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Find FCA registered Financial Advisers Near Me in BA12 7

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We have found 386 relevant financial adviser firms within 30 miles of BA12 7. Showing page 1 of 26.

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  2. 👤

    Tim Hall

    Robertsons & Crawford Ltd
    FCA reg no.
    TXH00221
    FCA authorised date:
    03/05/17
    The fee we charge is commensurate with the amount of work required to provide you with the service you need. We provide an initial, no obligation one-hour meeting to discuss your needs free of charge, where we will establish what work is required and will be able to provide a quotation of costs at t... read full individual profile
    1. ✔Min Pension Savings: £50,000
    2. ✔Min Assets: £50,000
    3. 🪧11.7 Miles
    4. 📍Bradford On Avon
  3. 🏢

    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. 🪧38.1 Miles
    3. 📍Taunton
  4. 🏢

    Elite Financial Planning Limited

    FCA reg no.
    711851
    FCA authorised date:
    01/12/15
    Elite Financial Planning Limited is a FCA regulated firm specialising in life and investment planning, retirement advice, and pensions. They provide personalised advice and are adept at assisting first-time investors.
    1. ✔1 Financial Adviser
    2. 🪧4.6 Miles
    3. 📍Westbury
  5. 🏢

    Meridian FS Limited

    FCA reg no.
    664078
    FCA authorised date:
    29/11/23
    Meridian FS Limited is a renowned FCA-regulated firm based in Somerset, specialising in life investments, pensions advice and final salary pension transfers, providing strategic financial planning with personalised service.
    1. ✔1 Financial Adviser
    2. 🪧4.8 Miles
    3. 📍Frome
  6. 🏢

    Hawthorn Financial Services (wealth Management) Limited

    FCA reg no.
    731359
    FCA authorised date:
    01/06/16
    Hawthorn Financial Services in Westbury, Wiltshire, is a trusted financial firm offering comprehensive wealth management services including pension planning and investment advice tailored to individual client needs.
    1. ✔1 Financial Adviser
    2. 🪧5.1 Miles
    3. 📍Westbury
  7. 🏢

    Ethical Market Place Limited

    FCA reg no.
    821691
    FCA authorised date:
    11/09/19
    Ethical Market Place Limited, based in Somerset, offers personalised financial services including insurance, investments and pensions. FCA regulated, they focus on enhancing financial stability with a trustworthy, transparent approach.
    1. ✔1 Financial Adviser
    2. 🪧5.4 Miles
    3. 📍Frome
  8. 🏢

    Derek Howard

    FCA reg no.
    439391
    FCA authorised date:
    15/09/05
    Derek Howard is a reputable, FCA-regulated financial planning firm in Kilmington, Wiltshire, specializing in life investments, pension advice, and final salary pension transfers, prioritizing client-focused, accessible solutions.
    1. ✔1 Financial Adviser
    2. 🪧5.5 Miles
    3. 📍Kilmington
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  10. 🏢

    Church Financial Services Limited

    FCA reg no.
    572611
    FCA authorised date:
    02/04/12
    Church Financial Services Limited is a trusted Wiltshire-based financial firm specialising in financial planning, investments, and personalised pension retirement advice, supporting clients across Greater Manchester to secure their future.
    1. ✔3 Financial Advisers
    2. 🪧5.9 Miles
    3. 📍Westbury
  11. 🏢

    Peter Marks

    FCA reg no.
    995680
    FCA authorised date:
    02/05/23
    Peter Marks leads an FCA-regulated firm in Somerset, specialising in life insurance, investments, pensions, and financial planning. Well-versed in wealth management, they provide professional and tailored financial services.
    1. ✔1 Financial Adviser
    2. 🪧8 Miles
    3. 📍Frome
  12. 🏢

    People First Finance LTD

    FCA reg no.
    956872
    FCA authorised date:
    15/08/21
    People First Finance Ltd, located in Radstock, Somerset, is a trusted financial services company specializing in investments, pensions and more. Known for its client-focused approach, the firm adheres to stringent FCA regulations.
    1. ✔1 Financial Adviser
    2. 🪧9.4 Miles
    3. 📍Radstock
  13. 🏢

    MONTGOMERY CHARLES FINANCIAL MANAGEMENT LIMITED

    FCA reg no.
    586392
    FCA authorised date:
    01/11/12
    Montgomery Charles Wealth Management is a regulated FCA financial firm in Wiltshire, specialising in comprehensive wealth management services, including tailored investment strategies, and recognized for pension retirement advice.
    1. ✔7 Financial Advisers
    2. 🪧9.8 Miles
    3. 📍Wiltshire
  14. 🏢

    Thomas Porter

    FCA reg no.
    801904
    FCA authorised date:
    15/02/18
    FCA-regulated Thomas Porter is a trusted Wiltshire-based financial planning firm specializing in pensions retirement advice and final salary pension transfers, serving a broad clientele with an approachable service style.
    1. ✔1 Financial Adviser
    2. 🪧9.8 Miles
    3. 📍Trowbridge
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  16. 🏢

    King's Court Financial Planning LLP

    FCA reg no.
    613020
    FCA authorised date:
    02/06/14
    King's Court Financial Planning LLP is a reliable, approachable financial advisory firm in Trowbridge, offering personalised, comprehensive services including insurance, investments, and retirement planning.
    1. ✔2 Financial Advisers
    2. 🪧9.8 Miles
    3. 📍Trowbridge
  17. 🏢

    Kingfisher Independent Financial Planning LLP

    FCA reg no.
    562475
    FCA authorised date:
    03/01/12
    Kingfisher Financial Planning, situated in Trowbridge, offers personalised, FCA-regulated financial services including funeral plans, life investments and pensions retirement advice. Their client-centred approach empowers clients to realise their ambitions.
    1. ✔2 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧10 Miles
    4. 📍Trowbridge
  18. 🏢

    Future Financial Wealth LLP

    FCA reg no.
    592054
    FCA authorised date:
    28/11/12
    Future Financial Wealth LLP is a trusted financial planning partner located in Dorset, specializing in life insurance, investments, and pension retirement advice. They offer tailored, regulated advice to help clients build financial confidence.
    1. ✔13 Financial Advisers
    2. 🪧10.1 Miles
    3. 📍Gillingham
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