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Find FCA registered Financial Advisers Near Me in BS9 2

We have found 516 relevant financial adviser firms within 30 miles of BS9 2. 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. 🪧17 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. 🪧19.7 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. 🪧20.5 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. 🪧20.5 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. 🪧32.3 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. 🪧37.1 Miles
    3. 📍Taunton
  8. 🏢

    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. 🪧0.2 Miles
    3. 📍Bristol
  9. 🏢

    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. 🪧0.8 Miles
    3. 📍Bristol
  10. 🏢

    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. 🪧0.8 Miles
    3. 📍Bristol
  11. 🏢

    Rathmore Financial LTD

    FCA reg no.
    586059
    FCA authorised date:
    01/02/24
    Regulated by the FCA, Bristol-based Rathmore Financial provides tailored life insurance, investments, and pensions advice. Renowned for friendly service, they help clients achieve financial goals across surrounding regions.
    1. ✔2 Financial Advisers
    2. 🪧1.2 Miles
    3. 📍Bristol
  12. 🏢

    Perennial Wealth LTD

    FCA reg no.
    955422
    FCA authorised date:
    16/07/24
    Bristol-based Perennial Wealth Ltd provides regulated, comprehensive financial planning services including insurance, investments and pensions retirement advice, catering to individual financial goals.
    1. ✔1 Financial Adviser
    2. 🪧1.2 Miles
    3. 📍Bristol
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  14. 🏢

    Domus Financial Services

    FCA reg no.
    613685
    FCA authorised date:
    27/01/14
    Bristol-based, FCA regulated firm, Domus Financial Services, specializes in reliable financial planning solutions including life and investment advice, pensions retirement guidance and strategic financial planning, with special expertise in advising retirees and first-time investors.
    1. ✔2 Financial Advisers
    2. 🪧1.2 Miles
    3. 📍Bristol
  15. 🏢

    Cardens Limited

    FCA reg no.
    591356
    FCA authorised date:
    01/02/13
    Cardens Limited is a trusted, FCA regulated financial service provider in Bristol, offering expert advice on financial planning, life investments, and pensions retirement. Renowned for tailored services, they support clients to navigate their financial future.
    1. ✔3 Financial Advisers
    2. 🪧1.3 Miles
    3. 📍Bristol
  16. 🏢

    Thomas Fear & Co Limited

    FCA reg no.
    530197
    FCA authorised date:
    15/11/10
    FCA registered financial planning firm, Thomas Fear & Co Limited, offers life and investment planning, pensions, and retirement advice in Bristol and surrounding areas, prioritizing trust and transparency.
    1. ✔1 Financial Adviser
    2. 🪧1.3 Miles
    3. 📍Bristol
  17. 🏢

    Clifton Wealth Partnership Portishead Limited

    FCA reg no.
    1005046
    FCA authorised date:
    28/11/23
    FCA regulated Clifton Asset Management Ltd offers comprehensive financial planning, including life insurance, investments, and retirement advice. Known for their expertise and integrity, they focus on client needs, making finance less daunting.
    1. ✔3 Financial Advisers
    2. 🪧1.5 Miles
    3. 📍Ham Green
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