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Find FCA registered Financial Advisers Near Me in BS28 4


We have found 471 relevant financial adviser firms within 30 miles of BS28 4. Showing page 2 of 32.

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  2. 🏢

    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.
    1. ✔3 Financial Advisers
    2. 🪧7.4 Miles
    3. 📍Wells
  3. 🏢

    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. ✔1 Financial Adviser
    2. 🪧7.8 Miles
    3. 📍Weston Super Mare
  4. 🏢

    Positive Wealth Creation LTD

    FCA reg no.
    481182
    FCA authorised date:
    16/06/08
    Positive Wealth Creation Ltd is an FCA-regulated firm specializing in comprehensive financial planning, investment advice, and personalized pensions and retirement guidance around Somerset from their Burnham on Sea base.
    1. ✔2 Financial Advisers
    2. 🪧7.8 Miles
    3. 📍Burnham On Sea
  5. 🏢

    Henri James Wealth LTD

    FCA reg no.
    586453
    FCA authorised date:
    09/04/13
    Henri James Wealth Ltd, a reputable FCA regulated financial planning firm in Somerset, offers expert advice in life investments, pensions, and retirement. They provide comprehensive financial planning tailored to individual needs.
    1. ✔1 Financial Adviser
    2. 🪧8 Miles
    3. 📍Blagdon
  6. 🏢

    Stephen Elvin Independent Financial Advice LTD

    FCA reg no.
    788538
    FCA authorised date:
    08/09/17
    Stephen Elvin Independent Financial Advice Ltd, an FCA-regulated firm in Burnham on Sea, provides comprehensive financial planning services, specializing in life investments, retirement planning, and final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧8 Miles
    3. 📍Burnham On Sea
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  8. 🏢

    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. ✔1 Financial Adviser
    2. 🪧8.2 Miles
    3. 📍Weston Super Mare
  9. 🏢

    Paul David Streeter

    FCA reg no.
    215189
    FCA authorised date:
    16/09/13
    Paul David Streeter is a reputable, FCA-regulated financial advisory firm in Street, Somerset, specialising in life and investment management, personalised pension advice, and final salary pension transfers. Known for delivering tailored strategies that prioritise client interests.
    1. ✔1 Financial Adviser
    2. 🪧8.6 Miles
  10. 🏢

    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. ✔1 Financial Adviser
    2. 🪧8.8 Miles
    3. 📍Wells
  11. 🏢

    Hawker and Palmer Wealth Management Limited

    FCA reg no.
    571728
    FCA authorised date:
    02/07/12
    Hawker and Palmer Wealth Management Limited is a reputable Bristol-based financial services firm offering expert advisement on life investments, retirement planning, and personalized financial management.
    1. ✔2 Financial Advisers
    2. 🪧9.1 Miles
    3. 📍Bristol
  12. 🏢

    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. 🪧9.2 Miles
    3. 📍Weston Super Mare
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  14. 🏢

    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. ✔1 Financial Adviser
    2. 🪧9.5 Miles
    3. 📍Bristol
  15. 🏢

    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. 🪧9.6 Miles
    3. 📍Weston Super Mare
  16. 🏢

    Swan Wealth Management Limited

    FCA reg no.
    503447
    FCA authorised date:
    09/07/09
    Swan Wealth Management Ltd, regulated by the FCA, is based in Bristol. They're known for their diverse finance portfolio, bespoke financial planning and pensions retirement advice, offering a customer-centric approach.
    1. ✔2 Financial Advisers
    2. 🪧9.6 Miles
    3. 📍Bristol
  17. 🏢

    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. 🪧9.6 Miles
    3. 📍Weston Super Mare
  18. 🏢

    Rapprocher LTD

    FCA reg no.
    227440
    FCA authorised date:
    24/11/03
    Rapprocher Ltd is a respected financial firm in Bridgwater, Somerset offering a wide range of FCA-regulated advice across life investments, pensions, and financial planning, providing tailored solutions to meet clients' financial goals.
    1. ✔1 Financial Adviser
    2. 🪧9.6 Miles
    3. 📍Bridgwater
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