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Find FCA registered Financial Advisers Near Me in BS37 6


We have found 512 relevant financial adviser firms within 30 miles of BS37 6. Showing page 2 of 35.

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  2. 🏢

    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. 🪧6.1 Miles
    3. 📍Bristol
  3. 🏢

    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. 🪧6.1 Miles
    3. 📍Bristol
  4. 🏢

    Brighton Williams & Partners

    FCA reg no.
    149307
    FCA authorised date:
    01/12/01
    Brighton Williams & Partners is a Bristol-based financial firm offering expert advice on life insurance, investments, and retirement planning. Regulated by the FCA, they prioritize client satisfaction.
    1. ✔14 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧6.2 Miles
    4. 📍Bristol
  5. 🏢

    Neales Financial Management Limited

    FCA reg no.
    191772
    FCA authorised date:
    01/12/01
    Neales Financial Management Limited is a trusted, FCA-regulated finance firm based in Gloucestershire, offering expert financial planning, life investments, and pensions retirement advice to a wide customer base.
    1. ✔1 Financial Adviser
    2. 🪧6.5 Miles
    3. 📍Wotton Under Edge
  6. 🏢

    Brigstow Independent Financial Planning Limited

    FCA reg no.
    1011735
    FCA authorised date:
    09/05/24
    Bristol-based Brigstow Independent Financial Planning Limited offers trusted financial advice including pensions retirement and comprehensive financial planning. Known for its personalised solutions and approachable style, it simplifies finance for clients.
    1. ✔2 Financial Advisers
    2. 🪧6.6 Miles
    3. 📍Bristol
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  8. 🏢

    Acumen Investment Solutions LTD

    FCA reg no.
    753315
    FCA authorised date:
    20/07/16
    Acumen Investment Solutions Ltd, near Bristol, offers personalized financial advice and services. Regulated by the FCA, they specialize in insurance, investments, pensions, and strategic financial planning.
    1. ✔4 Financial Advisers
    2. 🪧6.6 Miles
    3. 📍Bristol
  9. 🏢

    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. 🪧6.6 Miles
    3. 📍Bristol
  10. 🏢

    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. 🪧6.8 Miles
    3. 📍Bristol
  11. 🏢

    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. 🪧7.2 Miles
    3. 📍Bristol
  12. 🏢

    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. 🪧7.5 Miles
    3. 📍Bristol
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  14. 🏢

    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. 🪧7.5 Miles
    3. 📍Bristol
  15. 🏢

    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. 🪧7.9 Miles
    3. 📍Bristol
  16. 🏢

    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. 🪧8 Miles
    3. 📍Bristol
  17. 🏢

    Officium Private Wealth LTD

    FCA reg no.
    951306
    FCA authorised date:
    19/05/21
    OPW Chartered Financial Planners, based in Bristol, provide comprehensive financial services including life and investment planning, retirement advice and pension transfers, known for their approachable style and tailored strategies.
    1. ✔3 Financial Advisers
    2. 🪧8 Miles
    3. 📍Bristol
  18. 🏢

    REGAL INDEPENDENT FINANCIAL SERVICES LIMITED

    FCA reg no.
    615267
    FCA authorised date:
    07/04/14
    Regal Independent Financial Services Ltd, based in Bristol, provides comprehensive financial planning solutions such as life and pensions retirement advice. Regulated by the FCA, it offers bespoke strategies for clients in Gloucestershire and surrounding regions.
    1. ✔5 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧8 Miles
    4. 📍Bristol
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