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Find FCA registered Financial Advisers Near Me in BS22 8


We have found 494 relevant financial adviser firms within 30 miles of BS22 8. 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. 🪧6.5 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. 🪧14 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. 🪧14 Miles
    3. 📍Cwmbran
    ★★★★⯨
  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. 🪧23.5 Miles
    3. 📍Taunton
  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. 🪧29.9 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. 🪧31.8 Miles
    4. 📍Tredegar
  8. 🏢

    Jonathan West

    FCA reg no.
    914005
    FCA authorised date:
    24/09/19
    Jonathan West is a revered Somerset-based financial services firm, specialising in pensions retirement advice and financial planning. Known for client-focused approach, the FCA-regulated team serves Greater Manchester and beyond.
    1. ✔1 Financial Adviser
    2. 🪧0.6 Miles
    3. 📍Weston Super Mare
  9. 🏢

    John Katsouris & Company

    FCA reg no.
    215445
    FCA authorised date:
    31/05/05
    John Katsouris & Company is a credible, FCA regulated financial services firm based in Somerset, offering tailored advice on life insurance, investments, pensions and final salary pension transfers.
    1. ✔2 Financial Advisers
    2. 🪧0.6 Miles
    3. 📍Weston Super Mare
  10. 🏢

    Explore Money LTD

    FCA reg no.
    942083
    FCA authorised date:
    30/12/20
    Mawbey Independent Financial Advice, based in Somerset, offers tailored financial solutions including life planning, pensions advice, and comprehensive financial planning, driven by a client-centric approach and regulated by the FCA.
    1. ✔1 Financial Adviser
    2. 🪧0.8 Miles
    3. 📍Weston Super Mare
  11. 🏢

    Lab Financial Planning LTD

    FCA reg no.
    1002078
    FCA authorised date:
    22/09/23
    FCA-regulated firm, Lab Financial Planning Ltd, offers expert services in life and investment advice, and pension transfers. Based in Weston Super Mare, Somerset, we specialise in tailored pensions and retirement advice.
    1. ✔1 Financial Adviser
    2. 🪧0.9 Miles
    3. 📍Weston Super Mare
  12. 🏢

    Fiveways Financial Planning Limited

    FCA reg no.
    608678
    FCA authorised date:
    12/05/14
    Fiveways Financial Planning Limited, based in Weston super Mare, Somerset, offers expert life investments, pensions retirement advice and final salary pension transfers, dedicated to helping clients secure their financial futures.
    1. ✔7 Financial Advisers
    2. 🪧1.3 Miles
    3. 📍Weston Super Mare
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  14. 🏢

    Mayfair Associates

    FCA reg no.
    210617
    FCA authorised date:
    31/05/05
    Mayfair Town & Country, a premier financial services firm in Somerset, specialises in personalised financial advice and solutions. Known for its professional and approachable style, it's regulated by the FCA.
    1. ✔2 Financial Advisers
    2. 🪧1.4 Miles
    3. 📍Weston Super Mare
  15. 🏢

    Laver Wealth Management Limited

    FCA reg no.
    153989
    FCA authorised date:
    01/12/01
    Laver Wealth Management Limited, based in Somerset, specializes in tailored financial planning and regulated advice on wealth management, life investments, and retirement plans. Known for client-focused, personalized services and a professional approach.
    1. ✔4 Financial Advisers
    2. 🪧1.6 Miles
    3. 📍Weston Super Mare
  16. 🏢

    Aureus Wealth Management LTD

    FCA reg no.
    976592
    FCA authorised date:
    25/04/25
    Aureus Wealth Management Ltd is a Somerset-based financial services firm specialising in life insurance, investments, and pensions. Known for their personalised, reliable service, they offer comprehensive planning solutions for individuals and businesses.
    1. ✔1 Financial Adviser
    2. 🪧1.8 Miles
    3. 📍Weston Super Mare
  17. 🏢

    PBF Wealth Management LTD

    FCA reg no.
    611215
    FCA authorised date:
    03/12/13
    PBF Wealth Management Ltd, based in Somerset, is a FCA-regulated financial firm offering comprehensive services across the UK, including life investments, pensions retirement advice, and final salary pension transfers.
    1. ✔2 Financial Advisers
    2. 🪧1.8 Miles
    3. 📍Weston Super Mare
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