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Find FCA registered Financial Advisers Near Me in BA11 2


We have found 383 relevant financial adviser firms within 30 miles of BA11 2. Showing page 4 of 26.

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  2. 🏢

    Synthesis Wealth Management LTD

    FCA reg no.
    921078
    FCA authorised date:
    12/02/20
    Bath-based Synthesis Wealth Management offers comprehensive financial planning and advice. Specialising in life and investment guidance, pensions and retirement planning, it delivers reliable, regulated services tailored to individual financial journeys.
    1. ✔3 Financial Advisers
    2. 🪧9.3 Miles
    3. 📍Bath
  3. 🏢

    Oculus Wealth Management (bradford On Avon) Limited

    FCA reg no.
    916207
    FCA authorised date:
    04/11/19
    Oculus Wealth Management, an FCA-regulated firm in Bath, Somerset, specializes in personalized financial planning, including life investments and pension advice, renowned for its client-centric approach.
    1. ✔1 Financial Adviser
    2. 🪧9.3 Miles
    3. 📍Bath
  4. 🏢

    Prentice Wealth Management LTD

    FCA reg no.
    1040446
    FCA authorised date:
    06/09/25
    Prentice Wealth Management Ltd provides financial planning services in Somerset, specializing in life investments and pension retirement advice. Known for their approachable expert team, they deliver bespoke financial solutions.
    1. ✔3 Financial Advisers
    2. 🪧9.5 Miles
    3. 📍Bath
  5. 🏢

    Practical Financial Planning LTD

    FCA reg no.
    536929
    FCA authorised date:
    09/05/11
    Practical Financial Planning Ltd, based in Somerset, is a FCA regulated firm specialising in life and investment planning, pension advice, and comprehensive financial services across the UK. Known for professional, tailored advice.
    1. ✔1 Financial Adviser
    2. ✔1 Mortgage Broker
    3. 🪧9.6 Miles
    4. 📍Bath
  6. 🏢

    Advance Investments Limited

    FCA reg no.
    195786
    FCA authorised date:
    01/12/01
    Advance Investments Limited is a reputable Bath-based financial services firm providing insurance, pension advice, and strategic investment guidance. Known for its client-focused approach and comprehensive financial solutions tailored to individual needs.
    1. ✔4 Financial Advisers
    2. 🪧9.6 Miles
    3. 📍Bath
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  8. 🏢

    Jon Cowgill

    FCA reg no.
    919089
    FCA authorised date:
    07/01/20
    Based in Farrington Gurney, Bristol, Jon Cowgill offers professional financial planning services including investments, and pensions advice, and specialises in final salary pension transfers. Known for their trustworthy, personalized advice.
    1. ✔1 Financial Adviser
    2. 🪧9.6 Miles
    3. 📍Bristol
  9. 🏢

    Sulis Wealth LTD

    FCA reg no.
    768844
    FCA authorised date:
    06/01/17
    Sulis Wealth Ltd is a reputable financial firm in Bath, offering comprehensive wealth management solutions including tailored pensions advice, strategic investment planning and financial counsel. Regulated by FCA under 768844.
    1. ✔1 Financial Adviser
    2. 🪧9.8 Miles
    3. 📍Bath
  10. 🏢

    ST ANNE's CAPITAL LIMITED

    FCA reg no.
    786343
    FCA authorised date:
    03/04/18
    Regulated by the FCA, ST ANNE'S CAPITAL LIMITED is a reputable financial services firm in Somerset, known for expertise in life investments, pensions, retirement advice and comprehensive planning.
    1. ✔1 Financial Adviser
    2. 🪧9.8 Miles
    3. 📍Radstock
  11. 🏢

    Alpha House Wealth Management Limited

    FCA reg no.
    937230
    FCA authorised date:
    03/08/23
    Alpha House Wealth Management Limited is a trusted FCA-registered financial firm in Bath, Somerset, offering expert financial advice, insurance, investments, pension advice, and comprehensive financial planning. Known for tailored solutions and a client-focused approach.
    1. ✔1 Financial Adviser
    2. 🪧10.1 Miles
    3. 📍Bath
  12. 🏢

    Oliver Financial Planning LTD

    FCA reg no.
    963900
    FCA authorised date:
    10/11/22
    Bath-based Oliver Financial Planning Ltd provides regulated financial advice, specializing in pensions retirement advice, and life insurance decisions, and investment facilitation, tailored to individual financial goals.
    1. ✔1 Financial Adviser
    2. 🪧10.1 Miles
    3. 📍Bath
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  14. 🏢

    Ian Gray & Associates LTD

    FCA reg no.
    418811
    FCA authorised date:
    29/07/11
    Gray & Associates is a FCA regulated firm offering bespoke financial planning and advice in Bath and Somerset. They specialize in life and investment services, pension advice, and final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧10.6 Miles
    3. 📍Bath
  15. 🏢

    Informed Choice (south West) Limited

    FCA reg no.
    136258
    FCA authorised date:
    01/12/01
    Informed Choice (South West) Limited, regulated by the FCA, is a reliable financial firm in Bath, Somerset, providing expert advice on life, investments, pensions, retirement, and financial planning.
    1. ✔1 Financial Adviser
    2. 🪧10.6 Miles
    3. 📍Bath
  16. 🏢

    Brampton Financial Management LTD

    FCA reg no.
    448416
    FCA authorised date:
    27/04/06
    Brampton Financial Management Ltd in Wiltshire provides tailored, FCA-regulated financial planning and advice services. Specializing in life insurance, investments, and pensions retirement advice within Melksham and surrounding counties.
    1. ✔1 Financial Adviser
    2. 🪧11 Miles
    3. 📍Melksham
  17. 🏢

    IMI FP LTD

    FCA reg no.
    710155
    FCA authorised date:
    14/07/15
    IMI FP Ltd, a reputable financial firm based in Melksham, offers robust financial planning and regulated advice, specialising in life investments, pensions and final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧11.2 Miles
    3. 📍Melksham
  18. 🏢

    Oakfield Lee Financial Planning LTD

    FCA reg no.
    1033570
    FCA authorised date:
    29/04/25
    Regulated by the FCA, Oakfield Lee Financial Planning LTD based in Melksham offers personalised financial services including pensions advice, insurance and investments. Renowned for their professionalism, they cater to clients throughout Wiltshire.
    1. ✔1 Financial Adviser
    2. 🪧11.2 Miles
    3. 📍Melksham
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