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Find FCA registered Financial Advisers Near Me in BS34 7

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We have found 541 relevant financial adviser firms within 30 miles of BS34 7. Showing page 1 of 37.

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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. 🪧17.6 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. 🪧19.9 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. 🪧23.7 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. 🪧23.7 Miles
    3. 📍Cwmbran
    ★★★★⯨
  6. 🏢

    Beacon IFA

    FCA reg no.
    566890
    FCA authorised date:
    02/04/12
    1. ✔7 Financial Advisers
    2. ✔3 Mortgage Brokers
    3. 🪧34.4 Miles
    4. 📍Tredegar
  7. 🏢

    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. 🪧39.9 Miles
    3. 📍Taunton
  8. 🏢

    Plan Financial LTD

    FCA reg no.
    538651
    FCA authorised date:
    04/01/11
    2. Plan Financial, based in Bristol, offers comprehensive financial planning services including life insurance, investments, and retirement advice, with a specialisation in final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧1.3 Miles
    3. 📍Bristol
  9. 🏢

    Rockman Wealth LTD

    FCA reg no.
    916778
    FCA authorised date:
    19/04/24
    Sterling James Wealth Management Ltd, based in Bristol, offers expert financial services including life investments, pensions, retirement advice and comprehensive planning. It specializes in final salary pension transfers, providing tailored, ethical financial strategies to local clients.
    1. ✔1 Financial Adviser
    2. 🪧1.5 Miles
    3. 📍Bristol
  10. 🏢

    Cleeve FP Limited

    FCA reg no.
    1018762
    FCA authorised date:
    08/10/24
    Cleeve Financial Planning, based in Bristol, provides dependable, FCA-regulated advice and services including life insurance, investments, and pension transfers. Catering to individuals across Gloucestershire, they ensure a secure financial future.
    1. ✔4 Financial Advisers
    2. 🪧1.5 Miles
    3. 📍Bristol
  11. 🏢

    Maxim Financial Planning Limited

    FCA reg no.
    947257
    FCA authorised date:
    26/02/25
    Maxim Financial Planning in Bristol offers tailored, regulated financial advice, specializing in wealth management, pensions retirement, and final salary pension transfers. They provide unique strategies to meet individual financial needs.
    1. ✔1 Financial Adviser
    2. 🪧1.6 Miles
    3. 📍Bristol
  12. 🏢

    Oakridge Financial Planning LTD

    FCA reg no.
    217898
    FCA authorised date:
    21/07/15
    Oakridge Financial Planning Ltd, FCA regulated firm, offers financial advice including life investments and retirement planning in Bristol and Gloucestershire. They prioritize personal services and building lasting relationships with clients.
    1. ✔1 Financial Adviser
    2. 🪧1.8 Miles
    3. 📍Bristol
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  14. 🏢

    City Wealth Management LTD

    FCA reg no.
    1022712
    FCA authorised date:
    18/11/24
    City Wealth Management Ltd in Bristol offers client-focused financial planning and regulated advice. Specialising in insurance, pension retirement advice, and strategic financial planning, they provide tailored services for individuals and businesses.
    1. ✔1 Financial Adviser
    2. ✔1 Mortgage Broker
    3. 🪧1.8 Miles
    4. 📍Bristol
  15. 🏢

    Hive Financial Planning LTD

    FCA reg no.
    982296
    FCA authorised date:
    01/09/22
    Bristol-based Hive Financial Planning Ltd offers tailored financial planning services including life and investments, pensions retirement advice, and final salary pension transfers. Regulated by the FCA, they are a trusted, client-focused firm.
    1. ✔1 Financial Adviser
    2. 🪧1.8 Miles
    3. 📍Bristol
  16. 🏢

    MKFP Limited

    FCA reg no.
    931586
    FCA authorised date:
    07/08/20
    MKFP Limited is an FCA registered authority based in Bristol, specialising in life and investment services, pensions, retirement advice, and strategic financial planning. It's known for its customer-orientated approach and expert insights.
    1. ✔2 Financial Advisers
    2. 🪧1.8 Miles
    3. 📍Bristol
  17. 🏢

    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. 🪧2.2 Miles
    3. 📍Bristol
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