Find FCA registered Financial Advisers Near Me in BS39 4
We have found 463 relevant financial adviser firms within 30 miles of BS39 4. Showing page 7 of 31.
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Combined Financial Strategies LTD
- FCA reg no.
- 481624
- FCA authorised date:
- 14/04/08
Based in Bath, Somerset, Combined Financial Strategies Ltd is a renowned provider of regulated financial advice across life, investments, and pensions sectors with a speciality in retirement planning.- ✔1 Financial Adviser
- 🪧8.1 Miles
- 📍Bath
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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 Financial Adviser
- 🪧8.1 Miles
- 📍Bristol
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RHEO LTD
- FCA reg no.
- 1029225
- FCA authorised date:
- 22/07/25
Rheo Ltd, an FCA regulated firm in Bath, Somerset, specializes in financial planning with a focus on life insurance, investments and pensions retirement advice, offering customized solutions for diverse client needs.- ✔1 Financial Adviser
- 🪧8.1 Miles
- 📍Bath
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CITY FINANCIAL PLANNING LIMITED
- FCA reg no.
- 440633
- FCA authorised date:
- 03/01/06
City Financial Planning Ltd, a Bath-based, FCA-regulated firm, specialises in life and investment planning, offering customised advice on pensions and retirement throughout Somerset and surrounding areas.- ✔8 Financial Advisers
- 🪧8.1 Miles
- 📍Bath
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Oculus Wealth Management (bradford On Avon) Limited
- FCA reg no.
- 916207
- FCA authorised date:
- 04/11/19
Oculus Wealth Management, an FCA-regulated firm in Bath, Somerset, specializes in personalized financial planning, including life investments and pension advice, renowned for its client-centric approach.- ✔1 Financial Adviser
- 🪧8.2 Miles
- 📍Bath
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Cooper Knowles Limited
- FCA reg no.
- 1003823
- FCA authorised date:
- 15/08/25
Cooper Knowles Limited, an FCA regulated firm based in Bath, offers expert financial services including life investments, pensions retirement planning, and final salary pension transfers. The firm prioritizes reliability, trust, and personalized service.- ✔1 Financial Adviser
- 🪧8.2 Miles
- 📍Bath
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Knee Financial Planning LTD
- FCA reg no.
- 1006852
- FCA authorised date:
- 16/12/23
FCA-regulated Knee Financial Planning Ltd offers a comprehensive range of insurance, investment, and retirement planning services. Known for client-focused, tailored advice, they extend their professional services beyond Bath, Somerset.- ✔1 Financial Adviser
- 🪧8.3 Miles
- 📍Bath
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LTC Solutions LTD
- FCA reg no.
- 401638
- FCA authorised date:
- 28/06/04
LTC Solutions Ltd is a reputable FCA-registered financial planning firm in Bath, Somerset, specializing in life and investments, pensions retirement advice, final salary pension transfers, and comprehensive financial planning.- ✔2 Financial Advisers
- 🪧8.3 Miles
- 📍Bath
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Jerime Attah FP LTD
- FCA reg no.
- 607919
- FCA authorised date:
- 30/09/13
Jerime Attah FP Ltd is a FCA-registered financial advice firm based in Bath, offering tailored services including life investments, pensions, and comprehensive financial planning for clients of all experience levels.- ✔1 Financial Adviser
- 🪧8.3 Miles
- 📍Bath
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Bath & West Wealth Management LTD
- FCA reg no.
- 757811
- FCA authorised date:
- 06/09/16
Bath & West Wealth Management Ltd, located in Bath, Somerset, is a distinguished firm specialising in comprehensive financial services. Known for its robust guidance on life investments and personalised financial planning.- ✔1 Financial Adviser
- 🪧8.3 Miles
- 📍Bath
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Prosperity Planning LTD
- FCA reg no.
- 804989
- FCA authorised date:
- 01/02/19
Prosperity Planning Ltd is an FCA regulated financial planning firm in Bristol, specialising in life insurance, retirement pensions advice and investment assistance. Known for approachable tailored solutions, trust and professionalism.- ✔2 Financial Advisers
- 🪧8.4 Miles
- 📍Bristol
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Coronation Wealth Management LLP
- FCA reg no.
- 826961
- FCA authorised date:
- 26/11/18
Bristol-based Coronation Wealth Management LLP offers FCA-regulated, strategic advice in sectors including investments, retirement planning, and financial planning, serving clients across Somerset with a personalised service.- ✔2 Financial Advisers
- 🪧8.4 Miles
- 📍Bristol
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Brooks Wealth Management LLP
- FCA reg no.
- 473759
- FCA authorised date:
- 21/11/07
Brooks Wealth Management LLP, located in Bristol, is a renowned financial planning firm. Known for managing complex financial landscapes, they offer expertise in life and investments, pensions retirement advice, and general financial guidance.- ✔1 Financial Adviser
- 🪧8.5 Miles
- 📍Bristol
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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.- ✔2 Financial Advisers
- 🪧8.6 Miles
- 📍Bristol
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Oliver Financial Planning LTD
- FCA reg no.
- 963900
- FCA authorised date:
- 10/11/22
Bath-based Oliver Financial Planning Ltd provides regulated financial advice, specializing in pensions retirement advice, and life insurance decisions, and investment facilitation, tailored to individual financial goals.- ✔1 Financial Adviser
- 🪧8.6 Miles
- 📍Bath
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