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Find FCA registered Financial Advisers Near Me in Homanton SP3

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We have found 346 relevant financial adviser firms within 30 miles of Homanton SP3. Showing page 1 of 24.

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  2. 👤

    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. 🪧18.8 Miles
    4. 📍Bradford On Avon
  3. 🏢

    Simple Wealth Solutions

    FCA reg no.
    949781
    FCA authorised date:
    26/04/21
    I started work in the Finance industry over 30 years ago. Working in London for the largest Friendly Society in the World; Liverpool Victoria. I am the youngest of six siblings, married with three children of my own; so fully understand the importance of saving for the future and protecting your we... read full company profile
    1. ✔1 Financial Adviser
    2. 🪧31.8 Miles
    3. 📍Thatcham
  4. 🏢

    Orbit Financial Planning LTD

    FCA reg no.
    1003028
    FCA authorised date:
    08/11/23
    Orbit Financial Planning Ltd, located near Salisbury, provides regulated financial advice on life investments, pensions, and general financial planning. Our experienced team offers tailored services for diverse financial goals. FCA registered.
    1. ✔1 Financial Adviser
    2. 🪧6.1 Miles
    3. 📍Salisbury
  5. 🏢

    Gem FS Limited

    FCA reg no.
    190285
    FCA authorised date:
    31/05/05
    Gem FS Limited is a top-notch, FCA regulated financial firm offering bespoke planning services in Salisbury, Wiltshire. Specializing in pensions, investments and tailored client-focused advice, they are a reliable choice for financial goals.
    1. ✔2 Financial Advisers
    2. 🪧6.2 Miles
    3. 📍Salisbury
  6. 🏢

    Grovely Financial Limited

    FCA reg no.
    918348
    FCA authorised date:
    16/12/19
    Grovely Financial Limited, authorised by the FCA, offers personalized financial planning and advice in Salisbury and surrounding areas. They specialise in life and investment advice, pensions, retirement and final salary pension transfers.
    1. ✔2 Financial Advisers
    2. 🪧7.7 Miles
    3. 📍Salisbury
  7. 🏢

    Optimal Planning LTD

    FCA reg no.
    463108
    FCA authorised date:
    10/04/07
    Optimal Planning Ltd is a Salisbury-based financial specialist offering personalised services in investment insights, retirement advice, and comprehensive financial planning. Regulated by the FCA, they prioritise client financial wellbeing.
    1. ✔1 Financial Adviser
    2. 🪧7.8 Miles
    3. 📍Salisbury
  8. 🏢

    The Financial Assets Management Consultancy Limited

    FCA reg no.
    724852
    FCA authorised date:
    04/07/16
    FCA-regulated Financial Assets Management Consultancy Limited specialises in life investments, pensions advice, and financial planning. Based in Salisbury, they extend services to neighbouring counties, offering personalised guidance for beginners.
    1. ✔1 Financial Adviser
    2. 🪧8.4 Miles
    3. 📍Salisbury
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  10. 🏢

    Dominic Batty

    FCA reg no.
    978526
    FCA authorised date:
    05/07/22
    Dominic Batty, a trustworthy and FCA-registered financial firm based in Salisbury, specializes in life investments, pensions, and retirement planning, offering tailored, client-focused solutions.
    1. ✔1 Financial Adviser
    2. 🪧8.7 Miles
    3. 📍Salisbury
  11. 🏢

    The Michelle Sheppard Practice LTD

    FCA reg no.
    416945
    FCA authorised date:
    07/12/04
    Respected Salisbury-based financial advisory firm, The Michelle Sheppard Practice Ltd, offers comprehensive planning and regulated advice. They specialize in life and investment strategies, pensions, and final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧9 Miles
    3. 📍Salisbury
  12. 🏢

    Annetts & Orchard LTD

    FCA reg no.
    820272
    FCA authorised date:
    01/05/19
    Annetts & Orchard is a regulated financial planning firm in Salisbury, Wiltshire, specialising in life insurance, investments, and retirement advice. They offer custom financial solutions to both individuals and small businesses.
    1. ✔3 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧9.2 Miles
    4. 📍Salisbury
  13. 🏢

    Cobalt II Limited

    FCA reg no.
    208672
    FCA authorised date:
    04/04/02
    Cobalt II Limited is an FCA regulated firm based in Salisbury, specializing in financial advice for life and investments, pensions, and final salary transfers, known for personalized solutions and professionalism.
    1. ✔1 Financial Adviser
    2. 🪧9.4 Miles
    3. 📍Salisbury
  14. 🏢

    Windsor Financial Services

    FCA reg no.
    804133
    FCA authorised date:
    03/12/18
    Windsor Financial Services, based in Salisbury, offers expert retirement advice and financial planning to individuals and businesses. They specialise in pensions and cater to all surrounding areas.
    1. ✔2 Financial Advisers
    2. 🪧9.4 Miles
    3. 📍Salisbury
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  16. 🏢

    Goddardfry Wealth Management Limited

    FCA reg no.
    525915
    FCA authorised date:
    05/11/10
    GoddardFry Wealth Management Limited, a FCA regulated firm in Salisbury, offers personalized financial planning services, including tailored investment solutions and pensions retirement advice, to individuals, families, and businesses.
    1. ✔3 Financial Advisers
    2. 🪧9.4 Miles
    3. 📍Salisbury
  17. 🏢

    Lee Perkes

    FCA reg no.
    415098
    FCA authorised date:
    18/11/04
    Lee Perkes is a reliable financial planning service provider in Salisbury, Wiltshire, specializing in life investments and pensions retirement advice. Known for an approachable style, they ensure secure and regulated financial future planning.
    1. ✔1 Financial Adviser
    2. 🪧9.4 Miles
    3. 📍Salisbury
  18. 🏢

    Hurst Financial Consultancy Limited

    FCA reg no.
    448150
    FCA authorised date:
    11/08/06
    Hurst Financial Consultancy in Salisbury offers FCA-regulated advice in life insurance, investments, and pensions. Known for friendly service, they provide tailored financial plans to clients across Wiltshire.
    1. ✔4 Financial Advisers
    2. 🪧9.4 Miles
    3. 📍Salisbury
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