Find the Best Financial Advisers in Okehampton

Browse financial advisers serving Okehampton, from specialists in personal financial planning to advisers supporting business owners. Review their advice services and client feedback, then contact suitable professionals about your financial goals and consultations.
Ask Hudsons
Plymouth, PL8 (26.1 mi)
37 Years
6 reviews
Ask Hudsons
Plymouth, PL8 (26.1 mi mi)
37 Years
6 reviews
Ask Hudsons is a financial planning firm established in 1989, specialising in impartial wealth management and lifestyle planning. We collaborate with specialists to deliver tailored solutions for individuals, families, and business owners, focusing on pensions, investments, and tax-efficient strategies. Our client-centric approach combines expertise with transparency, ensuring long-term financial security.
Financial Planning Pension Transfers Residential Mortgages
Genuine and caring approach Peace of mind through planning Expertise and knowledge
1 review
Crown Thomas
Exmouth, EX8 (27.0 mi mi)
1 review
Crown Thomas provides expert financial advisory services to individuals and businesses across Devon. Our client-centric approach focuses on creating practical financial strategies tailored to personal circumstances and long-term objectives. Specialising in protection, pensions, mortgages, and investment solutions, we combine regulatory compliance with accessible, jargon-free guidance to support informed financial decisions.
Protection Mortgages Savings and Investments
7 reviews
Manning & Co
Ivybridge, PL21 (24.2 mi mi)
7 reviews
Manning & Co and Company is an independent financial advisory firm based in Ivybridge, Devon. Specialising in mortgages, pensions, equity release, and protection insurance, we provide impartial advice to individuals and businesses across the UK. With over 30 years of experience, our Chartered Financial Planners deliver tailored solutions that prioritise client goals through life planning approaches.
Mortgages Pensions Equity Release
Extremely professional Positive about my pension Personalised service
Philip J Milton
Barnstaple, EX31 (23.7 mi)
41 Years
5 reviews
Philip J Milton
Barnstaple, EX31 (23.7 mi mi)
41 Years
5 reviews
Philip J Milton & Company Plc provides independent financial planning and wealth management services in North Devon. Specialising in retirement planning, probate administration, and business financial solutions, we combine Chartered status with over 35 years of local expertise. Our client-focused approach prioritises transparent advice and tailored investment strategies.
Financial Planning Wealth Management Retirement Planning
Peace of mind Trust you Made my job easier
Not rated yet
Howard Financial Services
Exeter, EX2 (20.7 mi mi)
15 Years
Not rated yet
Howard Financial Services Financial Services provides independent financial advice specialising in investment management, retirement planning, and tax-efficient financial strategies. Our FCA-regulated services cater to both individual and business clients seeking impartial guidance across the full spectrum of financial products. We combine market expertise with personalised service to help clients achieve long-term financial security.
Investment Advice Retirement Planning Financial Protection
Loughtons Ltd
Newton Abbot, TQ13 (21.2 mi)
31 Years
Not rated yet
Loughtons Ltd
Newton Abbot, TQ13 (21.2 mi mi)
31 Years
Not rated yet
Loughtons Ltd is an independent financial advisory firm based in Bovey Tracey, Devon, specialising in holistic financial planning and investment management. Established in 1995, we help individuals and trustees achieve long-term financial security through bespoke strategies tailored to their unique needs. Our services encompass retirement planning, tax-efficient estate solutions, and portfolio management, delivered with a commitment to integrity and client-centric service.
Financial Planning Investment Portfolio Management Retirement Planning
Excellent adviser Good advice Trustworthy
Not rated yet
Tom French & Associates
Plymouth, PL7 (26.1 mi mi)
29 Years
Not rated yet
Tom French & Associates is an independent financial advisory firm offering tailored wealth management, mortgage advice, and protection planning across the South West of England. Established in 1997, we combine FCA-authorised expertise with a client-focused approach, delivering unbiased solutions through a structured financial planning process. Our services cater to individuals, families, and businesses, ensuring long-term financial security and adaptability to changing circumstances.
Wealth Management Mortgage Advice Life Insurance
Exceptional service Knowledgeable advisers Transparent fees
Molyneux Associates
Plymouth, PL6 (26.1 mi)
23 Years
Not rated yet
Molyneux Associates
Plymouth, PL6 (26.1 mi mi)
23 Years
Not rated yet
Molyneux Associates provides independent financial advice across Plymouth and the South Coast, specialising in investment management, pension planning, and protection insurance. Established in 2003, the firm offers personalised financial solutions through face-to-face consultations and remote meetings. Regulated by the Financial Conduct Authority, we serve personal and business clients with tax-efficient investment strategies and comprehensive protection plans.
Financial Advice Investment Management Pension Planning
Exeter (20.7 mi) Newton Abbot (21.2 mi) Plymouth (26.1 mi) Tavistock (14.5 mi) Barnstaple (23.7 mi) Ivybridge (24.2 mi) Exmouth (27.0 mi)