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Showing the top 5 rated and reviewed Financial Advisers and Mortgage Brokers near Lyme-Regis (out of 272)

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A picture of David Boyce
David Boyce

Bright Future Financial

11 recent reviews

This is the number of reviews the adviser has received in the last 12 months

Top Rated 2025

I'm a Chartered Financial Planner who has been advising clients since 1998. My core services cover wealth mana...
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Lyme Regis (0.75 miles away)

Independent Financial Adviser

Verified since October, 2018

Free one hour initial consultation

Savings/pensions: Over £250,000

A picture of Edward Stockwell
Edward Stockwell

True Potential Wealth Management LLP

12 recent reviews

This is the number of reviews the adviser has received in the last 12 months

Top Rated 2025

As a Wealth Partner with True Potential Wealth Management, part of the highly-successful True Potential group ...
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Seaton (6.57 miles away)

Restricted Financial Adviser

Verified since October, 2023

Savings/pensions: Over £100,000

A picture of Joseph Stephenson
Joseph Stephenson

Ballantine Wealth Management Ltd

35 recent reviews

This is the number of reviews the adviser has received in the last 12 months

Top Rated 2025

I have worked in financial services for over 10 years and provide broad based advice, mainly to directors, pro...
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Crewkerne (12.65 miles away)

Restricted Financial Adviser

Verified since April, 2022

Savings/pensions: Over £50,000

Mortgage value: Over £500,000

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A picture of Damien Clyburn
Damien Clyburn

Otter Financial Services

0 recent reviews

This is the number of reviews the adviser has received in the last 12 months

I’m Devon born and bred; growing up in Exeter where I still live. Work wise I’m a Chartered Financial Planne...
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Ottery St Mary (15.27 miles away)

Independent Financial Adviser

Verified since December, 2018

Free one hour initial consultation

Savings/pensions: Over £250,000

A picture of Jack Cooper
Jack Cooper

Cooper Associates Wealth Management Ltd

58 recent reviews

This is the number of reviews the adviser has received in the last 12 months

Top Rated 2025

At Cooper Associates Wealth Management Ltd, our approach is to treat every client as our only client. We do no...
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Taunton (21.41 miles away)

Restricted Financial Adviser

Verified since September, 2018

Savings/pensions: Any level