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Find FCA registered Financial Advisers Near Me in BS48 3


We have found 496 relevant financial adviser firms within 30 miles of BS48 3. Showing page 2 of 34.

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  2. 🏢

    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.
    1. ✔2 Financial Advisers
    2. 🪧3.3 Miles
    3. 📍Bristol
  3. 🏢

    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. ✔1 Financial Adviser
    2. 🪧3.5 Miles
    3. 📍Bristol
  4. 🏢

    Hawker and Palmer Wealth Management Limited

    FCA reg no.
    571728
    FCA authorised date:
    02/07/12
    Hawker and Palmer Wealth Management Limited is a reputable Bristol-based financial services firm offering expert advisement on life investments, retirement planning, and personalized financial management.
    1. ✔2 Financial Advisers
    2. 🪧3.9 Miles
    3. 📍Bristol
  5. 🏢

    MIKE SMITH IFA LTD.

    FCA reg no.
    610634
    FCA authorised date:
    02/01/14
    MIKE SMITH IFA LTD in Clevedon, Somerset is a reputable FCA-regulated firm offering personalised financial planning, pensions, and investment advice for stable future finances across Somerset and surrounding counties.
    1. ✔2 Financial Advisers
    2. 🪧4.3 Miles
    3. 📍Clevedon
  6. 🏢

    Alton Wealth Management

    FCA reg no.
    801453
    FCA authorised date:
    12/02/18
    Alton Wealth Management is a FCA regulated firm in Somerset, offering expert guidance on life investments, pensions, and comprehensive financial planning, with a customer-focused approach.
    1. ✔1 Financial Adviser
    2. 🪧5 Miles
    3. 📍Easton In Gordano
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  8. 🏢

    Prosperity Planning LTD

    FCA reg no.
    804989
    FCA authorised date:
    01/02/19
    Prosperity Planning Ltd is an FCA regulated financial planning firm in Bristol, specialising in life insurance, retirement pensions advice and investment assistance. Known for approachable tailored solutions, trust and professionalism.
    1. ✔2 Financial Advisers
    2. 🪧5 Miles
    3. 📍Bristol
  9. 🏢

    Coronation Wealth Management LLP

    FCA reg no.
    826961
    FCA authorised date:
    26/11/18
    Bristol-based Coronation Wealth Management LLP offers FCA-regulated, strategic advice in sectors including investments, retirement planning, and financial planning, serving clients across Somerset with a personalised service.
    1. ✔2 Financial Advisers
    2. 🪧5 Miles
    3. 📍Bristol
  10. 🏢

    Kellands (bristol) Limited

    FCA reg no.
    196145
    FCA authorised date:
    01/12/01
    Kellands (Bristol) Limited is a trusted, FCA regulated financial services firm in Bristol, Somerset. They specialise in life and investment planning, pensions, and retirement advice for local residents.
    1. ✔9 Financial Advisers
    2. 🪧5.2 Miles
    3. 📍Bristol
  11. 🏢

    Clifton Wealth Partnership Portishead Limited

    FCA reg no.
    1005046
    FCA authorised date:
    28/11/23
    FCA regulated Clifton Asset Management Ltd offers comprehensive financial planning, including life insurance, investments, and retirement advice. Known for their expertise and integrity, they focus on client needs, making finance less daunting.
    1. ✔3 Financial Advisers
    2. 🪧5.3 Miles
    3. 📍Ham Green
  12. 🏢

    Clifton Wealth Partnership (stroud) LTD

    FCA reg no.
    991032
    FCA authorised date:
    01/02/23
    Clifton Wealth Partnership is a FCA regulated firm in Bristol, Somerset, specializing in life insurance, investment advice, and pension retirement planning. Known for their professionalism and custom-tailored services.
    1. ✔3 Financial Advisers
    2. 🪧5.3 Miles
    3. 📍Bristol
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  14. 🏢

    Grosvenor Consultancy Limited

    FCA reg no.
    187799
    FCA authorised date:
    01/12/01
    Grosvenor Consultancy Limited is a FCA-regulated firm in Somerset offering expert financial advice, specialized in investments, pensions, insurance, and financial planning, with a client-focused approach. Serving the South West region.
    1. ✔17 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧5.3 Miles
  15. 🏢

    Clifton Wealth Partnership LTD

    FCA reg no.
    541273
    FCA authorised date:
    01/04/11
    Clifton Wealth Partnership Ltd, based in Somerset, offers trusted financial solutions including investment services, retirement advice, and financial planning. Known for their approachable team, they provide robust financial guidance across Greater Bristol.
    1. ✔19 Financial Advisers
    2. 🪧5.3 Miles
    3. 📍Bristol
  16. 🏢

    Wollen Michelmore Financial Planning LTD

    FCA reg no.
    400890
    FCA authorised date:
    17/09/10
    Wollen Michelmore Financial Planning Ltd, based in Somerset and Bristol, is a respected firm specializing in bespoke financial planning solutions including investments, pensions, and insurance. They're community-focused, reliable, and client-oriented.
    1. ✔3 Financial Advisers
    2. 🪧5.3 Miles
    3. 📍Bristol
  17. 🏢

    Six Q Financial Planning Limited

    FCA reg no.
    983414
    FCA authorised date:
    07/08/23
    1. ✔3 Financial Advisers
    2. 🪧5.3 Miles
    3. 📍Bristol
  18. 🏢

    Clifton Compliance Services LTD

    FCA reg no.
    480676
    FCA authorised date:
    05/08/08
    is an FCA-regulated firm offering tailored financial planning services, including life and investment advice, pensions, and retirement planning in Bristol, Somerset. They are dedicated to helping individuals and businesses make informed financial decisions.
    1. ✔2 Financial Advisers
    2. 🪧5.3 Miles
    3. 📍Bristol
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