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 2 of 28.
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Chalice Financial Planning Limited
- FCA reg no.
- 1003543
- FCA authorised date:
- 31/10/23
Chalice Financial Planning Limited in Glastonbury offers bespoke financial advice, covering life and investments, pension retirement, and more. The FCA-regulated firm is dedicated to optimizing clients' financial health.- ✔1 Financial Adviser
- 🪧5.9 Miles
- 📍Glastonbury
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Moneta Wealth Management LTD
- FCA reg no.
- 491244
- FCA authorised date:
- 10/11/08
Moneta Wealth Management Ltd, located near Bristol, offers FCA-regulated financial advice on life investments, pensions, and retirement planning. Known for their professional and approachable service, they cater to individual financial goals.- ✔1 Financial Adviser
- 🪧6 Miles
- 📍Bristol
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John Piper
- FCA reg no.
- 1022383
- FCA authorised date:
- 22/11/24
John Piper is a renowned firm in Somerset, specializing in wealth management, investments, pensions advice, final salary pension transfers and comprehensive financial planning. Known for its client-focused approach and professional service.- ✔1 Financial Adviser
- 🪧6.3 Miles
- 📍Radstock
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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
- 🪧6.5 Miles
- 📍Bristol
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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
- 🪧6.9 Miles
- 📍Radstock
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Meldon & Co LTD
- FCA reg no.
- 134677
- FCA authorised date:
- 01/12/01
Meldon & Co Ltd is a dependable, FCA regulated financial planning firm in Cheddar, Somerset renowned for expert life and investments advice, comprehensive pensions and retirement solutions, and client-focused services.- ✔1 Financial Adviser
- 🪧7.4 Miles
- 📍Cheddar
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Waterhouse Financial Advisers LTD
- FCA reg no.
- 190712
- FCA authorised date:
- 02/04/12
Waterhouse Financial Advisers Ltd is a FCA registered firm in Radstock, Somerset offering expert financial planning services including life insurance, investments, and pension retirement plans to individuals and businesses.- ✔6 Financial Advisers
- 🪧7.5 Miles
- 📍Radstock
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Henri James Wealth LTD
- FCA reg no.
- 586453
- FCA authorised date:
- 09/04/13
Henri James Wealth Ltd, a reputable FCA regulated financial planning firm in Somerset, offers expert advice in life investments, pensions, and retirement. They provide comprehensive financial planning tailored to individual needs.- ✔1 Financial Adviser
- 🪧8.3 Miles
- 📍Blagdon
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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
- 🪧8.7 Miles
- 📍Radstock
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DJS Wealth Adviser LLP
- FCA reg no.
- 515323
- FCA authorised date:
- 29/12/09
DJS Wealth Adviser LLP, based in Somerset, is a proficient financial firm providing thoughtful, regulated advice on insurance, investments, pensions and financial planning. They focus on client satisfaction and financial stability.- ✔4 Financial Advisers
- 🪧8.9 Miles
- 📍Radstock
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Paul David Streeter
- FCA reg no.
- 215189
- FCA authorised date:
- 16/09/13
Paul David Streeter is a reputable, FCA-regulated financial advisory firm in Street, Somerset, specialising in life and investment management, personalised pension advice, and final salary pension transfers. Known for delivering tailored strategies that prioritise client interests.- ✔1 Financial Adviser
- 🪧9.3 Miles
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Star House Financial Services Limited
- FCA reg no.
- 737736
- FCA authorised date:
- 01/12/16
Star House Financial Services Limited is a reputable FCA-registered company based near Bristol, providing expert advice on investments, retirement planning and more, with a client-centered approach and integrity.- ✔4 Financial Advisers
- 🪧9.7 Miles
- 📍Bristol
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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
- 🪧10.3 Miles
- 📍Frome
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Swan Wealth Management Limited
- FCA reg no.
- 503447
- FCA authorised date:
- 09/07/09
Swan Wealth Management Ltd, regulated by the FCA, is based in Bristol. They're known for their diverse finance portfolio, bespoke financial planning and pensions retirement advice, offering a customer-centric approach.- ✔2 Financial Advisers
- 🪧10.8 Miles
- 📍Bristol
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Churchill Investments PLC
- FCA reg no.
- 182363
- FCA authorised date:
- 01/12/01
Churchill Investments Plc is an established, FCA-registered financial services firm in Somerset. Specializing in life and investment management, they provide expert pensions retirement advice and comprehensive financial planning.- ✔3 Financial Advisers
- 🪧10.8 Miles
- 📍Winscombe
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