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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.
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We have found 416 relevant financial adviser firms within 30 miles of Bath. Showing page 11 of 28.

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  1. Need Help Choosing an Adviser?
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  2. 🏢

    CHURCHILL WEALTH MANAGEMENT LIMITED

    FCA reg no.
    670373
    FCA authorised date:
    13/05/15
    Churchill Wealth Management is a Bristol-based, FCA regulated firm specializing in tailored wealth management strategies, investment advice, pension retirement plans, and individual financial planning. Renowned for its friendly, professional service.
    1. ✔6 Financial Advisers
    2. 🪧12.3 Miles
    3. 📍Bristol
  3. 🏢

    Clifton Wealth Management LTD

    FCA reg no.
    845409
    FCA authorised date:
    05/07/19
    Clifton Wealth Management Ltd is a client-centred FCA-regulated firm offering a range of financial services, including investment planning and retirement advice, tailored to individual financial goals. They are committed to reliable and personalised support.
    1. ✔2 Financial Advisers
    2. 🪧12.3 Miles
    3. 📍Clifton
  4. 🏢

    Continuity Financial Planning LTD

    FCA reg no.
    969868
    FCA authorised date:
    05/07/22
    Continuity Financial Planning Ltd, based in Bristol, provides trusted regulated financial services including life insurance, pensions and investments advice, emphasizing client-focused service and straightforward guidance.
    1. ✔3 Financial Advisers
    2. 🪧12.3 Miles
    3. 📍Bristol
  5. 🏢

    Octagon Consultancy LTD

    FCA reg no.
    230953
    FCA authorised date:
    28/05/21
    Octagon Consultancy Ltd is a renowned financial advice firm based in Bristol, offering reliable and comprehensive financial planning including life investment, pensions retirement advice, and final salary pension transfers.
    1. ✔6 Financial Advisers
    2. 🪧12.3 Miles
    3. 📍Clifton
  6. 🏢

    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. 🪧12.3 Miles
    3. 📍Radstock
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  8. 🏢

    Simon James John

    FCA reg no.
    194505
    FCA authorised date:
    16/06/05
    Simon James John is a Bristol-based, FCA regulated financial planning firm renowned for tailored advice on life investments, pensions, retirement planning, and final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧12.3 Miles
    3. 📍Bristol
  9. 🏢

    Cleeve FP Limited

    FCA reg no.
    1018762
    FCA authorised date:
    08/10/24
    Cleeve Financial Planning, based in Bristol, provides dependable, FCA-regulated advice and services including life insurance, investments, and pension transfers. Catering to individuals across Gloucestershire, they ensure a secure financial future.
    1. ✔4 Financial Advisers
    2. 🪧12.4 Miles
    3. 📍Bristol
  10. 🏢

    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. ✔1 Financial Adviser
    2. 🪧12.5 Miles
    3. 📍Bristol
  11. 🏢

    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.
    1. ✔2 Financial Advisers
    2. 🪧12.5 Miles
    3. 📍Bristol
  12. 🏢

    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. ✔1 Financial Adviser
    2. 🪧12.5 Miles
    3. 📍Bristol
  13. Need Help Choosing an Adviser?
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  14. 🏢

    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. ✔1 Financial Adviser
    2. 🪧12.7 Miles
    3. 📍Bristol
  15. 🏢

    City Wealth Management LTD

    FCA reg no.
    1022712
    FCA authorised date:
    18/11/24
    City Wealth Management Ltd in Bristol offers client-focused financial planning and regulated advice. Specialising in insurance, pension retirement advice, and strategic financial planning, they provide tailored services for individuals and businesses.
    1. ✔1 Financial Adviser
    2. ✔1 Mortgage Broker
    3. 🪧12.8 Miles
    4. 📍Bristol
  16. 🏢

    Hive Financial Planning LTD

    FCA reg no.
    982296
    FCA authorised date:
    01/09/22
    Bristol-based Hive Financial Planning Ltd offers tailored financial planning services including life and investments, pensions retirement advice, and final salary pension transfers. Regulated by the FCA, they are a trusted, client-focused firm.
    1. ✔1 Financial Adviser
    2. 🪧12.8 Miles
    3. 📍Bristol
  17. 🏢

    MKFP Limited

    FCA reg no.
    931586
    FCA authorised date:
    07/08/20
    MKFP Limited is an FCA registered authority based in Bristol, specialising in life and investment services, pensions, retirement advice, and strategic financial planning. It's known for its customer-orientated approach and expert insights.
    1. ✔2 Financial Advisers
    2. 🪧12.8 Miles
    3. 📍Bristol
  18. 🏢

    T.m. Pullen

    FCA reg no.
    940374
    FCA authorised date:
    01/06/21
    T.M. Pullen is a trusted financial firm in Somerset, regulated by FCA, offering specialized advice in life investments, pensions, retirement, and broader financial planning across Somerset and surrounding counties.
    1. ✔1 Financial Adviser
    2. 🪧12.8 Miles
    3. 📍Somerset
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