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Find FCA registered Financial Advisers Near Me in SN15 4

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We have found 476 relevant financial adviser firms within 30 miles of SN15 4. Showing page 1 of 32.

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  2. 👤

    Tim Hall

    Robertsons & Crawford Ltd
    FCA reg no.
    TXH00221
    FCA authorised date:
    03/05/17
    The fee we charge is commensurate with the amount of work required to provide you with the service you need. We provide an initial, no obligation one-hour meeting to discuss your needs free of charge, where we will establish what work is required and will be able to provide a quotation of costs at t... read full individual profile
    1. ✔Min Pension Savings: £50,000
    2. ✔Min Assets: £50,000
    3. 🪧14.5 Miles
    4. 📍Bradford On Avon
  3. 👤

    Holly Boden

    Abode Financial Planning
    FCA reg no.
    HXB00262
    FCA authorised date:
    17/10/23
    SMF3 Executive Director
    1. ✔Min Assets: £500,000
    2. 🪧15 Miles
    3. 📍Cirencester
  4. 🏢

    Simple Wealth Solutions

    FCA reg no.
    949781
    FCA authorised date:
    26/04/21
    I started work in the Finance industry over 30 years ago. Working in London for the largest Friendly Society in the World; Liverpool Victoria. I am the youngest of six siblings, married with three children of my own; so fully understand the importance of saving for the future and protecting your we... read full company profile
    1. ✔1 Financial Adviser
    2. 🪧34.5 Miles
    3. 📍Thatcham
  5. 🏢

    Simon Edward Associates Limited

    FCA reg no.
    1019745
    FCA authorised date:
    10/12/24
    Simon Edward Associates Limited is a renowned financial planning firm in Wiltshire, providing regulated, client-focused services in life and investment planning, pensions retirement advice, and final salary pension transfers.
    1. ✔2 Financial Advisers
    2. 🪧1.2 Miles
    3. 📍Chippenham
  6. 🏢

    Kathryn Jumabhoy

    FCA reg no.
    1024475
    FCA authorised date:
    31/01/25
    Kathryn Jumabhoy is a reliable, FCA-regulated financial advisory firm based in Wiltshire, offering comprehensive life and investment planning, pension transfers, and retirement planning services.
    1. ✔1 Financial Adviser
    2. 🪧2.4 Miles
    3. 📍Chippenham
  7. 🏢

    Vantreo Wealth Management LTD

    FCA reg no.
    842455
    FCA authorised date:
    20/05/19
    Vantreo Wealth Management Ltd, a Wiltshire-based financial services firm, offers personalised advice on investments, pensions, retirement planning, and more, serving an eclectic clientele with dedicated, customer-centric solutions.
    1. ✔1 Financial Adviser
    2. 🪧4.1 Miles
    3. 📍Chippenham
  8. 🏢

    CBFP UK LTD

    FCA reg no.
    985143
    FCA authorised date:
    01/02/23
    Cross Border Financial Planning, based near Chippenham, Wiltshire, provides regulated financial advice tailored to individual needs, specializing in life investments, pensions, retirement and comprehensive financial planning.
    1. ✔4 Financial Advisers
    2. 🪧4.7 Miles
    3. 📍Chippenham
  9. 🏢

    David Phillips

    FCA reg no.
    592419
    FCA authorised date:
    05/12/12
    FCA-regulated David Phillips specialises in financial planning, life investments and retirement advice in Wiltshire. Renowned for a client-centric approach, they provide expert, tailored solutions for first-time investors to retirees.
    1. ✔1 Financial Adviser
    2. 🪧4.8 Miles
    3. 📍Calne
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  11. 🏢

    Conor Webley

    FCA reg no.
    924959
    FCA authorised date:
    24/04/20
    Conor Webley is a reputable, FCA-regulated financial advising firm in Malmesbury, Wiltshire, offering a range of financial services. They specialize in providing personalized advice and easy-to-understand financial planning.
    1. ✔1 Financial Adviser
    2. 🪧4.9 Miles
    3. 📍Malmesbury
  12. 🏢

    RMT Financial LTD

    FCA reg no.
    1035219
    FCA authorised date:
    01/07/25
    RMT Financial Ltd, regulated by the FCA, provides expert financial planning, investment guidance and pension services near Chippenham. Known for personalised service, they cater to all, from first-time buyers to seasoned investors.
    1. ✔1 Financial Adviser
    2. 🪧4.9 Miles
    3. 📍Chippenham
  13. 🏢

    Berkley Square Private Clients LTD

    FCA reg no.
    476124
    FCA authorised date:
    03/12/07
    Berkley Square Private Clients Ltd is a trusted, FCA regulated financial planning and advisory firm offering comprehensive services in life and investment management, pension advice, and final salary pension transfers in Chippenham, Wiltshire.
    1. ✔2 Financial Advisers
    2. 🪧4.9 Miles
    3. 📍Chippenham
  14. 🏢

    Chamberlain Berry LLP

    FCA reg no.
    504255
    FCA authorised date:
    01/12/09
    Chamberlain Berry LLP is a trusted financial services firm in Wiltshire, offering personalised investment, retirement and financial planning advice. Known for their approachable style, they are FCA regulated (#504255).
    1. ✔2 Financial Advisers
    2. 🪧4.9 Miles
    3. 📍Chippenham
  15. 🏢

    CRADLE OVERSEAS PENSIONS LIMITED

    FCA reg no.
    626364
    FCA authorised date:
    01/11/14
    FCA-regulated Cradle Overseas Pensions Limited specializes in life investments, financial planning, pensions retirement advice and final salary pension transfers in Calne, Wiltshire.
    1. ✔1 Financial Adviser
    2. 🪧4.9 Miles
    3. 📍Calne
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  17. 🏢

    Independent Financial Services 4 You LTD

    FCA reg no.
    518498
    FCA authorised date:
    16/06/10
    Wiltshire-based Independent Financial Services 4 You Ltd provides tailored financial solutions, including insurance and investment advice, specializing in pensions retirement. They offer a client-focused approach with a trusted reputation.
    1. ✔4 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧4.9 Miles
    4. 📍Chippenham
  18. 🏢

    Cross Border Financial Planning Limited

    FCA reg no.
    736360
    FCA authorised date:
    11/02/16
    Regulated by the FCA, Cross Border Financial Planning Limited offers tailored financial planning services including investments and pensions, prioritizing accessibility and precision, serving the Greater Chippenham area and beyond.
    1. ✔1 Financial Adviser
    2. 🪧4.9 Miles
    3. 📍Chippenham
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