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Find FCA registered Financial Advisers Near Me in BS16 3

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We have found 513 relevant financial adviser firms within 30 miles of BS16 3. Showing page 1 of 35.

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  2. 👤

    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. 🪧15 Miles
    4. 📍Bradford On Avon
  3. 🏢

    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. 🪧19.2 Miles
    5. 📍Burnham-on-sea
    ★★★★⯨
  4. 🏢

    Beacon IFA

    FCA reg no.
    566890
    FCA authorised date:
    02/04/12
    1. ✔7 Financial Advisers
    2. ✔3 Mortgage Brokers
    3. 🪧36.9 Miles
    4. 📍Tredegar
  5. 🏢

    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. 🪧38.9 Miles
    3. 📍Taunton
  6. 🏢

    Triple A Advice LTD

    FCA reg no.
    709929
    FCA authorised date:
    07/07/21
    Bristol-based Ackland Independent Financial Advice offers regulated, tailored wealth management, investment, and retirement planning services. They specialize in life insurance, pension transfers, and comprehensive financial planning.
    1. ✔1 Financial Adviser
    2. 🪧0.5 Miles
    3. 📍Bristol
  7. 🏢

    SCOTTSBRIDGE FINANCIAL PLANNING LTD.

    FCA reg no.
    954112
    FCA authorised date:
    14/10/21
    Scottsbridge Financial Planning Ltd, based in Bristol, offers expert, FCA-regulated financial planning services including life and investments planning and retirement advice, personalized to individual needs.
    1. ✔2 Financial Advisers
    2. 🪧0.8 Miles
    3. 📍Bristol
  8. 🏢

    Rockman Wealth LTD

    FCA reg no.
    916778
    FCA authorised date:
    19/04/24
    Sterling James Wealth Management Ltd, based in Bristol, offers expert financial services including life investments, pensions, retirement advice and comprehensive planning. It specializes in final salary pension transfers, providing tailored, ethical financial strategies to local clients.
    1. ✔1 Financial Adviser
    2. 🪧1.5 Miles
    3. 📍Bristol
  9. 🏢

    PDT Financial Services LTD

    FCA reg no.
    838460
    FCA authorised date:
    15/07/19
    Bristol-based PDT Financial Services Ltd offers expert, FCA-regulated financial advice on life investments, pensions and retirement planning with a personal client-focused approach. Perfect for those seeking smart financial planning.
    1. ✔1 Financial Adviser
    2. 🪧1.6 Miles
    3. 📍Bristol
  10. 🏢

    Ashley Marshall Financial Planning LTD

    FCA reg no.
    927477
    FCA authorised date:
    08/06/20
    Ashley Marshall Financial Planning Ltd is a Bristol-based, FCA-regulated firm offering wide-ranging financial services, including pensions and investments. Known for customer-focused, personalized financial strategies for individuals and businesses.
    1. ✔1 Financial Adviser
    2. 🪧1.8 Miles
    3. 📍Bristol
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  12. 🏢

    Brigstow Independent Financial Planning Limited

    FCA reg no.
    1011735
    FCA authorised date:
    09/05/24
    Bristol-based Brigstow Independent Financial Planning Limited offers trusted financial advice including pensions retirement and comprehensive financial planning. Known for its personalised solutions and approachable style, it simplifies finance for clients.
    1. ✔2 Financial Advisers
    2. 🪧1.9 Miles
    3. 📍Bristol
  13. 🏢

    Plan Financial LTD

    FCA reg no.
    538651
    FCA authorised date:
    04/01/11
    2. Plan Financial, based in Bristol, offers comprehensive financial planning services including life insurance, investments, and retirement advice, with a specialisation in final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧1.9 Miles
    3. 📍Bristol
  14. 🏢

    Lorraine Kilmartin

    FCA reg no.
    1019587
    FCA authorised date:
    04/10/24
    Located in Bristol, Lorraine Kilmartin offers expert advice on financial services, specializing in pensions retirement and final salary pension transfers, nurturing clients' financial wellbeing with personalized financial planning. FCA registered.
    1. ✔1 Financial Adviser
    2. 🪧2 Miles
    3. 📍Bristol
  15. 🏢

    Liam Griesel

    FCA reg no.
    956887
    FCA authorised date:
    15/08/21
    Bristol-based Liam Griesel is a reputable financial services firm known for expert advice and comprehensive solutions, including life and investment planning, pension retirement advice, and final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧2 Miles
    3. 📍Bristol
  16. 🏢

    Andrew Paul Zbijowski

    FCA reg no.
    940018
    FCA authorised date:
    07/03/24
    Andrew Paul Zbijowski's reputable financial firm in Bristol, GB, offers expert services in life and investment planning, pensions retirement advice, and general financial planning, regulated by the FCA.
    1. ✔1 Financial Adviser
    2. 🪧2 Miles
    3. 📍Bristol
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  18. 🏢

    Washington Square LTD

    FCA reg no.
    524775
    FCA authorised date:
    02/08/10
    Washington Square is a reputable, FCA-regulated financial firm based in Bristol, offering expert advice on life, investments, pensions & retirement plans to assist individuals and families in making future-focused decisions.
    1. ✔2 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧2.1 Miles
    4. 📍Bristol
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