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Find FCA registered Financial Advisers Near Me in BS9 4

We have found 513 relevant financial adviser firms within 30 miles of BS9 4. 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. 🪧17.2 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. 🪧18 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. 🪧22.1 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. 🪧22.1 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. 🪧34 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. 🪧37.2 Miles
    3. 📍Taunton
  8. 🏢

    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. 🪧0.4 Miles
    3. 📍Bristol
  9. 🏢

    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. 🪧0.7 Miles
    3. 📍Bristol
  10. 🏢

    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. 🪧0.8 Miles
    3. 📍Bristol
  11. 🏢

    Moneo Wealth Management LTD

    FCA reg no.
    440828
    FCA authorised date:
    03/01/06
    Moneo Wealth Management, a fully regulated financial firm based in Bristol, specializes in life investments, retirement advice and comprehensive financial planning, offering tailored, client-focused services to local families.
    1. ✔1 Financial Adviser
    2. 🪧0.8 Miles
    3. 📍Bristol
  12. 🏢

    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. 🪧0.8 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. 🪧0.9 Miles
    3. 📍Bristol
  15. 🏢

    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. 🪧0.9 Miles
    3. 📍Bristol
  16. 🏢

    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
  17. 🏢

    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. 🪧0.9 Miles
    3. 📍Bristol
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