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Find FCA registered Financial Advisers Near Me in BS41 9


We have found 498 relevant financial adviser firms within 30 miles of BS41 9. Showing page 14 of 34.

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  2. 🏢

    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.
    1. ✔9 Financial Advisers
    2. ✔3 Mortgage Brokers
    3. 🪧12.9 Miles
    4. 📍Bath
  3. 🏢

    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.
    1. ✔4 Financial Advisers
    2. 🪧12.9 Miles
    3. 📍Bath
  4. 🏢

    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.
    1. ✔3 Financial Advisers
    2. 🪧12.9 Miles
    3. 📍Bath
  5. 🏢

    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. ✔1 Financial Adviser
    2. ✔3 Mortgage Brokers
    3. 🪧12.9 Miles
    4. 📍Bath
  6. 🏢

    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.
    1. ✔4 Financial Advisers
    2. 🪧12.9 Miles
    3. 📍Bath
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  8. 🏢

    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. ✔1 Financial Adviser
    2. 🪧13 Miles
    3. 📍Bath
  9. 🏢

    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.
    1. ✔3 Financial Advisers
    2. 🪧13 Miles
    3. 📍Bath
  10. 🏢

    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. ✔1 Financial Adviser
    2. 🪧13 Miles
    3. 📍Bath
  11. 🏢

    CITY FINANCIAL PLANNING LIMITED

    FCA reg no.
    440633
    FCA authorised date:
    03/01/06
    City Financial Planning Ltd, a Bath-based, FCA-regulated firm, specialises in life and investment planning, offering customised advice on pensions and retirement throughout Somerset and surrounding areas.
    1. ✔8 Financial Advisers
    2. 🪧13 Miles
    3. 📍Bath
  12. 🏢

    DJS Wealth Adviser LLP

    FCA reg no.
    515323
    FCA authorised date:
    29/12/09
    DJS Wealth Adviser LLP, based in Somerset, is a proficient financial firm providing thoughtful, regulated advice on insurance, investments, pensions and financial planning. They focus on client satisfaction and financial stability.
    1. ✔4 Financial Advisers
    2. 🪧13 Miles
    3. 📍Radstock
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  14. 🏢

    Jonathan West

    FCA reg no.
    914005
    FCA authorised date:
    24/09/19
    Jonathan West is a revered Somerset-based financial services firm, specialising in pensions retirement advice and financial planning. Known for client-focused approach, the FCA-regulated team serves Greater Manchester and beyond.
    1. ✔1 Financial Adviser
    2. 🪧13 Miles
    3. 📍Weston Super Mare
  15. 🏢

    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. ✔1 Financial Adviser
    2. 🪧13.1 Miles
    3. 📍Bath
  16. 🏢

    Oculus Wealth Management (bradford On Avon) Limited

    FCA reg no.
    916207
    FCA authorised date:
    04/11/19
    Oculus Wealth Management, an FCA-regulated firm in Bath, Somerset, specializes in personalized financial planning, including life investments and pension advice, renowned for its client-centric approach.
    1. ✔1 Financial Adviser
    2. 🪧13.1 Miles
    3. 📍Bath
  17. 🏢

    Jack Simpson

    FCA reg no.
    1012934
    FCA authorised date:
    22/05/24
    Based in Bath, Somerset, Jack Simpson is a premium financial services firm specialising in life and investment services. They offer tailored advice on pensions, retirement planning, and financial planning solutions. Regulated by the FCA.
    1. ✔1 Financial Adviser
    2. 🪧13.1 Miles
    3. 📍Bath
  18. 🏢

    Oliver Financial Planning LTD

    FCA reg no.
    963900
    FCA authorised date:
    10/11/22
    Bath-based Oliver Financial Planning Ltd provides regulated financial advice, specializing in pensions retirement advice, and life insurance decisions, and investment facilitation, tailored to individual financial goals.
    1. ✔1 Financial Adviser
    2. 🪧13.1 Miles
    3. 📍Bath
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