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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 8 of 34.

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  2. 🏢

    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. 🪧8 Miles
    3. 📍Bristol
  3. 🏢

    Maxim Financial Planning Limited

    FCA reg no.
    947257
    FCA authorised date:
    26/02/25
    Maxim Financial Planning in Bristol offers tailored, regulated financial advice, specializing in wealth management, pensions retirement, and final salary pension transfers. They provide unique strategies to meet individual financial needs.
    1. ✔1 Financial Adviser
    2. 🪧8.1 Miles
    3. 📍Bristol
  4. 🏢

    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. 🪧8.1 Miles
    3. 📍Bristol
  5. 🏢

    Cleeve FP Limited

    FCA reg no.
    1018762
    FCA authorised date:
    08/10/24
    Cleeve Financial Planning, based in Bristol, provides dependable, FCA-regulated advice and services including life insurance, investments, and pension transfers. Catering to individuals across Gloucestershire, they ensure a secure financial future.
    1. ✔4 Financial Advisers
    2. 🪧8.2 Miles
    3. 📍Bristol
  6. 🏢

    Acumen Investment Solutions LTD

    FCA reg no.
    753315
    FCA authorised date:
    20/07/16
    Acumen Investment Solutions Ltd, near Bristol, offers personalized financial advice and services. Regulated by the FCA, they specialize in insurance, investments, pensions, and strategic financial planning.
    1. ✔4 Financial Advisers
    2. 🪧8.3 Miles
    3. 📍Bristol
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  8. 🏢

    Oakridge Financial Planning LTD

    FCA reg no.
    217898
    FCA authorised date:
    21/07/15
    Oakridge Financial Planning Ltd, FCA regulated firm, offers financial advice including life investments and retirement planning in Bristol and Gloucestershire. They prioritize personal services and building lasting relationships with clients.
    1. ✔1 Financial Adviser
    2. 🪧8.4 Miles
    3. 📍Bristol
  9. 🏢

    HUW WATTS INDEPENDENT FINANCIAL PLANNING LIMITED

    FCA reg no.
    921826
    FCA authorised date:
    01/09/20
    Huw Watts Independent Financial Planning Ltd is a Clevedon-based firm specialising in tailored insurance solutions, investment guidance, pensions retirement advice and comprehensive financial planning mainly for Somerset clients.
    1. ✔1 Financial Adviser
    2. ✔1 Mortgage Broker
    3. 🪧8.5 Miles
    4. 📍Clevedon
  10. 🏢

    Kingfisher Wealth Management LTD

    FCA reg no.
    918861
    FCA authorised date:
    02/01/20
    Kingfisher Wealth Management Ltd, based in Bristol, provides professional financial services. Specialised in life investments, pensions, and financial planning, they assist individuals and businesses across Gloucestershire for a secure financial future.
    1. ✔2 Financial Advisers
    2. 🪧8.6 Miles
    3. 📍Bristol
  11. 🏢

    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. 🪧8.6 Miles
    3. 📍Clevedon
  12. 🏢

    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. 🪧8.6 Miles
    3. 📍Clevedon
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  14. 🏢

    Sneddon Financial Planning Partnership

    FCA reg no.
    597078
    FCA authorised date:
    12/03/13
    Sneddon Financial Planning Partnership offers reliable, holistic financial services in and beyond Somerset. Experts in investments, retirement advice, and pension transfers, they deliver tailored solutions, ensuring maximum financial security for diverse clients.
    1. ✔1 Financial Adviser
    2. 🪧8.6 Miles
    3. 📍Bristol
  15. 🏢

    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. 🪧8.7 Miles
    3. 📍Clevedon
  16. 🏢

    GORDIAN WEALTH MANAGEMENT LTD

    FCA reg no.
    987811
    FCA authorised date:
    28/11/22
    Based near Bristol, Gordian Wealth Management Ltd is a regulated financial institution known for its proficient and personalised services in life investments, pensions advice and financial planning, serving Gloucestershire and surrounding regions.
    1. ✔1 Financial Adviser
    2. 🪧8.7 Miles
    3. 📍Bristol
  17. 🏢

    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.
    1. ✔4 Financial Advisers
    2. 🪧8.7 Miles
    3. 📍Bristol
  18. 🏢

    11.2 Financial Planning LTD

    FCA reg no.
    919991
    FCA authorised date:
    22/01/20
    Bristol-based 11.2 Financial Planning Ltd offers client-focused life, pensions, and investment services, specializing in final salary pension transfers. Regulated by the FCA, they provide expert financial planning and retirement advice.
    1. ✔1 Financial Adviser
    2. 🪧8.8 Miles
    3. 📍Bristol
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