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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 21 of 34.

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  2. 🏢

    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. 🪧19.1 Miles
    3. 📍Bath
  3. 🏢

    SLD Wealth Limited

    FCA reg no.
    997272
    FCA authorised date:
    02/06/23
    SLD Wealth Limited in Cardiff offers personalised, regulated financial advice. Services include life, investments, pensions, retirement advice, and general financial planning. Known for a client-centric approach, they provide individual-oriented practical solutions.
    1. ✔3 Financial Advisers
    2. 🪧19.1 Miles
    3. 📍Cardiff
  4. 🏢

    Belgrave Asset Management Limited

    FCA reg no.
    410497
    FCA authorised date:
    01/04/05
    Belgrave Asset Management Limited is a reputable financial services firm in Bath, Somerset, offering life insurance, investments, and pensions retirement advice. Known for their approachability, the FCA regulated firm offers tailored, integrity-driven services.
    1. ✔2 Financial Advisers
    2. 🪧19.1 Miles
    3. 📍Bath
  5. 🏢

    Rob Bryant

    FCA reg no.
    997554
    FCA authorised date:
    07/06/23
    Rob Bryant offers high-quality, FCA-regulated financial planning services in Newport, Gwent, specialising in life investments, pensions, and bespoke financial planning. Known for an approachable nature, they are trusted by first-time investors.
    1. ✔1 Financial Adviser
    2. 🪧19.1 Miles
    3. 📍Newport
  6. 🏢

    Isaac Wealth Limited

    FCA reg no.
    761086
    FCA authorised date:
    13/10/16
    Isaac Wealth Limited is a reputable financial services firm in Chepstow, Gwent, offering expertise in life insurance, investments, pensions, and comprehensive financial planning.
    1. ✔2 Financial Advisers
    2. 🪧19.2 Miles
    3. 📍Chepstow
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  8. 🏢

    Synthesis Wealth Management LTD

    FCA reg no.
    921078
    FCA authorised date:
    12/02/20
    Bath-based Synthesis Wealth Management offers comprehensive financial planning and advice. Specialising in life and investment guidance, pensions and retirement planning, it delivers reliable, regulated services tailored to individual financial journeys.
    1. ✔3 Financial Advisers
    2. 🪧19.2 Miles
    3. 📍Bath
  9. 🏢

    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. 🪧19.2 Miles
    3. 📍Bath
  10. 🏢

    Joosten Financial Planning LTD

    FCA reg no.
    1007400
    FCA authorised date:
    02/04/24
    Newport-based Joosten Financial Planning Ltd provides high-quality, personalised financial advice on life and investment planning, pensions retirement, and comprehensive financial planning. Regulated by the FCA, they prioritise client-focused solutions.
    1. ✔1 Financial Adviser
    2. 🪧19.2 Miles
    3. 📍Newport
  11. 🏢

    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. 🪧19.2 Miles
    3. 📍Bath
  12. 🏢

    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. 🪧19.3 Miles
    4. 📍Bath
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  14. 🏢

    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. 🪧19.3 Miles
    3. 📍Bath
  15. 🏢

    Andrew Varley

    FCA reg no.
    912298
    FCA authorised date:
    14/08/19
    Andrew Varley Financial Planning is a Cardiff-based firm offering personalised financial services including investment planning, retirement advice, and pension transfers. They specialise in tailored plans to secure clients' futures.
    1. ✔1 Financial Adviser
    2. 🪧19.3 Miles
    3. 📍Cardiff
  16. 🏢

    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. 🪧19.3 Miles
    3. 📍Bath
  17. 🏢

    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. 🪧19.3 Miles
    3. 📍Bath
  18. 🏢

    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. 🪧19.3 Miles
    3. 📍Bath
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