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Find FCA registered Financial Advisers Near Me in CF3 2


We have found 443 relevant financial adviser firms within 30 miles of CF3 2. Showing page 14 of 30.

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  2. 🏢

    Richardson's Financial LTD

    FCA reg no.
    1013322
    FCA authorised date:
    07/06/24
    Richardson's Financial Ltd in Bristol specializes in life and investment planning, pensions advice, and comprehensive financial planning. They offer professional, tailored services throughout Somerset, aiming for client financial stability and growth.
    1. ✔1 Financial Adviser
    2. 🪧15.2 Miles
    3. 📍Bristol
  3. 🏢

    Celia Johnson

    FCA reg no.
    604922
    FCA authorised date:
    24/07/13
    Celia Johnson is a Somerset-based, FCA-regulated financial services firm specializing in life investments, pension planning, and comprehensive financial planning, renowned for its transparency, strategic approach, and robust regional coverage.
    1. ✔1 Financial Adviser
    2. 🪧15.4 Miles
    3. 📍Weston Super Mare
  4. 🏢

    Thompson Tobin Financial LTD

    FCA reg no.
    582439
    FCA authorised date:
    06/06/12
    Thompson Tobin Financial Ltd, based in Somerset, offers professional financial planning and advisory services, specialising in investments, pensions, and final salary pension transfers. Known for their client-focused approach, they are both trustworthy and committed to meeting individual needs.
    1. ✔1 Financial Adviser
    2. 🪧15.6 Miles
    3. 📍Bristol
  5. 🏢

    SAVVY WEALTH MANAGEMENT LTD

    FCA reg no.
    562795
    FCA authorised date:
    07/11/11
    Savvy Wealth Management Ltd is a trusted, FCA-regulated provider of comprehensive financial solutions specialising in life investments, pensions retirement advice and financial planning in Mid Glamorgan and surrounding areas.
    1. ✔1 Financial Adviser
    2. 🪧15.9 Miles
    3. 📍Pontyclun
  6. 🏢

    Steven James

    FCA reg no.
    824620
    FCA authorised date:
    31/10/18
    FCA-regulated firm, Steven James, delivers comprehensive financial planning and regulated advice from Tonyrefail. The dedicated team offers investment management, pension transfers, and retirement advice to secure clients' financial future.
    1. ✔1 Financial Adviser
    2. 🪧15.9 Miles
    3. 📍Porth
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  8. 🏢

    Golden Valley Financial Planning Limited

    FCA reg no.
    939133
    FCA authorised date:
    23/11/20
    We advise on a range of products from Prudential and other carefully selected providers. This is known as restricted advice. Using a focused and controlled approach allows us to develop an in‑depth knowledge of the products, so we can safely and confidently recommend a solution that’s right for ... read full company profile.
    1. ✔1 Financial Adviser
    2. 🪧16.1 Miles
    3. 📍Bristol
  9. 🏢

    Chess Private Wealth Limited

    FCA reg no.
    1038040
    FCA authorised date:
    29/08/25
    Chess Private Wealth Limited is a FCA-regulated financial service provider based in Cowbridge, offering expert advice on life and investments, pensions, retirement planning and comprehensive financial planning.
    1. ✔1 Financial Adviser
    2. 🪧16.3 Miles
    3. 📍Cowbridge
  10. 🏢

    Falco Financial Planning LTD

    FCA reg no.
    813747
    FCA authorised date:
    06/07/22
    Falco Financial Planning Ltd is a UK-based advisory firm offering strategic financial solutions including life, investments, and retirement advice. Known for transparent, regulated advice, they specialize in serving first-time financial planning individuals.
    1. ✔1 Financial Adviser
    2. 🪧16.3 Miles
    3. 📍Cowbridge
  11. 🏢

    Alton Wealth Management

    FCA reg no.
    801453
    FCA authorised date:
    12/02/18
    Alton Wealth Management is a FCA regulated firm in Somerset, offering expert guidance on life investments, pensions, and comprehensive financial planning, with a customer-focused approach.
    1. ✔1 Financial Adviser
    2. 🪧16.3 Miles
    3. 📍Easton In Gordano
  12. 🏢

    Harries Financial Wealth Management LTD

    FCA reg no.
    837965
    FCA authorised date:
    25/03/19
    Harries Financial Wealth Management Ltd in Cowbridge is a regulated, trusted advisor specializing in retirement advice and final salary pension transfers. They offer personalized financial strategies for local families.
    1. ✔2 Financial Advisers
    2. 🪧16.3 Miles
    3. 📍Cowbridge
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  14. 🏢

    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. 🪧16.6 Miles
  15. 🏢

    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. 🪧17.3 Miles
    3. 📍Bristol
  16. 🏢

    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. 🪧17.4 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. 🪧17.5 Miles
    3. 📍Ham Green
  18. 🏢

    Clifton Wealth Partnership (stroud) LTD

    FCA reg no.
    991032
    FCA authorised date:
    01/02/23
    Clifton Wealth Partnership is a FCA regulated firm in Bristol, Somerset, specializing in life insurance, investment advice, and pension retirement planning. Known for their professionalism and custom-tailored services.
    1. ✔3 Financial Advisers
    2. 🪧17.5 Miles
    3. 📍Bristol
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