Find FCA registered Financial Advisers Near Me in BS40 7
We have found 493 relevant financial adviser firms within 30 miles of BS40 7. Showing page 1 of 33.
📍Map View
- Need Help Choosing an Adviser?Enter a few details to get matched with the right adviser and receive a guaranteed callback
- 🏢
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- ✔4 Financial Advisers
- ✔Min Pension Savings: £150,000
- ✔Min Assets: £300,000
- 🪧6.5 Miles
- 📍Burnham-on-sea
- 👤
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- ✔Min Pension Savings: £50,000
- ✔Min Assets: £50,000
- 🪧20.5 Miles
- 📍Bradford On Avon
- 👤
Chris Evans
Castra Financial- FCA reg no.
- CXE01205
- FCA authorised date:
- 14/04/20
Member Of The Chartered Insurance Institute (CII)- 🪧21.8 Miles
- 📍Cwmbran
- 🏢
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.- ✔3 Financial Advisers
- 🪧21.8 Miles
- 📍Cwmbran
- 🏢
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- ✔2 Financial Advisers
- 🪧25.9 Miles
- 📍Taunton
- ✔7 Financial Advisers
- ✔3 Mortgage Brokers
- 🪧38 Miles
- 📍Tredegar
- 🏢
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 Financial Adviser
- 🪧0 Miles
- 📍Blagdon
- 🏢
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.- ✔2 Financial Advisers
- 🪧2.5 Miles
- 📍Bristol
- 🏢
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.- ✔2 Financial Advisers
- 🪧2.8 Miles
- 📍Bristol
- 🏢
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 Financial Adviser
- 🪧2.9 Miles
- 📍Bristol
- 🏢
Meldon & Co LTD
- FCA reg no.
- 134677
- FCA authorised date:
- 01/12/01
Meldon & Co Ltd is a dependable, FCA regulated financial planning firm in Cheddar, Somerset renowned for expert life and investments advice, comprehensive pensions and retirement solutions, and client-focused services.- ✔1 Financial Adviser
- 🪧4.4 Miles
- 📍Cheddar
- Need Help Choosing an Adviser?Enter a few details to get matched with the right adviser and receive a guaranteed callback
- 🏢
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 Financial Adviser
- 🪧4.5 Miles
- 📍Bristol
- 🏢
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 Financial Adviser
- 🪧4.8 Miles
- 🏢
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.- ✔3 Financial Advisers
- 🪧4.9 Miles
- 📍Winscombe
- 🏢
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.- ✔4 Financial Advisers
- 🪧5.5 Miles
- 📍Bristol
Page 1 of 33. Showing results 1 to 15.
Click here to see the top of the results