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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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
- 🪧10 Miles
- 📍Bath
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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 Financial Adviser
- 🪧10.1 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
- 🪧10.1 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
- 🪧10.2 Miles
- 📍Bath
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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 Financial Adviser
- 🪧10.2 Miles
- 📍Bath
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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.- ✔3 Financial Advisers
- 🪧10.2 Miles
- 📍Bath
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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 Financial Adviser
- ✔3 Mortgage Brokers
- 🪧10.2 Miles
- 📍Bath
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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
- 🪧10.2 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
- 🪧10.2 Miles
- 📍Bath
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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.- ✔3 Financial Advisers
- 🪧10.3 Miles
- 📍Bath
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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 Financial Adviser
- 🪧10.3 Miles
- 📍Westbury
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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
- 🪧10.3 Miles
- 📍Bath
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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.- ✔2 Financial Advisers
- 🪧10.3 Miles
- 📍Bath
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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 Financial Adviser
- 🪧10.4 Miles
- 📍Bath
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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.- ✔9 Financial Advisers
- ✔3 Mortgage Brokers
- 🪧10.4 Miles
- 📍Bath
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