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Find FCA registered Financial Advisers Near Me in Holbear TA20


We have found 167 relevant financial adviser firms within 30 miles of Holbear TA20. Showing page 4 of 12.

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  2. 🏢

    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. 🪧13.8 Miles
    3. 📍Yeovil
  3. 🏢

    Thomas Penn Partnership LTD

    FCA reg no.
    475009
    FCA authorised date:
    02/01/08
    Thomas Penn Partnership Ltd is a client-centric financial firm in Wellington, Somerset, specialising in personalised life investment, pension planning, and financial advice. Regulated by the FCA, they offer expert guidance tailored to individual needs.
    1. ✔1 Financial Adviser
    2. 🪧14 Miles
    3. 📍Wellington
  4. 🏢

    TLF Wealth Management LTD

    FCA reg no.
    1024729
    FCA authorised date:
    22/12/25
    TLF Wealth Management Ltd is a top financial advisory firm in Somerset, offering expert life and investment advice, comprehensive financial planning, and bespoke pension retirement services.
    1. ✔1 Financial Adviser
    2. 🪧14.1 Miles
  5. 🏢

    MJC Financial Planning Limited

    FCA reg no.
    528810
    FCA authorised date:
    04/01/11
    MJC Financial Planning Limited, a FCA regulated firm in Wellington, Somerset, offers expert assistance in pensions retirement planning, investments, life and funeral plans with a personalized, approachable service.
    1. ✔1 Financial Adviser
    2. 🪧14.2 Miles
    3. 📍Wellington
  6. 🏢

    Chetwood Wealth Management LTD

    FCA reg no.
    195024
    FCA authorised date:
    01/12/01
    Chetwood Wealth Management Ltd is a reputable UK-based, FCA-regulated firm specialising in financial planning, investments, pensions and final salary pension transfers.
    1. ✔12 Financial Advisers
    2. 🪧14.2 Miles
    3. 📍Wellington
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  8. 🏢

    Chetwood Private Wealth Limited

    FCA reg no.
    846194
    FCA authorised date:
    19/07/19
    Chetwood Private Wealth Limited is a Somerset-based firm offering comprehensive financial planning and regulated advice services. They specialize in life investments, pensions retirement advice, and final salary pension transfers.
    1. ✔3 Financial Advisers
    2. 🪧14.2 Miles
    3. 📍Wellington
  9. 🏢

    Lee Dunkley Wealth Management LTD

    FCA reg no.
    926751
    FCA authorised date:
    27/05/20
    Lee Dunkley Wealth Management LTD, based in Somerset, offers FCA-regulated financial advice, specializing in life insurance, investments, and pension planning. Known for tailored solutions, they serve the Greater Wellington area with trustworthy, personalized service.
    1. ✔1 Financial Adviser
    2. 🪧14.3 Miles
    3. 📍Wellington
  10. 🏢

    Andy Stowell Financial Planning Limited

    FCA reg no.
    939767
    FCA authorised date:
    30/11/20
    Andy Stowell Financial Planning Ltd is a renowned, FCA regulated firm in Wellington, Somerset, offering strategic financial planning and advice. They specialise in life and investment planning, pensions, and retirement strategies.
    1. ✔1 Financial Adviser
    2. 🪧14.3 Miles
    3. 📍Wellington
  11. 🏢

    Nuttall Wealth Management LTD

    FCA reg no.
    677596
    FCA authorised date:
    18/03/15
    Nuttall Wealth Management is a Wellington-based, FCA-regulated financial firm providing expert guidance on insurance, investments, and pensions, with specialisation in final salary pension transfers. They offer personalised advice to clients across Somerset.
    1. ✔1 Financial Adviser
    2. 🪧14.3 Miles
    3. 📍Wellington
  12. 🏢

    Andrew O'Connor

    FCA reg no.
    189368
    FCA authorised date:
    01/12/01
    Intouch Investments, regulated by the FCA, offers detailed, client-focused investment advice and financial planning services in Bridgwater and wider Somerset, prioritizing individual customer needs for secure financial futures.
    1. ✔1 Financial Adviser
    2. 🪧14.7 Miles
    3. 📍Bridgwater
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  14. 🏢

    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. 🪧14.8 Miles
    3. 📍Yeovil
  15. 🏢

    Davies Wealth Management LTD

    FCA reg no.
    415072
    FCA authorised date:
    18/11/04
    Davies Wealth Management Ltd, a trusted FCA-regulated firm based in Dorset, specializes in life insurance, and investments. They provide transparent, expert financial strategies and retirement advice.
    1. ✔5 Financial Advisers
    2. 🪧14.8 Miles
    3. 📍Bridport
  16. 🏢

    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. 🪧14.9 Miles
    3. 📍Somerset
  17. 🏢

    Generation Wealth LTD

    FCA reg no.
    685841
    FCA authorised date:
    06/08/15
    Generation Wealth Ltd is a regulated financial advisory firm in Wellington, Somerset, specialising in life investments, pensions, and retirement. Known for our approachability, we provide expert guidance with integrity and precision.
    1. ✔1 Financial Adviser
    2. 🪧15.1 Miles
    3. 📍Wellington
  18. 🏢

    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. 🪧15.1 Miles
    3. 📍Yeovil
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