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Find FCA registered Financial Advisers Near Me in Coleford

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We have found 446 relevant financial adviser firms within 30 miles of Coleford. Showing page 1 of 30.

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  2. 🏢

    The Family Wealth Partnership

    FCA reg no.
    473815
    FCA authorised date:
    08/12/23
    We believe that everyone deserves a long, happy and fulfilling retirement. Our mission is to help you achieve this by providing tax-efficient pension planning solutions that enable you to tick off your bucket list and spend time with your family and loved ones.    We are financial planning experts... read full company profile
    1. ✔1 Financial Adviser
    2. ✔Min Assets: £250,000
    3. 🪧18.7 Miles
    4. 📍Ledbury
  3. 🏢

    Beacon IFA

    FCA reg no.
    566890
    FCA authorised date:
    02/04/12
    1. ✔7 Financial Advisers
    2. ✔3 Mortgage Brokers
    3. 🪧27 Miles
    4. 📍Tredegar
  4. 👤

    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. 🪧34.5 Miles
    4. 📍Bradford On Avon
  5. 🏢

    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. 🪧56.6 Miles
    3. 📍Taunton
  6. 🏢

    GMT Mortgage Bureau and Financial Consultancy

    FCA reg no.
    191184
    FCA authorised date:
    31/05/05
    GMT Mortgage Bureau and Financial Consultancy, based in Gloucestershire, offers expert advice on life investments, pensions, and financial planning, serving locals with trustworthy guidance to achieve their financial goals.
    1. ✔3 Financial Advisers
    2. 🪧0 Miles
    3. 📍Coleford
  7. 🏢

    Charterhouse Portfolio Management Limited

    FCA reg no.
    300320
    FCA authorised date:
    31/10/04
    Charterhouse Portfolio Management Limited is a reputable financial advisory firm based in Ross on Wye, Herefordshire. They offer personalised, FCA regulated services in life and investments planning, pensions retirement advice and overall financial planning.
    1. ✔1 Financial Adviser
    2. 🪧4.4 Miles
    3. 📍Ross On Wye
  8. 🏢

    Platboom LTD

    FCA reg no.
    628911
    FCA authorised date:
    15/01/15
    Platboom Ltd, based in Monmouth, Gwent, is a trusted financial advisory offering comprehensive solutions such as life investments and pensions advice. We offer tailored planning to meet individual needs.
    1. ✔1 Financial Adviser
    2. 🪧4.9 Miles
    3. 📍Monmouth
  9. 🏢

    Lancett & Co Limited

    FCA reg no.
    533498
    FCA authorised date:
    04/07/11
    Lancett & Co is a trusted, FCA-regulated financial firm in Gloucestershire, UK, offering professional advisory services in life-investments, pensions, and retirement planning with a client-centred approach.
    1. ✔1 Financial Adviser
    2. ✔1 Mortgage Broker
    3. 🪧5.2 Miles
    4. 📍Ruardean
  10. 🏢

    Mangu Wealth Management Limited

    FCA reg no.
    954352
    FCA authorised date:
    01/11/21
    Mangu Wealth Management Limited, based in Gloucestershire, provides comprehensive financial planning services including life insurance, investments, and personalised pension retirement advice, ensuring client satisfaction through a transparent and regulated approach.
    1. ✔1 Financial Adviser
    2. 🪧5.6 Miles
    3. 📍Gloucestershire
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  12. 🏢

    Martin Escott

    FCA reg no.
    954208
    FCA authorised date:
    15/09/21
    Morgan Escott & Company is a reputable financial services firm in Trellech, Gwent, known for its personalized client-centric approach and comprehensively regulated financial advice and planning.
    1. ✔1 Financial Adviser
    2. 🪧5.7 Miles
    3. 📍Trellech
  13. 🏢

    Wildin Financial Services LTD

    FCA reg no.
    1027632
    FCA authorised date:
    07/03/25
    Wildin Financial Services Ltd, located in Lydney, Gloucestershire, provides expert, regulated financial planning and advice including life insurance, investments, and retirement advice. Offers personalised services to clients in surrounding counties.
    1. ✔1 Financial Adviser
    2. ✔1 Mortgage Broker
    3. 🪧5.9 Miles
    4. 📍Lydney
  14. 🏢

    Loralei Richards Wealth Management

    FCA reg no.
    532888
    FCA authorised date:
    05/10/10
    Loralei Richards Wealth Management, an FCA regulated firm, offers expert, reliable financial advice in Gloucestershire. Specializing in personalized financial planning, investment advice, retirement planning and pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧7.6 Miles
    3. 📍Mitcheldean
  15. 🏢

    Hockey Wealth Management LTD

    FCA reg no.
    1000155
    FCA authorised date:
    22/08/23
    Hockey Wealth Management Ltd, regulated by the FCA, offers expert financial services focusing on investments and pensions. Based in St. Arvans, they emphasize client-focused advice across Gwent and surrounding regions.
    1. ✔1 Financial Adviser
    2. 🪧8.4 Miles
    3. 📍Chepstow
  16. 🏢

    Steffan Knight

    FCA reg no.
    998804
    FCA authorised date:
    29/06/23
    Steffan Knight, a Herefordshire-based financial services firm, provides expert, FCA-regulated advice in areas such as insurance, investments, pensions, and holistic financial planning, known for its client-focused approach.
    1. ✔1 Financial Adviser
    2. 🪧8.5 Miles
    3. 📍Ross On Wye
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  18. 🏢

    Gerald Archer

    FCA reg no.
    415388
    FCA authorised date:
    22/11/04
    Gerald Archer is a trusted, FCA regulated financial planner in Chepstow, Gloucestershire, specializing in investments, pension strategies and more, providing reliable, personalized financial solutions.
    1. ✔1 Financial Adviser
    2. 🪧9.4 Miles
    3. 📍Chepstow
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