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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 8 of 19.

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  2. 🏢

    Ogilvie Thorne Limited

    FCA reg no.
    940119
    FCA authorised date:
    03/12/20
    Ogilvie Thorne Limited, a FCA-recognized firm in Somerset, provides reliable financial planning services and regulated advice across life, investments, pensions, and more to diverse clients.
    1. ✔1 Financial Adviser
    2. 🪧21.2 Miles
    3. 📍Yeovil
  3. 🏢

    Sierra Asset Management Limited

    FCA reg no.
    794323
    FCA authorised date:
    04/04/18
    Sierra Asset Management Limited, based in Christchurch, Dorset, offers expert financial planning advice, specializing in life and investments, as well as pensions and retirement. Regulated by the FCA, they assure reliable, tailored services.
    1. ✔1 Financial Adviser
    2. 🪧21.3 Miles
    3. 📍Christchurch
  4. 🏢

    Baggette & Company Wealth Management Limited

    FCA reg no.
    522193
    FCA authorised date:
    16/08/10
    Baggette + Co, an FCA regulated firm in Poole, specialises in financial planning, pensions advice, and investment strategies. Known for reliable, personalised services, they're ready to guide your financial journey.
    1. ✔9 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧21.5 Miles
    4. 📍Poole
  5. 🏢

    Main Financial Solutions

    FCA reg no.
    476460
    FCA authorised date:
    12/12/07
    Main Financial Solutions, located in Bournemouth, offers professional yet approachable financial services including life investments, pensions advice, and comprehensive financial planning. Respected for their client-focused, regulated advice, they provide dependable financial guidance for every need... read full company profile
    1. ✔1 Financial Adviser
    2. 🪧21.6 Miles
    3. 📍Bournemouth
  6. 🏢

    Nicholas Jowett

    FCA reg no.
    843588
    FCA authorised date:
    06/06/19
    1. ✔1 Financial Adviser
    2. 🪧21.7 Miles
    3. 📍Poole
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  8. 🏢

    MONTGOMERY CHARLES FINANCIAL MANAGEMENT LIMITED

    FCA reg no.
    586392
    FCA authorised date:
    01/11/12
    Montgomery Charles Wealth Management is a regulated FCA financial firm in Wiltshire, specialising in comprehensive wealth management services, including tailored investment strategies, and recognized for pension retirement advice.
    1. ✔7 Financial Advisers
    2. 🪧21.8 Miles
    3. 📍Wiltshire
  9. 🏢

    King's Court Financial Planning LLP

    FCA reg no.
    613020
    FCA authorised date:
    02/06/14
    King's Court Financial Planning LLP is a reliable, approachable financial advisory firm in Trowbridge, offering personalised, comprehensive services including insurance, investments, and retirement planning.
    1. ✔2 Financial Advisers
    2. 🪧21.8 Miles
    3. 📍Trowbridge
  10. 🏢

    Thomas Porter

    FCA reg no.
    801904
    FCA authorised date:
    15/02/18
    FCA-regulated Thomas Porter is a trusted Wiltshire-based financial planning firm specializing in pensions retirement advice and final salary pension transfers, serving a broad clientele with an approachable service style.
    1. ✔1 Financial Adviser
    2. 🪧21.8 Miles
    3. 📍Trowbridge
  11. 🏢

    Kingfisher Independent Financial Planning LLP

    FCA reg no.
    562475
    FCA authorised date:
    03/01/12
    Kingfisher Financial Planning, situated in Trowbridge, offers personalised, FCA-regulated financial services including funeral plans, life investments and pensions retirement advice. Their client-centred approach empowers clients to realise their ambitions.
    1. ✔2 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧22 Miles
    4. 📍Trowbridge
  12. 🏢

    Skybound Financial Planning Limited

    FCA reg no.
    738070
    FCA authorised date:
    11/10/16
    Skybound Financial Planning, based in Poole, Dorset, is a leading FCA-regulated firm offering comprehensive life and investment planning, pensions retirement advice, and personalised financial strategies to achieve clients' financial goals.
    1. ✔6 Financial Advisers
    2. 🪧22 Miles
    3. 📍Poole
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  14. 🏢

    Lewis & Co (investments & Pensions) Limited

    FCA reg no.
    143646
    FCA authorised date:
    01/12/01
    Based in Poole, Dorset, 4. Lewis Investment provides regulated financial services including life insurance, investments, and pensions retirement advice. Known for personalised guidance and expert knowledge in financial decision-making.
    1. ✔12 Financial Advisers
    2. ✔2 Mortgage Brokers
    3. 🪧22.1 Miles
    4. 📍Poole
  15. 🏢

    Life Matters Financial Planning LTD

    FCA reg no.
    787517
    FCA authorised date:
    02/01/18
    Life Matters Financial Planning Ltd, based in Poole, Dorset, provides comprehensive financial services including investment and pension advice. Regulated by FCA, the team offers expert, transparent and diligent financial planning solutions.
    1. ✔1 Financial Adviser
    2. 🪧22.1 Miles
  16. 🏢

    Ingenuity Financial Services Limited

    FCA reg no.
    609997
    FCA authorised date:
    02/05/14
    Ingenuity Financial Services Limited, FCA regulated, specializes in life and investment planning with a focus on pensions retirement advice. Located in Dorset, they offer tailor-made financial plans and trusted advice to their clientele.
    1. ✔4 Financial Advisers
    2. 🪧22.1 Miles
  17. 🏢

    Douglas and Young LTD

    FCA reg no.
    845713
    FCA authorised date:
    11/07/19
    FCA-registered Douglas and Young Ltd, based in Chilcompton, Somerset, offers expert financial services including investment guidance, retirement planning, and pension transfers, renowned for their professional, personalised approach.
    1. ✔2 Financial Advisers
    2. 🪧22.1 Miles
    3. 📍Chilcompton
  18. 🏢

    Orbit Financial Planning LTD

    FCA reg no.
    1003028
    FCA authorised date:
    08/11/23
    Orbit Financial Planning Ltd, located near Salisbury, provides regulated financial advice on life investments, pensions, and general financial planning. Our experienced team offers tailored services for diverse financial goals. FCA registered.
    1. ✔1 Financial Adviser
    2. 🪧22.1 Miles
    3. 📍Salisbury
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