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Find FCA registered Financial Advisers Near Me in BS30 7


We have found 480 relevant financial adviser firms within 30 miles of BS30 7. Showing page 8 of 32.

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  2. 🏢

    Belgrave Asset Management Limited

    FCA reg no.
    410497
    FCA authorised date:
    01/04/05
    Belgrave Asset Management Limited is a reputable financial services firm in Bath, Somerset, offering life insurance, investments, and pensions retirement advice. Known for their approachability, the FCA regulated firm offers tailored, integrity-driven services.
    1. ✔2 Financial Advisers
    2. 🪧7.2 Miles
    3. 📍Bath
  3. 🏢

    Watson Financial Limited

    FCA reg no.
    591071
    FCA authorised date:
    09/11/12
    Watson Financial Limited is an FCA-regulated company based in Bath, Somerset, offering reliable financial services including life investments, pensions retirement planning, and final salary pension transfers.
    1. ✔3 Financial Advisers
    2. 🪧7.2 Miles
    3. 📍Bath
  4. 🏢

    CITY FINANCIAL PLANNING LIMITED

    FCA reg no.
    440633
    FCA authorised date:
    03/01/06
    City Financial Planning Ltd, a Bath-based, FCA-regulated firm, specialises in life and investment planning, offering customised advice on pensions and retirement throughout Somerset and surrounding areas.
    1. ✔8 Financial Advisers
    2. 🪧7.2 Miles
    3. 📍Bath
  5. 🏢

    Reybridge Capital LTD

    FCA reg no.
    1032333
    FCA authorised date:
    01/05/25
    Reybridge Capital Ltd, based in Bath, Somerset, offers expert financial planning services including life insurance, investments, and pensions retirement advice. The firm is also skilled in handling final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧7.2 Miles
    3. 📍Bath
  6. 🏢

    Matheson Charles Limited

    FCA reg no.
    954458
    FCA authorised date:
    09/07/21
    Matheson Charles Limited is a trusted, Bath-based financial services firm offering comprehensive financial planning advice, specializing in wealth management, life investments, and pension retirement advice.
    1. ✔3 Financial Advisers
    2. 🪧7.2 Miles
    3. 📍Bath
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  8. 🏢

    Oculus Wealth Management (bradford On Avon) Limited

    FCA reg no.
    916207
    FCA authorised date:
    04/11/19
    Oculus Wealth Management, an FCA-regulated firm in Bath, Somerset, specializes in personalized financial planning, including life investments and pension advice, renowned for its client-centric approach.
    1. ✔1 Financial Adviser
    2. 🪧7.2 Miles
    3. 📍Bath
  9. 🏢

    Sulis Wealth LTD

    FCA reg no.
    768844
    FCA authorised date:
    06/01/17
    Sulis Wealth Ltd is a reputable financial firm in Bath, offering comprehensive wealth management solutions including tailored pensions advice, strategic investment planning and financial counsel. Regulated by FCA under 768844.
    1. ✔1 Financial Adviser
    2. 🪧7.2 Miles
    3. 📍Bath
  10. 🏢

    Purple Fox Financial Planning LTD

    FCA reg no.
    1011691
    FCA authorised date:
    14/05/24
    Purple Fox Financial Planning Ltd, an FCA-registered firm in Bristol, specialises in expert financial services including life and investments, pensions, and retirement planning, known for client-centric, strategic solutions.
    1. ✔1 Financial Adviser
    2. 🪧7.3 Miles
    3. 📍Bristol
  11. 🏢

    Fidelius LTD

    FCA reg no.
    188615
    FCA authorised date:
    01/12/01
    Fidelius Wealth Management, based in Bath, Somerset, is an FCA regulated firm specializing in life investments, pensions retirement advice, and final salary pension transfers. They offer personalised, regulated advice for a stable financial future.
    1. ✔9 Financial Advisers
    2. ✔3 Mortgage Brokers
    3. 🪧7.3 Miles
    4. 📍Bath
  12. 🏢

    Advance Investments Limited

    FCA reg no.
    195786
    FCA authorised date:
    01/12/01
    Advance Investments Limited is a reputable Bath-based financial services firm providing insurance, pension advice, and strategic investment guidance. Known for its client-focused approach and comprehensive financial solutions tailored to individual needs.
    1. ✔4 Financial Advisers
    2. 🪧7.3 Miles
    3. 📍Bath
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  14. 🏢

    11.2 Financial Planning LTD

    FCA reg no.
    919991
    FCA authorised date:
    22/01/20
    Bristol-based 11.2 Financial Planning Ltd offers client-focused life, pensions, and investment services, specializing in final salary pension transfers. Regulated by the FCA, they provide expert financial planning and retirement advice.
    1. ✔1 Financial Adviser
    2. 🪧7.4 Miles
    3. 📍Bristol
  15. 🏢

    Fletcher Shaw & Co LTD

    FCA reg no.
    720105
    FCA authorised date:
    09/05/16
    Fletcher Shaw & Co, based in Bristol, offers reliable financial planning and regulated advice in investments, pensions and retirement, tailored to individual client needs.
    1. ✔1 Financial Adviser
    2. 🪧7.4 Miles
    3. 📍Bristol
  16. 🏢

    RHEO LTD

    FCA reg no.
    1029225
    FCA authorised date:
    22/07/25
    Rheo Ltd, an FCA regulated firm in Bath, Somerset, specializes in financial planning with a focus on life insurance, investments and pensions retirement advice, offering customized solutions for diverse client needs.
    1. ✔1 Financial Adviser
    2. 🪧7.4 Miles
    3. 📍Bath
  17. 🏢

    GRAFTON COURT WEALTH MANAGEMENT LTD

    FCA reg no.
    994563
    FCA authorised date:
    01/11/23
    Grafton Court Wealth Management Limited is a Bristol-based financial firm offering comprehensive insurance, pensions, investments, and financial planning services. Regulated by the FCA, they deliver reliable, client-focused advice for businesses and individuals.
    1. ✔4 Financial Advisers
    2. 🪧7.4 Miles
    3. 📍Bristol
  18. 🏢

    Cooper Knowles Limited

    FCA reg no.
    1003823
    FCA authorised date:
    15/08/25
    Cooper Knowles Limited, an FCA regulated firm based in Bath, offers expert financial services including life investments, pensions retirement planning, and final salary pension transfers. The firm prioritizes reliability, trust, and personalized service.
    1. ✔1 Financial Adviser
    2. 🪧7.4 Miles
    3. 📍Bath
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