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Find FCA registered Financial Advisers Near Me in Claverton Down BA2

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We have found 414 relevant financial adviser firms within 30 miles of Claverton Down BA2. Showing page 1 of 28.

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  2. 👤

    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. 🪧4 Miles
    4. 📍Bradford On Avon
  3. 👤

    Holly Boden

    Abode Financial Planning
    FCA reg no.
    HXB00262
    FCA authorised date:
    17/10/23
    SMF3 Executive Director
    1. ✔Min Assets: £500,000
    2. 🪧29.5 Miles
    3. 📍Cirencester
  4. 🏢

    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. 🪧40.2 Miles
    3. 📍Taunton
  5. 🏢

    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. 🪧1 Miles
    3. 📍Bath
  6. 🏢

    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. 🪧1 Miles
    3. 📍Bath
  7. 🏢

    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. 🪧1 Miles
    3. 📍Bath
  8. 🏢

    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. 🪧1 Miles
    3. 📍Bath
  9. 🏢

    Cooper Knowles Limited

    FCA reg no.
    1003823
    FCA authorised date:
    15/08/25
    Cooper Knowles Limited, an FCA regulated firm based in Bath, offers expert financial services including life investments, pensions retirement planning, and final salary pension transfers. The firm prioritizes reliability, trust, and personalized service.
    1. ✔1 Financial Adviser
    2. 🪧1.2 Miles
    3. 📍Bath
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  11. 🏢

    RHEO LTD

    FCA reg no.
    1029225
    FCA authorised date:
    22/07/25
    Rheo Ltd, an FCA regulated firm in Bath, Somerset, specializes in financial planning with a focus on life insurance, investments and pensions retirement advice, offering customized solutions for diverse client needs.
    1. ✔1 Financial Adviser
    2. 🪧1.3 Miles
    3. 📍Bath
  12. 🏢

    Advance Investments Limited

    FCA reg no.
    195786
    FCA authorised date:
    01/12/01
    Advance Investments Limited is a reputable Bath-based financial services firm providing insurance, pension advice, and strategic investment guidance. Known for its client-focused approach and comprehensive financial solutions tailored to individual needs.
    1. ✔4 Financial Advisers
    2. 🪧1.4 Miles
    3. 📍Bath
  13. 🏢

    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. 🪧1.4 Miles
    3. 📍Bath
  14. 🏢

    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. 🪧1.4 Miles
    3. 📍Bath
  15. 🏢

    Reybridge Capital LTD

    FCA reg no.
    1032333
    FCA authorised date:
    01/05/25
    Reybridge Capital Ltd, based in Bath, Somerset, offers expert financial planning services including life insurance, investments, and pensions retirement advice. The firm is also skilled in handling final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧1.4 Miles
    3. 📍Bath
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  17. 🏢

    Matheson Charles Limited

    FCA reg no.
    954458
    FCA authorised date:
    09/07/21
    Matheson Charles Limited is a trusted, Bath-based financial services firm offering comprehensive financial planning advice, specializing in wealth management, life investments, and pension retirement advice.
    1. ✔3 Financial Advisers
    2. 🪧1.4 Miles
    3. 📍Bath
  18. 🏢

    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. 🪧1.5 Miles
    3. 📍Bath
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