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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 2 of 28.

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  2. 🏢

    Owen and Associates

    FCA reg no.
    146808
    FCA authorised date:
    01/12/01
    Owen & Associates is a professional financial firm based in Bath, Somerset, specialising in pensions, investment management, and comprehensive financial planning. Known for their client-centric approach, they offer regulated, tailored advice.
    1. ✔1 Financial Adviser
    2. ✔3 Mortgage Brokers
    3. 🪧1.5 Miles
    4. 📍Bath
  3. 🏢

    Morgans LTD

    FCA reg no.
    159488
    FCA authorised date:
    01/12/01
    Morgan Financial Group Limited is a FCA-regulated firm in Bath, Somerset. Known for proficient, customer-focused financial services including life, investments, pensions retirement advice and comprehensive financial planning.
    1. ✔4 Financial Advisers
    2. 🪧1.5 Miles
    3. 📍Bath
  4. 🏢

    Watson Financial Limited

    FCA reg no.
    591071
    FCA authorised date:
    09/11/12
    Watson Financial Limited is an FCA-regulated company based in Bath, Somerset, offering reliable financial services including life investments, pensions retirement planning, and final salary pension transfers.
    1. ✔3 Financial Advisers
    2. 🪧1.5 Miles
    3. 📍Bath
  5. 🏢

    Bailey Cook Financial Planning LTD

    FCA reg no.
    823706
    FCA authorised date:
    01/05/19
    Bailey Cook Financial Planning Ltd, based in Bath, Somerset, offers reliable, regulatory-compliant financial services including life insurance, investments, pension advice and more, across the UK.
    1. ✔4 Financial Advisers
    2. 🪧1.5 Miles
    3. 📍Bath
  6. 🏢

    Fidelius LTD

    FCA reg no.
    188615
    FCA authorised date:
    01/12/01
    Fidelius Wealth Management, based in Bath, Somerset, is an FCA regulated firm specializing in life investments, pensions retirement advice, and final salary pension transfers. They offer personalised, regulated advice for a stable financial future.
    1. ✔9 Financial Advisers
    2. ✔3 Mortgage Brokers
    3. 🪧1.5 Miles
    4. 📍Bath
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  8. 🏢

    Belgrave Asset Management Limited

    FCA reg no.
    410497
    FCA authorised date:
    01/04/05
    Belgrave Asset Management Limited is a reputable financial services firm in Bath, Somerset, offering life insurance, investments, and pensions retirement advice. Known for their approachability, the FCA regulated firm offers tailored, integrity-driven services.
    1. ✔2 Financial Advisers
    2. 🪧1.5 Miles
    3. 📍Bath
  9. 🏢

    Sulis Wealth LTD

    FCA reg no.
    768844
    FCA authorised date:
    06/01/17
    Sulis Wealth Ltd is a reputable financial firm in Bath, offering comprehensive wealth management solutions including tailored pensions advice, strategic investment planning and financial counsel. Regulated by FCA under 768844.
    1. ✔1 Financial Adviser
    2. 🪧1.5 Miles
    3. 📍Bath
  10. 🏢

    Jack Simpson

    FCA reg no.
    1012934
    FCA authorised date:
    22/05/24
    Based in Bath, Somerset, Jack Simpson is a premium financial services firm specialising in life and investment services. They offer tailored advice on pensions, retirement planning, and financial planning solutions. Regulated by the FCA.
    1. ✔1 Financial Adviser
    2. 🪧1.5 Miles
    3. 📍Bath
  11. 🏢

    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. 🪧1.6 Miles
    3. 📍Bath
  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. 🪧1.8 Miles
    3. 📍Bath
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  14. 🏢

    Oliver Financial Planning LTD

    FCA reg no.
    963900
    FCA authorised date:
    10/11/22
    Bath-based Oliver Financial Planning Ltd provides regulated financial advice, specializing in pensions retirement advice, and life insurance decisions, and investment facilitation, tailored to individual financial goals.
    1. ✔1 Financial Adviser
    2. 🪧1.8 Miles
    3. 📍Bath
  15. 🏢

    Barlow & Bartlett Wealth Management

    FCA reg no.
    990057
    FCA authorised date:
    16/01/23
    Barlow & Bartlett Wealth Management, based in Bath, Somerset, provides reliable and regulated financial services, specializing in pension transfers and personal wealth management, serving an extensive client base across Somerset.
    1. ✔1 Financial Adviser
    2. 🪧2.4 Miles
    3. 📍Bath
  16. 🏢

    Practical Financial Planning LTD

    FCA reg no.
    536929
    FCA authorised date:
    09/05/11
    Practical Financial Planning Ltd, based in Somerset, is a FCA regulated firm specialising in life and investment planning, pension advice, and comprehensive financial services across the UK. Known for professional, tailored advice.
    1. ✔1 Financial Adviser
    2. ✔1 Mortgage Broker
    3. 🪧2.8 Miles
    4. 📍Bath
  17. 🏢

    Ian Gray & Associates LTD

    FCA reg no.
    418811
    FCA authorised date:
    29/07/11
    Gray & Associates is a FCA regulated firm offering bespoke financial planning and advice in Bath and Somerset. They specialize in life and investment services, pension advice, and final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧3.2 Miles
    3. 📍Bath
  18. 🏢

    Newman Langley & Stavri Financial Consulting Limited

    FCA reg no.
    726547
    FCA authorised date:
    24/11/15
    Newman Langley & Stavri Financial Consulting Limited offers bespoke financial services including insurance and strategic investments. Regulated under FCA, they provide reliable, client-focused solutions across Somerset and surrounding regions.
    1. ✔3 Financial Advisers
    2. 🪧3.8 Miles
    3. 📍Bath
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