Are you an Adviser click here

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 7 of 25.

📍Map View
  1. Need Help Choosing an Adviser?
    Enter a few details to get matched with the right adviser and receive a guaranteed callback
  2. 🏢

    John Gaulton Independent Financial Advisors

    FCA reg no.
    732710
    FCA authorised date:
    01/07/16
    Bristol-based John Gaulton Independent Financial Advisors offers tailored financial planning solutions, specialising in life, investments, pensions, and retirement advice. Registered under the FCA, they provide reliable, personalised, and regulated financial guidance.
    1. ✔2 Financial Advisers
    2. 🪧17.2 Miles
    3. 📍Bristol
  3. 🏢

    Rapprocher LTD

    FCA reg no.
    227440
    FCA authorised date:
    24/11/03
    Rapprocher Ltd is a respected financial firm in Bridgwater, Somerset offering a wide range of FCA-regulated advice across life investments, pensions, and financial planning, providing tailored solutions to meet clients' financial goals.
    1. ✔1 Financial Adviser
    2. 🪧17.2 Miles
    3. 📍Bridgwater
  4. 🏢

    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. 🪧17.2 Miles
    3. 📍Trowbridge
  5. 🏢

    David Sinclair

    FCA reg no.
    1026169
    FCA authorised date:
    31/01/25
    M&G plc is a reputable, FCA-regulated financial services firm in Martock, Somerset. Known for its expertise in life insurance, investments, and pensions, they offer tailored advice backed by years of industry experience.
    1. ✔1 Financial Adviser
    2. 🪧17.2 Miles
    3. 📍Martock
  6. 🏢

    Blue Fox Wealth Management Limited

    FCA reg no.
    789201
    FCA authorised date:
    02/01/18
    Blue Fox Wealth is a trusted, FCA-regulated financial firm offering comprehensive finance services, including insurance, investments, and pensions advice, from their base in Yeovil, Somerset.
    1. ✔1 Financial Adviser
    2. 🪧17.2 Miles
    3. 📍Yeovil
  7. Need Help Choosing an Adviser?
    Enter a few details to get matched with the right adviser and receive a guaranteed callback
  8. 🏢

    Bowmore Financial Planning Limited

    FCA reg no.
    115180
    FCA authorised date:
    01/12/01
    Bowmore Financial Planning Limited is an FCA regulated firm in Bristol, offering personalized financial planning services. They provide approachable, reliable advice on pensions, retirement, life, and investments.
    1. ✔10 Financial Advisers
    2. 🪧17.3 Miles
    3. 📍Bristol
  9. 🏢

    Crane Williams LTD

    FCA reg no.
    841333
    FCA authorised date:
    03/05/19
    Regulated by the FCA, Crane Williams Ltd is a Bristol-based financial planning firm specialising in life investments, pensions, and retirement planning, known for its approachable style and high professional standards.
    1. ✔1 Financial Adviser
    2. 🪧17.4 Miles
    3. 📍Bristol
  10. 🏢

    Julie Reeve

    FCA reg no.
    503833
    FCA authorised date:
    27/11/13
    Julie Reeve is a Bristol-based financial firm specialising in life, investment, and retirement planning. Regulated by the FCA, they offer personalised, client-focused advice, especially in complex financial decisions.
    1. ✔1 Financial Adviser
    2. 🪧17.5 Miles
    3. 📍Bristol
  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. 🪧17.5 Miles
    4. 📍Trowbridge
  12. 🏢

    Meridan Pension Services Limited

    FCA reg no.
    841099
    FCA authorised date:
    02/03/20
    Bristol-based Meridan Pension Services Limited offers comprehensive financial solutions, including life & investments strategies, pensions retirement advice, and financial planning services, catering to a diverse clientele.
    1. ✔3 Financial Advisers
    2. 🪧17.5 Miles
    3. 📍Bristol
  13. Need Help Choosing an Adviser?
    Enter a few details to get matched with the right adviser and receive a guaranteed callback
  14. 🏢

    John Hall Financial Services LTD

    FCA reg no.
    926219
    FCA authorised date:
    15/05/20
    John Hall Financial Services Ltd, based in Somerset, provides tailored financial services, including retirement and investment advice. With a wealth of experience, they offer personal attention to clients' financial needs.
    1. ✔1 Financial Adviser
    2. 🪧17.6 Miles
    3. 📍Yeovil
  15. 🏢

    Golden Valley Financial Planning Limited

    FCA reg no.
    939133
    FCA authorised date:
    23/11/20
    We advise on a range of products from Prudential and other carefully selected providers. This is known as restricted advice. Using a focused and controlled approach allows us to develop an in‑depth knowledge of the products, so we can safely and confidently recommend a solution that’s right for ... read full company profile.
    1. ✔1 Financial Adviser
    2. 🪧17.6 Miles
    3. 📍Bristol
  16. 🏢

    Old Mill Financial Planning Limited

    FCA reg no.
    967142
    FCA authorised date:
    03/10/22
    Old Mill is a reliable Somerset-based financial firm providing tailored solutions in life insurance, retirement planning, and investment strategies. They are FCA regulated and dedicated to client success.
    1. ✔24 Financial Advisers
    2. 🪧17.7 Miles
    3. 📍Somerset
  17. 🏢

    Adanac Financial Services LTD

    FCA reg no.
    494917
    FCA authorised date:
    24/04/09
    Adanac Financial Services, based in Yeovil, Somerset, specialises in pensions, retirement advice, and financial planning. Regulated by FCA, they offer comprehensive and tailored financial solutions to local families.
    1. ✔4 Financial Advisers
    2. 🪧17.7 Miles
    3. 📍Yeovil
  18. 🏢

    P J Watts Independent Financial Adviser LTD

    FCA reg no.
    911629
    FCA authorised date:
    02/06/20
    KWL Wealth Management, based in Somerset, offers bespoke UK-wide financial services including planning, pensions, retirement advice, and investment guidance. An FCA regulated firm, they're committed to achieving clients' unique financial goals.
    1. ✔1 Financial Adviser
    2. 🪧17.7 Miles
    3. 📍Martock
  19. Need Help Choosing an Adviser?
    Enter a few details to get matched with the right adviser and receive a guaranteed callback
Page 7 of 25. Showing results 91 to 105.
Click here to see the top of the results
Need Help Choosing an Adviser?
Enter a few details to get matched with the right adviser and receive a guaranteed callback