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Find FCA registered Financial Advisers Near Me in BS40 5

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We have found 505 relevant financial adviser firms within 30 miles of BS40 5. Showing page 1 of 34.

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

    Chris Evans

    Castra Financial
    FCA reg no.
    CXE01205
    FCA authorised date:
    14/04/20
    Member Of The Chartered Insurance Institute (CII)
    1. 🪧19.6 Miles
    2. 📍Cwmbran
    ★★★★⯨
  4. 🏢

    Castra Financial

    FCA reg no.
    845715
    FCA authorised date:
    14/04/20
    Financial Planner within an Independent Financial Advice Firm, helping people understand their number to live their best lives.
    1. ✔3 Financial Advisers
    2. 🪧19.6 Miles
    3. 📍Cwmbran
    ★★★★⯨
  5. 👤

    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. 🪧21.9 Miles
    4. 📍Bradford On Avon
  6. 🏢

    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. 🪧26.5 Miles
    3. 📍Taunton
  7. 🏢

    Beacon IFA

    FCA reg no.
    566890
    FCA authorised date:
    02/04/12
    1. ✔7 Financial Advisers
    2. ✔3 Mortgage Brokers
    3. 🪧35.9 Miles
    4. 📍Tredegar
  8. 🏢

    Hawker and Palmer Wealth Management Limited

    FCA reg no.
    571728
    FCA authorised date:
    02/07/12
    Hawker and Palmer Wealth Management Limited is a reputable Bristol-based financial services firm offering expert advisement on life investments, retirement planning, and personalized financial management.
    1. ✔2 Financial Advisers
    2. 🪧0.6 Miles
    3. 📍Bristol
  9. 🏢

    Swan Wealth Management Limited

    FCA reg no.
    503447
    FCA authorised date:
    09/07/09
    Swan Wealth Management Ltd, regulated by the FCA, is based in Bristol. They're known for their diverse finance portfolio, bespoke financial planning and pensions retirement advice, offering a customer-centric approach.
    1. ✔2 Financial Advisers
    2. 🪧0.8 Miles
    3. 📍Bristol
  10. 🏢

    Holroyd Wealth Management Limited

    FCA reg no.
    1007558
    FCA authorised date:
    12/01/24
    Holroyd Wealth Management, FCA registered, offers comprehensive financial planning services including life insurance, investment strategies, and retirement advice, specializing in final salary pension transfers. Based in Somerset, they provide personalised, regulated advice for individuals and busin... read full company profile
    1. ✔1 Financial Adviser
    2. 🪧0.8 Miles
    3. 📍Bristol
  11. 🏢

    Henri James Wealth LTD

    FCA reg no.
    586453
    FCA authorised date:
    09/04/13
    Henri James Wealth Ltd, a reputable FCA regulated financial planning firm in Somerset, offers expert advice in life investments, pensions, and retirement. They provide comprehensive financial planning tailored to individual needs.
    1. ✔1 Financial Adviser
    2. 🪧2.2 Miles
    3. 📍Blagdon
  12. 🏢

    Quinn & Amanda McCarthy

    FCA reg no.
    840105
    FCA authorised date:
    11/04/19
    Quinn & Amanda McCarthy is a Somerset-based FCA-regulated firm (#840105) offering expert financial planning and advice, specializing in life investments, pensions, and final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧3.7 Miles
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  14. 🏢

    Lucy Hammick

    FCA reg no.
    1019709
    FCA authorised date:
    07/10/24
    Lucy Hammick is a trusted, client-centric financial services provider in Felton, near Bristol, specializing in life investments, pensions, and comprehensive planning. Known for friendly, approachable, personalised financial solutions. Regulated by FCA.
    1. ✔1 Financial Adviser
    2. 🪧4 Miles
    3. 📍Bristol
  15. 🏢

    Golden Valley Financial Planning Limited

    FCA reg no.
    939133
    FCA authorised date:
    23/11/20
    We advise on a range of products from Prudential and other carefully selected providers. This is known as restricted advice. Using a focused and controlled approach allows us to develop an in‑depth knowledge of the products, so we can safely and confidently recommend a solution that’s right for ... read full company profile.
    1. ✔1 Financial Adviser
    2. 🪧4.2 Miles
    3. 📍Bristol
  16. 🏢

    Churchill Investments PLC

    FCA reg no.
    182363
    FCA authorised date:
    01/12/01
    Churchill Investments Plc is an established, FCA-registered financial services firm in Somerset. Specializing in life and investment management, they provide expert pensions retirement advice and comprehensive financial planning.
    1. ✔3 Financial Advisers
    2. 🪧4.3 Miles
    3. 📍Winscombe
  17. 🏢

    Thompson Tobin Financial LTD

    FCA reg no.
    582439
    FCA authorised date:
    06/06/12
    Thompson Tobin Financial Ltd, based in Somerset, offers professional financial planning and advisory services, specialising in investments, pensions, and final salary pension transfers. Known for their client-focused approach, they are both trustworthy and committed to meeting individual needs.
    1. ✔1 Financial Adviser
    2. 🪧4.6 Miles
    3. 📍Bristol
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