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Find FCA registered Financial Advisers Near Me in Bath

Find FCA-approved financial advisers in Bath quickly and easily using our detailed online directory. Whether you’re seeking guidance on retirement planning, investment management, or other financial services, our listings help you connect with qualified professionals near you. Use our directory to find advisers who can support your financial decisions and goals in the Bath area.
Find FCA-approved financial advisers in Bath quickly and easily using our detailed online directory.
Whether you’re seeking guidance on retirement planning, investment management, or other financial services, our listings help you connect with qualified professionals near you. Use our directory to find advisers who can support your financial decisions and goals in the Bath area.
Search Financial Advisers Logo

We have found 416 relevant financial adviser firms within 30 miles of Bath. Showing page 10 of 28.

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  1. Need Help Choosing an Adviser?
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  2. 🏢

    Chamberlain Berry LLP

    FCA reg no.
    504255
    FCA authorised date:
    01/12/09
    Chamberlain Berry LLP is a trusted financial services firm in Wiltshire, offering personalised investment, retirement and financial planning advice. Known for their approachable style, they are FCA regulated (#504255).
    1. ✔2 Financial Advisers
    2. 🪧11.8 Miles
    3. 📍Chippenham
  3. 🏢

    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. 🪧11.8 Miles
    3. 📍Bristol
  4. 🏢

    ZC Financial Planning

    FCA reg no.
    802061
    FCA authorised date:
    16/02/18
    ZC Financial Planning is an FCA-regulated firm in Radstock, Somerset, offering expert retirement advice, investment services, and final salary pension transfers. They provide a personalised approach to meet your financial needs.
    1. ✔1 Financial Adviser
    2. 🪧11.9 Miles
    3. 📍Radstock
  5. 🏢

    LAMPIERS FINANCIAL PLANNING LIMITED

    FCA reg no.
    606848
    FCA authorised date:
    02/01/14
    LAMPIERS FINANCIAL PLANNING LIMITED, FCA regulated, provides comprehensive financial planning services in Bristol and surrounding areas. Known for their clear approach and client-centered strategies tailored to individual or business needs.
    1. ✔5 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧11.9 Miles
    4. 📍Bristol
  6. 🏢

    CBFP UK LTD

    FCA reg no.
    985143
    FCA authorised date:
    01/02/23
    Cross Border Financial Planning, based near Chippenham, Wiltshire, provides regulated financial advice tailored to individual needs, specializing in life investments, pensions, retirement and comprehensive financial planning.
    1. ✔4 Financial Advisers
    2. 🪧12 Miles
    3. 📍Chippenham
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  8. 🏢

    Oakridge Financial Planning LTD

    FCA reg no.
    217898
    FCA authorised date:
    21/07/15
    Oakridge Financial Planning Ltd, FCA regulated firm, offers financial advice including life investments and retirement planning in Bristol and Gloucestershire. They prioritize personal services and building lasting relationships with clients.
    1. ✔1 Financial Adviser
    2. 🪧12.1 Miles
    3. 📍Bristol
  9. 🏢

    Pembroke Asset Management LLP

    FCA reg no.
    229257
    FCA authorised date:
    01/04/04
    Pembroke Asset Management LLP is a Bristol-based, FCA regulated wealth management firm providing innovative advice on investments, pensions and retirement. Our experienced team delivers tailored financial solutions across regions.
    1. ✔3 Financial Advisers
    2. 🪧12.1 Miles
    3. 📍Bristol
  10. 🏢

    Operii Financial Planning LLP

    FCA reg no.
    477194
    FCA authorised date:
    01/04/08
    Operii Financial Planning LLP, located in Bristol, is a regulated firm offering expert advice on life, investments, pensions, and retirement. Their comprehensive, client-focused services provide guidance and confidence in financial decisions.
    1. ✔1 Financial Adviser
    2. 🪧12.1 Miles
    3. 📍Bristol
  11. 🏢

    Arlington Row Wealth Management LTD

    FCA reg no.
    1011062
    FCA authorised date:
    04/06/24
    Arlington Row Wealth Management Ltd is a FCA-regulated firm based in Bristol that specializes in life investments, pensions retirement advice, financial planning, and more. They offer personalized, trustworthy financial solutions.
    1. ✔1 Financial Adviser
    2. 🪧12.2 Miles
    3. 📍Bristol
  12. 🏢

    Anderson Financial Management LTD

    FCA reg no.
    465482
    FCA authorised date:
    19/03/07
    Anderson Financial Management Ltd, located in Bristol, is a trusted partner for personalized financial planning, including life and investment planning, pensions retirement advice, and final salary pension transfers.
    1. ✔3 Financial Advisers
    2. 🪧12.2 Miles
    3. 📍Bristol
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  14. 🏢

    Ellis Davies Financial Planning Limited

    FCA reg no.
    938369
    FCA authorised date:
    01/04/21
    Ellis Davies Financial Planning Limited, located in Clifton, Bristol, offers regulated financial services, including life investments, pensions, and retirement advice. Committed to helping clients secure their financial future.
    1. ✔3 Financial Advisers
    2. 🪧12.2 Miles
    3. 📍Bristol
  15. 🏢

    PERRY INSURANCE CONSULTANTS LIMITED

    FCA reg no.
    407373
    FCA authorised date:
    01/11/04
    Situated in Chippenham, Perry Insurance Consultants Limited offers informed financial planning, specializing in life investments and retirement pensions advice. Known for their approachable service, they guide individuals and first-time investors in the financial world.
    1. ✔1 Financial Adviser
    2. 🪧12.2 Miles
    3. 📍Chippenham
  16. 🏢

    Lansdown Place Wealth Management LTD

    FCA reg no.
    434251
    FCA authorised date:
    18/01/13
    Regulated financial advisory firm, Lansdown Place Wealth Management Ltd, provides expert guidance in life investments and pensions in Bristol. They're committed to personalised service for your financial success.
    1. ✔14 Financial Advisers
    2. 🪧12.2 Miles
    3. 📍Bristol
  17. 🏢

    Neil Bird

    FCA reg no.
    840199
    FCA authorised date:
    12/04/19
    Based in Bristol's Clifton Park, Neil Bird provides expert financial planning solutions including life and investment planning, pension retirement advice, and final salary pension transfers, with a regulated and personalised approach.
    1. ✔2 Financial Advisers
    2. 🪧12.3 Miles
    3. 📍Bristol
  18. 🏢

    Blue Financial Group Limited

    FCA reg no.
    525994
    FCA authorised date:
    02/05/16
    Located near Bristol, 7. Blue Wealth offers regulated financial advice on life investments, pensions retirement planning and more. Specializing in personalized strategies, they cater to both inexperienced investors and seasoned retirees.
    1. ✔3 Financial Advisers
    2. 🪧12.3 Miles
    3. 📍Bristol
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