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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 6 of 28.

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  1. Need Help Choosing an Adviser?
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  2. 🏢

    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. 🪧9.5 Miles
    3. 📍Melksham
  3. 🏢

    GL Integrity Financial Planning LTD

    FCA reg no.
    456599
    FCA authorised date:
    30/08/06
    GL Integrity Financial Planning Ltd in Bristol offers comprehensive wealth management solutions including insurance and pension advice. Regulated by the FCA, it tailors investments to individual clients' needs and secures their financial future.
    1. ✔2 Financial Advisers
    2. 🪧9.6 Miles
    3. 📍Bristol
  4. 🏢

    Ashley Marshall Financial Planning LTD

    FCA reg no.
    927477
    FCA authorised date:
    08/06/20
    Ashley Marshall Financial Planning Ltd is a Bristol-based, FCA-regulated firm offering wide-ranging financial services, including pensions and investments. Known for customer-focused, personalized financial strategies for individuals and businesses.
    1. ✔1 Financial Adviser
    2. 🪧9.6 Miles
    3. 📍Bristol
  5. 🏢

    SCOTTSBRIDGE FINANCIAL PLANNING LTD.

    FCA reg no.
    954112
    FCA authorised date:
    14/10/21
    Scottsbridge Financial Planning Ltd, based in Bristol, offers expert, FCA-regulated financial planning services including life and investments planning and retirement advice, personalized to individual needs.
    1. ✔2 Financial Advisers
    2. 🪧9.7 Miles
    3. 📍Bristol
  6. 🏢

    Crystal Wealth Management LTD

    FCA reg no.
    717673
    FCA authorised date:
    24/02/25
    Crystal Wealth Management Ltd is an FCA registered firm offering comprehensive financial planning, regulated advice, and wealth management services tailored to individual needs in Bristol and Gloucestershire.
    1. ✔8 Financial Advisers
    2. 🪧9.7 Miles
    3. 📍Bristol
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  8. 🏢

    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. ✔1 Financial Adviser
    2. 🪧9.9 Miles
    3. 📍Frome
  9. 🏢

    Brigstow Independent Financial Planning Limited

    FCA reg no.
    1011735
    FCA authorised date:
    09/05/24
    Bristol-based Brigstow Independent Financial Planning Limited offers trusted financial advice including pensions retirement and comprehensive financial planning. Known for its personalised solutions and approachable style, it simplifies finance for clients.
    1. ✔2 Financial Advisers
    2. 🪧9.9 Miles
    3. 📍Bristol
  10. 🏢

    Keith Montgomery Associates Limited

    FCA reg no.
    136684
    FCA authorised date:
    01/12/01
    Keith Montgomery Associates Limited is a leading, FCA-regulated financial services firm based in Chippenham, dedicated to providing tailored financial planning services with utmost professionalism and care.
    1. ✔2 Financial Advisers
    2. 🪧10 Miles
    3. 📍Chippenham
  11. 🏢

    Julie Reeve

    FCA reg no.
    503833
    FCA authorised date:
    27/11/13
    Julie Reeve is a Bristol-based financial firm specialising in life, investment, and retirement planning. Regulated by the FCA, they offer personalised, client-focused advice, especially in complex financial decisions.
    1. ✔1 Financial Adviser
    2. 🪧10.1 Miles
    3. 📍Bristol
  12. 🏢

    Triple A Advice LTD

    FCA reg no.
    709929
    FCA authorised date:
    07/07/21
    Bristol-based Ackland Independent Financial Advice offers regulated, tailored wealth management, investment, and retirement planning services. They specialize in life insurance, pension transfers, and comprehensive financial planning.
    1. ✔1 Financial Adviser
    2. 🪧10.2 Miles
    3. 📍Bristol
  13. Need Help Choosing an Adviser?
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  14. 🏢

    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. ✔1 Financial Adviser
    2. 🪧10.2 Miles
    3. 📍Radstock
  15. 🏢

    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. 🪧10.3 Miles
    3. 📍Somerset
  16. 🏢

    John Gaulton Independent Financial Advisors

    FCA reg no.
    732710
    FCA authorised date:
    01/07/16
    Bristol-based John Gaulton Independent Financial Advisors offers tailored financial planning solutions, specialising in life, investments, pensions, and retirement advice. Registered under the FCA, they provide reliable, personalised, and regulated financial guidance.
    1. ✔2 Financial Advisers
    2. 🪧10.3 Miles
    3. 📍Bristol
  17. 🏢

    Liam Griesel

    FCA reg no.
    956887
    FCA authorised date:
    15/08/21
    Bristol-based Liam Griesel is a reputable financial services firm known for expert advice and comprehensive solutions, including life and investment planning, pension retirement advice, and final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧10.3 Miles
    3. 📍Bristol
  18. 🏢

    Ethical Market Place Limited

    FCA reg no.
    821691
    FCA authorised date:
    11/09/19
    Ethical Market Place Limited, based in Somerset, offers personalised financial services including insurance, investments and pensions. FCA regulated, they focus on enhancing financial stability with a trustworthy, transparent approach.
    1. ✔1 Financial Adviser
    2. 🪧10.4 Miles
    3. 📍Frome
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