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Find FCA registered Financial Advisers Near Me in BA9 9


We have found 288 relevant financial adviser firms within 30 miles of BA9 9. Showing page 9 of 20.

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  2. 🏢

    J Lewis Financial Planning LTD

    FCA reg no.
    920584
    FCA authorised date:
    03/02/20
    2plan Wealth Management is a FCA-regulated firm specializing in financial services including life insurance, pension advice, and investment guidance, known for its client-centric approach in Dorset and surrounding areas.
    1. ✔1 Financial Adviser
    2. 🪧24.3 Miles
    3. 📍Poole
  3. 🏢

    The Michelle Sheppard Practice LTD

    FCA reg no.
    416945
    FCA authorised date:
    07/12/04
    Respected Salisbury-based financial advisory firm, The Michelle Sheppard Practice Ltd, offers comprehensive planning and regulated advice. They specialize in life and investment strategies, pensions, and final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧24.4 Miles
    3. 📍Salisbury
  4. 🏢

    Ian Gray & Associates LTD

    FCA reg no.
    418811
    FCA authorised date:
    29/07/11
    Gray & Associates is a FCA regulated firm offering bespoke financial planning and advice in Bath and Somerset. They specialize in life and investment services, pension advice, and final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧24.4 Miles
    3. 📍Bath
  5. 🏢

    OCULUS WEALTH MANAGEMENT (EAST DORSET) LIMITED

    FCA reg no.
    930008
    FCA authorised date:
    16/07/20
    Oculus Wealth Management (East Dorset) Limited is a premier FCA regulated firm in Wimborne, Dorset, offering tailored financial services, including life and investment planning, pension advice, and pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧24.6 Miles
    3. 📍Wimborne
  6. 🏢

    Spire Independent Financial Planning LTD

    FCA reg no.
    783215
    FCA authorised date:
    03/07/17
    Spire Independent Financial Planning Ltd is an FCA-approved firm in Salisbury, Wiltshire, offering comprehensive financial services including insurance, investments, pensions, and financial planning to diverse client needs regionally.
    1. ✔1 Financial Adviser
    2. 🪧24.6 Miles
    3. 📍Salisbury
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  8. 🏢

    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. ✔1 Financial Adviser
    2. 🪧24.6 Miles
    3. 📍Blagdon
  9. 🏢

    Elizabeth Humby

    FCA reg no.
    1008476
    FCA authorised date:
    09/02/24
    Elizabeth Humby is a trusted financial firm based in Verwood, Dorset, UK, offering expert guidance in life and investment planning, pensions retirement advice, and final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧24.7 Miles
    3. 📍Verwood
  10. 🏢

    IMI FP LTD

    FCA reg no.
    710155
    FCA authorised date:
    14/07/15
    IMI FP Ltd, a reputable financial firm based in Melksham, offers robust financial planning and regulated advice, specialising in life investments, pensions and final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧24.7 Miles
    3. 📍Melksham
  11. 🏢

    Sneddon Financial Planning Partnership

    FCA reg no.
    597078
    FCA authorised date:
    12/03/13
    Sneddon Financial Planning Partnership offers reliable, holistic financial services in and beyond Somerset. Experts in investments, retirement advice, and pension transfers, they deliver tailored solutions, ensuring maximum financial security for diverse clients.
    1. ✔1 Financial Adviser
    2. 🪧24.7 Miles
    3. 📍Bristol
  12. 🏢

    Sparks & Co Financial Services Limited

    FCA reg no.
    999320
    FCA authorised date:
    08/07/23
    2plan Wealth Management is an FCA-regulated firm in Wimborne, Dorset, offering expert advice on life, investments, and pension retirement planning. Specialties include final salary pension transfers and comprehensive financial planning.
    1. ✔2 Financial Advisers
    2. 🪧24.8 Miles
    3. 📍Wimborne
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  14. 🏢

    Oakfield Lee Financial Planning LTD

    FCA reg no.
    1033570
    FCA authorised date:
    29/04/25
    Regulated by the FCA, Oakfield Lee Financial Planning LTD based in Melksham offers personalised financial services including pensions advice, insurance and investments. Renowned for their professionalism, they cater to clients throughout Wiltshire.
    1. ✔1 Financial Adviser
    2. 🪧24.9 Miles
    3. 📍Melksham
  15. 🏢

    Paul Ewins

    FCA reg no.
    1014527
    FCA authorised date:
    18/05/24
    Paul Ewins is an FCA-regulated financial firm from Bristol offering expert advice on financial planning from investments to pension retirement. Known for their specialized service in final salary pension transfers and approachable demeanour.
    1. ✔1 Financial Adviser
    2. 🪧24.9 Miles
    3. 📍Bristol
  16. 🏢

    Annetts & Orchard LTD

    FCA reg no.
    820272
    FCA authorised date:
    01/05/19
    Annetts & Orchard is a regulated financial planning firm in Salisbury, Wiltshire, specialising in life insurance, investments, and retirement advice. They offer custom financial solutions to both individuals and small businesses.
    1. ✔3 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧25.2 Miles
    4. 📍Salisbury
  17. 🏢

    Lee Perkes

    FCA reg no.
    415098
    FCA authorised date:
    18/11/04
    Lee Perkes is a reliable financial planning service provider in Salisbury, Wiltshire, specializing in life investments and pensions retirement advice. Known for an approachable style, they ensure secure and regulated financial future planning.
    1. ✔1 Financial Adviser
    2. 🪧25.2 Miles
    3. 📍Salisbury
  18. 🏢

    Gresham Financial Limited

    FCA reg no.
    429764
    FCA authorised date:
    03/05/05
    Gresham Financial Limited, located in Salisbury, offers reliable, client-focused advice on financial services including life investments and pensions retirement. It is renowned for personalized, regulated advice tailored to individual needs.
    1. ✔3 Financial Advisers
    2. 🪧25.3 Miles
    3. 📍Salisbury
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