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Find FCA registered Financial Advisers Near Me in BS29 6

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We have found 505 relevant financial adviser firms within 30 miles of BS29 6. Showing page 1 of 34.

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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. 🪧3.7 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. 🪧17 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. 🪧17 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. 🪧22.8 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. 🪧27.1 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. 🪧34.5 Miles
    4. 📍Tredegar
  8. 🏢

    Quinn & Amanda McCarthy

    FCA reg no.
    840105
    FCA authorised date:
    11/04/19
    Quinn & Amanda McCarthy is a Somerset-based FCA-regulated firm (#840105) offering expert financial planning and advice, specializing in life investments, pensions, and final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧1.8 Miles
  9. 🏢

    Churchill Investments PLC

    FCA reg no.
    182363
    FCA authorised date:
    01/12/01
    Churchill Investments Plc is an established, FCA-registered financial services firm in Somerset. Specializing in life and investment management, they provide expert pensions retirement advice and comprehensive financial planning.
    1. ✔3 Financial Advisers
    2. 🪧2.2 Miles
    3. 📍Winscombe
  10. 🏢

    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. 🪧2.4 Miles
    3. 📍Weston Super Mare
  11. 🏢

    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.
    1. ✔2 Financial Advisers
    2. 🪧2.4 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. 🪧2.4 Miles
    3. 📍Weston Super Mare
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  14. 🏢

    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. 🪧2.5 Miles
    3. 📍Weston Super Mare
  15. 🏢

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

    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. 🪧2.7 Miles
    3. 📍Weston Super Mare
  17. 🏢

    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. 🪧2.8 Miles
    3. 📍Weston Super Mare
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