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Find FCA registered Financial Advisers Near Me in BS11 0

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We have found 513 relevant financial adviser firms within 30 miles of BS11 0. Showing page 1 of 35.

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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. 🪧17.2 Miles
    5. 📍Burnham-on-sea
    ★★★★⯨
  3. 🏢

    Financial Planning Solutions LTD

    FCA reg no.
    480455
    FCA authorised date:
    07/05/08
    Helping our clients live the lifestyle they aspire to both now and in retirement without fear of running out of money.
    1. ✔2 Financial Advisers
    2. ✔Min Pension Savings: £250,000
    3. ✔Min Assets: £250,000
    4. 🪧19.3 Miles
    5. 📍Cwmbran
  4. 👤

    Chris Evans

    Castra Financial
    FCA reg no.
    CXE01205
    FCA authorised date:
    14/04/20
    Member Of The Chartered Insurance Institute (CII)
    1. 🪧19.9 Miles
    2. 📍Cwmbran
    ★★★★⯨
  5. 🏢

    Castra Financial

    FCA reg no.
    845715
    FCA authorised date:
    14/04/20
    Financial Planner within an Independent Financial Advice Firm, helping people understand their number to live their best lives.
    1. ✔3 Financial Advisers
    2. 🪧19.9 Miles
    3. 📍Cwmbran
    ★★★★⯨
  6. 👤

    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. 🪧20.4 Miles
    4. 📍Bradford On Avon
  7. 🏢

    Beacon IFA

    FCA reg no.
    566890
    FCA authorised date:
    02/04/12
    1. ✔7 Financial Advisers
    2. ✔3 Mortgage Brokers
    3. 🪧31.6 Miles
    4. 📍Tredegar
  8. 🏢

    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. 🪧37.3 Miles
    3. 📍Taunton
  9. 🏢

    Purple Fox Financial Planning LTD

    FCA reg no.
    1011691
    FCA authorised date:
    14/05/24
    Purple Fox Financial Planning Ltd, an FCA-registered firm in Bristol, specialises in expert financial services including life and investments, pensions, and retirement planning, known for client-centric, strategic solutions.
    1. ✔1 Financial Adviser
    2. 🪧0.5 Miles
    3. 📍Bristol
  10. 🏢

    LV Nicholas Financial Planning Limited

    FCA reg no.
    568978
    FCA authorised date:
    16/11/11
    LV Nicholas Financial Planning Limited, based in Bristol and regulated by the FCA, specialises in wealth management and pensions retirement advice, with a focus on final salary pension transfers, offering personalised financial planning services.
    1. ✔1 Financial Adviser
    2. 🪧1.4 Miles
    3. 📍Bristol
  11. 🏢

    Clifton Wealth Partnership Portishead Limited

    FCA reg no.
    1005046
    FCA authorised date:
    28/11/23
    FCA regulated Clifton Asset Management Ltd offers comprehensive financial planning, including life insurance, investments, and retirement advice. Known for their expertise and integrity, they focus on client needs, making finance less daunting.
    1. ✔3 Financial Advisers
    2. 🪧1.5 Miles
    3. 📍Ham Green
  12. 🏢

    Clifton Wealth Partnership (stroud) LTD

    FCA reg no.
    991032
    FCA authorised date:
    01/02/23
    Clifton Wealth Partnership is a FCA regulated firm in Bristol, Somerset, specializing in life insurance, investment advice, and pension retirement planning. Known for their professionalism and custom-tailored services.
    1. ✔3 Financial Advisers
    2. 🪧1.5 Miles
    3. 📍Bristol
  13. 🏢

    Grosvenor Consultancy Limited

    FCA reg no.
    187799
    FCA authorised date:
    01/12/01
    Grosvenor Consultancy Limited is a FCA-regulated firm in Somerset offering expert financial advice, specialized in investments, pensions, insurance, and financial planning, with a client-focused approach. Serving the South West region.
    1. ✔17 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧1.5 Miles
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  15. 🏢

    Clifton Wealth Partnership LTD

    FCA reg no.
    541273
    FCA authorised date:
    01/04/11
    Clifton Wealth Partnership Ltd, based in Somerset, offers trusted financial solutions including investment services, retirement advice, and financial planning. Known for their approachable team, they provide robust financial guidance across Greater Bristol.
    1. ✔19 Financial Advisers
    2. 🪧1.5 Miles
    3. 📍Bristol
  16. 🏢

    Wollen Michelmore Financial Planning LTD

    FCA reg no.
    400890
    FCA authorised date:
    17/09/10
    Wollen Michelmore Financial Planning Ltd, based in Somerset and Bristol, is a respected firm specializing in bespoke financial planning solutions including investments, pensions, and insurance. They're community-focused, reliable, and client-oriented.
    1. ✔3 Financial Advisers
    2. 🪧1.5 Miles
    3. 📍Bristol
  17. 🏢

    Six Q Financial Planning Limited

    FCA reg no.
    983414
    FCA authorised date:
    07/08/23
    1. ✔3 Financial Advisers
    2. 🪧1.5 Miles
    3. 📍Bristol
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