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Find FCA registered Financial Advisers Near Me in Shaftesbury

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We have found 271 relevant financial adviser firms within 30 miles of Shaftesbury. Showing page 1 of 19.

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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. 🪧23.9 Miles
    4. 📍Bradford On Avon
  3. 🏢

    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. 🪧0.1 Miles
    3. 📍Shaftesbury
  4. 🏢

    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. 🪧0.1 Miles
    3. 📍Shaftesbury
  5. 🏢

    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. 🪧0.1 Miles
    3. 📍Shaftesbury
  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. 🪧0.8 Miles
    3. 📍Shaftesbury
  7. 🏢

    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. 🪧2.5 Miles
    3. 📍Shaftesbury
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  9. 🏢

    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. 🪧3.9 Miles
    3. 📍Gillingham
  10. 🏢

    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. 🪧4.5 Miles
    3. 📍Sturminster Newton
  11. 🏢

    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. 🪧7.3 Miles
    3. 📍Dorset
  12. 🏢

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

    The Moneytree Corporation Limited

    FCA reg no.
    504571
    FCA authorised date:
    02/10/09
    Savvy Financial Planning offers regulated, tailored advice on pensions, investments, and retirement planning. Located in Dorset, our trusted, expert service caters for a range of clients across the region.
    1. ✔1 Financial Adviser
    2. 🪧8.9 Miles
    3. 📍Blandford Forum
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  15. 🏢

    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. 🪧9.6 Miles
    3. 📍Kilmington
  16. 🏢

    Goodale Financial Partners LTD

    FCA reg no.
    815708
    FCA authorised date:
    07/08/18
    Based in Blandford, Dorset, Goodale Financial Partners Ltd is a FCA-registered firm offering regulated financial services including life and investment planning with special expertise in pensions retirement and final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧10 Miles
    3. 📍Blandford
  17. 🏢

    Jasmine Milne

    FCA reg no.
    1036661
    FCA authorised date:
    14/07/25
    Jasmine Milne is a FCA-regulated financial services firm based in Stourton Caundle, specialising in tailored financial planning and advice. They provide expert services in life insurance, investments, pensions, and retirement advice.
    1. ✔1 Financial Adviser
    2. 🪧10.3 Miles
    3. 📍Sturminster Newton
  18. 🏢

    Alchemy Financial Limited

    FCA reg no.
    617926
    FCA authorised date:
    01/09/14
    Alchemy Financial Limited, based in Dorset, provides regulated, client-focused financial services including life insurance, investments, and retirement planning. Known for a professional yet approachable ethos, they cater to varying client needs across the region.
    1. ✔1 Financial Adviser
    2. 🪧10.4 Miles
    3. 📍Blandford Forum
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