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 12 of 33.
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Peter Marks
- FCA reg no.
- 995680
- FCA authorised date:
- 02/05/23
Peter Marks leads an FCA-regulated firm in Somerset, specialising in life insurance, investments, pensions, and financial planning. Well-versed in wealth management, they provide professional and tailored financial services.- ✔1 Financial Adviser
- 🪧15.8 Miles
- 📍Frome
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Fidelius LTD
- FCA reg no.
- 188615
- FCA authorised date:
- 01/12/01
Fidelius Wealth Management, based in Bath, Somerset, is an FCA regulated firm specializing in life investments, pensions retirement advice, and final salary pension transfers. They offer personalised, regulated advice for a stable financial future.- ✔9 Financial Advisers
- ✔3 Mortgage Brokers
- 🪧15.8 Miles
- 📍Bath
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Belgrave Asset Management Limited
- FCA reg no.
- 410497
- FCA authorised date:
- 01/04/05
Belgrave Asset Management Limited is a reputable financial services firm in Bath, Somerset, offering life insurance, investments, and pensions retirement advice. Known for their approachability, the FCA regulated firm offers tailored, integrity-driven services.- ✔2 Financial Advisers
- 🪧15.8 Miles
- 📍Bath
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Prentice Wealth Management LTD
- FCA reg no.
- 1040446
- FCA authorised date:
- 06/09/25
Prentice Wealth Management Ltd provides financial planning services in Somerset, specializing in life investments and pension retirement advice. Known for their approachable expert team, they deliver bespoke financial solutions.- ✔3 Financial Advisers
- 🪧15.8 Miles
- 📍Bath
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GL Integrity Financial Planning LTD
- FCA reg no.
- 456599
- FCA authorised date:
- 30/08/06
GL Integrity Financial Planning Ltd in Bristol offers comprehensive wealth management solutions including insurance and pension advice. Regulated by the FCA, it tailors investments to individual clients' needs and secures their financial future.- ✔2 Financial Advisers
- 🪧15.9 Miles
- 📍Bristol
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Watson Financial Limited
- FCA reg no.
- 591071
- FCA authorised date:
- 09/11/12
Watson Financial Limited is an FCA-regulated company based in Bath, Somerset, offering reliable financial services including life investments, pensions retirement planning, and final salary pension transfers.- ✔3 Financial Advisers
- 🪧15.9 Miles
- 📍Bath
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Synthesis Wealth Management LTD
- FCA reg no.
- 921078
- FCA authorised date:
- 12/02/20
Bath-based Synthesis Wealth Management offers comprehensive financial planning and advice. Specialising in life and investment guidance, pensions and retirement planning, it delivers reliable, regulated services tailored to individual financial journeys.- ✔3 Financial Advisers
- 🪧15.9 Miles
- 📍Bath
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Bailey Cook Financial Planning LTD
- FCA reg no.
- 823706
- FCA authorised date:
- 01/05/19
Bailey Cook Financial Planning Ltd, based in Bath, Somerset, offers reliable, regulatory-compliant financial services including life insurance, investments, pension advice and more, across the UK.- ✔4 Financial Advisers
- 🪧16 Miles
- 📍Bath
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Owen and Associates
- FCA reg no.
- 146808
- FCA authorised date:
- 01/12/01
Owen & Associates is a professional financial firm based in Bath, Somerset, specialising in pensions, investment management, and comprehensive financial planning. Known for their client-centric approach, they offer regulated, tailored advice.- ✔1 Financial Adviser
- ✔3 Mortgage Brokers
- 🪧16 Miles
- 📍Bath
- 🏢
Morgans LTD
- FCA reg no.
- 159488
- FCA authorised date:
- 01/12/01
Morgan Financial Group Limited is a FCA-regulated firm in Bath, Somerset. Known for proficient, customer-focused financial services including life, investments, pensions retirement advice and comprehensive financial planning.- ✔4 Financial Advisers
- 🪧16 Miles
- 📍Bath
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Reybridge Capital LTD
- FCA reg no.
- 1032333
- FCA authorised date:
- 01/05/25
Reybridge Capital Ltd, based in Bath, Somerset, offers expert financial planning services including life insurance, investments, and pensions retirement advice. The firm is also skilled in handling final salary pension transfers.- ✔1 Financial Adviser
- 🪧16 Miles
- 📍Bath
- 🏢
Matheson Charles Limited
- FCA reg no.
- 954458
- FCA authorised date:
- 09/07/21
Matheson Charles Limited is a trusted, Bath-based financial services firm offering comprehensive financial planning advice, specializing in wealth management, life investments, and pension retirement advice.- ✔3 Financial Advisers
- 🪧16 Miles
- 📍Bath
- 🏢
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
- 🪧16 Miles
- 📍Bath
- 🏢
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
- 🪧16 Miles
- 📍Bath
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GRAFTON COURT WEALTH MANAGEMENT LTD
- FCA reg no.
- 994563
- FCA authorised date:
- 01/11/23
Grafton Court Wealth Management Limited is a Bristol-based financial firm offering comprehensive insurance, pensions, investments, and financial planning services. Regulated by the FCA, they deliver reliable, client-focused advice for businesses and individuals.- ✔4 Financial Advisers
- 🪧16.1 Miles
- 📍Bristol
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