Find FCA registered Financial Advisers Near Me in BA2 8
We have found 385 relevant financial adviser firms within 30 miles of BA2 8. Showing page 3 of 26.
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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 Financial Adviser
- 🪧5.2 Miles
- 📍Bath
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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 Financial Adviser
- 🪧5.4 Miles
- 📍Bristol
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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 Financial Adviser
- 🪧5.5 Miles
- 📍Radstock
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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 Financial Adviser
- 🪧5.6 Miles
- 📍Frome
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Somerset WM Limited
- FCA reg no.
- 936859
- FCA authorised date:
- 04/03/21
Somerset Wealth Management in Chilcompton offers comprehensive financial advisory services including investment planning and retirement advice. Known for its client-centric approach, it is regulated by the FCA.- ✔1 Financial Adviser
- 🪧5.6 Miles
- 📍Somerset
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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.- ✔4 Financial Advisers
- 🪧5.6 Miles
- 📍Bath
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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 Financial Adviser
- 🪧5.6 Miles
- 📍Bath
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Heritage & Co UK Limited
- FCA reg no.
- 1020248
- FCA authorised date:
- 09/10/24
Heritage & Co UK Limited is a FCA regulated financial services firm in Somerset, providing expert advice on investments, pensions, retirement planning, and financial planning to clients in Radstock and surrounding regions.- ✔3 Financial Advisers
- 🪧5.6 Miles
- 📍Radstock
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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 Financial Adviser
- 🪧5.7 Miles
- 📍Bath
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Douglas and Young LTD
- FCA reg no.
- 845713
- FCA authorised date:
- 11/07/19
FCA-registered Douglas and Young Ltd, based in Chilcompton, Somerset, offers expert financial services including investment guidance, retirement planning, and pension transfers, renowned for their professional, personalised approach.- ✔2 Financial Advisers
- 🪧5.9 Miles
- 📍Chilcompton
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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 Financial Adviser
- 🪧6 Miles
- 📍Bath
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Sneddon Financial Planning Partnership
- FCA reg no.
- 597078
- FCA authorised date:
- 12/03/13
Sneddon Financial Planning Partnership offers reliable, holistic financial services in and beyond Somerset. Experts in investments, retirement advice, and pension transfers, they deliver tailored solutions, ensuring maximum financial security for diverse clients.- ✔1 Financial Adviser
- 🪧6.1 Miles
- 📍Bristol
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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 Financial Adviser
- 🪧6.4 Miles
- 📍Radstock
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Paul Ewins
- FCA reg no.
- 1014527
- FCA authorised date:
- 18/05/24
Paul Ewins is an FCA-regulated financial firm from Bristol offering expert advice on financial planning from investments to pension retirement. Known for their specialized service in final salary pension transfers and approachable demeanour.- ✔1 Financial Adviser
- 🪧6.5 Miles
- 📍Bristol
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Richmonde Laine Wealth Management LTD
- FCA reg no.
- 402270
- FCA authorised date:
- 21/09/04
Richmonde Laine Wealth Management Ltd offers personalized, fully regulated financial services including insurance, investments and pension retirement advice to individuals and businesses throughout surrounding counties in Wiltshire.- ✔1 Financial Adviser
- 🪧7 Miles
- 📍Bradford On Avon
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