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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 6 of 23.

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  2. 🏢

    Jerime Attah FP LTD

    FCA reg no.
    607919
    FCA authorised date:
    30/09/13
    Jerime Attah FP Ltd is a FCA-registered financial advice firm based in Bath, offering tailored services including life investments, pensions, and comprehensive financial planning for clients of all experience levels.
    1. ✔1 Financial Adviser
    2. 🪧20.7 Miles
    3. 📍Bath
  3. 🏢

    Bath & West Wealth Management LTD

    FCA reg no.
    757811
    FCA authorised date:
    06/09/16
    Bath & West Wealth Management Ltd, located in Bath, Somerset, is a distinguished firm specialising in comprehensive financial services. Known for its robust guidance on life investments and personalised financial planning.
    1. ✔1 Financial Adviser
    2. 🪧20.7 Miles
    3. 📍Bath
  4. 🏢

    DJ Financial Advice LTD

    FCA reg no.
    463894
    FCA authorised date:
    13/02/07
    DJ Financial Advice Ltd, based in Trowbridge, offers a range of FCA-regulated services including life and investment advice, pension consultations, and financial planning across Wiltshire and surrounding regions.
    1. ✔2 Financial Advisers
    2. 🪧20.7 Miles
    3. 📍Trowbridge
  5. 🏢

    Fidelius LTD

    FCA reg no.
    188615
    FCA authorised date:
    01/12/01
    Fidelius Wealth Management, based in Bath, Somerset, is an FCA regulated firm specializing in life investments, pensions retirement advice, and final salary pension transfers. They offer personalised, regulated advice for a stable financial future.
    1. ✔9 Financial Advisers
    2. ✔3 Mortgage Brokers
    3. 🪧20.7 Miles
    4. 📍Bath
  6. 🏢

    Informed Choice (south West) Limited

    FCA reg no.
    136258
    FCA authorised date:
    01/12/01
    Informed Choice (South West) Limited, regulated by the FCA, is a reliable financial firm in Bath, Somerset, providing expert advice on life, investments, pensions, retirement, and financial planning.
    1. ✔1 Financial Adviser
    2. 🪧20.9 Miles
    3. 📍Bath
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  8. 🏢

    Belgrave Asset Management Limited

    FCA reg no.
    410497
    FCA authorised date:
    01/04/05
    Belgrave Asset Management Limited is a reputable financial services firm in Bath, Somerset, offering life insurance, investments, and pensions retirement advice. Known for their approachability, the FCA regulated firm offers tailored, integrity-driven services.
    1. ✔2 Financial Advisers
    2. 🪧20.9 Miles
    3. 📍Bath
  9. 🏢

    Richwood Financial Services Limited

    FCA reg no.
    1042987
    FCA authorised date:
    02/10/24
    Richwood Financial Services, based near Trowbridge, Wiltshire, offers FCA-regulated advice on life, investments, and pensions. With a client-centric approach, they provide reliable financial guidance to individuals, families, and businesses.
    1. ✔1 Financial Adviser
    2. 🪧20.9 Miles
    3. 📍Trowbridge
  10. 🏢

    RHEO LTD

    FCA reg no.
    1029225
    FCA authorised date:
    22/07/25
    Rheo Ltd, an FCA regulated firm in Bath, Somerset, specializes in financial planning with a focus on life insurance, investments and pensions retirement advice, offering customized solutions for diverse client needs.
    1. ✔1 Financial Adviser
    2. 🪧21 Miles
    3. 📍Bath
  11. 🏢

    Practical Financial Planning LTD

    FCA reg no.
    536929
    FCA authorised date:
    09/05/11
    Practical Financial Planning Ltd, based in Somerset, is a FCA regulated firm specialising in life and investment planning, pension advice, and comprehensive financial services across the UK. Known for professional, tailored advice.
    1. ✔1 Financial Adviser
    2. ✔1 Mortgage Broker
    3. 🪧21 Miles
    4. 📍Bath
  12. 🏢

    Watson Financial Limited

    FCA reg no.
    591071
    FCA authorised date:
    09/11/12
    Watson Financial Limited is an FCA-regulated company based in Bath, Somerset, offering reliable financial services including life investments, pensions retirement planning, and final salary pension transfers.
    1. ✔3 Financial Advisers
    2. 🪧21 Miles
    3. 📍Bath
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  14. 🏢

    PROSPER FINANCIAL SOLUTIONS LIMITED

    FCA reg no.
    587653
    FCA authorised date:
    02/04/13
    Prosper Financial Solutions Ltd is a regulated firm in Blandford Forum, Dorset, offering comprehensive financial solutions. We specialize in insurance, strategic investments, retirement advice and financial planning, prioritising community financial health.
    1. ✔2 Financial Advisers
    2. ✔2 Mortgage Brokers
    3. 🪧21 Miles
    4. 📍Blandford Forum
  15. 🏢

    Reybridge Capital LTD

    FCA reg no.
    1032333
    FCA authorised date:
    01/05/25
    Reybridge Capital Ltd, based in Bath, Somerset, offers expert financial planning services including life insurance, investments, and pensions retirement advice. The firm is also skilled in handling final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧21.1 Miles
    3. 📍Bath
  16. 🏢

    Matheson Charles Limited

    FCA reg no.
    954458
    FCA authorised date:
    09/07/21
    Matheson Charles Limited is a trusted, Bath-based financial services firm offering comprehensive financial planning advice, specializing in wealth management, life investments, and pension retirement advice.
    1. ✔3 Financial Advisers
    2. 🪧21.1 Miles
    3. 📍Bath
  17. 🏢

    Cooper Knowles Limited

    FCA reg no.
    1003823
    FCA authorised date:
    15/08/25
    Cooper Knowles Limited, an FCA regulated firm based in Bath, offers expert financial services including life investments, pensions retirement planning, and final salary pension transfers. The firm prioritizes reliability, trust, and personalized service.
    1. ✔1 Financial Adviser
    2. 🪧21.1 Miles
    3. 📍Bath
  18. 🏢

    Owen and Associates

    FCA reg no.
    146808
    FCA authorised date:
    01/12/01
    Owen & Associates is a professional financial firm based in Bath, Somerset, specialising in pensions, investment management, and comprehensive financial planning. Known for their client-centric approach, they offer regulated, tailored advice.
    1. ✔1 Financial Adviser
    2. ✔3 Mortgage Brokers
    3. 🪧21.1 Miles
    4. 📍Bath
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