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Find FCA registered Financial Advisers Near Me in BS39 5


We have found 449 relevant financial adviser firms within 30 miles of BS39 5. Showing page 9 of 30.

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  2. 🏢

    Worth Financial Planning Limited

    FCA reg no.
    1041092
    FCA authorised date:
    25/09/25
    Worth Financial Planning Limited, a FCA regulated company in Somerset, provides comprehensive financial services including life investments, pensions, retirement advice, and final salary pension transfers to the UK's Southwest region.
    1. ✔1 Financial Adviser
    2. 🪧10.6 Miles
    3. 📍Wells
  3. 🏢

    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. 🪧10.7 Miles
    3. 📍Bristol
  4. 🏢

    Richardson's Financial LTD

    FCA reg no.
    1013322
    FCA authorised date:
    07/06/24
    Richardson's Financial Ltd in Bristol specializes in life and investment planning, pensions advice, and comprehensive financial planning. They offer professional, tailored services throughout Somerset, aiming for client financial stability and growth.
    1. ✔1 Financial Adviser
    2. 🪧10.9 Miles
    3. 📍Bristol
  5. 🏢

    Alma Vale Wealth Management Limited

    FCA reg no.
    766051
    FCA authorised date:
    01/12/16
    Bristol-based Alma Vale Wealth Management Limited is a trusted and regulated financial planning firm, offering services like investment advice, pensions support, and comprehensive planning to clients in surrounding areas.
    1. ✔1 Financial Adviser
    2. 🪧11 Miles
    3. 📍Bristol
  6. 🏢

    LV Nicholas Financial Planning Limited

    FCA reg no.
    568978
    FCA authorised date:
    16/11/11
    LV Nicholas Financial Planning Limited, based in Bristol and regulated by the FCA, specialises in wealth management and pensions retirement advice, with a focus on final salary pension transfers, offering personalised financial planning services.
    1. ✔1 Financial Adviser
    2. 🪧11 Miles
    3. 📍Bristol
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  8. 🏢

    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. ✔1 Financial Adviser
    2. 🪧11 Miles
    3. 📍Bristol
  9. 🏢

    Nailsea Financial Services Limited

    FCA reg no.
    212754
    FCA authorised date:
    24/01/03
    FCA regulated Nailsea Financial Services Ltd. provides dependable financial advice and planning in Somerset and Bristol, specialising in life insurance, investments, and retirement. They offer a personal, client-focused approach.
    1. ✔6 Financial Advisers
    2. ✔2 Mortgage Brokers
    3. 🪧11.1 Miles
    4. 📍Bristol
  10. 🏢

    Wychwood Financial Services Limited

    FCA reg no.
    679371
    FCA authorised date:
    01/07/15
    Wychwood Financial Services Limited offers tailored financial planning and advice, including life and investment plans and pension retirement advice. Regulated by the FCA, they serve individuals and families in Somerset.
    1. ✔1 Financial Adviser
    2. 🪧11.3 Miles
    3. 📍Bristol
  11. 🏢

    City Wealth Management LTD

    FCA reg no.
    1022712
    FCA authorised date:
    18/11/24
    City Wealth Management Ltd in Bristol offers client-focused financial planning and regulated advice. Specialising in insurance, pension retirement advice, and strategic financial planning, they provide tailored services for individuals and businesses.
    1. ✔1 Financial Adviser
    2. ✔1 Mortgage Broker
    3. 🪧11.3 Miles
    4. 📍Bristol
  12. 🏢

    Hive Financial Planning LTD

    FCA reg no.
    982296
    FCA authorised date:
    01/09/22
    Bristol-based Hive Financial Planning Ltd offers tailored financial planning services including life and investments, pensions retirement advice, and final salary pension transfers. Regulated by the FCA, they are a trusted, client-focused firm.
    1. ✔1 Financial Adviser
    2. 🪧11.3 Miles
    3. 📍Bristol
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  14. 🏢

    MKFP Limited

    FCA reg no.
    931586
    FCA authorised date:
    07/08/20
    MKFP Limited is an FCA registered authority based in Bristol, specialising in life and investment services, pensions, retirement advice, and strategic financial planning. It's known for its customer-orientated approach and expert insights.
    1. ✔2 Financial Advisers
    2. 🪧11.3 Miles
    3. 📍Bristol
  15. 🏢

    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. 🪧11.4 Miles
    3. 📍Bristol
  16. 🏢

    Clifton Wealth Partnership Portishead Limited

    FCA reg no.
    1005046
    FCA authorised date:
    28/11/23
    FCA regulated Clifton Asset Management Ltd offers comprehensive financial planning, including life insurance, investments, and retirement advice. Known for their expertise and integrity, they focus on client needs, making finance less daunting.
    1. ✔3 Financial Advisers
    2. 🪧11.4 Miles
    3. 📍Ham Green
  17. 🏢

    Clifton Wealth Partnership (stroud) LTD

    FCA reg no.
    991032
    FCA authorised date:
    01/02/23
    Clifton Wealth Partnership is a FCA regulated firm in Bristol, Somerset, specializing in life insurance, investment advice, and pension retirement planning. Known for their professionalism and custom-tailored services.
    1. ✔3 Financial Advisers
    2. 🪧11.4 Miles
    3. 📍Bristol
  18. 🏢

    Grosvenor Consultancy Limited

    FCA reg no.
    187799
    FCA authorised date:
    01/12/01
    Grosvenor Consultancy Limited is a FCA-regulated firm in Somerset offering expert financial advice, specialized in investments, pensions, insurance, and financial planning, with a client-focused approach. Serving the South West region.
    1. ✔17 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧11.4 Miles
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