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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 9 of 25.

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  2. 🏢

    BRUNEL INDEPENDENT FINANCIAL PLANNERS LIMITED

    FCA reg no.
    629678
    FCA authorised date:
    03/11/14
    Academy Associates Wealth Management Ltd provides expert financial planning and regulated advice in Bristol. Specialising in life investments, pensions retirement advice and financial planning, they offer tailored strategies to clients with integrity and transparency.
    1. ✔1 Financial Adviser
    2. 🪧18.2 Miles
    3. 📍Bristol
  3. 🏢

    Ifamax Limited

    FCA reg no.
    526599
    FCA authorised date:
    05/01/11
    Bristol-based Ifamax Limited is a regulated financial advice provider offering comprehensive services in life investments, pensions retirement advice, and strategic financial planning. They're known for trustworthy, approachable, and personalized client-focused solutions.
    1. ✔5 Financial Advisers
    2. 🪧18.3 Miles
    3. 📍Bristol
  4. 🏢

    Nicholls Stevens (financial Services) Limited

    FCA reg no.
    664926
    FCA authorised date:
    03/08/15
    Nicholls Stevens, a FCA-regulated advisory firm in Bristol, offers comprehensive financial planning services including insurance, investments, and retirement advice. Known for ethical, personalized advice, they serve both individuals and businesses.
    1. ✔3 Financial Advisers
    2. 🪧18.3 Miles
    3. 📍Bristol
  5. 🏢

    Atomos Financial Planning Limited

    FCA reg no.
    193503
    FCA authorised date:
    01/12/01
    Regulated by the FCA, 17. atomos. is a trusted financial firm in Bristol providing tailored investment and retirement services, and comprehensive financial planning.
    1. ✔56 Financial Advisers
    2. 🪧18.4 Miles
    3. 📍Bristol
  6. 🏢

    Simply Advice LTD

    FCA reg no.
    804598
    FCA authorised date:
    16/07/18
    FCA registered firm, Simply Advice, located in Stoke Sub Hamdon, Somerset offers expert services in life and investments, pensions retirement, and comprehensive financial planning tailored to clients' individual needs.
    1. ✔2 Financial Advisers
    2. 🪧18.4 Miles
    3. 📍Stoke Sub Hamdon
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  8. 🏢

    Paul Russell Financial Services LTD

    FCA reg no.
    845638
    FCA authorised date:
    05/11/19
    30 plus years in Financial Services and the firm offers advice of many matters as the adviser is Independent and qualified to chartered and fellowship level. Why not call for a conversations at our expense.
    1. ✔1 Financial Adviser
    2. 🪧18.4 Miles
    3. 📍Bristol
  9. 🏢

    Jasmine Milne

    FCA reg no.
    1036661
    FCA authorised date:
    14/07/25
    Jasmine Milne is a FCA-regulated financial services firm based in Stourton Caundle, specialising in tailored financial planning and advice. They provide expert services in life insurance, investments, pensions, and retirement advice.
    1. ✔1 Financial Adviser
    2. 🪧18.4 Miles
    3. 📍Sturminster Newton
  10. 🏢

    Liam Griesel

    FCA reg no.
    956887
    FCA authorised date:
    15/08/21
    Bristol-based Liam Griesel is a reputable financial services firm known for expert advice and comprehensive solutions, including life and investment planning, pension retirement advice, and final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧18.4 Miles
    3. 📍Bristol
  11. 🏢

    Court Ross Financial Management Limited

    FCA reg no.
    131794
    FCA authorised date:
    01/12/01
    Court Ross Financial Management Limited, based in Bristol, provides expert, regulated financial advice covering life investments, retirement planning, and more. Known for their client-focused approach, they serve both individuals and businesses.
    1. ✔1 Financial Adviser
    2. 🪧18.4 Miles
    3. 📍Bristol
  12. 🏢

    Richwood Financial Services Limited

    FCA reg no.
    1042987
    FCA authorised date:
    02/10/24
    Richwood Financial Services, based near Trowbridge, Wiltshire, offers FCA-regulated advice on life, investments, and pensions. With a client-centric approach, they provide reliable financial guidance to individuals, families, and businesses.
    1. ✔1 Financial Adviser
    2. 🪧18.4 Miles
    3. 📍Trowbridge
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  14. 🏢

    Simon James John

    FCA reg no.
    194505
    FCA authorised date:
    16/06/05
    Simon James John is a Bristol-based, FCA regulated financial planning firm renowned for tailored advice on life investments, pensions, retirement planning, and final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧18.5 Miles
    3. 📍Bristol
  15. 🏢

    Arlington Row Wealth Management LTD

    FCA reg no.
    1011062
    FCA authorised date:
    04/06/24
    Arlington Row Wealth Management Ltd is a FCA-regulated firm based in Bristol that specializes in life investments, pensions retirement advice, financial planning, and more. They offer personalized, trustworthy financial solutions.
    1. ✔1 Financial Adviser
    2. 🪧18.5 Miles
    3. 📍Bristol
  16. 🏢

    Anderson Financial Management LTD

    FCA reg no.
    465482
    FCA authorised date:
    19/03/07
    Anderson Financial Management Ltd, located in Bristol, is a trusted partner for personalized financial planning, including life and investment planning, pensions retirement advice, and final salary pension transfers.
    1. ✔3 Financial Advisers
    2. 🪧18.5 Miles
    3. 📍Bristol
  17. 🏢

    Frazer James LTD

    FCA reg no.
    834451
    FCA authorised date:
    27/06/19
    Frazer James Ltd, regulated by the FCA, provides tailored financial services including life insurance, investment strategies, and retirement advice from its accessible Bristol location.
    1. ✔2 Financial Advisers
    2. 🪧18.5 Miles
    3. 📍Bristol
  18. 🏢

    Opal Financial Management Limited

    FCA reg no.
    602945
    FCA authorised date:
    02/11/17
    Opal Financial Management Limited is a Todber-based FCA regulated firm offering tailored financial services like planning, investments and retirement strategies across Dorset and surrounding regions.
    1. ✔4 Financial Advisers
    2. 🪧18.5 Miles
    3. 📍Sturminster Newton
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