Find FCA registered Financial Advisers Near Me in Lower Shepton BA9
We have found 334 relevant financial adviser firms within 30 miles of Lower Shepton BA9. Showing page 4 of 23.
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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 Financial Adviser
- 🪧15.1 Miles
- 📍Bristol
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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 Financial Adviser
- 🪧15.1 Miles
- 📍Westbury
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David Sinclair
- FCA reg no.
- 1026169
- FCA authorised date:
- 31/01/25
M&G plc is a reputable, FCA-regulated financial services firm in Martock, Somerset. Known for its expertise in life insurance, investments, and pensions, they offer tailored advice backed by years of industry experience.- ✔1 Financial Adviser
- 🪧15.2 Miles
- 📍Martock
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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 Financial Adviser
- 🪧15.4 Miles
- 📍Martock
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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.- ✔2 Financial Advisers
- 🪧15.5 Miles
- 📍Stoke Sub Hamdon
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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 Financial Adviser
- 🪧16.1 Miles
- 📍Westbury
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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 Financial Adviser
- 🪧16.3 Miles
- 📍Bristol
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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.- ✔3 Financial Advisers
- 🪧16.9 Miles
- 📍Westbury
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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.- ✔3 Financial Advisers
- 🪧17.3 Miles
- 📍Bath
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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 Financial Adviser
- 🪧18.8 Miles
- 📍Bath
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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 Financial Adviser
- 🪧19.1 Miles
- 📍Cheddar
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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 Financial Adviser
- 🪧19.3 Miles
- 📍Trowbridge
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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 Financial Adviser
- 🪧19.4 Miles
- 📍Blandford
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MONTGOMERY CHARLES FINANCIAL MANAGEMENT LIMITED
- FCA reg no.
- 586392
- FCA authorised date:
- 01/11/12
Montgomery Charles Wealth Management is a regulated FCA financial firm in Wiltshire, specialising in comprehensive wealth management services, including tailored investment strategies, and recognized for pension retirement advice.- ✔7 Financial Advisers
- 🪧19.5 Miles
- 📍Wiltshire
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King's Court Financial Planning LLP
- FCA reg no.
- 613020
- FCA authorised date:
- 02/06/14
King's Court Financial Planning LLP is a reliable, approachable financial advisory firm in Trowbridge, offering personalised, comprehensive services including insurance, investments, and retirement planning.- ✔2 Financial Advisers
- 🪧19.6 Miles
- 📍Trowbridge
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