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Find FCA registered Financial Advisers Near Me in DT3 4


We have found 134 relevant financial adviser firms within 30 miles of DT3 4. Showing page 4 of 9.

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  2. 🏢

    Michael Raymond

    FCA reg no.
    608375
    FCA authorised date:
    09/01/14
    Somerset-based Bright Financial Planning specialises in investments, insurance, pensions retirement advice, and comprehensive financial planning. Their seasoned advisors offer personalised, regulated advice for sound financial decisions.
    1. ✔1 Financial Adviser
    2. 🪧23.9 Miles
    3. 📍Ilminster
  3. 🏢

    PFM Associates Limited

    FCA reg no.
    213724
    FCA authorised date:
    27/08/02
    PFM Associates Limited is a Poole-based, FCA regulated financial services firm. They specialize in life and investments, pensions, retirement advice, and financial planning, providing personalized solutions in Dorset and Greater Manchester.
    1. ✔7 Financial Advisers
    2. ✔2 Mortgage Brokers
    3. 🪧24 Miles
    4. 📍Poole
  4. 🏢

    Hamblin-martin Financial LTD

    FCA reg no.
    711323
    FCA authorised date:
    24/07/15
    Hamblin-Martin Financial Ltd, based in Chard, Somerset, provides strategic financial planning and FCA-backed advice. They specialise in life investments, pensions, and final salary pension transfers serving local and wider communities.
    1. ✔1 Financial Adviser
    2. 🪧24.1 Miles
    3. 📍Chard
  5. 🏢

    Blue Label Wealth Management LTD

    FCA reg no.
    695487
    FCA authorised date:
    15/05/15
    Vision IFP is a trusted financial planning firm in Broadstone, Dorset, specialising in life investments and pensions advice, particularly final salary pension transfers. They prioritise transparency, integrity and personalisation in their service.
    1. ✔1 Financial Adviser
    2. 🪧24.1 Miles
    3. 📍Broadstone
  6. 🏢

    Baggette & Company Wealth Management Limited

    FCA reg no.
    522193
    FCA authorised date:
    16/08/10
    Baggette + Co, an FCA regulated firm in Poole, specialises in financial planning, pensions advice, and investment strategies. Known for reliable, personalised services, they're ready to guide your financial journey.
    1. ✔9 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧24.2 Miles
    4. 📍Poole
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  8. 🏢

    Rockwealth Poole LTD

    FCA reg no.
    1045021
    FCA authorised date:
    27/11/25
    Rockwealth Poole Ltd, a trusted financial firm in Cheltenham, offers personalised, FCA-regulated financial planning services including life investments, pensions retirement planning and final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧24.3 Miles
    3. 📍Poole
  9. 🏢

    South Somerset Mortgages LTD

    FCA reg no.
    457099
    FCA authorised date:
    21/11/06
    South Somerset Mortgages Ltd is a trusted, FCA-regulated company in Chard, Somerset, offering bespoke financial services such as life investments, pensions retirement advice, and detailed financial planning.
    1. ✔2 Financial Advisers
    2. 🪧24.4 Miles
    3. 📍Chard
  10. 🏢

    P J Watts Independent Financial Adviser LTD

    FCA reg no.
    911629
    FCA authorised date:
    02/06/20
    KWL Wealth Management, based in Somerset, offers bespoke UK-wide financial services including planning, pensions, retirement advice, and investment guidance. An FCA regulated firm, they're committed to achieving clients' unique financial goals.
    1. ✔1 Financial Adviser
    2. 🪧24.4 Miles
    3. 📍Martock
  11. 🏢

    Mathieu Baudry

    FCA reg no.
    994905
    FCA authorised date:
    17/04/23
    Mathieu Baudry is a regulated financial services company in Broadstone, Dorset, providing personalized advice on life, investments, pensions, and retirement. Known for its professional, approachable style and meticulous financial planning.
    1. ✔1 Financial Adviser
    2. 🪧24.4 Miles
    3. 📍Broadstone
  12. 🏢

    Symes Wealth Management Limited

    FCA reg no.
    610355
    FCA authorised date:
    15/11/13
    Symes Wealth Management, located in Dorset, provides regulated financial planning and advice, specialising in life investments, pensions, and final salary pension transfers. Renowned for their professional yet approachable service.
    1. ✔5 Financial Advisers
    2. 🪧24.6 Miles
    3. 📍Broadstone
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  14. 🏢

    Skybound Financial Planning Limited

    FCA reg no.
    738070
    FCA authorised date:
    11/10/16
    Skybound Financial Planning, based in Poole, Dorset, is a leading FCA-regulated firm offering comprehensive life and investment planning, pensions retirement advice, and personalised financial strategies to achieve clients' financial goals.
    1. ✔6 Financial Advisers
    2. 🪧24.7 Miles
    3. 📍Poole
  15. 🏢

    Opal Financial Management Limited

    FCA reg no.
    602945
    FCA authorised date:
    02/11/17
    Opal Financial Management Limited is a Todber-based FCA regulated firm offering tailored financial services like planning, investments and retirement strategies across Dorset and surrounding regions.
    1. ✔4 Financial Advisers
    2. 🪧24.8 Miles
    3. 📍Sturminster Newton
  16. 🏢

    Walker Wealth Management Limited

    FCA reg no.
    624789
    FCA authorised date:
    03/06/14
    Walker Wealth Management Limited offers expert regulated financial services throughout the UK, specialising in life investments, retirement planning and final salary pension transfers. They provide tailored pension advice and strategic investment plans.
    1. ✔5 Financial Advisers
    2. 🪧24.9 Miles
    3. 📍Poole
  17. 🏢

    David Sinclair

    FCA reg no.
    1026169
    FCA authorised date:
    31/01/25
    M&G plc is a reputable, FCA-regulated financial services firm in Martock, Somerset. Known for its expertise in life insurance, investments, and pensions, they offer tailored advice backed by years of industry experience.
    1. ✔1 Financial Adviser
    2. 🪧25 Miles
    3. 📍Martock
  18. 🏢

    Willingale Wealth Management Limited

    FCA reg no.
    574527
    FCA authorised date:
    06/02/12
    Based in Dorset, Willingale Wealth Management Limited is a FCA regulated firm offering expert advice on insurance, pensions, investments and final salary pension transfers in Broadstone and surrounding areas.
    1. ✔3 Financial Advisers
    2. 🪧25.2 Miles
    3. 📍Broadstone
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