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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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 Financial Adviser
- 🪧26 Miles
- 📍Broadstone
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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.- ✔3 Financial Advisers
- ✔1 Mortgage Broker
- 🪧26 Miles
- 📍Taunton
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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.- ✔2 Financial Advisers
- 🪧26 Miles
- 📍Wimborne
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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 Financial Adviser
- 🪧26.1 Miles
- 📍Wimborne
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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.- ✔5 Financial Advisers
- 🪧26.2 Miles
- 📍Broadstone
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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 Financial Adviser
- 🪧26.3 Miles
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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 Financial Adviser
- 🪧26.3 Miles
- 📍Axminster
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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 Financial Adviser
- 🪧26.5 Miles
- 📍Taunton
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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 Financial Adviser
- 🪧26.5 Miles
- 📍Wimborne
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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.- ✔3 Financial Advisers
- 🪧26.6 Miles
- 📍Broadstone
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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 Financial Adviser
- 🪧26.6 Miles
- 📍Broadstone
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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 Financial Adviser
- 🪧26.9 Miles
- 📍Poole
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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.- ✔2 Financial Advisers
- 🪧27 Miles
- 📍Taunton
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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 Financial Adviser
- ✔1 Mortgage Broker
- 🪧27 Miles
- 📍Wimborne
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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.- ✔4 Financial Advisers
- ✔3 Mortgage Brokers
- 🪧27.1 Miles
- 📍Taunton
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