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Find FCA registered Financial Advisers Near Me in Shaftesbury


We have found 271 relevant financial adviser firms within 30 miles of Shaftesbury. Showing page 16 of 19.

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  2. 🏢

    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. 🪧27 Miles
    3. 📍Bath
  3. 🏢

    Cooper Knowles Limited

    FCA reg no.
    1003823
    FCA authorised date:
    15/08/25
    Cooper Knowles Limited, an FCA regulated firm based in Bath, offers expert financial services including life investments, pensions retirement planning, and final salary pension transfers. The firm prioritizes reliability, trust, and personalized service.
    1. ✔1 Financial Adviser
    2. 🪧27 Miles
    3. 📍Bath
  4. 🏢

    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. 🪧27 Miles
    3. 📍Bath
  5. 🏢

    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. 🪧27.1 Miles
    3. 📍Bath
  6. 🏢

    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. 🪧27.1 Miles
    3. 📍Bath
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  8. 🏢

    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. 🪧27.1 Miles
    4. 📍Bath
  9. 🏢

    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. 🪧27.1 Miles
    3. 📍Bath
  10. 🏢

    PATHWAY INDEPENDENT FINANCIAL PLANNING LIMITED

    FCA reg no.
    606323
    FCA authorised date:
    22/08/13
    Vision IFP is a highly regarded, FCA regulated financial planning firm in Grateley, Hampshire, offering innovative solutions and tailored strategies for life investments and pensions retirement advice.
    1. ✔1 Financial Adviser
    2. 🪧27.1 Miles
    3. 📍Grateley
  11. 🏢

    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. 🪧27.1 Miles
    3. 📍Bath
  12. 🏢

    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. 🪧27.2 Miles
    3. 📍Bath
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  14. 🏢

    Golden Gate IFA LTD

    FCA reg no.
    401757
    FCA authorised date:
    18/08/04
    Golden Gate Financial Planning & Wealth Management in Bromham, Wiltshire provides expert FCA-regulated advice on life investments, pensions and retirement planning for clients in the broader Chippenham area.
    1. ✔1 Financial Adviser
    2. 🪧27.2 Miles
    3. 📍Chippenham
  15. 🏢

    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. 🪧27.2 Miles
    3. 📍Bath
  16. 🏢

    Alpha House Wealth Management Limited

    FCA reg no.
    937230
    FCA authorised date:
    03/08/23
    Alpha House Wealth Management Limited is a trusted FCA-registered financial firm in Bath, Somerset, offering expert financial advice, insurance, investments, pension advice, and comprehensive financial planning. Known for tailored solutions and a client-focused approach.
    1. ✔1 Financial Adviser
    2. 🪧27.3 Miles
    3. 📍Bath
  17. 🏢

    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. 🪧27.3 Miles
    3. 📍Bath
  18. 🏢

    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. 🪧27.3 Miles
    3. 📍Bath
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