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Find FCA registered Financial Advisers Near Me in DT9 6

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We have found 184 relevant financial adviser firms within 30 miles of DT9 6. Showing page 1 of 13.

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  2. 🏢

    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. 🪧24.5 Miles
    3. 📍Taunton
  3. 👤

    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 Miles
    4. 📍Bradford On Avon
  4. 🏢

    Fort Financial Planning LTD

    FCA reg no.
    425743
    FCA authorised date:
    01/04/05
    Fort Financial Planning Ltd is a FCA-regulated firm based in Sherborne, Dorset, specializing in life and investments, pensions retirement advice. They provide bespoke financial strategies ensuring clients' confidence in their financial future.
    1. ✔2 Financial Advisers
    2. 🪧3.9 Miles
    3. 📍Sherborne
  5. 🏢

    Church House Investments Limited

    FCA reg no.
    190548
    FCA authorised date:
    01/12/01
    Based in UK's Sherborne, Church House Investments Limited offers personalised financial solutions including wealth management, investing, pensions retirement advice, funeral plans, and life insurance; registered with the FCA under no. 190548.
    1. ✔7 Financial Advisers
    2. 🪧4.5 Miles
    3. 📍Sherborne
  6. 🏢

    John Hall Financial Services LTD

    FCA reg no.
    926219
    FCA authorised date:
    15/05/20
    John Hall Financial Services Ltd, based in Somerset, provides tailored financial services, including retirement and investment advice. With a wealth of experience, they offer personal attention to clients' financial needs.
    1. ✔1 Financial Adviser
    2. 🪧4.7 Miles
    3. 📍Yeovil
  7. 🏢

    Old Mill Financial Planning Limited

    FCA reg no.
    967142
    FCA authorised date:
    03/10/22
    Old Mill is a reliable Somerset-based financial firm providing tailored solutions in life insurance, retirement planning, and investment strategies. They are FCA regulated and dedicated to client success.
    1. ✔24 Financial Advisers
    2. 🪧4.8 Miles
    3. 📍Somerset
  8. 🏢

    Adanac Financial Services LTD

    FCA reg no.
    494917
    FCA authorised date:
    24/04/09
    Adanac Financial Services, based in Yeovil, Somerset, specialises in pensions, retirement advice, and financial planning. Regulated by FCA, they offer comprehensive and tailored financial solutions to local families.
    1. ✔4 Financial Advisers
    2. 🪧4.9 Miles
    3. 📍Yeovil
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  10. 🏢

    Blue Fox Wealth Management Limited

    FCA reg no.
    789201
    FCA authorised date:
    02/01/18
    Blue Fox Wealth is a trusted, FCA-regulated financial firm offering comprehensive finance services, including insurance, investments, and pensions advice, from their base in Yeovil, Somerset.
    1. ✔1 Financial Adviser
    2. 🪧6.8 Miles
    3. 📍Yeovil
  11. 🏢

    Jasmine Milne

    FCA reg no.
    1036661
    FCA authorised date:
    14/07/25
    Jasmine Milne is a FCA-regulated financial services firm based in Stourton Caundle, specialising in tailored financial planning and advice. They provide expert services in life insurance, investments, pensions, and retirement advice.
    1. ✔1 Financial Adviser
    2. 🪧6.9 Miles
    3. 📍Sturminster Newton
  12. 🏢

    Northseam Limited

    FCA reg no.
    767528
    FCA authorised date:
    16/12/16
    Northseam Limited is a trusted Yeovil-based financial company regulated by the FCA, offering life insurance, pensions retirement advice, financial planning, and final salary pension transfers with tailored solutions.
    1. ✔1 Financial Adviser
    2. 🪧7 Miles
    3. 📍Yeovil
  13. 🏢

    Ogilvie Thorne Limited

    FCA reg no.
    940119
    FCA authorised date:
    03/12/20
    Ogilvie Thorne Limited, a FCA-recognized firm in Somerset, provides reliable financial planning services and regulated advice across life, investments, pensions, and more to diverse clients.
    1. ✔1 Financial Adviser
    2. 🪧7 Miles
    3. 📍Yeovil
  14. 🏢

    Simply Advice LTD

    FCA reg no.
    804598
    FCA authorised date:
    16/07/18
    FCA registered firm, Simply Advice, located in Stoke Sub Hamdon, Somerset offers expert services in life and investments, pensions retirement, and comprehensive financial planning tailored to clients' individual needs.
    1. ✔2 Financial Advisers
    2. 🪧9.8 Miles
    3. 📍Stoke Sub Hamdon
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  16. 🏢

    LEE FORD IFA LIMITED

    FCA reg no.
    550697
    FCA authorised date:
    12/05/11
    Vision IFP is a reputable, FCA regulated financial service provider in Piddlehinton, Dorset, known for well-informed advice on life investments, pension planning, and bespoke financial planning.
    1. ✔1 Financial Adviser
    2. 🪧10.6 Miles
    3. 📍Dorchester
  17. 🏢

    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. 🪧10.7 Miles
    3. 📍Martock
  18. 🏢

    Upper Street Financial Planning LTD

    FCA reg no.
    727124
    FCA authorised date:
    27/11/15
    Upper Street Financial Planning Ltd is a reputable FCA-registered financial advisory firm in Sturminster Newton, Dorset, known for providing tailored pension retirement advice and other financial planning services.
    1. ✔1 Financial Adviser
    2. 🪧10.8 Miles
    3. 📍Sturminster Newton
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