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Find FCA registered Financial Advisers Near Me in BS21 7

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We have found 493 relevant financial adviser firms within 30 miles of BS21 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. 🪧11.7 Miles
    5. 📍Burnham-on-sea
    ★★★★⯨
  3. 👤

    Chris Evans

    Castra Financial
    FCA reg no.
    CXE01205
    FCA authorised date:
    14/04/20
    Member Of The Chartered Insurance Institute (CII)
    1. 🪧13.2 Miles
    2. 📍Cwmbran
    ★★★★⯨
  4. 🏢

    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. 🪧13.2 Miles
    3. 📍Cwmbran
    ★★★★⯨
  5. 🏢

    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. 🪧16.3 Miles
    5. 📍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. 🪧26.3 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. 🪧28.4 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. 🪧31.1 Miles
    3. 📍Taunton
  9. 🏢

    Centurion Wealth Management Limited

    FCA reg no.
    509905
    FCA authorised date:
    08/02/10
    Centurion Chartered Financial Planners, based in Clevedon, Somerset, provides tailored expert advice in life investments, pensions, and retirement planning with a commitment to client satisfaction.
    1. ✔12 Financial Advisers
    2. 🪧1 Miles
    3. 📍Clevedon
  10. 🏢

    Coleridge Wealth Management Limited

    FCA reg no.
    917697
    FCA authorised date:
    02/12/19
    Coleridge Wealth Management Limited, based in Clevedon, Somerset, specialises in life investments, retirement planning, and regulated advice. They also provide expertise in final salary pension transfers and comprehensive financial planning.
    1. ✔1 Financial Adviser
    2. 🪧1 Miles
    3. 📍Clevedon
  11. 🏢

    Realise Financial Planning LTD

    FCA reg no.
    1018041
    FCA authorised date:
    13/09/24
    Realise Financial Planning Ltd, an FCA-registered firm in Clevedon, Somerset, provides expert advice on life investments, pensions, retirement planning and comprehensive financial planning for both local and regional clients.
    1. ✔1 Financial Adviser
    2. 🪧1 Miles
    3. 📍Clevedon
  12. 🏢

    HUW WATTS INDEPENDENT FINANCIAL PLANNING LIMITED

    FCA reg no.
    921826
    FCA authorised date:
    01/09/20
    Huw Watts Independent Financial Planning Ltd is a Clevedon-based firm specialising in tailored insurance solutions, investment guidance, pensions retirement advice and comprehensive financial planning mainly for Somerset clients.
    1. ✔1 Financial Adviser
    2. ✔1 Mortgage Broker
    3. 🪧1.1 Miles
    4. 📍Clevedon
  13. 🏢

    MIKE SMITH IFA LTD.

    FCA reg no.
    610634
    FCA authorised date:
    02/01/14
    MIKE SMITH IFA LTD in Clevedon, Somerset is a reputable FCA-regulated firm offering personalised financial planning, pensions, and investment advice for stable future finances across Somerset and surrounding counties.
    1. ✔2 Financial Advisers
    2. 🪧1.2 Miles
    3. 📍Clevedon
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  15. 🏢

    Wychwood Financial Services Limited

    FCA reg no.
    679371
    FCA authorised date:
    01/07/15
    Wychwood Financial Services Limited offers tailored financial planning and advice, including life and investment plans and pension retirement advice. Regulated by the FCA, they serve individuals and families in Somerset.
    1. ✔1 Financial Adviser
    2. 🪧3.3 Miles
    3. 📍Bristol
  16. 🏢

    Nailsea Financial Services Limited

    FCA reg no.
    212754
    FCA authorised date:
    24/01/03
    FCA regulated Nailsea Financial Services Ltd. provides dependable financial advice and planning in Somerset and Bristol, specialising in life insurance, investments, and retirement. They offer a personal, client-focused approach.
    1. ✔6 Financial Advisers
    2. ✔2 Mortgage Brokers
    3. 🪧3.6 Miles
    4. 📍Bristol
  17. 🏢

    Powell & Associates Financial Planning

    FCA reg no.
    801907
    FCA authorised date:
    15/02/18
    Powell & Associates Financial Planning is a leading FCA-regulated advisory firm in Bristol, specialising in personalised advice on life, investments, pensions and retirement planning for clients in Somerset.
    1. ✔1 Financial Adviser
    2. 🪧3.8 Miles
    3. 📍Bristol
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