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Find FCA registered Financial Advisers Near Me in BA6 9


We have found 397 relevant financial adviser firms within 30 miles of BA6 9. Showing page 3 of 27.

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  2. 🏢

    David Sinclair

    FCA reg no.
    1026169
    FCA authorised date:
    31/01/25
    M&G plc is a reputable, FCA-regulated financial services firm in Martock, Somerset. Known for its expertise in life insurance, investments, and pensions, they offer tailored advice backed by years of industry experience.
    1. ✔1 Financial Adviser
    2. 🪧12.5 Miles
    3. 📍Martock
  3. 🏢

    ST ANNE's CAPITAL LIMITED

    FCA reg no.
    786343
    FCA authorised date:
    03/04/18
    Regulated by the FCA, ST ANNE'S CAPITAL LIMITED is a reputable financial services firm in Somerset, known for expertise in life investments, pensions, retirement advice and comprehensive planning.
    1. ✔1 Financial Adviser
    2. 🪧12.7 Miles
    3. 📍Radstock
  4. 🏢

    Celia Johnson

    FCA reg no.
    604922
    FCA authorised date:
    24/07/13
    Celia Johnson is a Somerset-based, FCA-regulated financial services firm specializing in life investments, pension planning, and comprehensive financial planning, renowned for its transparency, strategic approach, and robust regional coverage.
    1. ✔1 Financial Adviser
    2. 🪧12.7 Miles
    3. 📍Weston Super Mare
  5. 🏢

    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. ✔1 Financial Adviser
    2. 🪧13.1 Miles
    3. 📍Bristol
  6. 🏢

    P J Watts Independent Financial Adviser LTD

    FCA reg no.
    911629
    FCA authorised date:
    02/06/20
    KWL Wealth Management, based in Somerset, offers bespoke UK-wide financial services including planning, pensions, retirement advice, and investment guidance. An FCA regulated firm, they're committed to achieving clients' unique financial goals.
    1. ✔1 Financial Adviser
    2. 🪧13.2 Miles
    3. 📍Martock
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  8. 🏢

    Beewise FS LTD

    FCA reg no.
    923646
    FCA authorised date:
    11/05/22
    Beewise FS Ltd, located near Weston super Mare, is a respected FCA-regulated financial services firm. It specializes in life insurance, investments, retirement advice, and strategic financial planning.
    1. ✔1 Financial Adviser
    2. 🪧13.2 Miles
    3. 📍Weston Super Mare
  9. 🏢

    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. ✔1 Financial Adviser
    2. 🪧13.2 Miles
    3. 📍Radstock
  10. 🏢

    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. 🪧13.2 Miles
    3. 📍Chilcompton
  11. 🏢

    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. 🪧13.5 Miles
    3. 📍Somerset
  12. 🏢

    Hawker and Palmer Wealth Management Limited

    FCA reg no.
    571728
    FCA authorised date:
    02/07/12
    Hawker and Palmer Wealth Management Limited is a reputable Bristol-based financial services firm offering expert advisement on life investments, retirement planning, and personalized financial management.
    1. ✔2 Financial Advisers
    2. 🪧13.6 Miles
    3. 📍Bristol
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  14. 🏢

    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.
    1. ✔2 Financial Advisers
    2. 🪧13.9 Miles
    3. 📍Bristol
  15. 🏢

    Holroyd Wealth Management Limited

    FCA reg no.
    1007558
    FCA authorised date:
    12/01/24
    Holroyd Wealth Management, FCA registered, offers comprehensive financial planning services including life insurance, investment strategies, and retirement advice, specializing in final salary pension transfers. Based in Somerset, they provide personalised, regulated advice for individuals and busin... read full company profile
    1. ✔1 Financial Adviser
    2. 🪧14 Miles
    3. 📍Bristol
  16. 🏢

    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. ✔1 Financial Adviser
    2. 🪧14 Miles
    3. 📍Bristol
  17. 🏢

    Simply Advice LTD

    FCA reg no.
    804598
    FCA authorised date:
    16/07/18
    FCA registered firm, Simply Advice, located in Stoke Sub Hamdon, Somerset offers expert services in life and investments, pensions retirement, and comprehensive financial planning tailored to clients' individual needs.
    1. ✔2 Financial Advisers
    2. 🪧14.3 Miles
    3. 📍Stoke Sub Hamdon
  18. 🏢

    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. 🪧14.3 Miles
    3. 📍Radstock
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