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Find FCA registered Financial Advisers Near Me in Sidbrook TA2

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We have found 192 relevant financial adviser firms within 30 miles of Sidbrook TA2. Showing page 1 of 13.

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  2. 🏢

    Western Financial Planning LTD

    FCA reg no.
    480405
    FCA authorised date:
    01/07/08
    At Western Financial Planning Ltd , we offer personalised, transparent, and independent financial advice tailored specifically to your needs. We can advise on: Retirement planning and pensions Investment management Estate planning and inheritance tax Personal and family protection Tax-effici... read full company profile
    1. ✔2 Financial Advisers
    2. 🪧1.2 Miles
    3. 📍Taunton
  3. 🏢

    Watermark Wealth Management

    FCA reg no.
    828533
    FCA authorised date:
    02/09/19
    DREAM, PLAN... LIVE! The key to a great life is how you live it By focusing our people and technology towards your goals, we can help you achieve them. Our strategies are tailored, robust, monitored and sensitised to market shocks and lifetime events allowing our clients to focus on what m... read full company profile
    1. ✔4 Financial Advisers
    2. ✔Min Pension Savings: £150,000
    3. ✔Min Assets: £300,000
    4. 🪧18.9 Miles
    5. 📍Burnham-on-sea
    ★★★★⯨
  4. 🏢

    Sean Davey

    FCA reg no.
    439708
    FCA authorised date:
    20/09/05
    Sean Davey, located in Somerset, is a trustworthy financial planning firm offering tailored and regulated services ranging from insurance to investments. Regulated by the FCA, they ensure clients' unique financial goals are met.
    1. ✔1 Financial Adviser
    2. 🪧0.6 Miles
    3. 📍Taunton
  5. 🏢

    Brett Andrews

    FCA reg no.
    647058
    FCA authorised date:
    10/12/14
    Brett Andrews Financial Services, based in Somerset, offers trusted and personalised financial planning solutions such as life and investment planning, and specialist pensions retirement advice.
    1. ✔1 Financial Adviser
    2. 🪧0.9 Miles
    3. 📍Taunton
  6. 🏢

    Cardan Wealth Management LLP

    FCA reg no.
    1037331
    FCA authorised date:
    23/07/25
    Cardan Wealth Management LLP is a highly regarded, FCA-registered financial firm in Taunton, Somerset, offering comprehensive financial planning services and trusted advice on investments and pensions.
    1. ✔2 Financial Advisers
    2. 🪧1.2 Miles
    3. 📍Taunton
  7. 🏢

    Jade Burrell

    FCA reg no.
    822069
    FCA authorised date:
    01/10/18
    Jade Burrell, an FCA registered firm in Taunton, Somerset, offers reliable financial planning services including life investments, pension advice, final salary pension transfers and more, with a personalized, friendly approach.
    1. ✔1 Financial Adviser
    2. 🪧1.3 Miles
    3. 📍Taunton
  8. 🏢

    Financial Planning For Professionals Limited

    FCA reg no.
    523366
    FCA authorised date:
    04/05/10
    Milsted Langdon Financial Planning, FCA registered under 523366, is a Taunton-based firm specializing in holistic financial planning, including life insurance, investments, pensions retirement, and final salary pension transfers.
    1. ✔3 Financial Advisers
    2. 🪧1.5 Miles
    3. 📍Taunton
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  10. 🏢

    Milsted Langdon Financial Services Limited

    FCA reg no.
    126457
    FCA authorised date:
    01/12/01
    Milsted Langdon Financial Services is a FCA-regulated firm in Taunton, Somerset offering financial planning, retirement advice, and investment services tailored to individual needs in and around Somerset.
    1. ✔8 Financial Advisers
    2. 🪧1.5 Miles
    3. 📍Taunton
  11. 🏢

    Liberate Wealth (taunton) Limited

    FCA reg no.
    580191
    FCA authorised date:
    20/11/23
    Liberate Wealth (Taunton) Limited is a FCA-regulated firm specializing in personalized financial services, including life insurance, investments, and retirement planning in Taunton, Somerset and surrounding regions.
    1. ✔5 Financial Advisers
    2. 🪧2 Miles
    3. 📍Taunton
  12. 🏢

    Albert Goodman Financial Planning Limited

    FCA reg no.
    148300
    FCA authorised date:
    01/12/01
    Albert Goodman Chartered Accountants, a professional firm based in Taunton, offers expert financial advice and planning. Known for reliable, regulated, tailored advice, they are trusted by first-time and seasoned investors.
    1. ✔10 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧2 Miles
    4. 📍Taunton
  13. 🏢

    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. 🪧2.1 Miles
  14. 🏢

    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. 🪧2.2 Miles
    3. 📍Taunton
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  16. 🏢

    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. 🪧2.2 Miles
    3. 📍Taunton
  17. 🏢

    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. 🪧2.3 Miles
    3. 📍Taunton
  18. 🏢

    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. 🪧2.4 Miles
    3. 📍Taunton
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