Find FCA registered Financial Advisers Near Me in BA21 5
We have found 168 relevant financial adviser firms within 30 miles of BA21 5. Showing page 5 of 12.
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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
- 🪧20.5 Miles
- 📍Radstock
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Ballantine Wealth Management Limited
- FCA reg no.
- 812482
- FCA authorised date:
- 27/06/18
Ballantine Wealth Management Limited based in Somerset offers regulated advice on a range of financial services, specialising in pension transfers, retirement planning and comprehensive financial planning.- ✔5 Financial Advisers
- 🪧20.5 Miles
- 📍Bridgwater
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Brett Andrews
- FCA reg no.
- 647058
- FCA authorised date:
- 10/12/14
Brett Andrews Financial Services, based in Somerset, offers trusted and personalised financial planning solutions such as life and investment planning, and specialist pensions retirement advice.- ✔1 Financial Adviser
- 🪧20.7 Miles
- 📍Taunton
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A M Ruthven & Associates LTD
- FCA reg no.
- 301368
- FCA authorised date:
- 31/10/04
A M Ruthven & Associates Ltd is a reputable financial services firm in Taunton, Somerset, offering insightful life and investment advice, retirement planning, and customised pensions with a regulated, personalised approach.- ✔1 Financial Adviser
- 🪧20.7 Miles
- 📍Taunton
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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
- 🪧20.7 Miles
- 📍Radstock
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Wessex Financial Planning Limited
- FCA reg no.
- 430299
- FCA authorised date:
- 01/06/05
Wessex Financial Planning Limited, regulated by FCA, offers expert services in life insurance, investments, pensions and retirement advice. Known for their approachability, they provide tailored advice for a secure financial future.- ✔1 Financial Adviser
- 🪧20.8 Miles
- 📍Shaftesbury
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Rossiter Wealth Management LTD
- FCA reg no.
- 833408
- FCA authorised date:
- 11/02/19
Regulated by the FCA, Rossiter Wealth Management Ltd provides client-centered financial solutions, including life investments and pensions advice, serving Bridgwater and surrounding counties with tailored, regulated advice.- ✔1 Financial Adviser
- 🪧20.8 Miles
- 📍Bridgwater
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Harney & Co Independent Financial Advisers
- FCA reg no.
- 147308
- FCA authorised date:
- 01/12/01
Harney & Co IFA, a trusted FCA-regulated financial planning firm in Blandford Forum, Dorset, offers expert advice on investments, pensions, insurance, and retirement planning. Known for client-focused, dependable services.- ✔1 Financial Adviser
- 🪧20.9 Miles
- 📍Blandford Forum
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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
- 🪧20.9 Miles
- 📍Chilcompton
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Alchemy Financial Limited
- FCA reg no.
- 617926
- FCA authorised date:
- 01/09/14
Alchemy Financial Limited, based in Dorset, provides regulated, client-focused financial services including life insurance, investments, and retirement planning. Known for a professional yet approachable ethos, they cater to varying client needs across the region.- ✔1 Financial Adviser
- 🪧21 Miles
- 📍Blandford Forum
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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
- 🪧21.4 Miles
- 📍Somerset
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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
- 🪧21.5 Miles
- 📍Frome
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New Horizon Financial Planning LTD
- FCA reg no.
- 1044442
- FCA authorised date:
- 14/11/25
New Horizon Financial Planning Ltd is an FCA-regulated firm in Taunton, Somerset, specializing in life investments and pension advice, committed to ensuring clients' long-term financial stability.- ✔1 Financial Adviser
- 🪧21.5 Miles
- 📍Taunton
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Cole Wealth Management LTD
- FCA reg no.
- 952070
- FCA authorised date:
- 02/06/21
Cole Wealth Management Ltd, a trusted financial firm based in Taunton, Somerset, provides key advice on life and pension investments, final salary pension transfers, and comprehensive financial planning.- ✔1 Financial Adviser
- 🪧21.5 Miles
- 📍Taunton
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Simply IFA Limited
- FCA reg no.
- 711969
- FCA authorised date:
- 09/11/15
Simply IFA Limited is a reliable, FCA registered financial firm in Lyme Regis, Dorset, specializing in comprehensive financial planning and advice, including life insurance, investments, and retirement pensions.- ✔2 Financial Advisers
- 🪧21.5 Miles
- 📍Lyme Regis
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