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Find FCA registered Financial Advisers Near Me in Mere

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We have found 320 relevant financial adviser firms within 30 miles of Mere. Showing page 1 of 22.

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  2. 👤

    Tim Hall

    Robertsons & Crawford Ltd
    FCA reg no.
    TXH00221
    FCA authorised date:
    03/05/17
    The fee we charge is commensurate with the amount of work required to provide you with the service you need. We provide an initial, no obligation one-hour meeting to discuss your needs free of charge, where we will establish what work is required and will be able to provide a quotation of costs at t... read full individual profile
    1. ✔Min Pension Savings: £50,000
    2. ✔Min Assets: £50,000
    3. 🪧18 Miles
    4. 📍Bradford On Avon
  3. 🏢

    Western Financial Planning LTD

    FCA reg no.
    480405
    FCA authorised date:
    01/07/08
    At Western Financial Planning Ltd , we offer personalised, transparent, and independent financial advice tailored specifically to your needs. We can advise on: Retirement planning and pensions Investment management Estate planning and inheritance tax Personal and family protection Tax-effici... read full company profile
    1. ✔2 Financial Advisers
    2. 🪧35.2 Miles
    3. 📍Taunton
  4. 🏢

    Derek Howard

    FCA reg no.
    439391
    FCA authorised date:
    15/09/05
    Derek Howard is a reputable, FCA-regulated financial planning firm in Kilmington, Wiltshire, specializing in life investments, pension advice, and final salary pension transfers, prioritizing client-focused, accessible solutions.
    1. ✔1 Financial Adviser
    2. 🪧3.1 Miles
    3. 📍Kilmington
  5. 🏢

    Future Financial Wealth LLP

    FCA reg no.
    592054
    FCA authorised date:
    28/11/12
    Future Financial Wealth LLP is a trusted financial planning partner located in Dorset, specializing in life insurance, investments, and pension retirement advice. They offer tailored, regulated advice to help clients build financial confidence.
    1. ✔13 Financial Advisers
    2. 🪧3.7 Miles
    3. 📍Gillingham
  6. 🏢

    Wessex Investment Management Limited

    FCA reg no.
    400509
    FCA authorised date:
    02/08/04
    Wessex Investment Management Limited is a revered financial services firm in Shaftesbury, offering expert life insurance, retirement pensions advice, and specialising in final salary pension transfers.
    1. ✔2 Financial Advisers
    2. 🪧6.2 Miles
    3. 📍Shaftesbury
  7. 🏢

    Bloomfield & Associates Limited

    FCA reg no.
    575725
    FCA authorised date:
    27/02/18
    Bloomfield & Associates is a trusted FCA-regulated financial advisory firm in Shaftesbury, Dorset, offering personalized insurance, investment, pension advice, and financial planning services to a diverse clientele.
    1. ✔6 Financial Advisers
    2. 🪧6.6 Miles
    3. 📍Shaftesbury
  8. 🏢

    Peter Harding Practice LTD

    FCA reg no.
    402110
    FCA authorised date:
    13/07/04
    Peter Harding Practice Ltd is a leading, FCA-regulated financial planning firm in Shaftesbury, Dorset, specializing in life investments, pensions retirement advice, and comprehensive financial planning for local individuals and families.
    1. ✔15 Financial Advisers
    2. 🪧6.6 Miles
    3. 📍Shaftesbury
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  10. 🏢

    3-s Financial Management

    FCA reg no.
    439768
    FCA authorised date:
    28/11/05
    3-S Financial Management in Shaftesbury, Dorset, is a regulated finance firm offering comprehensive services including retirement advice and pensions. Focusing on client-centric solutions, the company provides tailored, FCA-regulated financial advice.
    1. ✔3 Financial Advisers
    2. 🪧6.7 Miles
    3. 📍Shaftesbury
  11. 🏢

    Wessex Financial Planning Limited

    FCA reg no.
    430299
    FCA authorised date:
    01/06/05
    Wessex Financial Planning Limited, regulated by FCA, offers expert services in life insurance, investments, pensions and retirement advice. Known for their approachability, they provide tailored advice for a secure financial future.
    1. ✔1 Financial Adviser
    2. 🪧7.3 Miles
    3. 📍Shaftesbury
  12. 🏢

    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. 🪧7.9 Miles
    3. 📍Sturminster Newton
  13. 🏢

    Meridian FS Limited

    FCA reg no.
    664078
    FCA authorised date:
    29/11/23
    Meridian FS Limited is a renowned FCA-regulated firm based in Somerset, specialising in life investments, pensions advice and final salary pension transfers, providing strategic financial planning with personalised service.
    1. ✔1 Financial Adviser
    2. 🪧9.3 Miles
    3. 📍Frome
  14. 🏢

    Ethical Market Place Limited

    FCA reg no.
    821691
    FCA authorised date:
    11/09/19
    Ethical Market Place Limited, based in Somerset, offers personalised financial services including insurance, investments and pensions. FCA regulated, they focus on enhancing financial stability with a trustworthy, transparent approach.
    1. ✔1 Financial Adviser
    2. 🪧10.2 Miles
    3. 📍Frome
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  16. 🏢

    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. 🪧11 Miles
    3. 📍Westbury
  17. 🏢

    Upper Street Financial Planning LTD

    FCA reg no.
    727124
    FCA authorised date:
    27/11/15
    Upper Street Financial Planning Ltd is a reputable FCA-registered financial advisory firm in Sturminster Newton, Dorset, known for providing tailored pension retirement advice and other financial planning services.
    1. ✔1 Financial Adviser
    2. 🪧11.4 Miles
    3. 📍Sturminster Newton
  18. 🏢

    John Carrick Wealth Management LLP

    FCA reg no.
    531854
    FCA authorised date:
    17/09/10
    John Carrick Wealth Management LLP is a reputable, FCA-regulated firm in Sturminster Newton, Dorset, offering financial advice and services including investment and retirement planning as well as pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧11.4 Miles
    3. 📍Dorset
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