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Find FCA registered Financial Advisers Near Me in Mill Cross TA2

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We have found 231 relevant financial adviser firms within 30 miles of Mill Cross TA2. Showing page 1 of 16.

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  2. 🏢

    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. 🪧2.6 Miles
    3. 📍Taunton
  3. 🏢

    Watermark Wealth Management

    FCA reg no.
    828533
    FCA authorised date:
    02/09/19
    DREAM, PLAN... LIVE! The key to a great life is how you live it By focusing our people and technology towards your goals, we can help you achieve them. Our strategies are tailored, robust, monitored and sensitised to market shocks and lifetime events allowing our clients to focus on what m... read full company profile
    1. ✔4 Financial Advisers
    2. ✔Min Pension Savings: £150,000
    3. ✔Min Assets: £300,000
    4. 🪧19.2 Miles
    5. 📍Burnham-on-sea
    ★★★★⯨
  4. 🏢

    Beacon IFA

    FCA reg no.
    566890
    FCA authorised date:
    02/04/12
    1. ✔7 Financial Advisers
    2. ✔3 Mortgage Brokers
    3. 🪧50 Miles
    4. 📍Tredegar
  5. 🏢

    Amberstone Financial Planning Limited

    FCA reg no.
    1028529
    FCA authorised date:
    18/02/25
    AmberStone Financial Planning Limited, based in Somerset, provides tailored financial planning and investment solutions. They offer expert advice on life investments, pensions and retirement plans, catering to clients' unique needs.
    1. ✔1 Financial Adviser
    2. 🪧1.8 Miles
  6. 🏢

    Plumptree Kilby

    FCA reg no.
    149715
    FCA authorised date:
    01/12/01
    Plumptree Kilby is a reputable FCA-registered financial firm in Taunton, Somerset, offering personalized financial planning services including life investments and retirement advice.
    1. ✔2 Financial Advisers
    2. 🪧2.1 Miles
    3. 📍Taunton
  7. 🏢

    Heritage Independent Financial Consultancy LTD

    FCA reg no.
    624976
    FCA authorised date:
    16/09/14
    Heritage Independent Financial Consultancy Ltd is an FCA registered firm in Taunton, Somerset, specialising in personalised financial planning, pensions retirement advice, and investment strategies. Celebrated for their client-focused approach and industry experience.
    1. ✔4 Financial Advisers
    2. ✔3 Mortgage Brokers
    3. 🪧2.1 Miles
    4. 📍Taunton
  8. 🏢

    Brett Andrews

    FCA reg no.
    647058
    FCA authorised date:
    10/12/14
    Brett Andrews Financial Services, based in Somerset, offers trusted and personalised financial planning solutions such as life and investment planning, and specialist pensions retirement advice.
    1. ✔1 Financial Adviser
    2. 🪧2.2 Miles
    3. 📍Taunton
  9. 🏢

    Ford Wealth Management LLP

    FCA reg no.
    554211
    FCA authorised date:
    23/06/11
    Ford Wealth Management LLP provides personalized financial planning and regulated advice, including investment management to pensions retirement advice, based in Kingston St. Mary, Somerset.
    1. ✔1 Financial Adviser
    2. 🪧2.4 Miles
    3. 📍Taunton
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  11. 🏢

    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. 🪧2.4 Miles
    3. 📍Taunton
  12. 🏢

    New Horizon Financial Planning LTD

    FCA reg no.
    1044442
    FCA authorised date:
    14/11/25
    New Horizon Financial Planning Ltd is an FCA-regulated firm in Taunton, Somerset, specializing in life investments and pension advice, committed to ensuring clients' long-term financial stability.
    1. ✔1 Financial Adviser
    2. 🪧2.5 Miles
    3. 📍Taunton
  13. 🏢

    Cole Wealth Management LTD

    FCA reg no.
    952070
    FCA authorised date:
    02/06/21
    Cole Wealth Management Ltd, a trusted financial firm based in Taunton, Somerset, provides key advice on life and pension investments, final salary pension transfers, and comprehensive financial planning.
    1. ✔1 Financial Adviser
    2. 🪧2.5 Miles
    3. 📍Taunton
  14. 🏢

    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. 🪧2.6 Miles
    3. 📍Taunton
  15. 🏢

    Keyte Limited

    FCA reg no.
    136129
    FCA authorised date:
    01/12/01
    Keyte Limited, based in Taunton, Somerset, is a FCA regulated financial services firm. It provides client-focused advice on life insurance, investments, pensions retirement, and more.
    1. ✔7 Financial Advisers
    2. 🪧2.7 Miles
    3. 📍Taunton
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  17. 🏢

    Cooper Associates Wealth Management LTD

    FCA reg no.
    514008
    FCA authorised date:
    04/12/09
    Cooper Associates offers reliable financial services, specialising in life investments and pensions advice. Based in Taunton, they provide client-focused, personalised advice, simplifying complex financial terms for easy understanding.
    1. ✔27 Financial Advisers
    2. 🪧2.7 Miles
    3. 📍Taunton
  18. 🏢

    INVEST SOUTHWEST LIMITED

    FCA reg no.
    469547
    FCA authorised date:
    01/08/07
    Invest Southwest is an FCA-regulated financial firm based in Somerset, offering expert advice on life and investments, as well as comprehensive financial planning, with a focus on pensions and retirement planning.
    1. ✔17 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧2.8 Miles
    4. 📍Taunton
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