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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 7 of 20.

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  2. 🏢

    Nexus IFA Limited

    FCA reg no.
    550749
    FCA authorised date:
    12/05/11
    Nexus IFA Limited is a registered financial advisory firm in Somerset providing comprehensive financial management services including pensions retirement advice and strategic financial planning to a diverse client base.
    1. ✔6 Financial Advisers
    2. 🪧21.4 Miles
    3. 📍Bridgwater
  3. 🏢

    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. 🪧21.4 Miles
    3. 📍Bath
  4. 🏢

    Manders Financial Services Limited

    FCA reg no.
    575133
    FCA authorised date:
    14/02/12
    Somerset-based Manders Financial Services Limited provides bespoke financial planning, specialising in life investments, pensions and retirement planning. Known as a reliable, customer-focused firm catering to Southfields and nearby areas. FCA registered.
    1. ✔2 Financial Advisers
    2. 🪧21.5 Miles
    3. 📍Ilminster
  5. 🏢

    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. 🪧21.5 Miles
    3. 📍Bath
  6. 🏢

    Andover Financial Planning LTD

    FCA reg no.
    231131
    FCA authorised date:
    27/04/04
    Andover Financial Planning Ltd is a FCA-regulated firm, offering tailored advice on life, investments, pension transfers, and retirement planning to clients in Trowbridge, Wiltshire and surrounding regions. Known for their client-focused approach.
    1. ✔1 Financial Adviser
    2. 🪧21.5 Miles
    3. 📍Trowbridge
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  8. 🏢

    Synthesis Wealth Management LTD

    FCA reg no.
    921078
    FCA authorised date:
    12/02/20
    Bath-based Synthesis Wealth Management offers comprehensive financial planning and advice. Specialising in life and investment guidance, pensions and retirement planning, it delivers reliable, regulated services tailored to individual financial journeys.
    1. ✔3 Financial Advisers
    2. 🪧21.5 Miles
    3. 📍Bath
  9. 🏢

    Ballantine Wealth Management Limited

    FCA reg no.
    812482
    FCA authorised date:
    27/06/18
    Ballantine Wealth Management Limited based in Somerset offers regulated advice on a range of financial services, specialising in pension transfers, retirement planning and comprehensive financial planning.
    1. ✔5 Financial Advisers
    2. 🪧21.5 Miles
    3. 📍Bridgwater
  10. 🏢

    Andrew O'Connor

    FCA reg no.
    189368
    FCA authorised date:
    01/12/01
    Intouch Investments, regulated by the FCA, offers detailed, client-focused investment advice and financial planning services in Bridgwater and wider Somerset, prioritizing individual customer needs for secure financial futures.
    1. ✔1 Financial Adviser
    2. 🪧21.5 Miles
    3. 📍Bridgwater
  11. 🏢

    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. 🪧21.6 Miles
    3. 📍Bristol
  12. 🏢

    Prentice Wealth Management LTD

    FCA reg no.
    1040446
    FCA authorised date:
    06/09/25
    Prentice Wealth Management Ltd provides financial planning services in Somerset, specializing in life investments and pension retirement advice. Known for their approachable expert team, they deliver bespoke financial solutions.
    1. ✔3 Financial Advisers
    2. 🪧21.6 Miles
    3. 📍Bath
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  14. 🏢

    Paul Ewins

    FCA reg no.
    1014527
    FCA authorised date:
    18/05/24
    Paul Ewins is an FCA-regulated financial firm from Bristol offering expert advice on financial planning from investments to pension retirement. Known for their specialized service in final salary pension transfers and approachable demeanour.
    1. ✔1 Financial Adviser
    2. 🪧21.6 Miles
    3. 📍Bristol
  15. 🏢

    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. 🪧21.6 Miles
    3. 📍Bath
  16. 🏢

    Michael Raymond

    FCA reg no.
    608375
    FCA authorised date:
    09/01/14
    Somerset-based Bright Financial Planning specialises in investments, insurance, pensions retirement advice, and comprehensive financial planning. Their seasoned advisors offer personalised, regulated advice for sound financial decisions.
    1. ✔1 Financial Adviser
    2. 🪧21.7 Miles
    3. 📍Ilminster
  17. 🏢

    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. 🪧21.7 Miles
    3. 📍Bristol
  18. 🏢

    Quinn & Amanda McCarthy

    FCA reg no.
    840105
    FCA authorised date:
    11/04/19
    Quinn & Amanda McCarthy is a Somerset-based FCA-regulated firm (#840105) offering expert financial planning and advice, specializing in life investments, pensions, and final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧21.8 Miles
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