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Find FCA registered Financial Advisers Near Me in BS5 9

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We have found 496 relevant financial adviser firms within 30 miles of BS5 9. Showing page 1 of 34.

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  2. 👤

    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
    1. ✔Min Pension Savings: £50,000
    2. ✔Min Assets: £50,000
    3. 🪧15.2 Miles
    4. 📍Bradford On Avon
  3. 🏢

    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
    1. ✔4 Financial Advisers
    2. ✔Min Pension Savings: £150,000
    3. ✔Min Assets: £300,000
    4. 🪧17.5 Miles
    5. 📍Burnham-on-sea
    ★★★★⯨
  4. 👤

    Chris Evans

    Castra Financial
    FCA reg no.
    CXE01205
    FCA authorised date:
    14/04/20
    Member Of The Chartered Insurance Institute (CII)
    1. 🪧24.6 Miles
    2. 📍Cwmbran
    ★★★★⯨
  5. 🏢

    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.
    1. ✔3 Financial Advisers
    2. 🪧24.6 Miles
    3. 📍Cwmbran
    ★★★★⯨
  6. 🏢

    Beacon IFA

    FCA reg no.
    566890
    FCA authorised date:
    02/04/12
    1. ✔7 Financial Advisers
    2. ✔3 Mortgage Brokers
    3. 🪧36.8 Miles
    4. 📍Tredegar
  7. 🏢

    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
    1. ✔2 Financial Advisers
    2. 🪧37.2 Miles
    3. 📍Taunton
  8. 🏢

    Liam Griesel

    FCA reg no.
    956887
    FCA authorised date:
    15/08/21
    Bristol-based Liam Griesel is a reputable financial services firm known for expert advice and comprehensive solutions, including life and investment planning, pension retirement advice, and final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧0.4 Miles
    3. 📍Bristol
  9. 🏢

    SCOTTSBRIDGE FINANCIAL PLANNING LTD.

    FCA reg no.
    954112
    FCA authorised date:
    14/10/21
    Scottsbridge Financial Planning Ltd, based in Bristol, offers expert, FCA-regulated financial planning services including life and investments planning and retirement advice, personalized to individual needs.
    1. ✔2 Financial Advisers
    2. 🪧0.9 Miles
    3. 📍Bristol
  10. 🏢

    Atomos Financial Planning Limited

    FCA reg no.
    193503
    FCA authorised date:
    01/12/01
    Regulated by the FCA, 17. atomos. is a trusted financial firm in Bristol providing tailored investment and retirement services, and comprehensive financial planning.
    1. ✔56 Financial Advisers
    2. 🪧1.1 Miles
    3. 📍Bristol
  11. 🏢

    Manning Gee Investments Limited

    FCA reg no.
    844546
    FCA authorised date:
    06/01/20
    Manning Gee Investments Limited is a Bristol-based, FCA-regulated financial services provider specializing in life investments, pensions, retirement advice, and personalized financial planning.
    1. ✔2 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧1.1 Miles
    4. 📍Bristol
  12. 🏢

    TITAN WEALTH PLANNING LTD

    FCA reg no.
    574458
    FCA authorised date:
    02/04/12
    Titan Wealth Planning Ltd is a reputable, FCA-regulated financial planning firm in Bristol, specializing in life investments, pensions, and comprehensive financial planning. They offer tailored, client-centric services throughout Bristol and beyond.
    1. ✔86 Financial Advisers
    2. 🪧1.1 Miles
    3. 📍Bristol
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  14. 🏢

    Brunel Wealth Limited

    FCA reg no.
    918260
    FCA authorised date:
    13/12/19
    Brunel Wealth Limited, located in Bristol, provides tailored, regulated financial advice encompassing life insurance, investments, and retirement planning. Committed to client-centric, personalized services, they ensure future financial security.
    1. ✔5 Financial Advisers
    2. 🪧1.2 Miles
    3. 📍Bristol
  15. 🏢

    BRUNEL INDEPENDENT FINANCIAL PLANNERS LIMITED

    FCA reg no.
    629678
    FCA authorised date:
    03/11/14
    Academy Associates Wealth Management Ltd provides expert financial planning and regulated advice in Bristol. Specialising in life investments, pensions retirement advice and financial planning, they offer tailored strategies to clients with integrity and transparency.
    1. ✔1 Financial Adviser
    2. 🪧1.2 Miles
    3. 📍Bristol
  16. 🏢

    Ifamax Limited

    FCA reg no.
    526599
    FCA authorised date:
    05/01/11
    Bristol-based Ifamax Limited is a regulated financial advice provider offering comprehensive services in life investments, pensions retirement advice, and strategic financial planning. They're known for trustworthy, approachable, and personalized client-focused solutions.
    1. ✔5 Financial Advisers
    2. 🪧1.2 Miles
    3. 📍Bristol
  17. 🏢

    Julie Reeve

    FCA reg no.
    503833
    FCA authorised date:
    27/11/13
    Julie Reeve is a Bristol-based financial firm specialising in life, investment, and retirement planning. Regulated by the FCA, they offer personalised, client-focused advice, especially in complex financial decisions.
    1. ✔1 Financial Adviser
    2. 🪧1.2 Miles
    3. 📍Bristol
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