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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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 Financial Adviser
- 🪧18.2 Miles
- 📍Bristol
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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.- ✔5 Financial Advisers
- 🪧18.3 Miles
- 📍Bristol
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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.- ✔3 Financial Advisers
- 🪧18.3 Miles
- 📍Bristol
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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.- ✔56 Financial Advisers
- 🪧18.4 Miles
- 📍Bristol
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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.- ✔2 Financial Advisers
- 🪧18.4 Miles
- 📍Stoke Sub Hamdon
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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 Financial Adviser
- 🪧18.4 Miles
- 📍Bristol
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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 Financial Adviser
- 🪧18.4 Miles
- 📍Sturminster Newton
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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 Financial Adviser
- 🪧18.4 Miles
- 📍Bristol
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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 Financial Adviser
- 🪧18.4 Miles
- 📍Bristol
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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 Financial Adviser
- 🪧18.4 Miles
- 📍Trowbridge
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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 Financial Adviser
- 🪧18.5 Miles
- 📍Bristol
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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 Financial Adviser
- 🪧18.5 Miles
- 📍Bristol
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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.- ✔3 Financial Advisers
- 🪧18.5 Miles
- 📍Bristol
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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.- ✔2 Financial Advisers
- 🪧18.5 Miles
- 📍Bristol
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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.- ✔4 Financial Advisers
- 🪧18.5 Miles
- 📍Sturminster Newton
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