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 7 of 23.
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Morgans LTD
- FCA reg no.
- 159488
- FCA authorised date:
- 01/12/01
Morgan Financial Group Limited is a FCA-regulated firm in Bath, Somerset. Known for proficient, customer-focused financial services including life, investments, pensions retirement advice and comprehensive financial planning.- ✔4 Financial Advisers
- 🪧21.1 Miles
- 📍Bath
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Bailey Cook Financial Planning LTD
- FCA reg no.
- 823706
- FCA authorised date:
- 01/05/19
Bailey Cook Financial Planning Ltd, based in Bath, Somerset, offers reliable, regulatory-compliant financial services including life insurance, investments, pension advice and more, across the UK.- ✔4 Financial Advisers
- 🪧21.1 Miles
- 📍Bath
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Combined Financial Strategies LTD
- FCA reg no.
- 481624
- FCA authorised date:
- 14/04/08
Based in Bath, Somerset, Combined Financial Strategies Ltd is a renowned provider of regulated financial advice across life, investments, and pensions sectors with a speciality in retirement planning.- ✔1 Financial Adviser
- 🪧21.2 Miles
- 📍Bath
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CITY FINANCIAL PLANNING LIMITED
- FCA reg no.
- 440633
- FCA authorised date:
- 03/01/06
City Financial Planning Ltd, a Bath-based, FCA-regulated firm, specialises in life and investment planning, offering customised advice on pensions and retirement throughout Somerset and surrounding areas.- ✔8 Financial Advisers
- 🪧21.2 Miles
- 📍Bath
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Synthesis Wealth Management LTD
- FCA reg no.
- 921078
- FCA authorised date:
- 12/02/20
Bath-based Synthesis Wealth Management offers comprehensive financial planning and advice. Specialising in life and investment guidance, pensions and retirement planning, it delivers reliable, regulated services tailored to individual financial journeys.- ✔3 Financial Advisers
- 🪧21.2 Miles
- 📍Bath
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Prentice Wealth Management LTD
- FCA reg no.
- 1040446
- FCA authorised date:
- 06/09/25
Prentice Wealth Management Ltd provides financial planning services in Somerset, specializing in life investments and pension retirement advice. Known for their approachable expert team, they deliver bespoke financial solutions.- ✔3 Financial Advisers
- 🪧21.4 Miles
- 📍Bath
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Oculus Wealth Management (bradford On Avon) Limited
- FCA reg no.
- 916207
- FCA authorised date:
- 04/11/19
Oculus Wealth Management, an FCA-regulated firm in Bath, Somerset, specializes in personalized financial planning, including life investments and pension advice, renowned for its client-centric approach.- ✔1 Financial Adviser
- 🪧21.4 Miles
- 📍Bath
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William Human
- FCA reg no.
- 528326
- FCA authorised date:
- 21/07/10
William Human, a respected financial firm in Highbridge, Somerset, offers expert advice on life investments, pensions, and retirement, specializing in final salary pension transfers. Known for personal financial planning services, professionalism, and high ethical standards, regulated by the FCA.- ✔1 Financial Adviser
- 🪧21.5 Miles
- 📍Highbridge
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LEE FORD IFA LIMITED
- FCA reg no.
- 550697
- FCA authorised date:
- 12/05/11
Vision IFP is a reputable, FCA regulated financial service provider in Piddlehinton, Dorset, known for well-informed advice on life investments, pension planning, and bespoke financial planning.- ✔1 Financial Adviser
- 🪧21.6 Miles
- 📍Dorchester
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Advance Investments Limited
- FCA reg no.
- 195786
- FCA authorised date:
- 01/12/01
Advance Investments Limited is a reputable Bath-based financial services firm providing insurance, pension advice, and strategic investment guidance. Known for its client-focused approach and comprehensive financial solutions tailored to individual needs.- ✔4 Financial Advisers
- 🪧21.8 Miles
- 📍Bath
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Sulis Wealth LTD
- FCA reg no.
- 768844
- FCA authorised date:
- 06/01/17
Sulis Wealth Ltd is a reputable financial firm in Bath, offering comprehensive wealth management solutions including tailored pensions advice, strategic investment planning and financial counsel. Regulated by FCA under 768844.- ✔1 Financial Adviser
- 🪧21.9 Miles
- 📍Bath
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Sneddon Financial Planning Partnership
- FCA reg no.
- 597078
- FCA authorised date:
- 12/03/13
Sneddon Financial Planning Partnership offers reliable, holistic financial services in and beyond Somerset. Experts in investments, retirement advice, and pension transfers, they deliver tailored solutions, ensuring maximum financial security for diverse clients.- ✔1 Financial Adviser
- 🪧21.9 Miles
- 📍Bristol
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Paul Ewins
- FCA reg no.
- 1014527
- FCA authorised date:
- 18/05/24
Paul Ewins is an FCA-regulated financial firm from Bristol offering expert advice on financial planning from investments to pension retirement. Known for their specialized service in final salary pension transfers and approachable demeanour.- ✔1 Financial Adviser
- 🪧22 Miles
- 📍Bristol
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Ian Gray & Associates LTD
- FCA reg no.
- 418811
- FCA authorised date:
- 29/07/11
Gray & Associates is a FCA regulated firm offering bespoke financial planning and advice in Bath and Somerset. They specialize in life and investment services, pension advice, and final salary pension transfers.- ✔1 Financial Adviser
- 🪧22 Miles
- 📍Bath
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Oliver Financial Planning LTD
- FCA reg no.
- 963900
- FCA authorised date:
- 10/11/22
Bath-based Oliver Financial Planning Ltd provides regulated financial advice, specializing in pensions retirement advice, and life insurance decisions, and investment facilitation, tailored to individual financial goals.- ✔1 Financial Adviser
- 🪧22.2 Miles
- 📍Bath
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