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Find FCA registered Financial Advisers Near Me in BS40 8


We have found 488 relevant financial adviser firms within 30 miles of BS40 8. Showing page 9 of 33.

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  2. 🏢

    Benjamin Warren

    FCA reg no.
    786349
    FCA authorised date:
    09/08/17
    Authorised under FCA, Benjamin Warren specialises in life investments and pensions retirement advice. Located in Wells, Somerset, his firm offers tailored financial planning solutions ideal for both novice and experienced investors.
    1. ✔1 Financial Adviser
    2. 🪧10.4 Miles
    3. 📍Wells
  3. 🏢

    Gardiner Page & Roe Personal & Corporate Financial Planning

    FCA reg no.
    215228
    FCA authorised date:
    31/05/05
    Gardiner Page & Roe is a FCA-regulated financial planning firm in Somerset, offering comprehensive services like investment advice, retirement planning, and holistic financial planning to corporations and individuals.
    1. ✔3 Financial Advisers
    2. 🪧10.4 Miles
    3. 📍Wells
  4. 🏢

    Marcus John Dean

    FCA reg no.
    596415
    FCA authorised date:
    27/02/13
    Marcus John Dean, FCA regulated, offers expert financial planning services, specialising in life investments and retirement pensions. Based in Mangotsfield, they provide tailored, regulated advice suited to individual needs.
    1. ✔1 Financial Adviser
    2. 🪧10.5 Miles
    3. 📍Bristol
  5. 🏢

    Rockman Wealth LTD

    FCA reg no.
    916778
    FCA authorised date:
    19/04/24
    Sterling James Wealth Management Ltd, based in Bristol, offers expert financial services including life investments, pensions, retirement advice and comprehensive planning. It specializes in final salary pension transfers, providing tailored, ethical financial strategies to local clients.
    1. ✔1 Financial Adviser
    2. 🪧10.5 Miles
    3. 📍Bristol
  6. 🏢

    Centurion Wealth Management Limited

    FCA reg no.
    509905
    FCA authorised date:
    08/02/10
    Centurion Chartered Financial Planners, based in Clevedon, Somerset, provides tailored expert advice in life investments, pensions, and retirement planning with a commitment to client satisfaction.
    1. ✔12 Financial Advisers
    2. 🪧10.5 Miles
    3. 📍Clevedon
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  8. 🏢

    Coleridge Wealth Management Limited

    FCA reg no.
    917697
    FCA authorised date:
    02/12/19
    Coleridge Wealth Management Limited, based in Clevedon, Somerset, specialises in life investments, retirement planning, and regulated advice. They also provide expertise in final salary pension transfers and comprehensive financial planning.
    1. ✔1 Financial Adviser
    2. 🪧10.5 Miles
    3. 📍Clevedon
  9. 🏢

    Realise Financial Planning LTD

    FCA reg no.
    1018041
    FCA authorised date:
    13/09/24
    Realise Financial Planning Ltd, an FCA-registered firm in Clevedon, Somerset, provides expert advice on life investments, pensions, retirement planning and comprehensive financial planning for both local and regional clients.
    1. ✔1 Financial Adviser
    2. 🪧10.6 Miles
    3. 📍Clevedon
  10. 🏢

    Plan Financial LTD

    FCA reg no.
    538651
    FCA authorised date:
    04/01/11
    2. Plan Financial, based in Bristol, offers comprehensive financial planning services including life insurance, investments, and retirement advice, with a specialisation in final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧10.9 Miles
    3. 📍Bristol
  11. 🏢

    Heritage & Co UK Limited

    FCA reg no.
    1020248
    FCA authorised date:
    09/10/24
    Heritage & Co UK Limited is a FCA regulated financial services firm in Somerset, providing expert advice on investments, pensions, retirement planning, and financial planning to clients in Radstock and surrounding regions.
    1. ✔3 Financial Advisers
    2. 🪧10.9 Miles
    3. 📍Radstock
  12. 🏢

    PBF Wealth Management LTD

    FCA reg no.
    611215
    FCA authorised date:
    03/12/13
    PBF Wealth Management Ltd, based in Somerset, is a FCA-regulated financial firm offering comprehensive services across the UK, including life investments, pensions retirement advice, and final salary pension transfers.
    1. ✔2 Financial Advisers
    2. 🪧10.9 Miles
    3. 📍Weston Super Mare
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  14. 🏢

    VISION WEST & WALES LIMITED

    FCA reg no.
    783489
    FCA authorised date:
    05/07/17
    Vision West & Wales Limited is a FCA regulated financial firm based in Somerset, offering comprehensive financial services - including life investments and retirement planning - with client-focused approach and decades of experience.
    1. ✔2 Financial Advisers
    2. 🪧10.9 Miles
    3. 📍Weston Super Mare
  15. 🏢

    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. 🪧11 Miles
    3. 📍Wells
  16. 🏢

    Ashley Marshall Financial Planning LTD

    FCA reg no.
    927477
    FCA authorised date:
    08/06/20
    Ashley Marshall Financial Planning Ltd is a Bristol-based, FCA-regulated firm offering wide-ranging financial services, including pensions and investments. Known for customer-focused, personalized financial strategies for individuals and businesses.
    1. ✔1 Financial Adviser
    2. 🪧11 Miles
    3. 📍Bristol
  17. 🏢

    Practical Financial Planning LTD

    FCA reg no.
    536929
    FCA authorised date:
    09/05/11
    Practical Financial Planning Ltd, based in Somerset, is a FCA regulated firm specialising in life and investment planning, pension advice, and comprehensive financial services across the UK. Known for professional, tailored advice.
    1. ✔1 Financial Adviser
    2. ✔1 Mortgage Broker
    3. 🪧11.1 Miles
    4. 📍Bath
  18. 🏢

    Brigstow Independent Financial Planning Limited

    FCA reg no.
    1011735
    FCA authorised date:
    09/05/24
    Bristol-based Brigstow Independent Financial Planning Limited offers trusted financial advice including pensions retirement and comprehensive financial planning. Known for its personalised solutions and approachable style, it simplifies finance for clients.
    1. ✔2 Financial Advisers
    2. 🪧11.2 Miles
    3. 📍Bristol
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