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Find FCA registered Financial Advisers Near Me in Bridgwater


We have found 327 relevant financial adviser firms within 30 miles of Bridgwater. Showing page 11 of 22.

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  2. 🏢

    Validpath Limited

    FCA reg no.
    197107
    FCA authorised date:
    01/12/01
    ValidPath Limited is a trusted Cardiff-based firm providing expert financial services, including investment planning and retirement advice. Known for their professional yet personal approach, they offer tailored, regulated financial assistance.
    1. ✔7 Financial Advisers
    2. ✔8 Mortgage Brokers
    3. 🪧25.1 Miles
    4. 📍Cardiff
  3. 🏢

    Hugh James Solicitors

    FCA reg no.
    231167
    FCA authorised date:
    25/03/04
    Hugh James Solicitors, based in Cardiff's Central Square, offers regulated financial services including life insurance, investment strategies, and retirement advice. They're FCA registered and committed to tailored, client-focused planning.
    1. ✔4 Financial Advisers
    2. 🪧25.2 Miles
    3. 📍Cardiff
  4. 🏢

    Waterhouse Financial Advisers LTD

    FCA reg no.
    190712
    FCA authorised date:
    02/04/12
    Waterhouse Financial Advisers Ltd is a FCA registered firm in Radstock, Somerset offering expert financial planning services including life insurance, investments, and pension retirement plans to individuals and businesses.
    1. ✔6 Financial Advisers
    2. 🪧25.3 Miles
    3. 📍Radstock
  5. 🏢

    Paul Forman-cummings

    FCA reg no.
    921915
    FCA authorised date:
    20/08/20
    Paul Forman Financial Services, based in Tiverton, Devon, provides expert regulated financial planning and advice, specialising in life, investments and pensions, offering personalized services for individual's financial needs.
    1. ✔1 Financial Adviser
    2. 🪧25.5 Miles
    3. 📍Tiverton
  6. 🏢

    Halen Wealth Limited

    FCA reg no.
    816033
    FCA authorised date:
    06/02/19
    South Glamorgan-based Halen Wealth Limited offers expert life, investment, and pension retirement advice with robust financial planning. Regulated by the FCA, they prioritize client-focused service for a prosperous financial future.
    1. ✔1 Financial Adviser
    2. 🪧25.5 Miles
    3. 📍Barry
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  8. 🏢

    ROCKWEALTH CARDIFF LTD

    FCA reg no.
    944341
    FCA authorised date:
    04/02/21
    Rockwealth Cardiff Ltd, a premier financial planning firm, provides strategic financial services including investments, pensions, and life insurance. Known for quality regulated advice, they specialise in retirement planning and pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧25.5 Miles
    3. 📍Cardiff
  9. 🏢

    ARCHYTAS STRATEGIC PLANNING LIMITED

    FCA reg no.
    609841
    FCA authorised date:
    01/04/14
    Archytas Strategic Planning is a Cardiff-based firm, providing regulated financial advice, including life and investment planning and retirement advice. Known for their personalized approach, they serve both first-time buyers and seasoned investors.
    1. ✔2 Financial Advisers
    2. 🪧25.5 Miles
    3. 📍Cardiff
  10. 🏢

    FORGERON FINANCIAL PLANNING LIMITED

    FCA reg no.
    512100
    FCA authorised date:
    08/02/10
    Forgeron Financial Planning Ltd is a proficient financial services company based in Tiverton, Devon, offering FCA regulated advice on pensions, retirement and investments to individuals and businesses.
    1. ✔1 Financial Adviser
    2. 🪧25.5 Miles
    3. 📍Tiverton
  11. 🏢

    Morris Trice Associates LTD

    FCA reg no.
    528398
    FCA authorised date:
    22/07/10
    Morris Trice Associates Ltd is a trusted, FCA regulated financial planning firm in Devon, offering services in wealth management, life insurance, pension advice, and strategic investment planning.
    1. ✔2 Financial Advisers
    2. 🪧25.6 Miles
    3. 📍Cullompton
  12. 🏢

    Huw Williams

    FCA reg no.
    1016890
    FCA authorised date:
    13/07/24
    Huw Williams is a Cardiff-based financial services firm providing comprehensive advice on insurance, investments and pensions. Renowned for their regulated, customer-focused expertise, they offer tailored solutions to all financial needs.
    1. ✔1 Financial Adviser
    2. 🪧25.6 Miles
    3. 📍Cardiff
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  14. 🏢

    Hill & Co Financial Advisers LTD

    FCA reg no.
    734657
    FCA authorised date:
    29/01/16
    Cardiff-based Hill & Co Financial Advisers Ltd, regulated by the FCA, offers prime financial advice specializing in insurance, pensions, investments, and comprehensive planning across South Glamorgan and beyond.
    1. ✔2 Financial Advisers
    2. 🪧25.6 Miles
    3. 📍Cardiff
  15. 🏢

    Jolyon Roderick

    FCA reg no.
    918783
    FCA authorised date:
    27/12/19
    FCA regulated Jolyon Roderick, located in Cardiff, specializes in financial planning, pensions retirement advice, life insurance services, and investment guidance. Noted for its friendly approach, the firm fosters long-term partnerships.
    1. ✔1 Financial Adviser
    2. 🪧25.6 Miles
    3. 📍Cardiff
  16. 🏢

    Habitual Wealth LTD

    FCA reg no.
    956914
    FCA authorised date:
    15/08/21
    Habitual Wealth Ltd is a leading Cardiff-based financial services firm, offering customised insurance, investment, and retirement planning services, with expertise in final salary pension transfers. FCA registered for compliant service.
    1. ✔1 Financial Adviser
    2. 🪧25.6 Miles
    3. 📍Cardiff
  17. 🏢

    Gregory Wintermute

    FCA reg no.
    1039857
    FCA authorised date:
    07/08/25
    Gregory Wintermute is a FCA registered firm providing tailored financial services, including insurance coverage and pension retirement advice in Cardiff. Specialising in final salary pension transfers and investments, they ensure approachable, professional service.
    1. ✔1 Financial Adviser
    2. 🪧25.6 Miles
    3. 📍Cardiff
  18. 🏢

    Life & Legacy Wealth Management

    FCA reg no.
    917224
    FCA authorised date:
    21/11/19
    Cardiff-based Life & Legacy Wealth Management provides tailored financial planning services, specializing in pensions retirement and final salary pension transfers. Offering reliable, regulated advice, they focus on securing clients' financial futures.
    1. ✔1 Financial Adviser
    2. 🪧25.6 Miles
    3. 📍Cardiff
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