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Find FCA registered Financial Advisers Near Me in Dolemeads BA2


We have found 418 relevant financial adviser firms within 30 miles of Dolemeads BA2. Showing page 6 of 28.

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  2. 🏢

    Peter Marks

    FCA reg no.
    995680
    FCA authorised date:
    02/05/23
    Peter Marks leads an FCA-regulated firm in Somerset, specialising in life insurance, investments, pensions, and financial planning. Well-versed in wealth management, they provide professional and tailored financial services.
    1. ✔1 Financial Adviser
    2. 🪧9.7 Miles
    3. 📍Frome
  3. 🏢

    GORDIAN WEALTH MANAGEMENT LTD

    FCA reg no.
    987811
    FCA authorised date:
    28/11/22
    Based near Bristol, Gordian Wealth Management Ltd is a regulated financial institution known for its proficient and personalised services in life investments, pensions advice and financial planning, serving Gloucestershire and surrounding regions.
    1. ✔1 Financial Adviser
    2. 🪧9.7 Miles
    3. 📍Bristol
  4. 🏢

    Keith Montgomery Associates Limited

    FCA reg no.
    136684
    FCA authorised date:
    01/12/01
    Keith Montgomery Associates Limited is a leading, FCA-regulated financial services firm based in Chippenham, dedicated to providing tailored financial planning services with utmost professionalism and care.
    1. ✔2 Financial Advisers
    2. 🪧10 Miles
    3. 📍Chippenham
  5. 🏢

    GL Integrity Financial Planning LTD

    FCA reg no.
    456599
    FCA authorised date:
    30/08/06
    GL Integrity Financial Planning Ltd in Bristol offers comprehensive wealth management solutions including insurance and pension advice. Regulated by the FCA, it tailors investments to individual clients' needs and secures their financial future.
    1. ✔2 Financial Advisers
    2. 🪧10 Miles
    3. 📍Bristol
  6. 🏢

    Ashley Marshall Financial Planning LTD

    FCA reg no.
    927477
    FCA authorised date:
    08/06/20
    Ashley Marshall Financial Planning Ltd is a Bristol-based, FCA-regulated firm offering wide-ranging financial services, including pensions and investments. Known for customer-focused, personalized financial strategies for individuals and businesses.
    1. ✔1 Financial Adviser
    2. 🪧10 Miles
    3. 📍Bristol
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  8. 🏢

    Ethical Market Place Limited

    FCA reg no.
    821691
    FCA authorised date:
    11/09/19
    Ethical Market Place Limited, based in Somerset, offers personalised financial services including insurance, investments and pensions. FCA regulated, they focus on enhancing financial stability with a trustworthy, transparent approach.
    1. ✔1 Financial Adviser
    2. 🪧10 Miles
    3. 📍Frome
  9. 🏢

    SCOTTSBRIDGE FINANCIAL PLANNING LTD.

    FCA reg no.
    954112
    FCA authorised date:
    14/10/21
    Scottsbridge Financial Planning Ltd, based in Bristol, offers expert, FCA-regulated financial planning services including life and investments planning and retirement advice, personalized to individual needs.
    1. ✔2 Financial Advisers
    2. 🪧10.1 Miles
    3. 📍Bristol
  10. 🏢

    People First Finance LTD

    FCA reg no.
    956872
    FCA authorised date:
    15/08/21
    People First Finance Ltd, located in Radstock, Somerset, is a trusted financial services company specializing in investments, pensions and more. Known for its client-focused approach, the firm adheres to stringent FCA regulations.
    1. ✔1 Financial Adviser
    2. 🪧10.1 Miles
    3. 📍Radstock
  11. 🏢

    Brampton Financial Management LTD

    FCA reg no.
    448416
    FCA authorised date:
    27/04/06
    Brampton Financial Management Ltd in Wiltshire provides tailored, FCA-regulated financial planning and advice services. Specializing in life insurance, investments, and pensions retirement advice within Melksham and surrounding counties.
    1. ✔1 Financial Adviser
    2. 🪧10.1 Miles
    3. 📍Melksham
  12. 🏢

    Crystal Wealth Management LTD

    FCA reg no.
    717673
    FCA authorised date:
    24/02/25
    Crystal Wealth Management Ltd is an FCA registered firm offering comprehensive financial planning, regulated advice, and wealth management services tailored to individual needs in Bristol and Gloucestershire.
    1. ✔8 Financial Advisers
    2. 🪧10.1 Miles
    3. 📍Bristol
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  14. 🏢

    Somerset WM Limited

    FCA reg no.
    936859
    FCA authorised date:
    04/03/21
    Somerset Wealth Management in Chilcompton offers comprehensive financial advisory services including investment planning and retirement advice. Known for its client-centric approach, it is regulated by the FCA.
    1. ✔1 Financial Adviser
    2. 🪧10.2 Miles
    3. 📍Somerset
  15. 🏢

    Brigstow Independent Financial Planning Limited

    FCA reg no.
    1011735
    FCA authorised date:
    09/05/24
    Bristol-based Brigstow Independent Financial Planning Limited offers trusted financial advice including pensions retirement and comprehensive financial planning. Known for its personalised solutions and approachable style, it simplifies finance for clients.
    1. ✔2 Financial Advisers
    2. 🪧10.3 Miles
    3. 📍Bristol
  16. 🏢

    Heritage & Co UK Limited

    FCA reg no.
    1020248
    FCA authorised date:
    09/10/24
    Heritage & Co UK Limited is a FCA regulated financial services firm in Somerset, providing expert advice on investments, pensions, retirement planning, and financial planning to clients in Radstock and surrounding regions.
    1. ✔3 Financial Advisers
    2. 🪧10.4 Miles
    3. 📍Radstock
  17. 🏢

    Julie Reeve

    FCA reg no.
    503833
    FCA authorised date:
    27/11/13
    Julie Reeve is a Bristol-based financial firm specialising in life, investment, and retirement planning. Regulated by the FCA, they offer personalised, client-focused advice, especially in complex financial decisions.
    1. ✔1 Financial Adviser
    2. 🪧10.5 Miles
    3. 📍Bristol
  18. 🏢

    Triple A Advice LTD

    FCA reg no.
    709929
    FCA authorised date:
    07/07/21
    Bristol-based Ackland Independent Financial Advice offers regulated, tailored wealth management, investment, and retirement planning services. They specialize in life insurance, pension transfers, and comprehensive financial planning.
    1. ✔1 Financial Adviser
    2. 🪧10.6 Miles
    3. 📍Bristol
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