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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 9 of 13.

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  2. 🏢

    Blue Label Wealth Management LTD

    FCA reg no.
    695487
    FCA authorised date:
    15/05/15
    Vision IFP is a trusted financial planning firm in Broadstone, Dorset, specialising in life investments and pensions advice, particularly final salary pension transfers. They prioritise transparency, integrity and personalisation in their service.
    1. ✔1 Financial Adviser
    2. 🪧26 Miles
    3. 📍Broadstone
  3. 🏢

    W&t Limited

    FCA reg no.
    439620
    FCA authorised date:
    03/01/06
    Blackdown Financial, based in Taunton, Somerset, provides regulated advice on financial planning, investments and pensions retirement with an approachable and professional manner, tailored to individual needs.
    1. ✔3 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧26 Miles
    4. 📍Taunton
  4. 🏢

    Sparks & Co Financial Services Limited

    FCA reg no.
    999320
    FCA authorised date:
    08/07/23
    2plan Wealth Management is an FCA-regulated firm in Wimborne, Dorset, offering expert advice on life, investments, and pension retirement planning. Specialties include final salary pension transfers and comprehensive financial planning.
    1. ✔2 Financial Advisers
    2. 🪧26 Miles
    3. 📍Wimborne
  5. 🏢

    OCULUS WEALTH MANAGEMENT (EAST DORSET) LIMITED

    FCA reg no.
    930008
    FCA authorised date:
    16/07/20
    Oculus Wealth Management (East Dorset) Limited is a premier FCA regulated firm in Wimborne, Dorset, offering tailored financial services, including life and investment planning, pension advice, and pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧26.1 Miles
    3. 📍Wimborne
  6. 🏢

    Symes Wealth Management Limited

    FCA reg no.
    610355
    FCA authorised date:
    15/11/13
    Symes Wealth Management, located in Dorset, provides regulated financial planning and advice, specialising in life investments, pensions, and final salary pension transfers. Renowned for their professional yet approachable service.
    1. ✔5 Financial Advisers
    2. 🪧26.2 Miles
    3. 📍Broadstone
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  8. 🏢

    Amberstone Financial Planning Limited

    FCA reg no.
    1028529
    FCA authorised date:
    18/02/25
    AmberStone Financial Planning Limited, based in Somerset, provides tailored financial planning and investment solutions. They offer expert advice on life investments, pensions and retirement plans, catering to clients' unique needs.
    1. ✔1 Financial Adviser
    2. 🪧26.3 Miles
  9. 🏢

    Bright Future Financial LTD

    FCA reg no.
    794622
    FCA authorised date:
    21/11/17
    Bright Future Financial Ltd, based in Axminster, Devon, is a renowned FCA-regulated firm, offering top-tier financial planning services including insurance, investments, and pension advice, with excellence in final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧26.3 Miles
    3. 📍Axminster
  10. 🏢

    Govier Financial Planning Limited

    FCA reg no.
    796116
    FCA authorised date:
    08/12/17
    Govier Financial Planning Limited is a Somerset-based FCA-regulated firm specializing in life planning, investments, pensions, retirement advice, and final salary pension transfers, dedicated to securing clients' financial future.
    1. ✔1 Financial Adviser
    2. 🪧26.5 Miles
    3. 📍Taunton
  11. 🏢

    Vicki Roscorla

    FCA reg no.
    956911
    FCA authorised date:
    15/08/21
    Vicki Roscorla's reputable financial services firm specializes in life insurance and financial planning, providing insightful advice on investments and pensions in Dorset. Known for its professional approach and bespoke services.
    1. ✔1 Financial Adviser
    2. 🪧26.5 Miles
    3. 📍Wimborne
  12. 🏢

    Willingale Wealth Management Limited

    FCA reg no.
    574527
    FCA authorised date:
    06/02/12
    Based in Dorset, Willingale Wealth Management Limited is a FCA regulated firm offering expert advice on insurance, pensions, investments and final salary pension transfers in Broadstone and surrounding areas.
    1. ✔3 Financial Advisers
    2. 🪧26.6 Miles
    3. 📍Broadstone
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  14. 🏢

    Andrew Vrettos Wealth Management Limited

    FCA reg no.
    718648
    FCA authorised date:
    29/09/15
    Andrew Vrettos Wealth Management, a reliable and professional firm based in Dorset, specializes in financial planning, life investments, pensions retirement advice, and final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧26.6 Miles
    3. 📍Broadstone
  15. 🏢

    Rockwealth Poole LTD

    FCA reg no.
    1045021
    FCA authorised date:
    27/11/25
    Rockwealth Poole Ltd, a trusted financial firm in Cheltenham, offers personalised, FCA-regulated financial planning services including life investments, pensions retirement planning and final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧26.9 Miles
    3. 📍Poole
  16. 🏢

    Plumptree Kilby

    FCA reg no.
    149715
    FCA authorised date:
    01/12/01
    Plumptree Kilby is a reputable FCA-registered financial firm in Taunton, Somerset, offering personalized financial planning services including life investments and retirement advice.
    1. ✔2 Financial Advisers
    2. 🪧27 Miles
    3. 📍Taunton
  17. 🏢

    Ideal Financial Solutions LTD

    FCA reg no.
    622803
    FCA authorised date:
    01/07/14
    Ideal Financial Solutions, based in Wimborne, Dorset, is a reputable FCA-regulated firm offering tailored financial advice across life, investments, and pensions. They are known for their client-centric approach and professional service.
    1. ✔1 Financial Adviser
    2. ✔1 Mortgage Broker
    3. 🪧27 Miles
    4. 📍Wimborne
  18. 🏢

    Heritage Independent Financial Consultancy LTD

    FCA reg no.
    624976
    FCA authorised date:
    16/09/14
    Heritage Independent Financial Consultancy Ltd is an FCA registered firm in Taunton, Somerset, specialising in personalised financial planning, pensions retirement advice, and investment strategies. Celebrated for their client-focused approach and industry experience.
    1. ✔4 Financial Advisers
    2. ✔3 Mortgage Brokers
    3. 🪧27.1 Miles
    4. 📍Taunton
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