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Find FCA registered Financial Advisers Near Me in BS39 5

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We have found 449 relevant financial adviser firms within 30 miles of BS39 5. Showing page 1 of 30.

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  2. 🏢

    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. 🪧13 Miles
    5. 📍Burnham-on-sea
    ★★★★⯨
  3. 👤

    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. 🪧13.5 Miles
    4. 📍Bradford On Avon
  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. 🪧30.5 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. 🪧42.6 Miles
    4. 📍Tredegar
  6. 🏢

    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. 🪧1.6 Miles
    3. 📍Bristol
  7. 🏢

    Jon Cowgill

    FCA reg no.
    919089
    FCA authorised date:
    07/01/20
    Based in Farrington Gurney, Bristol, Jon Cowgill offers professional financial planning services including investments, and pensions advice, and specialises in final salary pension transfers. Known for their trustworthy, personalized advice.
    1. ✔1 Financial Adviser
    2. 🪧2.6 Miles
    3. 📍Bristol
  8. 🏢

    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. 🪧3.4 Miles
    3. 📍Bristol
  9. 🏢

    ST ANNE's CAPITAL LIMITED

    FCA reg no.
    786343
    FCA authorised date:
    03/04/18
    Regulated by the FCA, ST ANNE'S CAPITAL LIMITED is a reputable financial services firm in Somerset, known for expertise in life investments, pensions, retirement advice and comprehensive planning.
    1. ✔1 Financial Adviser
    2. 🪧3.7 Miles
    3. 📍Radstock
  10. 🏢

    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. 🪧3.8 Miles
    3. 📍Bath
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  12. 🏢

    T.m. Pullen

    FCA reg no.
    940374
    FCA authorised date:
    01/06/21
    T.M. Pullen is a trusted financial firm in Somerset, regulated by FCA, offering specialized advice in life investments, pensions, retirement, and broader financial planning across Somerset and surrounding counties.
    1. ✔1 Financial Adviser
    2. 🪧3.9 Miles
    3. 📍Somerset
  13. 🏢

    Waterhouse Financial Advisers LTD

    FCA reg no.
    190712
    FCA authorised date:
    02/04/12
    Waterhouse Financial Advisers Ltd is a FCA registered firm in Radstock, Somerset offering expert financial planning services including life insurance, investments, and pension retirement plans to individuals and businesses.
    1. ✔6 Financial Advisers
    2. 🪧4.5 Miles
    3. 📍Radstock
  14. 🏢

    Somerset WM Limited

    FCA reg no.
    936859
    FCA authorised date:
    04/03/21
    Somerset Wealth Management in Chilcompton offers comprehensive financial advisory services including investment planning and retirement advice. Known for its client-centric approach, it is regulated by the FCA.
    1. ✔1 Financial Adviser
    2. 🪧5 Miles
    3. 📍Somerset
  15. 🏢

    Douglas and Young LTD

    FCA reg no.
    845713
    FCA authorised date:
    11/07/19
    FCA-registered Douglas and Young Ltd, based in Chilcompton, Somerset, offers expert financial services including investment guidance, retirement planning, and pension transfers, renowned for their professional, personalised approach.
    1. ✔2 Financial Advisers
    2. 🪧5.4 Miles
    3. 📍Chilcompton
  16. 🏢

    DJS Wealth Adviser LLP

    FCA reg no.
    515323
    FCA authorised date:
    29/12/09
    DJS Wealth Adviser LLP, based in Somerset, is a proficient financial firm providing thoughtful, regulated advice on insurance, investments, pensions and financial planning. They focus on client satisfaction and financial stability.
    1. ✔4 Financial Advisers
    2. 🪧5.6 Miles
    3. 📍Radstock
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  18. 🏢

    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. 🪧5.8 Miles
    4. 📍Bristol
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