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Find FCA registered Financial Advisers Near Me in BS3 5

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We have found 489 relevant financial adviser firms within 30 miles of BS3 5. Showing page 1 of 33.

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  2. 👤

    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. 🪧15.7 Miles
    4. 📍Bradford On Avon
  3. 🏢

    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. 🪧15.8 Miles
    5. 📍Burnham-on-sea
    ★★★★⯨
  4. 👤

    Chris Evans

    Castra Financial
    FCA reg no.
    CXE01205
    FCA authorised date:
    14/04/20
    Member Of The Chartered Insurance Institute (CII)
    1. 🪧23.8 Miles
    2. 📍Cwmbran
    ★★★★⯨
  5. 🏢

    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. 🪧23.8 Miles
    3. 📍Cwmbran
    ★★★★⯨
  6. 🏢

    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. 🪧35.5 Miles
    3. 📍Taunton
  7. 🏢

    Beacon IFA

    FCA reg no.
    566890
    FCA authorised date:
    02/04/12
    1. ✔7 Financial Advisers
    2. ✔3 Mortgage Brokers
    3. 🪧36.7 Miles
    4. 📍Tredegar
  8. 🏢

    John Gaulton Independent Financial Advisors

    FCA reg no.
    732710
    FCA authorised date:
    01/07/16
    Bristol-based John Gaulton Independent Financial Advisors offers tailored financial planning solutions, specialising in life, investments, pensions, and retirement advice. Registered under the FCA, they provide reliable, personalised, and regulated financial guidance.
    1. ✔2 Financial Advisers
    2. 🪧0.1 Miles
    3. 📍Bristol
  9. 🏢

    Julie Reeve

    FCA reg no.
    503833
    FCA authorised date:
    27/11/13
    Julie Reeve is a Bristol-based financial firm specialising in life, investment, and retirement planning. Regulated by the FCA, they offer personalised, client-focused advice, especially in complex financial decisions.
    1. ✔1 Financial Adviser
    2. 🪧0.5 Miles
    3. 📍Bristol
  10. 🏢

    Ovation Finance Limited

    FCA reg no.
    190914
    FCA authorised date:
    01/12/01
    Based in Bristol, Ovation Finance Limited is a credible FCA-regulated firm specializing in providing comprehensive financial advice and planning. They offer expert solutions for life and investment planning, pensions retirement, and more.
    1. ✔5 Financial Advisers
    2. 🪧0.9 Miles
    3. 📍Bristol
  11. 🏢

    National Friendly Financial Solutions Limited

    FCA reg no.
    452784
    FCA authorised date:
    13/07/06
    National Friendly Financial Solutions Limited is a Bristol-based, FCA-regulated firm specialising in comprehensive financial planning, including life investments, pensions, and retirement advice. We prioritize clients' security and peace of mind.
    1. ✔2 Financial Advisers
    2. 🪧1 Miles
    3. 📍Bristol
  12. 🏢

    Manning Gee Investments Limited

    FCA reg no.
    844546
    FCA authorised date:
    06/01/20
    Manning Gee Investments Limited is a Bristol-based, FCA-regulated financial services provider specializing in life investments, pensions, retirement advice, and personalized financial planning.
    1. ✔2 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧1 Miles
    4. 📍Bristol
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  14. 🏢

    TITAN WEALTH PLANNING LTD

    FCA reg no.
    574458
    FCA authorised date:
    02/04/12
    Titan Wealth Planning Ltd is a reputable, FCA-regulated financial planning firm in Bristol, specializing in life investments, pensions, and comprehensive financial planning. They offer tailored, client-centric services throughout Bristol and beyond.
    1. ✔86 Financial Advisers
    2. 🪧1 Miles
    3. 📍Bristol
  15. 🏢

    Brunel Wealth Limited

    FCA reg no.
    918260
    FCA authorised date:
    13/12/19
    Brunel Wealth Limited, located in Bristol, provides tailored, regulated financial advice encompassing life insurance, investments, and retirement planning. Committed to client-centric, personalized services, they ensure future financial security.
    1. ✔5 Financial Advisers
    2. 🪧1 Miles
    3. 📍Bristol
  16. 🏢

    BRUNEL INDEPENDENT FINANCIAL PLANNERS LIMITED

    FCA reg no.
    629678
    FCA authorised date:
    03/11/14
    Academy Associates Wealth Management Ltd provides expert financial planning and regulated advice in Bristol. Specialising in life investments, pensions retirement advice and financial planning, they offer tailored strategies to clients with integrity and transparency.
    1. ✔1 Financial Adviser
    2. 🪧1 Miles
    3. 📍Bristol
  17. 🏢

    The Aspire Partnership LLP

    FCA reg no.
    518833
    FCA authorised date:
    15/06/10
    The Aspire Partnership LLP, regulated by the FCA, provides tailored financial services including insurance, investments, and strategic planning from their Bristol base. Their certified professionals ensure a smooth financial journey.
    1. ✔4 Financial Advisers
    2. 🪧1 Miles
    3. 📍Bristol
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