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Find FCA registered Financial Advisers Near Me in BS30 5

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We have found 452 relevant financial adviser firms within 30 miles of BS30 5. Showing page 1 of 31.

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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. 🪧11.3 Miles
    4. 📍Bradford On Avon
  3. 👤

    Holly Boden

    Abode Financial Planning
    FCA reg no.
    HXB00262
    FCA authorised date:
    17/10/23
    SMF3 Executive Director
    1. ✔Min Assets: £500,000
    2. 🪧28.8 Miles
    3. 📍Cirencester
  4. 🏢

    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. 🪧40.6 Miles
    3. 📍Taunton
  5. 🏢

    Beacon IFA

    FCA reg no.
    566890
    FCA authorised date:
    02/04/12
    1. ✔7 Financial Advisers
    2. ✔3 Mortgage Brokers
    3. 🪧40.8 Miles
    4. 📍Tredegar
  6. 🏢

    Oculus Wealth Management (bath) LTD

    FCA reg no.
    623140
    FCA authorised date:
    12/05/14
    Oculus Wealth Management in Wick, Bristol offers comprehensive financial planning and advice, including insurance, investments and pensions advice, with a specialization in final salary pension transfers. Regulated by the FCA (No. 623140).
    1. ✔1 Financial Adviser
    2. 🪧0.6 Miles
    3. 📍Bristol
  7. 🏢

    Marcus John Dean

    FCA reg no.
    596415
    FCA authorised date:
    27/02/13
    Marcus John Dean, FCA regulated, offers expert financial planning services, specialising in life investments and retirement pensions. Based in Mangotsfield, they provide tailored, regulated advice suited to individual needs.
    1. ✔1 Financial Adviser
    2. 🪧2.1 Miles
    3. 📍Bristol
  8. 🏢

    Paul Russell Financial Services LTD

    FCA reg no.
    845638
    FCA authorised date:
    05/11/19
    30 plus years in Financial Services and the firm offers advice of many matters as the adviser is Independent and qualified to chartered and fellowship level. Why not call for a conversations at our expense.
    1. ✔1 Financial Adviser
    2. 🪧2.4 Miles
    3. 📍Bristol
  9. 🏢

    Kingfisher Wealth Management LTD

    FCA reg no.
    918861
    FCA authorised date:
    02/01/20
    Kingfisher Wealth Management Ltd, based in Bristol, provides professional financial services. Specialised in life investments, pensions, and financial planning, they assist individuals and businesses across Gloucestershire for a secure financial future.
    1. ✔2 Financial Advisers
    2. 🪧2.5 Miles
    3. 📍Bristol
  10. 🏢

    PDT Financial Services LTD

    FCA reg no.
    838460
    FCA authorised date:
    15/07/19
    Bristol-based PDT Financial Services Ltd offers expert, FCA-regulated financial advice on life investments, pensions and retirement planning with a personal client-focused approach. Perfect for those seeking smart financial planning.
    1. ✔1 Financial Adviser
    2. 🪧2.6 Miles
    3. 📍Bristol
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  12. 🏢

    MRIB Limited

    FCA reg no.
    454705
    FCA authorised date:
    02/10/06
    Integrity365, a Gloucestershire-based premier financial services firm, specialises in comprehensive financial planning solutions. Regulated by the FCA under 454705, they provide reliable retirement advice and pension transfers with personal attention.
    1. ✔20 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧2.6 Miles
    4. 📍Chippenham
  13. 🏢

    GORDIAN WEALTH MANAGEMENT LTD

    FCA reg no.
    987811
    FCA authorised date:
    28/11/22
    Based near Bristol, Gordian Wealth Management Ltd is a regulated financial institution known for its proficient and personalised services in life investments, pensions advice and financial planning, serving Gloucestershire and surrounding regions.
    1. ✔1 Financial Adviser
    2. 🪧2.9 Miles
    3. 📍Bristol
  14. 🏢

    GL Integrity Financial Planning LTD

    FCA reg no.
    456599
    FCA authorised date:
    30/08/06
    GL Integrity Financial Planning Ltd in Bristol offers comprehensive wealth management solutions including insurance and pension advice. Regulated by the FCA, it tailors investments to individual clients' needs and secures their financial future.
    1. ✔2 Financial Advisers
    2. 🪧3.2 Miles
    3. 📍Bristol
  15. 🏢

    Washington Square LTD

    FCA reg no.
    524775
    FCA authorised date:
    02/08/10
    Washington Square is a reputable, FCA-regulated financial firm based in Bristol, offering expert advice on life, investments, pensions & retirement plans to assist individuals and families in making future-focused decisions.
    1. ✔2 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧3.2 Miles
    4. 📍Bristol
  16. 🏢

    Ashley Marshall Financial Planning LTD

    FCA reg no.
    927477
    FCA authorised date:
    08/06/20
    Ashley Marshall Financial Planning Ltd is a Bristol-based, FCA-regulated firm offering wide-ranging financial services, including pensions and investments. Known for customer-focused, personalized financial strategies for individuals and businesses.
    1. ✔1 Financial Adviser
    2. 🪧3.3 Miles
    3. 📍Bristol
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  18. 🏢

    Meridan Pension Services Limited

    FCA reg no.
    841099
    FCA authorised date:
    02/03/20
    Bristol-based Meridan Pension Services Limited offers comprehensive financial solutions, including life & investments strategies, pensions retirement advice, and financial planning services, catering to a diverse clientele.
    1. ✔3 Financial Advisers
    2. 🪧3.3 Miles
    3. 📍Bristol
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