA authorised date:
    02/01/14
    Randalls is a FCA-regulated firm in Exeter, Devon, specialising in wealth management, pensions, life investments and financial planning. They serve an extensive client base, particularly guiding first-time investors through complex financial decisions.
    1. ✔3 Financial Advisers
    2. 🪧8.6 Miles
    3. 📍Exeter
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