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Find FCA registered Financial Advisers Near Me in Castle Cary


We have found 300 relevant financial adviser firms within 30 miles of Castle Cary. Showing page 5 of 20.

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  2. 🏢

    William Human

    FCA reg no.
    528326
    FCA authorised date:
    21/07/10
    William Human, a respected financial firm in Highbridge, Somerset, offers expert advice on life investments, pensions, and retirement, specializing in final salary pension transfers. Known for personal financial planning services, professionalism, and high ethical standards, regulated by the FCA.
    1. ✔1 Financial Adviser
    2. 🪧19.1 Miles
    3. 📍Highbridge
  3. 🏢

    Star House Financial Services Limited

    FCA reg no.
    737736
    FCA authorised date:
    01/12/16
    Star House Financial Services Limited is a reputable FCA-registered company based near Bristol, providing expert advice on investments, retirement planning and more, with a client-centered approach and integrity.
    1. ✔4 Financial Advisers
    2. 🪧19.6 Miles
    3. 📍Bristol
  4. 🏢

    Barlow & Bartlett Wealth Management

    FCA reg no.
    990057
    FCA authorised date:
    16/01/23
    Barlow & Bartlett Wealth Management, based in Bath, Somerset, provides reliable and regulated financial services, specializing in pension transfers and personal wealth management, serving an extensive client base across Somerset.
    1. ✔1 Financial Adviser
    2. 🪧20.1 Miles
    3. 📍Bath
  5. 🏢

    Thomas Porter

    FCA reg no.
    801904
    FCA authorised date:
    15/02/18
    FCA-regulated Thomas Porter is a trusted Wiltshire-based financial planning firm specializing in pensions retirement advice and final salary pension transfers, serving a broad clientele with an approachable service style.
    1. ✔1 Financial Adviser
    2. 🪧20.4 Miles
    3. 📍Trowbridge
  6. 🏢

    Jack Simpson

    FCA reg no.
    1012934
    FCA authorised date:
    22/05/24
    Based in Bath, Somerset, Jack Simpson is a premium financial services firm specialising in life and investment services. They offer tailored advice on pensions, retirement planning, and financial planning solutions. Regulated by the FCA.
    1. ✔1 Financial Adviser
    2. 🪧20.4 Miles
    3. 📍Bath
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  8. 🏢

    MONTGOMERY CHARLES FINANCIAL MANAGEMENT LIMITED

    FCA reg no.
    586392
    FCA authorised date:
    01/11/12
    Montgomery Charles Wealth Management is a regulated FCA financial firm in Wiltshire, specialising in comprehensive wealth management services, including tailored investment strategies, and recognized for pension retirement advice.
    1. ✔7 Financial Advisers
    2. 🪧20.7 Miles
    3. 📍Wiltshire
  9. 🏢

    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. 🪧20.7 Miles
    3. 📍Bath
  10. 🏢

    King's Court Financial Planning LLP

    FCA reg no.
    613020
    FCA authorised date:
    02/06/14
    King's Court Financial Planning LLP is a reliable, approachable financial advisory firm in Trowbridge, offering personalised, comprehensive services including insurance, investments, and retirement planning.
    1. ✔2 Financial Advisers
    2. 🪧20.7 Miles
    3. 📍Trowbridge
  11. 🏢

    Churchill Investments PLC

    FCA reg no.
    182363
    FCA authorised date:
    01/12/01
    Churchill Investments Plc is an established, FCA-registered financial services firm in Somerset. Specializing in life and investment management, they provide expert pensions retirement advice and comprehensive financial planning.
    1. ✔3 Financial Advisers
    2. 🪧20.7 Miles
    3. 📍Winscombe
  12. 🏢

    Knee Financial Planning LTD

    FCA reg no.
    1006852
    FCA authorised date:
    16/12/23
    FCA-regulated Knee Financial Planning Ltd offers a comprehensive range of insurance, investment, and retirement planning services. Known for client-focused, tailored advice, they extend their professional services beyond Bath, Somerset.
    1. ✔1 Financial Adviser
    2. 🪧21 Miles
    3. 📍Bath
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  14. 🏢

    LTC Solutions LTD

    FCA reg no.
    401638
    FCA authorised date:
    28/06/04
    LTC Solutions Ltd is a reputable FCA-registered financial planning firm in Bath, Somerset, specializing in life and investments, pensions retirement advice, final salary pension transfers, and comprehensive financial planning.
    1. ✔2 Financial Advisers
    2. 🪧21 Miles
    3. 📍Bath
  15. 🏢

    Jerime Attah FP LTD

    FCA reg no.
    607919
    FCA authorised date:
    30/09/13
    Jerime Attah FP Ltd is a FCA-registered financial advice firm based in Bath, offering tailored services including life investments, pensions, and comprehensive financial planning for clients of all experience levels.
    1. ✔1 Financial Adviser
    2. 🪧21 Miles
    3. 📍Bath
  16. 🏢

    Bath & West Wealth Management LTD

    FCA reg no.
    757811
    FCA authorised date:
    06/09/16
    Bath & West Wealth Management Ltd, located in Bath, Somerset, is a distinguished firm specialising in comprehensive financial services. Known for its robust guidance on life investments and personalised financial planning.
    1. ✔1 Financial Adviser
    2. 🪧21 Miles
    3. 📍Bath
  17. 🏢

    Richmonde Laine Wealth Management LTD

    FCA reg no.
    402270
    FCA authorised date:
    21/09/04
    Richmonde Laine Wealth Management Ltd offers personalized, fully regulated financial services including insurance, investments and pension retirement advice to individuals and businesses throughout surrounding counties in Wiltshire.
    1. ✔1 Financial Adviser
    2. 🪧21 Miles
    3. 📍Bradford On Avon
  18. 🏢

    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. 🪧21 Miles
    4. 📍Bath
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