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Find FCA registered Financial Advisers Near Me in Lower Shepton BA9

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We have found 334 relevant financial adviser firms within 30 miles of Lower Shepton BA9. Showing page 1 of 23.

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

    Western Financial Planning LTD

    FCA reg no.
    480405
    FCA authorised date:
    01/07/08
    At Western Financial Planning Ltd , we offer personalised, transparent, and independent financial advice tailored specifically to your needs. We can advise on: Retirement planning and pensions Investment management Estate planning and inheritance tax Personal and family protection Tax-effici... read full company profile
    1. ✔2 Financial Advisers
    2. 🪧27 Miles
    3. 📍Taunton
  4. 🏢

    Derek Howard

    FCA reg no.
    439391
    FCA authorised date:
    15/09/05
    Derek Howard is a reputable, FCA-regulated financial planning firm in Kilmington, Wiltshire, specializing in life investments, pension advice, and final salary pension transfers, prioritizing client-focused, accessible solutions.
    1. ✔1 Financial Adviser
    2. 🪧6.6 Miles
    3. 📍Kilmington
  5. 🏢

    Future Financial Wealth LLP

    FCA reg no.
    592054
    FCA authorised date:
    28/11/12
    Future Financial Wealth LLP is a trusted financial planning partner located in Dorset, specializing in life insurance, investments, and pension retirement advice. They offer tailored, regulated advice to help clients build financial confidence.
    1. ✔13 Financial Advisers
    2. 🪧8.7 Miles
    3. 📍Gillingham
  6. 🏢

    Church House Investments Limited

    FCA reg no.
    190548
    FCA authorised date:
    01/12/01
    Based in UK's Sherborne, Church House Investments Limited offers personalised financial solutions including wealth management, investing, pensions retirement advice, funeral plans, and life insurance; registered with the FCA under no. 190548.
    1. ✔7 Financial Advisers
    2. 🪧9.2 Miles
    3. 📍Sherborne
  7. 🏢

    John Piper

    FCA reg no.
    1022383
    FCA authorised date:
    22/11/24
    John Piper is a renowned firm in Somerset, specializing in wealth management, investments, pensions advice, final salary pension transfers and comprehensive financial planning. Known for its client-focused approach and professional service.
    1. ✔1 Financial Adviser
    2. 🪧9.5 Miles
    3. 📍Radstock
  8. 🏢

    Fort Financial Planning LTD

    FCA reg no.
    425743
    FCA authorised date:
    01/04/05
    Fort Financial Planning Ltd is a FCA-regulated firm based in Sherborne, Dorset, specializing in life and investments, pensions retirement advice. They provide bespoke financial strategies ensuring clients' confidence in their financial future.
    1. ✔2 Financial Advisers
    2. 🪧9.8 Miles
    3. 📍Sherborne
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  10. 🏢

    Jasmine Milne

    FCA reg no.
    1036661
    FCA authorised date:
    14/07/25
    Jasmine Milne is a FCA-regulated financial services firm based in Stourton Caundle, specialising in tailored financial planning and advice. They provide expert services in life insurance, investments, pensions, and retirement advice.
    1. ✔1 Financial Adviser
    2. 🪧10.3 Miles
    3. 📍Sturminster Newton
  11. 🏢

    Opal Financial Management Limited

    FCA reg no.
    602945
    FCA authorised date:
    02/11/17
    Opal Financial Management Limited is a Todber-based FCA regulated firm offering tailored financial services like planning, investments and retirement strategies across Dorset and surrounding regions.
    1. ✔4 Financial Advisers
    2. 🪧10.5 Miles
    3. 📍Sturminster Newton
  12. 🏢

    People First Finance LTD

    FCA reg no.
    956872
    FCA authorised date:
    15/08/21
    People First Finance Ltd, located in Radstock, Somerset, is a trusted financial services company specializing in investments, pensions and more. Known for its client-focused approach, the firm adheres to stringent FCA regulations.
    1. ✔1 Financial Adviser
    2. 🪧10.9 Miles
    3. 📍Radstock
  13. 🏢

    ZC Financial Planning

    FCA reg no.
    802061
    FCA authorised date:
    16/02/18
    ZC Financial Planning is an FCA-regulated firm in Radstock, Somerset, offering expert retirement advice, investment services, and final salary pension transfers. They provide a personalised approach to meet your financial needs.
    1. ✔1 Financial Adviser
    2. 🪧10.9 Miles
    3. 📍Radstock
  14. 🏢

    Meridian FS Limited

    FCA reg no.
    664078
    FCA authorised date:
    29/11/23
    Meridian FS Limited is a renowned FCA-regulated firm based in Somerset, specialising in life investments, pensions advice and final salary pension transfers, providing strategic financial planning with personalised service.
    1. ✔1 Financial Adviser
    2. 🪧11 Miles
    3. 📍Frome
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  16. 🏢

    Peter Marks

    FCA reg no.
    995680
    FCA authorised date:
    02/05/23
    Peter Marks leads an FCA-regulated firm in Somerset, specialising in life insurance, investments, pensions, and financial planning. Well-versed in wealth management, they provide professional and tailored financial services.
    1. ✔1 Financial Adviser
    2. 🪧11.2 Miles
    3. 📍Frome
  17. 🏢

    Heritage & Co UK Limited

    FCA reg no.
    1020248
    FCA authorised date:
    09/10/24
    Heritage & Co UK Limited is a FCA regulated financial services firm in Somerset, providing expert advice on investments, pensions, retirement planning, and financial planning to clients in Radstock and surrounding regions.
    1. ✔3 Financial Advisers
    2. 🪧11.3 Miles
    3. 📍Radstock
  18. 🏢

    Dean Scott

    FCA reg no.
    918374
    FCA authorised date:
    17/12/19
    A reputable financial firm based in Wells, Somerset; Dean Scott offers extensive financial services, including insurance and retirement advice. Known for its customer-focused approach, it serves local and regional clients.
    1. ✔1 Financial Adviser
    2. 🪧11.4 Miles
    3. 📍Wells
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