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Find FCA registered Financial Advisers Near Me in Melksham Forest SN12


We have found 424 relevant financial adviser firms within 30 miles of Melksham Forest SN12. Showing page 5 of 29.

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  2. 🏢

    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. ✔1 Financial Adviser
    2. 🪧10 Miles
    3. 📍Bath
  3. 🏢

    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. 🪧10.1 Miles
    3. 📍Bath
  4. 🏢

    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.
    1. ✔8 Financial Advisers
    2. 🪧10.1 Miles
    3. 📍Bath
  5. 🏢

    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. ✔1 Financial Adviser
    2. 🪧10.2 Miles
    3. 📍Bath
  6. 🏢

    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. 🪧10.2 Miles
    3. 📍Bath
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  8. 🏢

    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. 🪧10.2 Miles
    3. 📍Bath
  9. 🏢

    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. 🪧10.2 Miles
    4. 📍Bath
  10. 🏢

    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.
    1. ✔4 Financial Advisers
    2. 🪧10.2 Miles
    3. 📍Bath
  11. 🏢

    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.
    1. ✔4 Financial Advisers
    2. 🪧10.2 Miles
    3. 📍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. 🪧10.3 Miles
    3. 📍Bath
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  14. 🏢

    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. 🪧10.3 Miles
    3. 📍Westbury
  15. 🏢

    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.
    1. ✔3 Financial Advisers
    2. 🪧10.3 Miles
    3. 📍Bath
  16. 🏢

    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. 🪧10.3 Miles
    3. 📍Bath
  17. 🏢

    Jack Simpson

    FCA reg no.
    1012934
    FCA authorised date:
    22/05/24
    Based in Bath, Somerset, Jack Simpson is a premium financial services firm specialising in life and investment services. They offer tailored advice on pensions, retirement planning, and financial planning solutions. Regulated by the FCA.
    1. ✔1 Financial Adviser
    2. 🪧10.4 Miles
    3. 📍Bath
  18. 🏢

    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. 🪧10.4 Miles
    4. 📍Bath
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