Find FCA registered Financial Advisers Near Me in BS27 3
We have found 484 relevant financial adviser firms within 30 miles of BS27 3. Showing page 2 of 33.
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Holroyd Wealth Management Limited
- FCA reg no.
- 1007558
- FCA authorised date:
- 12/01/24
Holroyd Wealth Management, FCA registered, offers comprehensive financial planning services including life insurance, investment strategies, and retirement advice, specializing in final salary pension transfers. Based in Somerset, they provide personalised, regulated advice for individuals and busin... read full company profile- ✔1 Financial Adviser
- 🪧6.6 Miles
- 📍Bristol
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Benjamin Warren
- FCA reg no.
- 786349
- FCA authorised date:
- 09/08/17
Authorised under FCA, Benjamin Warren specialises in life investments and pensions retirement advice. Located in Wells, Somerset, his firm offers tailored financial planning solutions ideal for both novice and experienced investors.- ✔1 Financial Adviser
- 🪧6.6 Miles
- 📍Wells
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Gardiner Page & Roe Personal & Corporate Financial Planning
- FCA reg no.
- 215228
- FCA authorised date:
- 31/05/05
Gardiner Page & Roe is a FCA-regulated financial planning firm in Somerset, offering comprehensive services like investment advice, retirement planning, and holistic financial planning to corporations and individuals.- ✔3 Financial Advisers
- 🪧6.6 Miles
- 📍Wells
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T.m. Pullen
- FCA reg no.
- 940374
- FCA authorised date:
- 01/06/21
T.M. Pullen is a trusted financial firm in Somerset, regulated by FCA, offering specialized advice in life investments, pensions, retirement, and broader financial planning across Somerset and surrounding counties.- ✔1 Financial Adviser
- 🪧7 Miles
- 📍Somerset
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Dean Scott
- FCA reg no.
- 918374
- FCA authorised date:
- 17/12/19
A reputable financial firm based in Wells, Somerset; Dean Scott offers extensive financial services, including insurance and retirement advice. Known for its customer-focused approach, it serves local and regional clients.- ✔1 Financial Adviser
- 🪧7.6 Miles
- 📍Wells
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Celia Johnson
- FCA reg no.
- 604922
- FCA authorised date:
- 24/07/13
Celia Johnson is a Somerset-based, FCA-regulated financial services firm specializing in life investments, pension planning, and comprehensive financial planning, renowned for its transparency, strategic approach, and robust regional coverage.- ✔1 Financial Adviser
- 🪧7.9 Miles
- 📍Weston Super Mare
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Chalice Financial Planning Limited
- FCA reg no.
- 1003543
- FCA authorised date:
- 31/10/23
Chalice Financial Planning Limited in Glastonbury offers bespoke financial advice, covering life and investments, pension retirement, and more. The FCA-regulated firm is dedicated to optimizing clients' financial health.- ✔1 Financial Adviser
- 🪧8 Miles
- 📍Glastonbury
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Beewise FS LTD
- FCA reg no.
- 923646
- FCA authorised date:
- 11/05/22
Beewise FS Ltd, located near Weston super Mare, is a respected FCA-regulated financial services firm. It specializes in life insurance, investments, retirement advice, and strategic financial planning.- ✔1 Financial Adviser
- 🪧8.1 Miles
- 📍Weston Super Mare
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Ruddle Financial Management Limited
- FCA reg no.
- 1044280
- FCA authorised date:
- 15/10/25
Ruddle Financial Management Ltd. provides personalised financial planning and regulated advice in life and investment planning, pensions retirement advice, and final salary pension transfers in Glastonbury, Somerset.- ✔1 Financial Adviser
- 🪧8.1 Miles
- 📍Glastonbury
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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.- ✔2 Financial Advisers
- 🪧8.6 Miles
- 📍Weston Super Mare
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VISION WEST & WALES LIMITED
- FCA reg no.
- 783489
- FCA authorised date:
- 05/07/17
Vision West & Wales Limited is a FCA regulated financial firm based in Somerset, offering comprehensive financial services - including life investments and retirement planning - with client-focused approach and decades of experience.- ✔2 Financial Advisers
- 🪧8.6 Miles
- 📍Weston Super Mare
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Moneta Wealth Management LTD
- FCA reg no.
- 491244
- FCA authorised date:
- 10/11/08
Moneta Wealth Management Ltd, located near Bristol, offers FCA-regulated financial advice on life investments, pensions, and retirement planning. Known for their professional and approachable service, they cater to individual financial goals.- ✔1 Financial Adviser
- 🪧8.6 Miles
- 📍Bristol
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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.- ✔7 Financial Advisers
- 🪧8.7 Miles
- 📍Weston Super Mare
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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 Financial Adviser
- 🪧8.8 Miles
- 📍Weston Super Mare
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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 Financial Adviser
- 🪧8.9 Miles
- 📍Weston Super Mare
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