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Find FCA registered Financial Advisers Near Me in Lufton BA22


We have found 158 relevant financial adviser firms within 30 miles of Lufton BA22. Showing page 3 of 11.

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  2. 🏢

    Davies Wealth Management LTD

    FCA reg no.
    415072
    FCA authorised date:
    18/11/04
    Davies Wealth Management Ltd, a trusted FCA-regulated firm based in Dorset, specializes in life insurance, and investments. They provide transparent, expert financial strategies and retirement advice.
    1. ✔5 Financial Advisers
    2. 🪧16.7 Miles
    3. 📍Bridport
  3. 🏢

    Andrew O'Connor

    FCA reg no.
    189368
    FCA authorised date:
    01/12/01
    Intouch Investments, regulated by the FCA, offers detailed, client-focused investment advice and financial planning services in Bridgwater and wider Somerset, prioritizing individual customer needs for secure financial futures.
    1. ✔1 Financial Adviser
    2. 🪧16.8 Miles
    3. 📍Bridgwater
  4. 🏢

    Jade Burrell

    FCA reg no.
    822069
    FCA authorised date:
    01/10/18
    Jade Burrell, an FCA registered firm in Taunton, Somerset, offers reliable financial planning services including life investments, pension advice, final salary pension transfers and more, with a personalized, friendly approach.
    1. ✔1 Financial Adviser
    2. 🪧16.8 Miles
    3. 📍Taunton
  5. 🏢

    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. ✔1 Financial Adviser
    2. 🪧17 Miles
    3. 📍Dorchester
  6. 🏢

    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. 🪧17.1 Miles
    3. 📍Sturminster Newton
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  8. 🏢

    Liberate Wealth (taunton) Limited

    FCA reg no.
    580191
    FCA authorised date:
    20/11/23
    Liberate Wealth (Taunton) Limited is a FCA-regulated firm specializing in personalized financial services, including life insurance, investments, and retirement planning in Taunton, Somerset and surrounding regions.
    1. ✔5 Financial Advisers
    2. 🪧17.6 Miles
    3. 📍Taunton
  9. 🏢

    Albert Goodman Financial Planning Limited

    FCA reg no.
    148300
    FCA authorised date:
    01/12/01
    Albert Goodman Chartered Accountants, a professional firm based in Taunton, offers expert financial advice and planning. Known for reliable, regulated, tailored advice, they are trusted by first-time and seasoned investors.
    1. ✔10 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧17.6 Miles
    4. 📍Taunton
  10. 🏢

    Financial Planning For Professionals Limited

    FCA reg no.
    523366
    FCA authorised date:
    04/05/10
    Milsted Langdon Financial Planning, FCA registered under 523366, is a Taunton-based firm specializing in holistic financial planning, including life insurance, investments, pensions retirement, and final salary pension transfers.
    1. ✔3 Financial Advisers
    2. 🪧17.6 Miles
    3. 📍Taunton
  11. 🏢

    Milsted Langdon Financial Services Limited

    FCA reg no.
    126457
    FCA authorised date:
    01/12/01
    Milsted Langdon Financial Services is a FCA-regulated firm in Taunton, Somerset offering financial planning, retirement advice, and investment services tailored to individual needs in and around Somerset.
    1. ✔8 Financial Advisers
    2. 🪧17.6 Miles
    3. 📍Taunton
  12. 🏢

    Worth Financial Planning Limited

    FCA reg no.
    1041092
    FCA authorised date:
    25/09/25
    Worth Financial Planning Limited, a FCA regulated company in Somerset, provides comprehensive financial services including life investments, pensions, retirement advice, and final salary pension transfers to the UK's Southwest region.
    1. ✔1 Financial Adviser
    2. 🪧17.7 Miles
    3. 📍Wells
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  14. 🏢

    Sean Davey

    FCA reg no.
    439708
    FCA authorised date:
    20/09/05
    Sean Davey, located in Somerset, is a trustworthy financial planning firm offering tailored and regulated services ranging from insurance to investments. Regulated by the FCA, they ensure clients' unique financial goals are met.
    1. ✔1 Financial Adviser
    2. 🪧17.8 Miles
    3. 📍Taunton
  15. 🏢

    Cardan Wealth Management LLP

    FCA reg no.
    1037331
    FCA authorised date:
    23/07/25
    Cardan Wealth Management LLP is a highly regarded, FCA-registered financial firm in Taunton, Somerset, offering comprehensive financial planning services and trusted advice on investments and pensions.
    1. ✔2 Financial Advisers
    2. 🪧17.9 Miles
    3. 📍Taunton
  16. 🏢

    A M Ruthven & Associates LTD

    FCA reg no.
    301368
    FCA authorised date:
    31/10/04
    A M Ruthven & Associates Ltd is a reputable financial services firm in Taunton, Somerset, offering insightful life and investment advice, retirement planning, and customised pensions with a regulated, personalised approach.
    1. ✔1 Financial Adviser
    2. 🪧18.1 Miles
    3. 📍Taunton
  17. 🏢

    Benjamin Warren

    FCA reg no.
    786349
    FCA authorised date:
    09/08/17
    Authorised under FCA, Benjamin Warren specialises in life investments and pensions retirement advice. Located in Wells, Somerset, his firm offers tailored financial planning solutions ideal for both novice and experienced investors.
    1. ✔1 Financial Adviser
    2. 🪧18.1 Miles
    3. 📍Wells
  18. 🏢

    Gardiner Page & Roe Personal & Corporate Financial Planning

    FCA reg no.
    215228
    FCA authorised date:
    31/05/05
    Gardiner Page & Roe is a FCA-regulated financial planning firm in Somerset, offering comprehensive services like investment advice, retirement planning, and holistic financial planning to corporations and individuals.
    1. ✔3 Financial Advisers
    2. 🪧18.1 Miles
    3. 📍Wells
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