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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 8 of 13.

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  2. 🏢

    Toby Evans Financial Planning LTD

    FCA reg no.
    1031356
    FCA authorised date:
    02/04/25
    Dorset-based Toby Evans Financial Planning Ltd is a trusted provider of regulated financial services, specializing in life investments, pensions retirement advice, and final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧25.2 Miles
    3. 📍Wimborne
  3. 🏢

    Roger Carey

    FCA reg no.
    1004965
    FCA authorised date:
    18/11/23
    Roger Carey offers expert financial guidance in Wimborne, Dorset, specialising in regulated services like life insurance, investments, pensions retirement advice and final salary pension transfers. FCA-regulated, trusted, and client-focused.
    1. ✔1 Financial Adviser
    2. 🪧25.3 Miles
    3. 📍Wimborne
  4. 🏢

    Morrison Financial Associates Limited

    FCA reg no.
    716790
    FCA authorised date:
    15/09/15
    Morrison Financial Associates Limited, a highly accredited firm based in Wimborne, Dorset, offers comprehensive financial services, including life investments and pension advice, tailored to individual client needs. Known for remarkable client focus.
    1. ✔1 Financial Adviser
    2. 🪧25.3 Miles
    3. 📍Wimborne
  5. 🏢

    Meldon & Co LTD

    FCA reg no.
    134677
    FCA authorised date:
    01/12/01
    Meldon & Co Ltd is a dependable, FCA regulated financial planning firm in Cheddar, Somerset renowned for expert life and investments advice, comprehensive pensions and retirement solutions, and client-focused services.
    1. ✔1 Financial Adviser
    2. 🪧25.3 Miles
    3. 📍Cheddar
  6. 🏢

    Insurance & Financial Services LTD

    FCA reg no.
    437335
    FCA authorised date:
    03/12/07
    A leading provider of essential financial solutions, Insurance & Financial Services Ltd offers tailored planning services including life insurance, pensions, and investment advice from their Wimborne, Dorset location.
    1. ✔1 Financial Adviser
    2. 🪧25.3 Miles
    3. 📍Wimborne
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  8. 🏢

    Anglebury Financial Associates LLP

    FCA reg no.
    605658
    FCA authorised date:
    02/01/14
    Based in Wareham, Dorset, Anglebury Associates is a trusted financial advisory firm offering strategic financial planning services, specialising in life investments, pensions retirement advice, and personalised financial planning. Regulated by the FCA (No. 605658).
    1. ✔1 Financial Adviser
    2. 🪧25.4 Miles
    3. 📍Wareham
  9. 🏢

    William Human

    FCA reg no.
    528326
    FCA authorised date:
    21/07/10
    William Human, a respected financial firm in Highbridge, Somerset, offers expert advice on life investments, pensions, and retirement, specializing in final salary pension transfers. Known for personal financial planning services, professionalism, and high ethical standards, regulated by the FCA.
    1. ✔1 Financial Adviser
    2. 🪧25.4 Miles
    3. 📍Highbridge
  10. 🏢

    DOLPHIN WEALTH MANAGEMENT LIMITED

    FCA reg no.
    488273
    FCA authorised date:
    07/10/08
    Dolphin Wealth Management Limited is a FCA-regulated firm in Broadstone, Dorset, offering expert financial planning and regulated advice. Known for focus on clients, they guide individuals through life investment, pensions, retirement and more.
    1. ✔1 Financial Adviser
    2. 🪧25.6 Miles
    3. 📍Broadstone
  11. 🏢

    New Horizon Financial Planning LTD

    FCA reg no.
    1044442
    FCA authorised date:
    14/11/25
    New Horizon Financial Planning Ltd is an FCA-regulated firm in Taunton, Somerset, specializing in life investments and pension advice, committed to ensuring clients' long-term financial stability.
    1. ✔1 Financial Adviser
    2. 🪧25.8 Miles
    3. 📍Taunton
  12. 🏢

    Cole Wealth Management LTD

    FCA reg no.
    952070
    FCA authorised date:
    02/06/21
    Cole Wealth Management Ltd, a trusted financial firm based in Taunton, Somerset, provides key advice on life and pension investments, final salary pension transfers, and comprehensive financial planning.
    1. ✔1 Financial Adviser
    2. 🪧25.8 Miles
    3. 📍Taunton
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  14. 🏢

    Keyte Limited

    FCA reg no.
    136129
    FCA authorised date:
    01/12/01
    Keyte Limited, based in Taunton, Somerset, is a FCA regulated financial services firm. It provides client-focused advice on life insurance, investments, pensions retirement, and more.
    1. ✔7 Financial Advisers
    2. 🪧25.9 Miles
    3. 📍Taunton
  15. 🏢

    INVEST SOUTHWEST LIMITED

    FCA reg no.
    469547
    FCA authorised date:
    01/08/07
    Invest Southwest is an FCA-regulated financial firm based in Somerset, offering expert advice on life and investments, as well as comprehensive financial planning, with a focus on pensions and retirement planning.
    1. ✔17 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧25.9 Miles
    4. 📍Taunton
  16. 🏢

    Mathieu Baudry

    FCA reg no.
    994905
    FCA authorised date:
    17/04/23
    Mathieu Baudry is a regulated financial services company in Broadstone, Dorset, providing personalized advice on life, investments, pensions, and retirement. Known for its professional, approachable style and meticulous financial planning.
    1. ✔1 Financial Adviser
    2. 🪧25.9 Miles
    3. 📍Broadstone
  17. 🏢

    Cooper Associates Wealth Management LTD

    FCA reg no.
    514008
    FCA authorised date:
    04/12/09
    Cooper Associates offers reliable financial services, specialising in life investments and pensions advice. Based in Taunton, they provide client-focused, personalised advice, simplifying complex financial terms for easy understanding.
    1. ✔27 Financial Advisers
    2. 🪧25.9 Miles
    3. 📍Taunton
  18. 🏢

    Church Financial Services Limited

    FCA reg no.
    572611
    FCA authorised date:
    02/04/12
    Church Financial Services Limited is a trusted Wiltshire-based financial firm specialising in financial planning, investments, and personalised pension retirement advice, supporting clients across Greater Manchester to secure their future.
    1. ✔3 Financial Advisers
    2. 🪧25.9 Miles
    3. 📍Westbury
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