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Find FCA registered Financial Advisers Near Me in GL18 2


We have found 281 relevant financial adviser firms within 30 miles of GL18 2. Showing page 1 of 19.

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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. 🪧3.8 Miles
    4. 📍Ledbury
  3. 👤

    Holly Boden

    Abode Financial Planning
    FCA reg no.
    HXB00262
    FCA authorised date:
    17/10/23
    SMF3 Executive Director
    1. ✔Min Assets: £500,000
    2. 🪧29.6 Miles
    3. 📍Cirencester
  4. 🏢

    Beacon IFA

    FCA reg no.
    566890
    FCA authorised date:
    02/04/12
    1. ✔7 Financial Advisers
    2. ✔3 Mortgage Brokers
    3. 🪧37.2 Miles
    4. 📍Tredegar
  5. 🏢

    Blakebrooke Financial Advice LTD

    FCA reg no.
    932163
    FCA authorised date:
    17/08/20
    We Specialise in providing high quality advice on many aspects of wealth management, working with you yo help you acheive your financial goals.
    1. ✔3 Financial Advisers
    2. ✔Min Pension Savings: £50,000
    3. ✔Min Assets: £20,000
    4. 🪧48.4 Miles
    5. 📍Nottingham
  6. 👤

    Tom Buck

    Calder Financial Ltd
    FCA reg no.
    TEB00011
    FCA authorised date:
    17/01/22
    SOLLA (Society of Later Life Advisors Accredited) Level 4 Financial Planning Certification
    1. ✔Min Pension Savings: £50,000
    2. ✔Min Assets: £50,000
    3. 🪧66.7 Miles
    4. 📍Hilton
  7. 🏢

    Calder Financial LTD

    FCA reg no.
    586897
    FCA authorised date:
    17/01/22
    We work closely with clients from family owned businesses, entreprenuers and new business starts ups, and families who want to grow their wealth, manage it and then protect it as a lasting legacy for generations to come. As independent advisors we work closely to create plans that allow our clients... read full company profile
    1. ✔1 Financial Adviser
    2. ✔Min Pension Savings: £50,000
    3. ✔Min Assets: £50,000
    4. 🪧66.7 Miles
    5. 📍Hilton
  8. 🏢

    ENELSEA FINANCIAL PLANNING LTD

    FCA reg no.
    609243
    FCA authorised date:
    24/10/13
    Vision IFP is a reputable, FCA-regulated financial services firm in Gloucester. It specializes in life insurance, pensions, investments, retirement planning, ensuring long-term security for families and businesses.
    1. ✔1 Financial Adviser
    2. 🪧3.5 Miles
    3. 📍Gloucester
  9. 🏢

    CONSULT LWC LIMITED

    FCA reg no.
    465484
    FCA authorised date:
    29/11/07
    Based in Ledbury, Herefordshire, CONSULT LWC LIMITED is a reliable financial firm specialising in life insurance, pensions retirement advice, and investments, known for its customised client service and well-rounded financial guidance.
    1. ✔2 Financial Advisers
    2. 🪧3.8 Miles
    3. 📍Ledbury
  10. 🏢

    Winnell Douglas Limited

    FCA reg no.
    997454
    FCA authorised date:
    06/06/23
    Winnell Douglas Limited in Herefordshire offers comprehensive financial planning services like pension advice, investment strategies, and more. They're FCA regulated, client-focused, and known for strong client relationships.
    1. ✔4 Financial Advisers
    2. 🪧3.9 Miles
    3. 📍Ledbury
  11. 🏢

    Jeremy Plummer

    FCA reg no.
    131784
    FCA authorised date:
    03/02/12
    Jeremy Plummer offers expert financial planning services including pension transfers, pensions, and retirement planning, prioritising individualised advice to secure clients' financial future in Herefordshire. Regulated by the FCA (131784).
    1. ✔1 Financial Adviser
    2. 🪧4.7 Miles
    3. 📍Hereford
  12. 🏢

    Poole Graham Wealth Consultancy LTD

    FCA reg no.
    602399
    FCA authorised date:
    10/06/13
    Poole Graham Wealth Consultancy Ltd, based in Gloucestershire, is a FCA regulated financial advisory firm specialising in life insurance, investments, pensions retirement advice, and bespoke financial planning.
    1. ✔1 Financial Adviser
    2. 🪧6.9 Miles
    3. 📍May Hill
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  14. 🏢

    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. 🪧7.5 Miles
    3. 📍Ross On Wye
  15. 🏢

    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. 🪧8.1 Miles
    3. 📍Mitcheldean
  16. 🏢

    Stirling House Financial Services Limited

    FCA reg no.
    413234
    FCA authorised date:
    08/03/05
    Based in Welland, Worcestershire, Stirling House Financial Services Limited is a regulated firm offering comprehensive financial planning services. They cater to individual needs, making them a trusted choice for both experienced and novice investors.
    1. ✔14 Financial Advisers
    2. 🪧8.9 Miles
    3. 📍Welland
  17. 🏢

    Caple Banks Limited

    FCA reg no.
    529775
    FCA authorised date:
    20/10/10
    Caple Banks Limited, a respected Gloucestershire-based financial firm, provides regulated, client-centred financial planning advice specialising in life insurance, investments, and pensions retirement; committed to professionalism and integrity.
    1. ✔3 Financial Advisers
    2. 🪧9.2 Miles
    3. 📍Gloucester
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