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Find FCA registered Financial Advisers Near Me in Claverton Down BA2


We have found 414 relevant financial adviser firms within 30 miles of Claverton Down BA2. Showing page 13 of 28.

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  2. 🏢

    Rathmore Financial LTD

    FCA reg no.
    586059
    FCA authorised date:
    01/02/24
    Regulated by the FCA, Bristol-based Rathmore Financial provides tailored life insurance, investments, and pensions advice. Renowned for friendly service, they help clients achieve financial goals across surrounding regions.
    1. ✔2 Financial Advisers
    2. 🪧14.9 Miles
    3. 📍Bristol
  3. 🏢

    Perennial Wealth LTD

    FCA reg no.
    955422
    FCA authorised date:
    16/07/24
    Bristol-based Perennial Wealth Ltd provides regulated, comprehensive financial planning services including insurance, investments and pensions retirement advice, catering to individual financial goals.
    1. ✔1 Financial Adviser
    2. 🪧14.9 Miles
    3. 📍Bristol
  4. 🏢

    Domus Financial Services

    FCA reg no.
    613685
    FCA authorised date:
    27/01/14
    Bristol-based, FCA regulated firm, Domus Financial Services, specializes in reliable financial planning solutions including life and investment advice, pensions retirement guidance and strategic financial planning, with special expertise in advising retirees and first-time investors.
    1. ✔2 Financial Advisers
    2. 🪧14.9 Miles
    3. 📍Bristol
  5. 🏢

    Alma Vale Wealth Management Limited

    FCA reg no.
    766051
    FCA authorised date:
    01/12/16
    Bristol-based Alma Vale Wealth Management Limited is a trusted and regulated financial planning firm, offering services like investment advice, pensions support, and comprehensive planning to clients in surrounding areas.
    1. ✔1 Financial Adviser
    2. 🪧14.9 Miles
    3. 📍Bristol
  6. 🏢

    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. 🪧14.9 Miles
    3. 📍Chippenham
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  8. 🏢

    Maxim Financial Planning Limited

    FCA reg no.
    947257
    FCA authorised date:
    26/02/25
    Maxim Financial Planning in Bristol offers tailored, regulated financial advice, specializing in wealth management, pensions retirement, and final salary pension transfers. They provide unique strategies to meet individual financial needs.
    1. ✔1 Financial Adviser
    2. 🪧15 Miles
    3. 📍Bristol
  9. 🏢

    Glamis Limited

    FCA reg no.
    125405
    FCA authorised date:
    01/12/01
    Glamis Limited is a Bristol-based, FCA-regulated firm offering expert advice on life investments, pensions, and retirement plans to individuals and families in Gloucestershire.
    1. ✔2 Financial Advisers
    2. 🪧15.2 Miles
    3. 📍Bristol
  10. 🏢

    Wealth Guide Limited

    FCA reg no.
    1045861
    FCA authorised date:
    13/12/25
    Wealth Guide Limited, a respected Bristol-based financial planning firm, offers expert advice on pensions and retirement planning. Known for their client-centric, professional approach, they cater to both new and seasoned investors.
    1. ✔1 Financial Adviser
    2. 🪧15.2 Miles
    3. 📍Bristol
  11. 🏢

    Officium Private Wealth LTD

    FCA reg no.
    951306
    FCA authorised date:
    19/05/21
    OPW Chartered Financial Planners, based in Bristol, provide comprehensive financial services including life and investment planning, retirement advice and pension transfers, known for their approachable style and tailored strategies.
    1. ✔3 Financial Advisers
    2. 🪧15.2 Miles
    3. 📍Bristol
  12. 🏢

    REGAL INDEPENDENT FINANCIAL SERVICES LIMITED

    FCA reg no.
    615267
    FCA authorised date:
    07/04/14
    Regal Independent Financial Services Ltd, based in Bristol, provides comprehensive financial planning solutions such as life and pensions retirement advice. Regulated by the FCA, it offers bespoke strategies for clients in Gloucestershire and surrounding regions.
    1. ✔5 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧15.2 Miles
    4. 📍Bristol
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  14. 🏢

    11.2 Financial Planning LTD

    FCA reg no.
    919991
    FCA authorised date:
    22/01/20
    Bristol-based 11.2 Financial Planning Ltd offers client-focused life, pensions, and investment services, specializing in final salary pension transfers. Regulated by the FCA, they provide expert financial planning and retirement advice.
    1. ✔1 Financial Adviser
    2. 🪧15.2 Miles
    3. 📍Bristol
  15. 🏢

    Fletcher Shaw & Co LTD

    FCA reg no.
    720105
    FCA authorised date:
    09/05/16
    Fletcher Shaw & Co, based in Bristol, offers reliable financial planning and regulated advice in investments, pensions and retirement, tailored to individual client needs.
    1. ✔1 Financial Adviser
    2. 🪧15.2 Miles
    3. 📍Bristol
  16. 🏢

    LV Nicholas Financial Planning Limited

    FCA reg no.
    568978
    FCA authorised date:
    16/11/11
    LV Nicholas Financial Planning Limited, based in Bristol and regulated by the FCA, specialises in wealth management and pensions retirement advice, with a focus on final salary pension transfers, offering personalised financial planning services.
    1. ✔1 Financial Adviser
    2. 🪧15.3 Miles
    3. 📍Bristol
  17. 🏢

    Lucy Hammick

    FCA reg no.
    1019709
    FCA authorised date:
    07/10/24
    Lucy Hammick is a trusted, client-centric financial services provider in Felton, near Bristol, specializing in life investments, pensions, and comprehensive planning. Known for friendly, approachable, personalised financial solutions. Regulated by FCA.
    1. ✔1 Financial Adviser
    2. 🪧15.3 Miles
    3. 📍Bristol
  18. 🏢

    Stephen Cotton

    FCA reg no.
    770208
    FCA authorised date:
    25/01/17
    Stephen Cotton, a reputable financial firm in Gloucestershire, offers varied financial services including life & investments advice, pensions retirement planning, and final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧15.3 Miles
    3. 📍Wotton Under Edge
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