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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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
- 🪧27 Miles
- 📍Bath
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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 Financial Adviser
- 🪧27 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
- 🪧27 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
- 🪧27.1 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
- 🪧27.1 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
- 🪧27.1 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
- 🪧27.1 Miles
- 📍Bath
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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 Financial Adviser
- 🪧27.1 Miles
- 📍Grateley
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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
- 🪧27.1 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
- 🪧27.2 Miles
- 📍Bath
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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 Financial Adviser
- 🪧27.2 Miles
- 📍Chippenham
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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
- 🪧27.2 Miles
- 📍Bath
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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 Financial Adviser
- 🪧27.3 Miles
- 📍Bath
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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
- 🪧27.3 Miles
- 📍Bath
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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
- 🪧27.3 Miles
- 📍Bath
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