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Find FCA registered Financial Advisers Near Me in Heath CF14


We have found 415 relevant financial adviser firms within 30 miles of Heath CF14. Showing page 16 of 28.

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  2. 🏢

    Taurus Investor Services LTD

    FCA reg no.
    407847
    FCA authorised date:
    20/09/04
    Taurus Investor Services Ltd provides regulated financial planning, specialising in pensions retirement advice. FCA-regulated, they offer a client-focused approach to investment guidance and financial planning in South Wales and beyond.
    1. ✔2 Financial Advisers
    2. 🪧19.7 Miles
    3. 📍Brynmawr
  3. 🏢

    T.r.s. Independent Financial Advisers

    FCA reg no.
    140448
    FCA authorised date:
    01/12/01
    T.R.S. Independent Financial Advisers, based in Brynmawr, provide expert life and investment services across Gwent. They guide individuals with tailored advice for robust financial planning and retirement solutions, prioritising customer-centric approach.
    1. ✔1 Financial Adviser
    2. 🪧19.7 Miles
    3. 📍Ebbw Vale
  4. 🏢

    Richardson's Financial LTD

    FCA reg no.
    1013322
    FCA authorised date:
    07/06/24
    Richardson's Financial Ltd in Bristol specializes in life and investment planning, pensions advice, and comprehensive financial planning. They offer professional, tailored services throughout Somerset, aiming for client financial stability and growth.
    1. ✔1 Financial Adviser
    2. 🪧19.9 Miles
    3. 📍Bristol
  5. 🏢

    Quinn & Amanda McCarthy

    FCA reg no.
    840105
    FCA authorised date:
    11/04/19
    Quinn & Amanda McCarthy is a Somerset-based FCA-regulated firm (#840105) offering expert financial planning and advice, specializing in life investments, pensions, and final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧19.9 Miles
  6. 🏢

    Stephen Elvin Independent Financial Advice LTD

    FCA reg no.
    788538
    FCA authorised date:
    08/09/17
    Stephen Elvin Independent Financial Advice Ltd, an FCA-regulated firm in Burnham on Sea, provides comprehensive financial planning services, specializing in life investments, retirement planning, and final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧19.9 Miles
    3. 📍Burnham On Sea
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  8. 🏢

    Thompson Tobin Financial LTD

    FCA reg no.
    582439
    FCA authorised date:
    06/06/12
    Thompson Tobin Financial Ltd, based in Somerset, offers professional financial planning and advisory services, specialising in investments, pensions, and final salary pension transfers. Known for their client-focused approach, they are both trustworthy and committed to meeting individual needs.
    1. ✔1 Financial Adviser
    2. 🪧20.1 Miles
    3. 📍Bristol
  9. 🏢

    ABACUS ASSURANCE FINANCIAL SERVICES LIMITED

    FCA reg no.
    516109
    FCA authorised date:
    16/08/10
    ABACUS Assurance Financial Services, FCA registered in Porthcawl, specialises in secure advice on life & investments and pension retirement planning. The firm is known for a client-centric approach and expert financial planning.
    1. ✔4 Financial Advisers
    2. 🪧20.5 Miles
    3. 📍Porthcawl
  10. 🏢

    Golden Valley Financial Planning Limited

    FCA reg no.
    939133
    FCA authorised date:
    23/11/20
    We advise on a range of products from Prudential and other carefully selected providers. This is known as restricted advice. Using a focused and controlled approach allows us to develop an in‑depth knowledge of the products, so we can safely and confidently recommend a solution that’s right for ... read full company profile.
    1. ✔1 Financial Adviser
    2. 🪧20.6 Miles
    3. 📍Bristol
  11. 🏢

    Positive Wealth Creation LTD

    FCA reg no.
    481182
    FCA authorised date:
    16/06/08
    Positive Wealth Creation Ltd is an FCA-regulated firm specializing in comprehensive financial planning, investment advice, and personalized pensions and retirement guidance around Somerset from their Burnham on Sea base.
    1. ✔2 Financial Advisers
    2. 🪧20.8 Miles
    3. 📍Burnham On Sea
  12. 🏢

    Churchill Investments PLC

    FCA reg no.
    182363
    FCA authorised date:
    01/12/01
    Churchill Investments Plc is an established, FCA-registered financial services firm in Somerset. Specializing in life and investment management, they provide expert pensions retirement advice and comprehensive financial planning.
    1. ✔3 Financial Advisers
    2. 🪧20.8 Miles
    3. 📍Winscombe
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  14. 🏢

    Holroyd Wealth Management Limited

    FCA reg no.
    1007558
    FCA authorised date:
    12/01/24
    Holroyd Wealth Management, FCA registered, offers comprehensive financial planning services including life insurance, investment strategies, and retirement advice, specializing in final salary pension transfers. Based in Somerset, they provide personalised, regulated advice for individuals and busin... read full company profile
    1. ✔1 Financial Adviser
    2. 🪧21.2 Miles
    3. 📍Bristol
  15. 🏢

    Alton Wealth Management

    FCA reg no.
    801453
    FCA authorised date:
    12/02/18
    Alton Wealth Management is a FCA regulated firm in Somerset, offering expert guidance on life investments, pensions, and comprehensive financial planning, with a customer-focused approach.
    1. ✔1 Financial Adviser
    2. 🪧21.3 Miles
    3. 📍Easton In Gordano
  16. 🏢

    Hawker and Palmer Wealth Management Limited

    FCA reg no.
    571728
    FCA authorised date:
    02/07/12
    Hawker and Palmer Wealth Management Limited is a reputable Bristol-based financial services firm offering expert advisement on life investments, retirement planning, and personalized financial management.
    1. ✔2 Financial Advisers
    2. 🪧21.3 Miles
    3. 📍Bristol
  17. 🏢

    Brian Thomas

    FCA reg no.
    758931
    FCA authorised date:
    20/09/16
    Brian Thomas is a reputable, FCA-regulated financial services firm in Govilon, Abergavenny, providing trustworthy financial planning solutions in areas like life investments and pensions retirement advice.
    1. ✔1 Financial Adviser
    2. 🪧21.8 Miles
    3. 📍Abergavenny
  18. 🏢

    Custodian Wealth LTD

    FCA reg no.
    794639
    FCA authorised date:
    03/11/23
    Experienced Project Manager with a strong background in information technology and business analysis. Proven ability to lead teams, manage projects, and improve efficiency.
    1. ✔1 Financial Adviser
    2. 🪧21.9 Miles
    3. 📍Abergavenny
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