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Find FCA registered Financial Advisers Near Me in BS30 9

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We have found 443 relevant financial adviser firms within 30 miles of BS30 9. Showing page 1 of 30.

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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. 🪧11.6 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. 🪧19.6 Miles
    5. 📍Burnham-on-sea
    ★★★★⯨
  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. 🪧38.7 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. 🪧40.3 Miles
    4. 📍Tredegar
  6. 🏢

    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. 🪧1.3 Miles
    3. 📍Bristol
  7. 🏢

    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. 🪧1.6 Miles
    3. 📍Bristol
  8. 🏢

    Singer Wealth Management LTD

    FCA reg no.
    1033347
    FCA authorised date:
    23/05/25
    Singer Wealth Management is a top financial planning firm in Bristol, offering a wide range of regulated services. Specializing in life investments and retirement planning, they support clients in securing their financial future.
    1. ✔1 Financial Adviser
    2. 🪧1.7 Miles
    3. 📍Bristol
  9. 🏢

    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. 🪧1.7 Miles
    4. 📍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. 🪧2.1 Miles
    3. 📍Bristol
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  12. 🏢

    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. 🪧2.3 Miles
    3. 📍Bristol
  13. 🏢

    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. 🪧2.4 Miles
    3. 📍Bristol
  14. 🏢

    Andrew Paul Zbijowski

    FCA reg no.
    940018
    FCA authorised date:
    07/03/24
    Andrew Paul Zbijowski's reputable financial firm in Bristol, GB, offers expert services in life and investment planning, pensions retirement advice, and general financial planning, regulated by the FCA.
    1. ✔1 Financial Adviser
    2. 🪧2.5 Miles
    3. 📍Bristol
  15. 🏢

    Paul Ewins

    FCA reg no.
    1014527
    FCA authorised date:
    18/05/24
    Paul Ewins is an FCA-regulated financial firm from Bristol offering expert advice on financial planning from investments to pension retirement. Known for their specialized service in final salary pension transfers and approachable demeanour.
    1. ✔1 Financial Adviser
    2. 🪧2.8 Miles
    3. 📍Bristol
  16. 🏢

    Sneddon Financial Planning Partnership

    FCA reg no.
    597078
    FCA authorised date:
    12/03/13
    Sneddon Financial Planning Partnership offers reliable, holistic financial services in and beyond Somerset. Experts in investments, retirement advice, and pension transfers, they deliver tailored solutions, ensuring maximum financial security for diverse clients.
    1. ✔1 Financial Adviser
    2. 🪧2.8 Miles
    3. 📍Bristol
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  18. 🏢

    Aisa Retirement Planning LLP

    FCA reg no.
    779882
    FCA authorised date:
    26/05/17
    Aisa Retirement Planning LLP is a Bristol-based financial services firm, known for its expertise in life investments, retirement planning and comprehensive financial planning, serving both local and regional clients.
    1. ✔3 Financial Advisers
    2. 🪧2.9 Miles
    3. 📍Bristol
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