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Find FCA registered Financial Advisers Near Me in BS39 4

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We have found 463 relevant financial adviser firms within 30 miles of BS39 4. Showing page 1 of 31.

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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. 🪧12.9 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. 🪧14.5 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. 🪧32.9 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. 🪧41 Miles
    4. 📍Tredegar
  6. 🏢

    Star House Financial Services Limited

    FCA reg no.
    737736
    FCA authorised date:
    01/12/16
    Star House Financial Services Limited is a reputable FCA-registered company based near Bristol, providing expert advice on investments, retirement planning and more, with a client-centered approach and integrity.
    1. ✔4 Financial Advisers
    2. 🪧2.8 Miles
    3. 📍Bristol
  7. 🏢

    Alpha House Wealth Management Limited

    FCA reg no.
    937230
    FCA authorised date:
    03/08/23
    Alpha House Wealth Management Limited is a trusted FCA-registered financial firm in Bath, Somerset, offering expert financial advice, insurance, investments, pension advice, and comprehensive financial planning. Known for tailored solutions and a client-focused approach.
    1. ✔1 Financial Adviser
    2. 🪧2.8 Miles
    3. 📍Bath
  8. 🏢

    Goodwill Financial Services Limited

    FCA reg no.
    450155
    FCA authorised date:
    27/07/06
    Goodwill Financial Services in Bristol delivers expert financial planning and regulated advice, specializing in life investments and pension retirement strategies. Our approachable team offers strategic planning for a secure future. FCA registration number 450155.
    1. ✔3 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧2.9 Miles
    4. 📍Bristol
  9. 🏢

    Strong Mortgage Solutions Limited

    FCA reg no.
    927438
    FCA authorised date:
    08/06/20
    Bristol-based, FCA regulated Strong Mortgage Solutions Ltd, offers comprehensive financial services, specializing in life and investment planning, pensions, retirement plans and final salary pension transfers. They prioritize client-centric, meticulous financial planning.
    1. ✔1 Financial Adviser
    2. 🪧3.3 Miles
    3. 📍Bristol
  10. 🏢

    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. 🪧3.4 Miles
    3. 📍Bristol
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  12. 🏢

    WATTSIIS LTD

    FCA reg no.
    618265
    FCA authorised date:
    01/09/14
    WATTSIIS LTD is a Bristol-based, fully regulated financial firm specializing in life investments, financial planning, and pensions retirement, providing expert and friendly advice tailored to individual client needs.
    1. ✔1 Financial Adviser
    2. 🪧4 Miles
    3. 📍Bristol
  13. 🏢

    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. 🪧4.1 Miles
    3. 📍Bristol
  14. 🏢

    Elite Financial Consulting LTD

    FCA reg no.
    529009
    FCA authorised date:
    01/04/11
    Elite Financial Consulting Ltd is a Bristol-based, FCA registered firm (#529009) specialising in tailored advice on life investments, pensions, and retirement planning for a secure financial future.
    1. ✔5 Financial Advisers
    2. ✔4 Mortgage Brokers
    3. 🪧4.2 Miles
    4. 📍Bristol
  15. 🏢

    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. 🪧4.4 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. 🪧4.4 Miles
    3. 📍Bristol
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  18. 🏢

    Moneta Wealth Management LTD

    FCA reg no.
    491244
    FCA authorised date:
    10/11/08
    Moneta Wealth Management Ltd, located near Bristol, offers FCA-regulated financial advice on life investments, pensions, and retirement planning. Known for their professional and approachable service, they cater to individual financial goals.
    1. ✔1 Financial Adviser
    2. 🪧4.5 Miles
    3. 📍Bristol
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