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Find FCA registered Financial Advisers Near Me in SN15 5

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We have found 483 relevant financial adviser firms within 30 miles of SN15 5. Showing page 1 of 33.

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  2. 👤

    Holly Boden

    Abode Financial Planning
    FCA reg no.
    HXB00262
    FCA authorised date:
    17/10/23
    SMF3 Executive Director
    1. ✔Min Assets: £500,000
    2. 🪧13 Miles
    3. 📍Cirencester
  3. 👤

    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. 🪧16.1 Miles
    4. 📍Bradford On Avon
  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. 🪧35.4 Miles
    3. 📍Thatcham
  5. 🏢

    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. 🪧2.2 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. 🪧2.2 Miles
    3. 📍Chippenham
  7. 🏢

    Timothy Footner

    FCA reg no.
    945779
    FCA authorised date:
    27/02/21
    Timothy Footner is a trusted, FCA-regulated financial services firm in Malmesbury, Wiltshire, offering expert advice on life and investment strategies, pensions retirement, and final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧2.9 Miles
    3. 📍Malmesbury
  8. 🏢

    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. 🪧3.3 Miles
    3. 📍Chippenham
  9. 🏢

    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. 🪧3.4 Miles
    3. 📍Malmesbury
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  11. 🏢

    Castle Sundborn Limited

    FCA reg no.
    125913
    FCA authorised date:
    01/12/01
    Castle Sundborn Limited offers trusted financial guidance in Malmesbury, Wiltshire, specializing in tailored financial planning, insurance, retirement solutions and investment opportunities. Registered under FCA number 125913, they ensure secure financial futures for clients of all backgrounds.
    1. ✔4 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧3.9 Miles
    4. 📍Malmesbury
  12. 🏢

    Nathan Ind Financial Planning Limited

    FCA reg no.
    731452
    FCA authorised date:
    11/01/16
    Nathan Ind Financial Planning Ltd is a trusted, FCA registered financial consulting firm in Malmesbury, Wiltshire, offering personalized financial advice on investments, pensions, and final salary pension transfers.
    1. ✔3 Financial Advisers
    2. 🪧3.9 Miles
    3. 📍Malmesbury
  13. 🏢

    Fuller Wealth Management

    FCA reg no.
    948407
    FCA authorised date:
    01/04/21
    Castle Sundborn is a reputable, FCA regulated financial advisory firm in Malmesbury, Wiltshire, offering comprehensive financial services including investment guidance and retirement planning, tailored to individual needs.
    1. ✔1 Financial Adviser
    2. 🪧3.9 Miles
    3. 📍Malmesbury
  14. 🏢

    James Britton

    FCA reg no.
    1007921
    FCA authorised date:
    18/01/24
    James Britton is a trusted, FCA regulated financial firm based in Wiltshire, known for expertise in pension transfers and comprehensive financial planning, offering life insurance, investments and personalised pension advice.
    1. ✔1 Financial Adviser
    2. 🪧4.2 Miles
    3. 📍Malmesbury
  15. 🏢

    Future Balance Finance LTD

    FCA reg no.
    913862
    FCA authorised date:
    20/09/19
    Future Balance is a respected FCA regulated financial services firm in Royal Wootton Bassett, offering comprehensive financial planning. They specialize in pension retirement advice and serve Wiltshire and surrounding counties.
    1. ✔1 Financial Adviser
    2. 🪧5.2 Miles
    3. 📍Swindon
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  17. 🏢

    Easy Financial South West LTD

    FCA reg no.
    846034
    FCA authorised date:
    17/07/19
    Easy Financial South West Ltd is a regulated financial service firm in Swindon, offering tailored insurance, investment advice, pension transfers, and retirement planning services to businesses and individuals.
    1. ✔2 Financial Advisers
    2. 🪧5.7 Miles
    3. 📍Swindon
  18. 🏢

    Carter Moore Financial Advice and Wealth Management LTD

    FCA reg no.
    600447
    FCA authorised date:
    01/06/22
    Swindon-based Carter Moore Financial Advice and Wealth Management Ltd specialises in life investments, final salary pension transfers and personalised retirement plans. They offer expert financial planning services within the Wiltshire region. FCA regulated.
    1. ✔1 Financial Adviser
    2. 🪧5.8 Miles
    3. 📍Swindon
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