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Find FCA registered Financial Advisers Near Me in BA5 3


We have found 420 relevant financial adviser firms within 30 miles of BA5 3. Showing page 10 of 28.

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  2. 🏢

    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. 🪧16.7 Miles
    3. 📍Bath
  3. 🏢

    Paul Russell Financial Services LTD

    FCA reg no.
    845638
    FCA authorised date:
    05/11/19
    30 plus years in Financial Services and the firm offers advice of many matters as the adviser is Independent and qualified to chartered and fellowship level. Why not call for a conversations at our expense.
    1. ✔1 Financial Adviser
    2. 🪧16.7 Miles
    3. 📍Bristol
  4. 🏢

    Moneo Wealth Management LTD

    FCA reg no.
    440828
    FCA authorised date:
    03/01/06
    Moneo Wealth Management, a fully regulated financial firm based in Bristol, specializes in life investments, retirement advice and comprehensive financial planning, offering tailored, client-focused services to local families.
    1. ✔1 Financial Adviser
    2. 🪧16.7 Miles
    3. 📍Bristol
  5. 🏢

    SEVEN STARS ASSET MANAGEMENT LTD

    FCA reg no.
    627353
    FCA authorised date:
    17/11/14
    KohnCougar is a FCA-regulated firm offering comprehensive, nationwide financial guidance specialising in life, investments, and retirement pensions. They champion tailored solutions to support every stage of your financial journey.
    1. ✔2 Financial Advisers
    2. 🪧16.7 Miles
    3. 📍Bristol
  6. 🏢

    Kerswell Stone & Company

    FCA reg no.
    116245
    FCA authorised date:
    01/12/01
    Bristol-based Kerswell Stone & Company offers varied financial services including life investments and pensions retirement advice. Known for approachability and commitment to customer satisfaction, they provide bespoke, trusted strategies for long-term financial goals.
    1. ✔1 Financial Adviser
    2. 🪧16.7 Miles
    3. 📍Bristol
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  8. 🏢

    Sunrise Independent Financial Advisers Limited

    FCA reg no.
    838284
    FCA authorised date:
    01/07/19
    Sunrise Independent Financial Advisers Limited is a trusted, FCA-regulated firm in Bristol, specialising in life insurance, investment and retirement planning. They are customer-focused, approachable, and dedicated to providing precise, personalised financial advice.
    1. ✔1 Financial Adviser
    2. 🪧16.8 Miles
    3. 📍Bristol
  9. 🏢

    Prosperity Planning LTD

    FCA reg no.
    804989
    FCA authorised date:
    01/02/19
    Prosperity Planning Ltd is an FCA regulated financial planning firm in Bristol, specialising in life insurance, retirement pensions advice and investment assistance. Known for approachable tailored solutions, trust and professionalism.
    1. ✔2 Financial Advisers
    2. 🪧16.8 Miles
    3. 📍Bristol
  10. 🏢

    Coronation Wealth Management LLP

    FCA reg no.
    826961
    FCA authorised date:
    26/11/18
    Bristol-based Coronation Wealth Management LLP offers FCA-regulated, strategic advice in sectors including investments, retirement planning, and financial planning, serving clients across Somerset with a personalised service.
    1. ✔2 Financial Advisers
    2. 🪧16.8 Miles
    3. 📍Bristol
  11. 🏢

    Momentum Investing LTD

    FCA reg no.
    653015
    FCA authorised date:
    02/02/15
    Momentum Investing Ltd is a Bristol-based, FCA-endorsed financial firm offering bespoke life insurance strategies, investment and pension services, retirement advice, and comprehensive financial planning. Known for its client-centric approach and professional services.
    1. ✔1 Financial Adviser
    2. 🪧16.8 Miles
    3. 📍Bristol
  12. 🏢

    Leaf Financial Advisers LTD

    FCA reg no.
    944216
    FCA authorised date:
    03/02/21
    Leaf Financial Advisers Ltd, a dependable finance firm in Bristol, offers comprehensive financial planning and regulated advice, specializing in insurance, investments, and pensions retirement advice.
    1. ✔1 Financial Adviser
    2. 🪧16.8 Miles
    3. 📍Bristol
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  14. 🏢

    SCOTTSBRIDGE FINANCIAL PLANNING LTD.

    FCA reg no.
    954112
    FCA authorised date:
    14/10/21
    Scottsbridge Financial Planning Ltd, based in Bristol, offers expert, FCA-regulated financial planning services including life and investments planning and retirement advice, personalized to individual needs.
    1. ✔2 Financial Advisers
    2. 🪧16.9 Miles
    3. 📍Bristol
  15. 🏢

    MIKE SMITH IFA LTD.

    FCA reg no.
    610634
    FCA authorised date:
    02/01/14
    MIKE SMITH IFA LTD in Clevedon, Somerset is a reputable FCA-regulated firm offering personalised financial planning, pensions, and investment advice for stable future finances across Somerset and surrounding counties.
    1. ✔2 Financial Advisers
    2. 🪧17 Miles
    3. 📍Clevedon
  16. 🏢

    Seventy Six Financial Planning LTD

    FCA reg no.
    971702
    FCA authorised date:
    10/03/22
    Based in Weston super Mare, Somerset, Seventy Six Financial Planning Ltd offers regulated financial planning services. Their expertise includes life and investment strategies, pension retirement advice, and comprehensive financial planning.
    1. ✔1 Financial Adviser
    2. 🪧17.1 Miles
    3. 📍Weston Super Mare
  17. 🏢

    Laver Wealth Management Limited

    FCA reg no.
    153989
    FCA authorised date:
    01/12/01
    Laver Wealth Management Limited, based in Somerset, specializes in tailored financial planning and regulated advice on wealth management, life investments, and retirement plans. Known for client-focused, personalized services and a professional approach.
    1. ✔4 Financial Advisers
    2. 🪧17.2 Miles
    3. 📍Weston Super Mare
  18. 🏢

    Lorraine Kilmartin

    FCA reg no.
    1019587
    FCA authorised date:
    04/10/24
    Located in Bristol, Lorraine Kilmartin offers expert advice on financial services, specializing in pensions retirement and final salary pension transfers, nurturing clients' financial wellbeing with personalized financial planning. FCA registered.
    1. ✔1 Financial Adviser
    2. 🪧17.3 Miles
    3. 📍Bristol
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