Find FCA registered Financial Advisers Near Me in BS40 9
We have found 494 relevant financial adviser firms within 30 miles of BS40 9. Showing page 1 of 33.
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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
- 🪧10.3 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
- 🪧19.1 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)- 🪧20.9 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
- 🪧20.9 Miles
- 📍Cwmbran
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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
- 🪧30.2 Miles
- 📍Taunton
- ✔7 Financial Advisers
- ✔3 Mortgage Brokers
- 🪧35.8 Miles
- 📍Tredegar
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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
- 🪧0.2 Miles
- 📍Bristol
- 🏢
Hunt Financial Planning Limited
- FCA reg no.
- 944024
- FCA authorised date:
- 01/02/21
True Potential LLP, a leading Bristol-based financial firm, offers tailored life investments, pensions, and financial planning services. FCA regulated for trusted guidance, they cater to both novice and seasoned investors.- ✔2 Financial Advisers
- 🪧2.2 Miles
- 📍Bristol
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Bowmore Financial Planning Limited
- FCA reg no.
- 115180
- FCA authorised date:
- 01/12/01
Bowmore Financial Planning Limited is an FCA regulated firm in Bristol, offering personalized financial planning services. They provide approachable, reliable advice on pensions, retirement, life, and investments.- ✔10 Financial Advisers
- 🪧2.4 Miles
- 📍Bristol
- 🏢
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 Financial Adviser
- 🪧2.9 Miles
- 📍Bristol
- 🏢
Crane Williams LTD
- FCA reg no.
- 841333
- FCA authorised date:
- 03/05/19
Regulated by the FCA, Crane Williams Ltd is a Bristol-based financial planning firm specialising in life investments, pensions, and retirement planning, known for its approachable style and high professional standards.- ✔1 Financial Adviser
- 🪧3.1 Miles
- 📍Bristol
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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
- 🪧3.2 Miles
- 📍Bristol
- 🏢
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 Financial Adviser
- 🪧3.5 Miles
- 📍Bristol
- 🏢
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
- 🪧3.6 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
- 🪧3.7 Miles
- 📍Bristol
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