Find FCA registered Financial Advisers Near Me in Shepton Mallet
We have found 361 relevant financial adviser firms within 30 miles of Shepton Mallet. Showing page 5 of 25.
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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
- 🪧15.6 Miles
- 📍Bath
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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
- 🪧15.6 Miles
- 📍Bath
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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
- 🪧15.7 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
- 🪧15.7 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
- 🪧15.7 Miles
- 📍Bath
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Hawthorn Financial Services (wealth Management) Limited
- FCA reg no.
- 731359
- FCA authorised date:
- 01/06/16
Hawthorn Financial Services in Westbury, Wiltshire, is a trusted financial firm offering comprehensive wealth management services including pension planning and investment advice tailored to individual client needs.- ✔1 Financial Adviser
- 🪧15.7 Miles
- 📍Westbury
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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
- 🪧15.7 Miles
- 📍Bath
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Strong Mortgage Solutions Limited
- FCA reg no.
- 927438
- FCA authorised date:
- 08/06/20
Bristol-based, FCA regulated Strong Mortgage Solutions Ltd, offers comprehensive financial services, specializing in life and investment planning, pensions, retirement plans and final salary pension transfers. They prioritize client-centric, meticulous financial planning.- ✔1 Financial Adviser
- 🪧15.7 Miles
- 📍Bristol
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Prentice Wealth Management LTD
- FCA reg no.
- 1040446
- FCA authorised date:
- 06/09/25
Prentice Wealth Management Ltd provides financial planning services in Somerset, specializing in life investments and pension retirement advice. Known for their approachable expert team, they deliver bespoke financial solutions.- ✔3 Financial Advisers
- 🪧15.8 Miles
- 📍Bath
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Quinn & Amanda McCarthy
- FCA reg no.
- 840105
- FCA authorised date:
- 11/04/19
Quinn & Amanda McCarthy is a Somerset-based FCA-regulated firm (#840105) offering expert financial planning and advice, specializing in life investments, pensions, and final salary pension transfers.- ✔1 Financial Adviser
- 🪧15.9 Miles
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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
- 🪧15.9 Miles
- 📍Bath
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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.- ✔13 Financial Advisers
- 🪧16 Miles
- 📍Gillingham
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Ian Gray & Associates LTD
- FCA reg no.
- 418811
- FCA authorised date:
- 29/07/11
Gray & Associates is a FCA regulated firm offering bespoke financial planning and advice in Bath and Somerset. They specialize in life and investment services, pension advice, and final salary pension transfers.- ✔1 Financial Adviser
- 🪧16 Miles
- 📍Bath
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Singer Wealth Management LTD
- FCA reg no.
- 1033347
- FCA authorised date:
- 23/05/25
Singer Wealth Management is a top financial planning firm in Bristol, offering a wide range of regulated services. Specializing in life investments and retirement planning, they support clients in securing their financial future.- ✔1 Financial Adviser
- 🪧16.1 Miles
- 📍Bristol
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Church Financial Services Limited
- FCA reg no.
- 572611
- FCA authorised date:
- 02/04/12
Church Financial Services Limited is a trusted Wiltshire-based financial firm specialising in financial planning, investments, and personalised pension retirement advice, supporting clients across Greater Manchester to secure their future.- ✔3 Financial Advisers
- 🪧16.3 Miles
- 📍Westbury
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