Find FCA registered Financial Advisers Near Me in BS48 4
We have found 495 relevant financial adviser firms within 30 miles of BS48 4. 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
- 🪧9.6 Miles
- 📍Burnham-on-sea
- 👤
Chris Evans
Castra Financial- FCA reg no.
- CXE01205
- FCA authorised date:
- 14/04/20
Member Of The Chartered Insurance Institute (CII)- 🪧16.8 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
- 🪧16.8 Miles
- 📍Cwmbran
- 👤
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
- 🪧23 Miles
- 📍Bradford On Avon
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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
- 🪧29.6 Miles
- 📍Taunton
- ✔7 Financial Advisers
- ✔3 Mortgage Brokers
- 🪧32.3 Miles
- 📍Tredegar
- 🏢
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
- 🪧1.1 Miles
- 📍Bristol
- 🏢
Wychwood Financial Services Limited
- FCA reg no.
- 679371
- FCA authorised date:
- 01/07/15
Wychwood Financial Services Limited offers tailored financial planning and advice, including life and investment plans and pension retirement advice. Regulated by the FCA, they serve individuals and families in Somerset.- ✔1 Financial Adviser
- 🪧1.1 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
- 🪧1.4 Miles
- 📍Bristol
- 🏢
Nailsea Financial Services Limited
- FCA reg no.
- 212754
- FCA authorised date:
- 24/01/03
FCA regulated Nailsea Financial Services Ltd. provides dependable financial advice and planning in Somerset and Bristol, specialising in life insurance, investments, and retirement. They offer a personal, client-focused approach.- ✔6 Financial Advisers
- ✔2 Mortgage Brokers
- 🪧1.8 Miles
- 📍Bristol
- 🏢
Richardson's Financial LTD
- FCA reg no.
- 1013322
- FCA authorised date:
- 07/06/24
Richardson's Financial Ltd in Bristol specializes in life and investment planning, pensions advice, and comprehensive financial planning. They offer professional, tailored services throughout Somerset, aiming for client financial stability and growth.- ✔1 Financial Adviser
- 🪧1.8 Miles
- 📍Bristol
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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.- ✔2 Financial Advisers
- 🪧2.7 Miles
- 📍Clevedon
- 🏢
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
- 🪧3.2 Miles
- 📍Bristol
- 🏢
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
- 🪧3.5 Miles
- 📍Bristol
- 🏢
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
- 🪧3.6 Miles
- 📍Bristol
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