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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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  2. 🏢

    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. 🪧15.1 Miles
    3. 📍Bristol
  3. 🏢

    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. 🪧15.1 Miles
    3. 📍Westbury
  4. 🏢

    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. ✔1 Financial Adviser
    2. 🪧15.2 Miles
    3. 📍Martock
  5. 🏢

    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. 🪧15.4 Miles
    3. 📍Martock
  6. 🏢

    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. 🪧15.5 Miles
    3. 📍Stoke Sub Hamdon
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  8. 🏢

    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. 🪧16.1 Miles
    3. 📍Westbury
  9. 🏢

    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. 🪧16.3 Miles
    3. 📍Bristol
  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. 🪧16.9 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. 🪧17.3 Miles
    3. 📍Bath
  12. 🏢

    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. 🪧18.8 Miles
    3. 📍Bath
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  14. 🏢

    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. 🪧19.1 Miles
    3. 📍Cheddar
  15. 🏢

    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. 🪧19.3 Miles
    3. 📍Trowbridge
  16. 🏢

    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. 🪧19.4 Miles
    3. 📍Blandford
  17. 🏢

    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.
    1. ✔7 Financial Advisers
    2. 🪧19.5 Miles
    3. 📍Wiltshire
  18. 🏢

    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.
    1. ✔2 Financial Advisers
    2. 🪧19.6 Miles
    3. 📍Trowbridge
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