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.
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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.- ✔2 Financial Advisers
- 🪧17.2 Miles
- 📍Bristol
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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 Financial Adviser
- 🪧17.2 Miles
- 📍Bridgwater
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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.- ✔2 Financial Advisers
- 🪧17.2 Miles
- 📍Trowbridge
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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 Financial Adviser
- 🪧17.2 Miles
- 📍Martock
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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 Financial Adviser
- 🪧17.2 Miles
- 📍Yeovil
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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.- ✔10 Financial Advisers
- 🪧17.3 Miles
- 📍Bristol
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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 Financial Adviser
- 🪧17.4 Miles
- 📍Bristol
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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 Financial Adviser
- 🪧17.5 Miles
- 📍Bristol
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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.- ✔2 Financial Advisers
- ✔1 Mortgage Broker
- 🪧17.5 Miles
- 📍Trowbridge
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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.- ✔3 Financial Advisers
- 🪧17.5 Miles
- 📍Bristol
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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 Financial Adviser
- 🪧17.6 Miles
- 📍Yeovil
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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 Financial Adviser
- 🪧17.6 Miles
- 📍Bristol
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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.- ✔24 Financial Advisers
- 🪧17.7 Miles
- 📍Somerset
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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.- ✔4 Financial Advisers
- 🪧17.7 Miles
- 📍Yeovil
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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 Financial Adviser
- 🪧17.7 Miles
- 📍Martock
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