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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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.- ✔5 Financial Advisers
- 🪧16.7 Miles
- 📍Bridport
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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 Financial Adviser
- 🪧16.8 Miles
- 📍Bridgwater
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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 Financial Adviser
- 🪧16.8 Miles
- 📍Taunton
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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
- 🪧17 Miles
- 📍Dorchester
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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.- ✔4 Financial Advisers
- 🪧17.1 Miles
- 📍Sturminster Newton
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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.- ✔5 Financial Advisers
- 🪧17.6 Miles
- 📍Taunton
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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.- ✔10 Financial Advisers
- ✔1 Mortgage Broker
- 🪧17.6 Miles
- 📍Taunton
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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.- ✔3 Financial Advisers
- 🪧17.6 Miles
- 📍Taunton
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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.- ✔8 Financial Advisers
- 🪧17.6 Miles
- 📍Taunton
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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 Financial Adviser
- 🪧17.7 Miles
- 📍Wells
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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 Financial Adviser
- 🪧17.8 Miles
- 📍Taunton
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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.- ✔2 Financial Advisers
- 🪧17.9 Miles
- 📍Taunton
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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 Financial Adviser
- 🪧18.1 Miles
- 📍Taunton
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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 Financial Adviser
- 🪧18.1 Miles
- 📍Wells
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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.- ✔3 Financial Advisers
- 🪧18.1 Miles
- 📍Wells
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