Find FCA registered Financial Advisers Near Me in BS49 5
We have found 503 relevant financial adviser firms within 30 miles of BS49 5. Showing page 1 of 34.
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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
- 🪧5.6 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)- 🪧17.7 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
- 🪧17.7 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
- 🪧24.1 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
- 🪧25.7 Miles
- 📍Taunton
- ✔7 Financial Advisers
- ✔3 Mortgage Brokers
- 🪧34.4 Miles
- 📍Tredegar
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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.- ✔2 Financial Advisers
- 🪧1.8 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
- 🪧2 Miles
- 📍Bristol
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Quinn & Amanda McCarthy
- FCA reg no.
- 840105
- FCA authorised date:
- 11/04/19
Quinn & Amanda McCarthy is a Somerset-based FCA-regulated firm (#840105) offering expert financial planning and advice, specializing in life investments, pensions, and final salary pension transfers.- ✔1 Financial Adviser
- 🪧2 Miles
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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
- 🪧2.6 Miles
- 📍Bristol
- 🏢
Churchill Investments PLC
- FCA reg no.
- 182363
- FCA authorised date:
- 01/12/01
Churchill Investments Plc is an established, FCA-registered financial services firm in Somerset. Specializing in life and investment management, they provide expert pensions retirement advice and comprehensive financial planning.- ✔3 Financial Advisers
- 🪧3.2 Miles
- 📍Winscombe
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PBF Wealth Management LTD
- FCA reg no.
- 611215
- FCA authorised date:
- 03/12/13
PBF Wealth Management Ltd, based in Somerset, is a FCA-regulated financial firm offering comprehensive services across the UK, including life investments, pensions retirement advice, and final salary pension transfers.- ✔2 Financial Advisers
- 🪧4 Miles
- 📍Weston Super Mare
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VISION WEST & WALES LIMITED
- FCA reg no.
- 783489
- FCA authorised date:
- 05/07/17
Vision West & Wales Limited is a FCA regulated financial firm based in Somerset, offering comprehensive financial services - including life investments and retirement planning - with client-focused approach and decades of experience.- ✔2 Financial Advisers
- 🪧4 Miles
- 📍Weston Super Mare
- 🏢
Henri James Wealth LTD
- FCA reg no.
- 586453
- FCA authorised date:
- 09/04/13
Henri James Wealth Ltd, a reputable FCA regulated financial planning firm in Somerset, offers expert advice in life investments, pensions, and retirement. They provide comprehensive financial planning tailored to individual needs.- ✔1 Financial Adviser
- 🪧4.1 Miles
- 📍Blagdon
- 🏢
Aureus Wealth Management LTD
- FCA reg no.
- 976592
- FCA authorised date:
- 25/04/25
Aureus Wealth Management Ltd is a Somerset-based financial services firm specialising in life insurance, investments, and pensions. Known for their personalised, reliable service, they offer comprehensive planning solutions for individuals and businesses.- ✔1 Financial Adviser
- 🪧4.4 Miles
- 📍Weston Super Mare
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