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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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 Financial Adviser
- ✔3 Mortgage Brokers
- 🪧1.5 Miles
- 📍Bath
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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.- ✔4 Financial Advisers
- 🪧1.5 Miles
- 📍Bath
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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.- ✔3 Financial Advisers
- 🪧1.5 Miles
- 📍Bath
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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.- ✔4 Financial Advisers
- 🪧1.5 Miles
- 📍Bath
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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.- ✔9 Financial Advisers
- ✔3 Mortgage Brokers
- 🪧1.5 Miles
- 📍Bath
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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.- ✔2 Financial Advisers
- 🪧1.5 Miles
- 📍Bath
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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 Financial Adviser
- 🪧1.5 Miles
- 📍Bath
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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 Financial Adviser
- 🪧1.5 Miles
- 📍Bath
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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.- ✔3 Financial Advisers
- 🪧1.6 Miles
- 📍Bath
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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.- ✔3 Financial Advisers
- 🪧1.8 Miles
- 📍Bath
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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 Financial Adviser
- 🪧1.8 Miles
- 📍Bath
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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 Financial Adviser
- 🪧2.4 Miles
- 📍Bath
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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 Financial Adviser
- ✔1 Mortgage Broker
- 🪧2.8 Miles
- 📍Bath
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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 Financial Adviser
- 🪧3.2 Miles
- 📍Bath
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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.- ✔3 Financial Advisers
- 🪧3.8 Miles
- 📍Bath
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