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Find FCA registered Financial Advisers Near Me in BS9 1

We have found 515 relevant financial adviser firms within 30 miles of BS9 1. Showing page 1 of 35.

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  2. 🏢

    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. 🪧16.4 Miles
    5. 📍Burnham-on-sea
    ★★★★⯨
  3. 👤

    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. 🪧19.1 Miles
    4. 📍Bradford On Avon
  4. 👤

    Chris Evans

    Castra Financial
    FCA reg no.
    CXE01205
    FCA authorised date:
    14/04/20
    Member Of The Chartered Insurance Institute (CII)
    1. 🪧20.9 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. 🪧20.9 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. 🪧33.1 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. 🪧36.4 Miles
    3. 📍Taunton
  8. 🏢

    LV Nicholas Financial Planning Limited

    FCA reg no.
    568978
    FCA authorised date:
    16/11/11
    LV Nicholas Financial Planning Limited, based in Bristol and regulated by the FCA, specialises in wealth management and pensions retirement advice, with a focus on final salary pension transfers, offering personalised financial planning services.
    1. ✔1 Financial Adviser
    2. 🪧0.2 Miles
    3. 📍Bristol
  9. 🏢

    Alma Vale Wealth Management Limited

    FCA reg no.
    766051
    FCA authorised date:
    01/12/16
    Bristol-based Alma Vale Wealth Management Limited is a trusted and regulated financial planning firm, offering services like investment advice, pensions support, and comprehensive planning to clients in surrounding areas.
    1. ✔1 Financial Adviser
    2. 🪧0.4 Miles
    3. 📍Bristol
  10. 🏢

    Prosperity Planning LTD

    FCA reg no.
    804989
    FCA authorised date:
    01/02/19
    Prosperity Planning Ltd is an FCA regulated financial planning firm in Bristol, specialising in life insurance, retirement pensions advice and investment assistance. Known for approachable tailored solutions, trust and professionalism.
    1. ✔2 Financial Advisers
    2. 🪧1 Miles
    3. 📍Bristol
  11. 🏢

    Coronation Wealth Management LLP

    FCA reg no.
    826961
    FCA authorised date:
    26/11/18
    Bristol-based Coronation Wealth Management LLP offers FCA-regulated, strategic advice in sectors including investments, retirement planning, and financial planning, serving clients across Somerset with a personalised service.
    1. ✔2 Financial Advisers
    2. 🪧1 Miles
    3. 📍Bristol
  12. 🏢

    Purple Fox Financial Planning LTD

    FCA reg no.
    1011691
    FCA authorised date:
    14/05/24
    Purple Fox Financial Planning Ltd, an FCA-registered firm in Bristol, specialises in expert financial services including life and investments, pensions, and retirement planning, known for client-centric, strategic solutions.
    1. ✔1 Financial Adviser
    2. 🪧1.1 Miles
    3. 📍Bristol
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  14. 🏢

    Kerswell Stone & Company

    FCA reg no.
    116245
    FCA authorised date:
    01/12/01
    Bristol-based Kerswell Stone & Company offers varied financial services including life investments and pensions retirement advice. Known for approachability and commitment to customer satisfaction, they provide bespoke, trusted strategies for long-term financial goals.
    1. ✔1 Financial Adviser
    2. 🪧1.1 Miles
    3. 📍Bristol
  15. 🏢

    Sunrise Independent Financial Advisers Limited

    FCA reg no.
    838284
    FCA authorised date:
    01/07/19
    Sunrise Independent Financial Advisers Limited is a trusted, FCA-regulated firm in Bristol, specialising in life insurance, investment and retirement planning. They are customer-focused, approachable, and dedicated to providing precise, personalised financial advice.
    1. ✔1 Financial Adviser
    2. 🪧1.3 Miles
    3. 📍Bristol
  16. 🏢

    SEVEN STARS ASSET MANAGEMENT LTD

    FCA reg no.
    627353
    FCA authorised date:
    17/11/14
    KohnCougar is a FCA-regulated firm offering comprehensive, nationwide financial guidance specialising in life, investments, and retirement pensions. They champion tailored solutions to support every stage of your financial journey.
    1. ✔2 Financial Advisers
    2. 🪧1.3 Miles
    3. 📍Bristol
  17. 🏢

    Brooks Wealth Management LLP

    FCA reg no.
    473759
    FCA authorised date:
    21/11/07
    Brooks Wealth Management LLP, located in Bristol, is a renowned financial planning firm. Known for managing complex financial landscapes, they offer expertise in life and investments, pensions retirement advice, and general financial guidance.
    1. ✔1 Financial Adviser
    2. 🪧1.3 Miles
    3. 📍Bristol
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