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Find FCA registered Financial Advisers Near Me in Cheltenham

Find FCA-approved financial advisers in Cheltenham quickly and easily using our detailed online directory. Whether you’re looking for guidance on retirement planning, investment management, or other financial services, our listings connect you with local professionals ready to assist. Use our directory to search by proximity and find advisers suited to your financial goals.
Find FCA-approved financial advisers in Cheltenham quickly and easily using our detailed online directory.
Whether you’re looking for guidance on retirement planning, investment management, or other financial services, our listings connect you with local professionals ready to assist. Use our directory to search by proximity and find advisers suited to your financial goals.
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We have found 351 relevant financial adviser firms within 30 miles of Cheltenham. Showing page 18 of 24.

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  1. Need Help Choosing an Adviser?
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  2. 🏢

    Self Financial Planners Limited

    FCA reg no.
    136758
    FCA authorised date:
    01/12/01
    4. Self is a reputable financial services firm specializing in life investments, pensions, retirement advice and strategic financial planning. Their FCA registered and client-focused approach ensures robust financial solutions for every individual.
    1. ✔2 Financial Advisers
    2. 🪧25.7 Miles
    3. 📍Stratford Upon Avon
  3. 🏢

    Form Financial Clarity Limited

    FCA reg no.
    444102
    FCA authorised date:
    07/12/05
    Financial Clarity Limited is a regulated FCA firm offering professional, trusted financial services including life insurance, investments, and pensions advice from Worcestershire.
    1. ✔3 Financial Advisers
    2. 🪧25.8 Miles
    3. 📍Droitwich
  4. 🏢

    Easy Financial South West LTD

    FCA reg no.
    846034
    FCA authorised date:
    17/07/19
    Easy Financial South West Ltd is a regulated financial service firm in Swindon, offering tailored insurance, investment advice, pension transfers, and retirement planning services to businesses and individuals.
    1. ✔2 Financial Advisers
    2. 🪧25.9 Miles
    3. 📍Swindon
  5. 🏢

    Future Balance Finance LTD

    FCA reg no.
    913862
    FCA authorised date:
    20/09/19
    Future Balance is a respected FCA regulated financial services firm in Royal Wootton Bassett, offering comprehensive financial planning. They specialize in pension retirement advice and serve Wiltshire and surrounding counties.
    1. ✔1 Financial Adviser
    2. 🪧25.9 Miles
    3. 📍Swindon
  6. 🏢

    SCC Financial Limited

    FCA reg no.
    770313
    FCA authorised date:
    26/01/17
    John Bulson is a FCA regulated financial firm based in Swindon, Wiltshire, known for its insurance services, investment planning, retirement advice and pension transfers. Offering reliable solutions and expertise, they ensure clients' financial stability.
    1. ✔1 Financial Adviser
    2. 🪧25.9 Miles
    3. 📍Swindon
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  8. 🏢

    Ottaways Insurance & Investment Consultants

    FCA reg no.
    152625
    FCA authorised date:
    16/10/15
    FCA-regulated Ottaways Financial Advisers provide personalized financial guidance, covering investments, life assurance, pensions and more. Known for their professional service, they cater to individuals and families in Swindon and Wiltshire.
    1. ✔2 Financial Advisers
    2. 🪧25.9 Miles
    3. 📍Swindon
  9. 🏢

    Hampton James Financial Associates Limited

    FCA reg no.
    755811
    FCA authorised date:
    11/08/16
    Hampton James Financial Associates Limited is a FCA regulated firm in Martley, Worcestershire, known for personalized financial solutions in life and investments, retirement planning, and pension transfers.
    1. ✔3 Financial Advisers
    2. 🪧25.9 Miles
    3. 📍Martley
  10. 🏢

    Carter Moore Financial Advice and Wealth Management LTD

    FCA reg no.
    600447
    FCA authorised date:
    01/06/22
    Swindon-based Carter Moore Financial Advice and Wealth Management Ltd specialises in life investments, final salary pension transfers and personalised retirement plans. They offer expert financial planning services within the Wiltshire region. FCA regulated.
    1. ✔1 Financial Adviser
    2. 🪧26 Miles
    3. 📍Swindon
  11. 🏢

    Kathryn Jumabhoy

    FCA reg no.
    1024475
    FCA authorised date:
    31/01/25
    Kathryn Jumabhoy is a reliable, FCA-regulated financial advisory firm based in Wiltshire, offering comprehensive life and investment planning, pension transfers, and retirement planning services.
    1. ✔1 Financial Adviser
    2. 🪧26.1 Miles
    3. 📍Chippenham
  12. 🏢

    Pinnacle Financial Planning LTD

    FCA reg no.
    493625
    FCA authorised date:
    09/04/09
    Pinnacle Financial Planning Ltd, based in Redditch, Warwickshire, offers comprehensive financial planning, including life insurance, investments, and retirement advice, tailored to individual client needs. Regulated by the FCA (No. 493625).
    1. ✔15 Financial Advisers
    2. 🪧26.1 Miles
    3. 📍Redditch
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  14. 🏢

    Paul Prictor

    FCA reg no.
    565436
    FCA authorised date:
    28/09/11
    Paul Prictor is a reputable financial firm, regulated by the FCA, specialising in various financial services such as life investments and pensions. Located in Wiltshire, they provide personalised, regulated advice to clients.
    1. ✔1 Financial Adviser
    2. 🪧26.1 Miles
    3. 📍Swindon
  15. 🏢

    Assured Wealth Management Limited

    FCA reg no.
    1010494
    FCA authorised date:
    15/04/24
    Assured Wealth Management Limited provides proficient financial planning advice, encompassing life and investments, pensions and salary pension transfers. Specialising in tailored solutions, they cater to diverse clientele towards a secure future.
    1. ✔1 Financial Adviser
    2. 🪧26.1 Miles
    3. 📍Swindon
  16. 🏢

    BUTLER TOLL LIMITED

    FCA reg no.
    442229
    FCA authorised date:
    10/02/06
    Butler Toll Ltd, based in Swindon, Wiltshire, is a regulated financial advisory firm specializing in life investments, pensions, and comprehensive financial planning. Known for its client-oriented service, Butler Toll delivers personalized, transparent, and effective financial advice.
    1. ✔3 Financial Advisers
    2. 🪧26.1 Miles
    3. 📍Swindon
  17. 🏢

    Sage Advice Limited

    FCA reg no.
    974610
    FCA authorised date:
    28/09/22
    Sage Advice Limited is a dependable financial firm in Wootton Bassett, specializing in life investments, retirement planning and personalized financial advice in Wiltshire and surrounding areas.
    1. ✔1 Financial Adviser
    2. 🪧26.1 Miles
    3. 📍Wiltshire
  18. 🏢

    DSNY Wealth Planning LTD

    FCA reg no.
    966782
    FCA authorised date:
    05/01/22
    2plan Wealth Management is a renowned Swindon-based firm offering tailored financial services, with specialties in insurance, investments, and retirement advice. Known for professionalism, they provide unique solutions reflecting clients' individual needs.
    1. ✔3 Financial Advisers
    2. 🪧26.1 Miles
    3. 📍Swindon
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