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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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.- ✔7 Financial Advisers
- ✔8 Mortgage Brokers
- 🪧25.1 Miles
- 📍Cardiff
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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.- ✔4 Financial Advisers
- 🪧25.2 Miles
- 📍Cardiff
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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.- ✔6 Financial Advisers
- 🪧25.3 Miles
- 📍Radstock
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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 Financial Adviser
- 🪧25.5 Miles
- 📍Tiverton
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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 Financial Adviser
- 🪧25.5 Miles
- 📍Barry
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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 Financial Adviser
- 🪧25.5 Miles
- 📍Cardiff
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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.- ✔2 Financial Advisers
- 🪧25.5 Miles
- 📍Cardiff
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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 Financial Adviser
- 🪧25.5 Miles
- 📍Tiverton
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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.- ✔2 Financial Advisers
- 🪧25.6 Miles
- 📍Cullompton
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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 Financial Adviser
- 🪧25.6 Miles
- 📍Cardiff
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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.- ✔2 Financial Advisers
- 🪧25.6 Miles
- 📍Cardiff
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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 Financial Adviser
- 🪧25.6 Miles
- 📍Cardiff
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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 Financial Adviser
- 🪧25.6 Miles
- 📍Cardiff
- 🏢
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 Financial Adviser
- 🪧25.6 Miles
- 📍Cardiff
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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 Financial Adviser
- 🪧25.6 Miles
- 📍Cardiff
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