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Find FCA registered Financial Advisers Near Me in BS13 7


We have found 490 relevant financial adviser firms within 30 miles of BS13 7. Showing page 1 of 33.

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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. 🪧14.1 Miles
    5. 📍Burnham-on-sea
    ★★★★⯨
  3. 👤

    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. 🪧16.4 Miles
    4. 📍Bradford On Avon
  4. 👤

    Chris Evans

    Castra Financial
    FCA reg no.
    CXE01205
    FCA authorised date:
    14/04/20
    Member Of The Chartered Insurance Institute (CII)
    1. 🪧23 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. 🪧23 Miles
    3. 📍Cwmbran
    ★★★★⯨
  6. 🏢

    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. 🪧33.8 Miles
    3. 📍Taunton
  7. 🏢

    Beacon IFA

    FCA reg no.
    566890
    FCA authorised date:
    02/04/12
    1. ✔7 Financial Advisers
    2. ✔3 Mortgage Brokers
    3. 🪧36.5 Miles
    4. 📍Tredegar
  8. 🏢

    Kussul Wealth Management Limited

    FCA reg no.
    971762
    FCA authorised date:
    11/03/22
    Kussul Wealth Management, based near Bristol, provides personalised, FCA regulated financial planning services across the UK, specialising in life investments, pensions advice, and final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧1.6 Miles
    3. 📍Bristol
  9. 🏢

    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. 🪧1.7 Miles
    3. 📍Bristol
  10. 🏢

    Hunt Financial Planning Limited

    FCA reg no.
    944024
    FCA authorised date:
    01/02/21
    True Potential LLP, a leading Bristol-based financial firm, offers tailored life investments, pensions, and financial planning services. FCA regulated for trusted guidance, they cater to both novice and seasoned investors.
    1. ✔2 Financial Advisers
    2. 🪧2 Miles
    3. 📍Bristol
  11. 🏢

    Hargreaves Lansdown Advisory Services Limited

    FCA reg no.
    189627
    FCA authorised date:
    01/12/01
    Distinguished Bristol-based financial firm, Hargreaves Lansdown, offers comprehensive, client-focused financial services. They specialize in insurance, investment strategies, pensions advice and more, catering to diverse clientele with tailor-made solutions.
    1. ✔84 Financial Advisers
    2. 🪧2.1 Miles
    3. 📍Bristol
  12. 🏢

    Crane Williams LTD

    FCA reg no.
    841333
    FCA authorised date:
    03/05/19
    Regulated by the FCA, Crane Williams Ltd is a Bristol-based financial planning firm specialising in life investments, pensions, and retirement planning, known for its approachable style and high professional standards.
    1. ✔1 Financial Adviser
    2. 🪧2.2 Miles
    3. 📍Bristol
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  14. 🏢

    Ovation Finance Limited

    FCA reg no.
    190914
    FCA authorised date:
    01/12/01
    Based in Bristol, Ovation Finance Limited is a credible FCA-regulated firm specializing in providing comprehensive financial advice and planning. They offer expert solutions for life and investment planning, pensions retirement, and more.
    1. ✔5 Financial Advisers
    2. 🪧2.2 Miles
    3. 📍Bristol
  15. 🏢

    Digby Associates Limited

    FCA reg no.
    631739
    FCA authorised date:
    09/09/14
    Digby Associates, a respected financial firm in Bristol, offers diverse services such as life insurance, investments, pensions, and comprehensive financial planning. Renowned for its trusted advisement and client-oriented approach.
    1. ✔10 Financial Advisers
    2. 🪧2.2 Miles
    3. 📍Bristol
  16. 🏢

    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. 🪧2.2 Miles
    3. 📍Bristol
  17. 🏢

    National Friendly Financial Solutions Limited

    FCA reg no.
    452784
    FCA authorised date:
    13/07/06
    National Friendly Financial Solutions Limited is a Bristol-based, FCA-regulated firm specialising in comprehensive financial planning, including life investments, pensions, and retirement advice. We prioritize clients' security and peace of mind.
    1. ✔2 Financial Advisers
    2. 🪧2.2 Miles
    3. 📍Bristol
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