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Find FCA registered Financial Advisers Near Me in Sherborne


We have found 192 relevant financial adviser firms within 30 miles of Sherborne. Showing page 4 of 13.

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  2. 🏢

    Hamilton Wealth Planning Limited

    FCA reg no.
    992783
    FCA authorised date:
    02/03/23
    Hamilton Wealth Planning is a reputable, FCA-regulated financial consultancy firm near Bridport, Dorset, offering personalized financial planning and investment services to clients in Marshwood Vale and beyond.
    1. ✔1 Financial Adviser
    2. 🪧19 Miles
    3. 📍Bridport
  3. 🏢

    Gardiner Page & Roe Personal & Corporate Financial Planning

    FCA reg no.
    215228
    FCA authorised date:
    31/05/05
    Gardiner Page & Roe is a FCA-regulated financial planning firm in Somerset, offering comprehensive services like investment advice, retirement planning, and holistic financial planning to corporations and individuals.
    1. ✔3 Financial Advisers
    2. 🪧19 Miles
    3. 📍Wells
  4. 🏢

    Benjamin Warren

    FCA reg no.
    786349
    FCA authorised date:
    09/08/17
    Authorised under FCA, Benjamin Warren specialises in life investments and pensions retirement advice. Located in Wells, Somerset, his firm offers tailored financial planning solutions ideal for both novice and experienced investors.
    1. ✔1 Financial Adviser
    2. 🪧19 Miles
    3. 📍Wells
  5. 🏢

    The Moneytree Corporation Limited

    FCA reg no.
    504571
    FCA authorised date:
    02/10/09
    Savvy Financial Planning offers regulated, tailored advice on pensions, investments, and retirement planning. Located in Dorset, our trusted, expert service caters for a range of clients across the region.
    1. ✔1 Financial Adviser
    2. 🪧19 Miles
    3. 📍Blandford Forum
  6. 🏢

    Dean Scott

    FCA reg no.
    918374
    FCA authorised date:
    17/12/19
    A reputable financial firm based in Wells, Somerset; Dean Scott offers extensive financial services, including insurance and retirement advice. Known for its customer-focused approach, it serves local and regional clients.
    1. ✔1 Financial Adviser
    2. 🪧19.1 Miles
    3. 📍Wells
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  8. 🏢

    Worth Financial Planning Limited

    FCA reg no.
    1041092
    FCA authorised date:
    25/09/25
    Worth Financial Planning Limited, a FCA regulated company in Somerset, provides comprehensive financial services including life investments, pensions, retirement advice, and final salary pension transfers to the UK's Southwest region.
    1. ✔1 Financial Adviser
    2. 🪧19.5 Miles
    3. 📍Wells
  9. 🏢

    Hamblin-martin Financial LTD

    FCA reg no.
    711323
    FCA authorised date:
    24/07/15
    Hamblin-Martin Financial Ltd, based in Chard, Somerset, provides strategic financial planning and FCA-backed advice. They specialise in life investments, pensions, and final salary pension transfers serving local and wider communities.
    1. ✔1 Financial Adviser
    2. 🪧19.7 Miles
    3. 📍Chard
  10. 🏢

    QED Wealth Management LTD

    FCA reg no.
    469909
    FCA authorised date:
    03/09/07
    QED Wealth Management Ltd provides regulated financial advice across the UK, specializing in life and investment matters, pensions, retirement planning and comprehensive financial planning. Located in Wells, Somerset.
    1. ✔1 Financial Adviser
    2. 🪧20.1 Miles
    3. 📍Wells
  11. 🏢

    ZC Financial Planning

    FCA reg no.
    802061
    FCA authorised date:
    16/02/18
    ZC Financial Planning is an FCA-regulated firm in Radstock, Somerset, offering expert retirement advice, investment services, and final salary pension transfers. They provide a personalised approach to meet your financial needs.
    1. ✔1 Financial Adviser
    2. 🪧20.1 Miles
    3. 📍Radstock
  12. 🏢

    South Somerset Mortgages LTD

    FCA reg no.
    457099
    FCA authorised date:
    21/11/06
    South Somerset Mortgages Ltd is a trusted, FCA-regulated company in Chard, Somerset, offering bespoke financial services such as life investments, pensions retirement advice, and detailed financial planning.
    1. ✔2 Financial Advisers
    2. 🪧20.2 Miles
    3. 📍Chard
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  14. 🏢

    Meridian FS Limited

    FCA reg no.
    664078
    FCA authorised date:
    29/11/23
    Meridian FS Limited is a renowned FCA-regulated firm based in Somerset, specialising in life investments, pensions advice and final salary pension transfers, providing strategic financial planning with personalised service.
    1. ✔1 Financial Adviser
    2. 🪧20.6 Miles
    3. 📍Frome
  15. 🏢

    People First Finance LTD

    FCA reg no.
    956872
    FCA authorised date:
    15/08/21
    People First Finance Ltd, located in Radstock, Somerset, is a trusted financial services company specializing in investments, pensions and more. Known for its client-focused approach, the firm adheres to stringent FCA regulations.
    1. ✔1 Financial Adviser
    2. 🪧20.6 Miles
    3. 📍Radstock
  16. 🏢

    Heritage & Co UK Limited

    FCA reg no.
    1020248
    FCA authorised date:
    09/10/24
    Heritage & Co UK Limited is a FCA regulated financial services firm in Somerset, providing expert advice on investments, pensions, retirement planning, and financial planning to clients in Radstock and surrounding regions.
    1. ✔3 Financial Advisers
    2. 🪧20.8 Miles
    3. 📍Radstock
  17. 🏢

    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. 🪧20.8 Miles
    3. 📍Bridgwater
  18. 🏢

    Peter Marks

    FCA reg no.
    995680
    FCA authorised date:
    02/05/23
    Peter Marks leads an FCA-regulated firm in Somerset, specialising in life insurance, investments, pensions, and financial planning. Well-versed in wealth management, they provide professional and tailored financial services.
    1. ✔1 Financial Adviser
    2. 🪧21 Miles
    3. 📍Frome
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