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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 14 of 35.

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  2. 🏢

    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. 🪧13.6 Miles
    4. 📍Bath
  3. 🏢

    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. 🪧13.6 Miles
    3. 📍Bath
  4. 🏢

    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. 🪧13.6 Miles
    3. 📍Bath
  5. 🏢

    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. 🪧13.6 Miles
    3. 📍Bath
  6. 🏢

    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. 🪧13.6 Miles
    3. 📍Bath
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  8. 🏢

    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. 🪧13.6 Miles
    3. 📍Bath
  9. 🏢

    CITY FINANCIAL PLANNING LIMITED

    FCA reg no.
    440633
    FCA authorised date:
    03/01/06
    City Financial Planning Ltd, a Bath-based, FCA-regulated firm, specialises in life and investment planning, offering customised advice on pensions and retirement throughout Somerset and surrounding areas.
    1. ✔8 Financial Advisers
    2. 🪧13.7 Miles
    3. 📍Bath
  10. 🏢

    Fidelius LTD

    FCA reg no.
    188615
    FCA authorised date:
    01/12/01
    Fidelius Wealth Management, based in Bath, Somerset, is an FCA regulated firm specializing in life investments, pensions retirement advice, and final salary pension transfers. They offer personalised, regulated advice for a stable financial future.
    1. ✔9 Financial Advisers
    2. ✔3 Mortgage Brokers
    3. 🪧13.7 Miles
    4. 📍Bath
  11. 🏢

    Oculus Wealth Management (bradford On Avon) Limited

    FCA reg no.
    916207
    FCA authorised date:
    04/11/19
    Oculus Wealth Management, an FCA-regulated firm in Bath, Somerset, specializes in personalized financial planning, including life investments and pension advice, renowned for its client-centric approach.
    1. ✔1 Financial Adviser
    2. 🪧13.7 Miles
    3. 📍Bath
  12. 🏢

    T.m. Pullen

    FCA reg no.
    940374
    FCA authorised date:
    01/06/21
    T.M. Pullen is a trusted financial firm in Somerset, regulated by FCA, offering specialized advice in life investments, pensions, retirement, and broader financial planning across Somerset and surrounding counties.
    1. ✔1 Financial Adviser
    2. 🪧13.7 Miles
    3. 📍Somerset
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  14. 🏢

    Sulis Wealth LTD

    FCA reg no.
    768844
    FCA authorised date:
    06/01/17
    Sulis Wealth Ltd is a reputable financial firm in Bath, offering comprehensive wealth management solutions including tailored pensions advice, strategic investment planning and financial counsel. Regulated by FCA under 768844.
    1. ✔1 Financial Adviser
    2. 🪧13.7 Miles
    3. 📍Bath
  15. 🏢

    PAUL BARNFIELD FINANCIAL PLANNING LTD

    FCA reg no.
    604713
    FCA authorised date:
    22/07/13
    Based in Somerset, Vision IFP is a FCA-regulated financial solutions provider, known for personalized financial planning in investments, pensions, and retirement. They stand out for their professionalism, approachability, and client-focused service.
    1. ✔1 Financial Adviser
    2. 🪧13.7 Miles
    3. 📍Weston Super Mare
  16. 🏢

    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. ✔1 Financial Adviser
    2. 🪧13.8 Miles
    3. 📍Weston Super Mare
  17. 🏢

    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.
    1. ✔2 Financial Advisers
    2. 🪧13.8 Miles
    3. 📍Weston Super Mare
  18. 🏢

    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.
    1. ✔2 Financial Advisers
    2. 🪧13.8 Miles
    3. 📍Weston Super Mare
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