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Find FCA registered Financial Advisers Near Me in Higher Shepton BA9


We have found 323 relevant financial adviser firms within 30 miles of Higher Shepton BA9. Showing page 4 of 22.

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  2. 🏢

    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. 🪧14.9 Miles
    3. 📍Martock
  3. 🏢

    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. 🪧15 Miles
    3. 📍Stoke Sub Hamdon
  4. 🏢

    T.m. Pullen

    FCA reg no.
    940374
    FCA authorised date:
    01/06/21
    T.M. Pullen is a trusted financial firm in Somerset, regulated by FCA, offering specialized advice in life investments, pensions, retirement, and broader financial planning across Somerset and surrounding counties.
    1. ✔1 Financial Adviser
    2. 🪧15.1 Miles
    3. 📍Somerset
  5. 🏢

    Jon Cowgill

    FCA reg no.
    919089
    FCA authorised date:
    07/01/20
    Based in Farrington Gurney, Bristol, Jon Cowgill offers professional financial planning services including investments, and pensions advice, and specialises in final salary pension transfers. Known for their trustworthy, personalized advice.
    1. ✔1 Financial Adviser
    2. 🪧15.3 Miles
    3. 📍Bristol
  6. 🏢

    Elite Financial Planning Limited

    FCA reg no.
    711851
    FCA authorised date:
    01/12/15
    Elite Financial Planning Limited is a FCA regulated firm specialising in life and investment planning, retirement advice, and pensions. They provide personalised advice and are adept at assisting first-time investors.
    1. ✔1 Financial Adviser
    2. 🪧15.6 Miles
    3. 📍Westbury
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  8. 🏢

    Moneta Wealth Management LTD

    FCA reg no.
    491244
    FCA authorised date:
    10/11/08
    Moneta Wealth Management Ltd, located near Bristol, offers FCA-regulated financial advice on life investments, pensions, and retirement planning. Known for their professional and approachable service, they cater to individual financial goals.
    1. ✔1 Financial Adviser
    2. 🪧16.5 Miles
    3. 📍Bristol
  9. 🏢

    Hawthorn Financial Services (wealth Management) Limited

    FCA reg no.
    731359
    FCA authorised date:
    01/06/16
    Hawthorn Financial Services in Westbury, Wiltshire, is a trusted financial firm offering comprehensive wealth management services including pension planning and investment advice tailored to individual client needs.
    1. ✔1 Financial Adviser
    2. 🪧16.6 Miles
    3. 📍Westbury
  10. 🏢

    Church Financial Services Limited

    FCA reg no.
    572611
    FCA authorised date:
    02/04/12
    Church Financial Services Limited is a trusted Wiltshire-based financial firm specialising in financial planning, investments, and personalised pension retirement advice, supporting clients across Greater Manchester to secure their future.
    1. ✔3 Financial Advisers
    2. 🪧17.4 Miles
    3. 📍Westbury
  11. 🏢

    Newman Langley & Stavri Financial Consulting Limited

    FCA reg no.
    726547
    FCA authorised date:
    24/11/15
    Newman Langley & Stavri Financial Consulting Limited offers bespoke financial services including insurance and strategic investments. Regulated under FCA, they provide reliable, client-focused solutions across Somerset and surrounding regions.
    1. ✔3 Financial Advisers
    2. 🪧17.7 Miles
    3. 📍Bath
  12. 🏢

    Meldon & Co LTD

    FCA reg no.
    134677
    FCA authorised date:
    01/12/01
    Meldon & Co Ltd is a dependable, FCA regulated financial planning firm in Cheddar, Somerset renowned for expert life and investments advice, comprehensive pensions and retirement solutions, and client-focused services.
    1. ✔1 Financial Adviser
    2. 🪧19 Miles
    3. 📍Cheddar
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  14. 🏢

    Alpha House Wealth Management Limited

    FCA reg no.
    937230
    FCA authorised date:
    03/08/23
    Alpha House Wealth Management Limited is a trusted FCA-registered financial firm in Bath, Somerset, offering expert financial advice, insurance, investments, pension advice, and comprehensive financial planning. Known for tailored solutions and a client-focused approach.
    1. ✔1 Financial Adviser
    2. 🪧19.1 Miles
    3. 📍Bath
  15. 🏢

    Goodale Financial Partners LTD

    FCA reg no.
    815708
    FCA authorised date:
    07/08/18
    Based in Blandford, Dorset, Goodale Financial Partners Ltd is a FCA-registered firm offering regulated financial services including life and investment planning with special expertise in pensions retirement and final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧19.5 Miles
    3. 📍Blandford
  16. 🏢

    MAYFIELD INVESTMENT MANAGEMENT LTD

    FCA reg no.
    602199
    FCA authorised date:
    10/10/13
    MAYFIELD INVESTMENT MANAGEMENT LTD is an FCA-regulated financial planning firm based in Somerset, specialising in life investments, pension retirement advice, and final salary pension transfers.
    1. ✔1 Financial Adviser
    2. ✔1 Mortgage Broker
    3. 🪧19.7 Miles
    4. 📍Crewkerne
  17. 🏢

    Thomas Porter

    FCA reg no.
    801904
    FCA authorised date:
    15/02/18
    FCA-regulated Thomas Porter is a trusted Wiltshire-based financial planning firm specializing in pensions retirement advice and final salary pension transfers, serving a broad clientele with an approachable service style.
    1. ✔1 Financial Adviser
    2. 🪧19.7 Miles
    3. 📍Trowbridge
  18. 🏢

    Rapprocher LTD

    FCA reg no.
    227440
    FCA authorised date:
    24/11/03
    Rapprocher Ltd is a respected financial firm in Bridgwater, Somerset offering a wide range of FCA-regulated advice across life investments, pensions, and financial planning, providing tailored solutions to meet clients' financial goals.
    1. ✔1 Financial Adviser
    2. 🪧19.8 Miles
    3. 📍Bridgwater
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