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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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
- 🪧16.7 Miles
- 📍Bath
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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 Financial Adviser
- 🪧16.7 Miles
- 📍Bristol
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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 Financial Adviser
- 🪧16.7 Miles
- 📍Bristol
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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.- ✔2 Financial Advisers
- 🪧16.7 Miles
- 📍Bristol
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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 Financial Adviser
- 🪧16.7 Miles
- 📍Bristol
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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 Financial Adviser
- 🪧16.8 Miles
- 📍Bristol
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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.- ✔2 Financial Advisers
- 🪧16.8 Miles
- 📍Bristol
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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.- ✔2 Financial Advisers
- 🪧16.8 Miles
- 📍Bristol
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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 Financial Adviser
- 🪧16.8 Miles
- 📍Bristol
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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 Financial Adviser
- 🪧16.8 Miles
- 📍Bristol
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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.- ✔2 Financial Advisers
- 🪧16.9 Miles
- 📍Bristol
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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.- ✔2 Financial Advisers
- 🪧17 Miles
- 📍Clevedon
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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 Financial Adviser
- 🪧17.1 Miles
- 📍Weston Super Mare
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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.- ✔4 Financial Advisers
- 🪧17.2 Miles
- 📍Weston Super Mare
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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 Financial Adviser
- 🪧17.3 Miles
- 📍Bristol
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