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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 12 of 35.

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  2. 🏢

    Coleridge Wealth Management Limited

    FCA reg no.
    917697
    FCA authorised date:
    02/12/19
    Coleridge Wealth Management Limited, based in Clevedon, Somerset, specialises in life investments, retirement planning, and regulated advice. They also provide expertise in final salary pension transfers and comprehensive financial planning.
    1. ✔1 Financial Adviser
    2. 🪧9.6 Miles
    3. 📍Clevedon
  3. 🏢

    Realise Financial Planning LTD

    FCA reg no.
    1018041
    FCA authorised date:
    13/09/24
    Realise Financial Planning Ltd, an FCA-registered firm in Clevedon, Somerset, provides expert advice on life investments, pensions, retirement planning and comprehensive financial planning for both local and regional clients.
    1. ✔1 Financial Adviser
    2. 🪧9.6 Miles
    3. 📍Clevedon
  4. 🏢

    HUW WATTS INDEPENDENT FINANCIAL PLANNING LIMITED

    FCA reg no.
    921826
    FCA authorised date:
    01/09/20
    Huw Watts Independent Financial Planning Ltd is a Clevedon-based firm specialising in tailored insurance solutions, investment guidance, pensions retirement advice and comprehensive financial planning mainly for Somerset clients.
    1. ✔1 Financial Adviser
    2. ✔1 Mortgage Broker
    3. 🪧9.6 Miles
    4. 📍Clevedon
  5. 🏢

    Oculus Wealth Management (bath) LTD

    FCA reg no.
    623140
    FCA authorised date:
    12/05/14
    Oculus Wealth Management in Wick, Bristol offers comprehensive financial planning and advice, including insurance, investments and pensions advice, with a specialization in final salary pension transfers. Regulated by the FCA (No. 623140).
    1. ✔1 Financial Adviser
    2. 🪧9.7 Miles
    3. 📍Bristol
  6. 🏢

    Swan Wealth Management Limited

    FCA reg no.
    503447
    FCA authorised date:
    09/07/09
    Swan Wealth Management Ltd, regulated by the FCA, is based in Bristol. They're known for their diverse finance portfolio, bespoke financial planning and pensions retirement advice, offering a customer-centric approach.
    1. ✔2 Financial Advisers
    2. 🪧9.9 Miles
    3. 📍Bristol
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  8. 🏢

    Holroyd Wealth Management Limited

    FCA reg no.
    1007558
    FCA authorised date:
    12/01/24
    Holroyd Wealth Management, FCA registered, offers comprehensive financial planning services including life insurance, investment strategies, and retirement advice, specializing in final salary pension transfers. Based in Somerset, they provide personalised, regulated advice for individuals and busin... read full company profile
    1. ✔1 Financial Adviser
    2. 🪧10.1 Miles
    3. 📍Bristol
  9. 🏢

    Sneddon Financial Planning Partnership

    FCA reg no.
    597078
    FCA authorised date:
    12/03/13
    Sneddon Financial Planning Partnership offers reliable, holistic financial services in and beyond Somerset. Experts in investments, retirement advice, and pension transfers, they deliver tailored solutions, ensuring maximum financial security for diverse clients.
    1. ✔1 Financial Adviser
    2. 🪧10.1 Miles
    3. 📍Bristol
  10. 🏢

    Charlcombe Partners Limited

    FCA reg no.
    955830
    FCA authorised date:
    19/01/22
    Charlcombe Partners Limited is a premier financial services company in Gloucestershire, specialising in insurance, investments and pensions. Known for its credible and trusted services, it offers customised financial solutions to individuals and businesses.
    1. ✔5 Financial Advisers
    2. 🪧10.4 Miles
    3. 📍Wotton Under Edge
  11. 🏢

    David Griffith Rogers

    FCA reg no.
    1005484
    FCA authorised date:
    24/11/23
    David Griffith Rogers is a Gwent-based financial firm specializing in financial planning, investments, and retirement advice. Renowned for personalized, client-oriented services, they operate under FCA registration number 1005484.
    1. ✔1 Financial Adviser
    2. 🪧10.4 Miles
    3. 📍Chepstow
  12. 🏢

    Hawker and Palmer Wealth Management Limited

    FCA reg no.
    571728
    FCA authorised date:
    02/07/12
    Hawker and Palmer Wealth Management Limited is a reputable Bristol-based financial services firm offering expert advisement on life investments, retirement planning, and personalized financial management.
    1. ✔2 Financial Advisers
    2. 🪧10.5 Miles
    3. 📍Bristol
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  14. 🏢

    Informed Choice (south West) Limited

    FCA reg no.
    136258
    FCA authorised date:
    01/12/01
    Informed Choice (South West) Limited, regulated by the FCA, is a reliable financial firm in Bath, Somerset, providing expert advice on life, investments, pensions, retirement, and financial planning.
    1. ✔1 Financial Adviser
    2. 🪧11.3 Miles
    3. 📍Bath
  15. 🏢

    FD Cummins Financial Planning Limited

    FCA reg no.
    939560
    FCA authorised date:
    27/11/20
    FD Cummins Financial Planning Limited in Bristol offers expert, FCA-regulated advice on life investments, pensions retirement planning, and financial planning. Serving surrounding areas from their Chipping Sodbury office, they help clients achieve financial goals.
    1. ✔3 Financial Advisers
    2. 🪧11.3 Miles
    3. 📍Bristol
  16. 🏢

    MRIB Limited

    FCA reg no.
    454705
    FCA authorised date:
    02/10/06
    Integrity365, a Gloucestershire-based premier financial services firm, specialises in comprehensive financial planning solutions. Regulated by the FCA under 454705, they provide reliable retirement advice and pension transfers with personal attention.
    1. ✔20 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧11.3 Miles
    4. 📍Chippenham
  17. 🏢

    Bryant Associates Wealth Management Limited

    FCA reg no.
    418489
    FCA authorised date:
    21/12/04
    Bryant Associates Wealth Management Limited, based in Chipping Sodbury, offers FCA regulated financial advice, including life insurance, investments, retirement planning and pension transfers. They're known for a personalized, trustworthy approach.
    1. ✔8 Financial Advisers
    2. 🪧11.4 Miles
  18. 🏢

    Consilium Asset Management Limited

    FCA reg no.
    469507
    FCA authorised date:
    01/10/07
    Consilium Asset Management Limited, a FCA-regulated financial planning firm in Chipping Sodbury, specializes in life and investments, pensions retirement advice, tailored to individual client needs.
    1. ✔1 Financial Adviser
    2. 🪧11.5 Miles
    3. 📍Bristol
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