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Find FCA registered Financial Advisers Near Me in BS37 9

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We have found 530 relevant financial adviser firms within 30 miles of BS37 9. Showing page 1 of 36.

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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. 🪧17.2 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. 🪧26.7 Miles
    3. 📍Cirencester
  4. 🏢

    Beacon IFA

    FCA reg no.
    566890
    FCA authorised date:
    02/04/12
    1. ✔7 Financial Advisers
    2. ✔3 Mortgage Brokers
    3. 🪧36.4 Miles
    4. 📍Tredegar
  5. 🏢

    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. 🪧44.9 Miles
    3. 📍Taunton
  6. 🏢

    H&c Financial Planning LTD

    FCA reg no.
    836349
    FCA authorised date:
    13/03/19
    H&C Financial Planning Ltd, based in Bristol, provides tailored financial advice including life investments and pension planning to Gloucestershire residents. Regulated under FCA number 836349, they offer quality, dedicated service for a secure future.
    1. ✔2 Financial Advisers
    2. 🪧1.6 Miles
    3. 📍Bristol
  7. 🏢

    Charlcombe Partners Limited

    FCA reg no.
    955830
    FCA authorised date:
    19/01/22
    Charlcombe Partners Limited is a premier financial services company in Gloucestershire, specialising in insurance, investments and pensions. Known for its credible and trusted services, it offers customised financial solutions to individuals and businesses.
    1. ✔5 Financial Advisers
    2. 🪧1.9 Miles
    3. 📍Wotton Under Edge
  8. 🏢

    P&p Financial Care Consultancy Limited

    FCA reg no.
    522414
    FCA authorised date:
    19/04/10
    Bristol-based P&P Financial Care Consultancy Limited are FCA regulated experts in life insurance, investments, pensions retirement advice and comprehensive financial planning. Known for professional and personalized services.
    1. ✔2 Financial Advisers
    2. 🪧2.4 Miles
    3. 📍Bristol
  9. 🏢

    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. 🪧2.7 Miles
    4. 📍Bristol
  10. 🏢

    Crystal Wealth Management LTD

    FCA reg no.
    717673
    FCA authorised date:
    24/02/25
    Crystal Wealth Management Ltd is an FCA registered firm offering comprehensive financial planning, regulated advice, and wealth management services tailored to individual needs in Bristol and Gloucestershire.
    1. ✔8 Financial Advisers
    2. 🪧3.3 Miles
    3. 📍Bristol
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  12. 🏢

    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. 🪧3.4 Miles
    3. 📍Bristol
  13. 🏢

    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. 🪧3.4 Miles
    4. 📍Bristol
  14. 🏢

    Glamis Limited

    FCA reg no.
    125405
    FCA authorised date:
    01/12/01
    Glamis Limited is a Bristol-based, FCA-regulated firm offering expert advice on life investments, pensions, and retirement plans to individuals and families in Gloucestershire.
    1. ✔2 Financial Advisers
    2. 🪧3.4 Miles
    3. 📍Bristol
  15. 🏢

    Wealth Guide Limited

    FCA reg no.
    1045861
    FCA authorised date:
    13/12/25
    Wealth Guide Limited, a respected Bristol-based financial planning firm, offers expert advice on pensions and retirement planning. Known for their client-centric, professional approach, they cater to both new and seasoned investors.
    1. ✔1 Financial Adviser
    2. 🪧3.4 Miles
    3. 📍Bristol
  16. 🏢

    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. 🪧3.5 Miles
    3. 📍Bristol
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  18. 🏢

    FD Cummins Financial Planning Limited

    FCA reg no.
    939560
    FCA authorised date:
    27/11/20
    FD Cummins Financial Planning Limited in Bristol offers expert, FCA-regulated advice on life investments, pensions retirement planning, and financial planning. Serving surrounding areas from their Chipping Sodbury office, they help clients achieve financial goals.
    1. ✔3 Financial Advisers
    2. 🪧3.6 Miles
    3. 📍Bristol
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