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Find FCA registered Financial Advisers Near Me in Beckery BA6

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We have found 359 relevant financial adviser firms within 30 miles of Beckery BA6. Showing page 1 of 24.

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  2. 🏢

    Watermark Wealth Management

    FCA reg no.
    828533
    FCA authorised date:
    02/09/19
    DREAM, PLAN... LIVE! The key to a great life is how you live it By focusing our people and technology towards your goals, we can help you achieve them. Our strategies are tailored, robust, monitored and sensitised to market shocks and lifetime events allowing our clients to focus on what m... read full company profile
    1. ✔4 Financial Advisers
    2. ✔Min Pension Savings: £150,000
    3. ✔Min Assets: £300,000
    4. 🪧10.6 Miles
    5. 📍Burnham-on-sea
    ★★★★⯨
  3. 🏢

    Western Financial Planning LTD

    FCA reg no.
    480405
    FCA authorised date:
    01/07/08
    At Western Financial Planning Ltd , we offer personalised, transparent, and independent financial advice tailored specifically to your needs. We can advise on: Retirement planning and pensions Investment management Estate planning and inheritance tax Personal and family protection Tax-effici... read full company profile
    1. ✔2 Financial Advisers
    2. 🪧17.1 Miles
    3. 📍Taunton
  4. 👤

    Tim Hall

    Robertsons & Crawford Ltd
    FCA reg no.
    TXH00221
    FCA authorised date:
    03/05/17
    The fee we charge is commensurate with the amount of work required to provide you with the service you need. We provide an initial, no obligation one-hour meeting to discuss your needs free of charge, where we will establish what work is required and will be able to provide a quotation of costs at t... read full individual profile
    1. ✔Min Pension Savings: £50,000
    2. ✔Min Assets: £50,000
    3. 🪧25.1 Miles
    4. 📍Bradford On Avon
  5. 🏢

    Beacon IFA

    FCA reg no.
    566890
    FCA authorised date:
    02/04/12
    1. ✔7 Financial Advisers
    2. ✔3 Mortgage Brokers
    3. 🪧48.7 Miles
    4. 📍Tredegar
  6. 🏢

    Chalice Financial Planning Limited

    FCA reg no.
    1003543
    FCA authorised date:
    31/10/23
    Chalice Financial Planning Limited in Glastonbury offers bespoke financial advice, covering life and investments, pension retirement, and more. The FCA-regulated firm is dedicated to optimizing clients' financial health.
    1. ✔1 Financial Adviser
    2. 🪧1.3 Miles
    3. 📍Glastonbury
  7. 🏢

    Ruddle Financial Management Limited

    FCA reg no.
    1044280
    FCA authorised date:
    15/10/25
    Ruddle Financial Management Ltd. provides personalised financial planning and regulated advice in life and investment planning, pensions retirement advice, and final salary pension transfers in Glastonbury, Somerset.
    1. ✔1 Financial Adviser
    2. 🪧1.5 Miles
    3. 📍Glastonbury
  8. 🏢

    Paul David Streeter

    FCA reg no.
    215189
    FCA authorised date:
    16/09/13
    Paul David Streeter is a reputable, FCA-regulated financial advisory firm in Street, Somerset, specialising in life and investment management, personalised pension advice, and final salary pension transfers. Known for delivering tailored strategies that prioritise client interests.
    1. ✔1 Financial Adviser
    2. 🪧2.3 Miles
  9. 🏢

    Worth Financial Planning Limited

    FCA reg no.
    1041092
    FCA authorised date:
    25/09/25
    Worth Financial Planning Limited, a FCA regulated company in Somerset, provides comprehensive financial services including life investments, pensions, retirement advice, and final salary pension transfers to the UK's Southwest region.
    1. ✔1 Financial Adviser
    2. 🪧4.2 Miles
    3. 📍Wells
  10. 🏢

    QED Wealth Management LTD

    FCA reg no.
    469909
    FCA authorised date:
    03/09/07
    QED Wealth Management Ltd provides regulated financial advice across the UK, specializing in life and investment matters, pensions, retirement planning and comprehensive financial planning. Located in Wells, Somerset.
    1. ✔1 Financial Adviser
    2. 🪧5.2 Miles
    3. 📍Wells
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  12. 🏢

    Benjamin Warren

    FCA reg no.
    786349
    FCA authorised date:
    09/08/17
    Authorised under FCA, Benjamin Warren specialises in life investments and pensions retirement advice. Located in Wells, Somerset, his firm offers tailored financial planning solutions ideal for both novice and experienced investors.
    1. ✔1 Financial Adviser
    2. 🪧5.6 Miles
    3. 📍Wells
  13. 🏢

    Gardiner Page & Roe Personal & Corporate Financial Planning

    FCA reg no.
    215228
    FCA authorised date:
    31/05/05
    Gardiner Page & Roe is a FCA-regulated financial planning firm in Somerset, offering comprehensive services like investment advice, retirement planning, and holistic financial planning to corporations and individuals.
    1. ✔3 Financial Advisers
    2. 🪧5.6 Miles
    3. 📍Wells
  14. 🏢

    Find Peace Of Mind LTD

    FCA reg no.
    510117
    FCA authorised date:
    22/01/10
    Find Peace of Mind Ltd in Langport, Somerset offers expert financial planning and investment advice. Regulated by the FCA, they provide tailored, professional services, specialising in pensions and retirement advice.
    1. ✔1 Financial Adviser
    2. ✔1 Mortgage Broker
    3. 🪧5.9 Miles
    4. 📍Langport
  15. 🏢

    STEPPING STONES FINANCIAL ADVISERS LIMITED

    FCA reg no.
    715787
    FCA authorised date:
    04/01/16
    Stepping Stones Financial Advisers Limited offers comprehensive, client-focused financial services including life insurance, investments, and retirement advice in Somerset, assisting individuals and businesses secure their financial futures.
    1. ✔2 Financial Advisers
    2. 🪧6.4 Miles
    3. 📍Somerton
  16. 🏢

    Dean Scott

    FCA reg no.
    918374
    FCA authorised date:
    17/12/19
    A reputable financial firm based in Wells, Somerset; Dean Scott offers extensive financial services, including insurance and retirement advice. Known for its customer-focused approach, it serves local and regional clients.
    1. ✔1 Financial Adviser
    2. 🪧7.1 Miles
    3. 📍Wells
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  18. 🏢

    TLF Wealth Management LTD

    FCA reg no.
    1024729
    FCA authorised date:
    22/12/25
    TLF Wealth Management Ltd is a top financial advisory firm in Somerset, offering expert life and investment advice, comprehensive financial planning, and bespoke pension retirement services.
    1. ✔1 Financial Adviser
    2. 🪧8.1 Miles
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