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Find FCA registered Financial Advisers Near Me in BS6 5

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We have found 504 relevant financial adviser firms within 30 miles of BS6 5. 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. 🪧16.8 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 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. 🪧23.1 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. 🪧23.1 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. 🪧35.2 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. 🪧36.9 Miles
    3. 📍Taunton
  8. 🏢

    Leaf Financial Advisers LTD

    FCA reg no.
    944216
    FCA authorised date:
    03/02/21
    Leaf Financial Advisers Ltd, a dependable finance firm in Bristol, offers comprehensive financial planning and regulated advice, specializing in insurance, investments, and pensions retirement advice.
    1. ✔1 Financial Adviser
    2. 🪧0.2 Miles
    3. 📍Bristol
  9. 🏢

    Momentum Investing LTD

    FCA reg no.
    653015
    FCA authorised date:
    02/02/15
    Momentum Investing Ltd is a Bristol-based, FCA-endorsed financial firm offering bespoke life insurance strategies, investment and pension services, retirement advice, and comprehensive financial planning. Known for its client-centric approach and professional services.
    1. ✔1 Financial Adviser
    2. 🪧0.3 Miles
    3. 📍Bristol
  10. 🏢

    LAMPIERS FINANCIAL PLANNING LIMITED

    FCA reg no.
    606848
    FCA authorised date:
    02/01/14
    LAMPIERS FINANCIAL PLANNING LIMITED, FCA regulated, provides comprehensive financial planning services in Bristol and surrounding areas. Known for their clear approach and client-centered strategies tailored to individual or business needs.
    1. ✔5 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧0.6 Miles
    4. 📍Bristol
  11. 🏢

    Lorraine Kilmartin

    FCA reg no.
    1019587
    FCA authorised date:
    04/10/24
    Located in Bristol, Lorraine Kilmartin offers expert advice on financial services, specializing in pensions retirement and final salary pension transfers, nurturing clients' financial wellbeing with personalized financial planning. FCA registered.
    1. ✔1 Financial Adviser
    2. 🪧0.8 Miles
    3. 📍Bristol
  12. 🏢

    Ellis Davies Financial Planning Limited

    FCA reg no.
    938369
    FCA authorised date:
    01/04/21
    Ellis Davies Financial Planning Limited, located in Clifton, Bristol, offers regulated financial services, including life investments, pensions, and retirement advice. Committed to helping clients secure their financial future.
    1. ✔3 Financial Advisers
    2. 🪧0.8 Miles
    3. 📍Bristol
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  14. 🏢

    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. 🪧0.8 Miles
    3. 📍Bristol
  15. 🏢

    Blue Financial Group Limited

    FCA reg no.
    525994
    FCA authorised date:
    02/05/16
    Located near Bristol, 7. Blue Wealth offers regulated financial advice on life investments, pensions retirement planning and more. Specializing in personalized strategies, they cater to both inexperienced investors and seasoned retirees.
    1. ✔3 Financial Advisers
    2. 🪧0.8 Miles
    3. 📍Bristol
  16. 🏢

    Court Ross Financial Management Limited

    FCA reg no.
    131794
    FCA authorised date:
    01/12/01
    Court Ross Financial Management Limited, based in Bristol, provides expert, regulated financial advice covering life investments, retirement planning, and more. Known for their client-focused approach, they serve both individuals and businesses.
    1. ✔1 Financial Adviser
    2. 🪧0.9 Miles
    3. 📍Bristol
  17. 🏢

    Octagon Consultancy LTD

    FCA reg no.
    230953
    FCA authorised date:
    28/05/21
    Octagon Consultancy Ltd is a renowned financial advice firm based in Bristol, offering reliable and comprehensive financial planning including life investment, pensions retirement advice, and final salary pension transfers.
    1. ✔6 Financial Advisers
    2. 🪧0.9 Miles
    3. 📍Clifton
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