Are you an Adviser click here

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.

📍Map View
  1. Need Help Choosing an Adviser?
    Enter a few details to get matched with the right adviser and receive a guaranteed callback
  2. 🏢

    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.
    1. ✔3 Financial Advisers
    2. 🪧20.5 Miles
    3. 📍Radstock
  3. 🏢

    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.
    1. ✔5 Financial Advisers
    2. 🪧20.5 Miles
    3. 📍Bridgwater
  4. 🏢

    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. ✔1 Financial Adviser
    2. 🪧20.7 Miles
    3. 📍Taunton
  5. 🏢

    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. ✔1 Financial Adviser
    2. 🪧20.7 Miles
    3. 📍Taunton
  6. 🏢

    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. 🪧20.7 Miles
    3. 📍Radstock
  7. Need Help Choosing an Adviser?
    Enter a few details to get matched with the right adviser and receive a guaranteed callback
  8. 🏢

    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. ✔1 Financial Adviser
    2. 🪧20.8 Miles
    3. 📍Shaftesbury
  9. 🏢

    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. ✔1 Financial Adviser
    2. 🪧20.8 Miles
    3. 📍Bridgwater
  10. 🏢

    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. ✔1 Financial Adviser
    2. 🪧20.9 Miles
    3. 📍Blandford Forum
  11. 🏢

    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.
    1. ✔2 Financial Advisers
    2. 🪧20.9 Miles
    3. 📍Chilcompton
  12. 🏢

    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. ✔1 Financial Adviser
    2. 🪧21 Miles
    3. 📍Blandford Forum
  13. Need Help Choosing an Adviser?
    Enter a few details to get matched with the right adviser and receive a guaranteed callback
  14. 🏢

    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. ✔1 Financial Adviser
    2. 🪧21.4 Miles
    3. 📍Somerset
  15. 🏢

    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. 🪧21.5 Miles
    3. 📍Frome
  16. 🏢

    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. ✔1 Financial Adviser
    2. 🪧21.5 Miles
    3. 📍Taunton
  17. 🏢

    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. ✔1 Financial Adviser
    2. 🪧21.5 Miles
    3. 📍Taunton
  18. 🏢

    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.
    1. ✔2 Financial Advisers
    2. 🪧21.5 Miles
    3. 📍Lyme Regis
  19. Need Help Choosing an Adviser?
    Enter a few details to get matched with the right adviser and receive a guaranteed callback
Page 5 of 12. Showing results 61 to 75.
Click here to see the top of the results
Need Help Choosing an Adviser?
Enter a few details to get matched with the right adviser and receive a guaranteed callback