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Find FCA registered Financial Advisers Near Me in Cole BA10


We have found 339 relevant financial adviser firms within 30 miles of Cole BA10. Showing page 7 of 23.

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  2. 🏢

    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. 🪧20.4 Miles
    3. 📍Bath
  3. 🏢

    Richwood Financial Services Limited

    FCA reg no.
    1042987
    FCA authorised date:
    02/10/24
    Richwood Financial Services, based near Trowbridge, Wiltshire, offers FCA-regulated advice on life, investments, and pensions. With a client-centric approach, they provide reliable financial guidance to individuals, families, and businesses.
    1. ✔1 Financial Adviser
    2. 🪧20.4 Miles
    3. 📍Trowbridge
  4. 🏢

    MAYFIELD INVESTMENT MANAGEMENT LTD

    FCA reg no.
    602199
    FCA authorised date:
    10/10/13
    MAYFIELD INVESTMENT MANAGEMENT LTD is an FCA-regulated financial planning firm based in Somerset, specialising in life investments, pension retirement advice, and final salary pension transfers.
    1. ✔1 Financial Adviser
    2. ✔1 Mortgage Broker
    3. 🪧20.5 Miles
    4. 📍Crewkerne
  5. 🏢

    Paul Ewins

    FCA reg no.
    1014527
    FCA authorised date:
    18/05/24
    Paul Ewins is an FCA-regulated financial firm from Bristol offering expert advice on financial planning from investments to pension retirement. Known for their specialized service in final salary pension transfers and approachable demeanour.
    1. ✔1 Financial Adviser
    2. 🪧20.8 Miles
    3. 📍Bristol
  6. 🏢

    Sneddon Financial Planning Partnership

    FCA reg no.
    597078
    FCA authorised date:
    12/03/13
    Sneddon Financial Planning Partnership offers reliable, holistic financial services in and beyond Somerset. Experts in investments, retirement advice, and pension transfers, they deliver tailored solutions, ensuring maximum financial security for diverse clients.
    1. ✔1 Financial Adviser
    2. 🪧20.8 Miles
    3. 📍Bristol
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  8. 🏢

    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. 🪧20.8 Miles
    3. 📍Bath
  9. 🏢

    Goodale Financial Partners LTD

    FCA reg no.
    815708
    FCA authorised date:
    07/08/18
    Based in Blandford, Dorset, Goodale Financial Partners Ltd is a FCA-registered firm offering regulated financial services including life and investment planning with special expertise in pensions retirement and final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧20.8 Miles
    3. 📍Blandford
  10. 🏢

    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. 🪧20.9 Miles
    3. 📍Bath
  11. 🏢

    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. 🪧21 Miles
    3. 📍Bath
  12. 🏢

    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. 🪧21.2 Miles
    3. 📍Bath
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  14. 🏢

    Churchill Investments PLC

    FCA reg no.
    182363
    FCA authorised date:
    01/12/01
    Churchill Investments Plc is an established, FCA-registered financial services firm in Somerset. Specializing in life and investment management, they provide expert pensions retirement advice and comprehensive financial planning.
    1. ✔3 Financial Advisers
    2. 🪧21.3 Miles
    3. 📍Winscombe
  15. 🏢

    Swan Wealth Management Limited

    FCA reg no.
    503447
    FCA authorised date:
    09/07/09
    Swan Wealth Management Ltd, regulated by the FCA, is based in Bristol. They're known for their diverse finance portfolio, bespoke financial planning and pensions retirement advice, offering a customer-centric approach.
    1. ✔2 Financial Advisers
    2. 🪧21.6 Miles
    3. 📍Bristol
  16. 🏢

    Harney & Co Independent Financial Advisers

    FCA reg no.
    147308
    FCA authorised date:
    01/12/01
    Harney & Co IFA, a trusted FCA-regulated financial planning firm in Blandford Forum, Dorset, offers expert advice on investments, pensions, insurance, and retirement planning. Known for client-focused, dependable services.
    1. ✔1 Financial Adviser
    2. 🪧21.7 Miles
    3. 📍Blandford Forum
  17. 🏢

    Goodwill Financial Services Limited

    FCA reg no.
    450155
    FCA authorised date:
    27/07/06
    Goodwill Financial Services in Bristol delivers expert financial planning and regulated advice, specializing in life investments and pension retirement strategies. Our approachable team offers strategic planning for a secure future. FCA registration number 450155.
    1. ✔3 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧21.7 Miles
    4. 📍Bristol
  18. 🏢

    Alchemy Financial Limited

    FCA reg no.
    617926
    FCA authorised date:
    01/09/14
    Alchemy Financial Limited, based in Dorset, provides regulated, client-focused financial services including life insurance, investments, and retirement planning. Known for a professional yet approachable ethos, they cater to varying client needs across the region.
    1. ✔1 Financial Adviser
    2. 🪧21.7 Miles
    3. 📍Blandford Forum
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