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Find FCA registered Financial Advisers Near Me in SN9 6


We have found 311 relevant financial adviser firms within 30 miles of SN9 6. Showing page 14 of 21.

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  2. 🏢

    Oculus Wealth Management (bradford On Avon) Limited

    FCA reg no.
    916207
    FCA authorised date:
    04/11/19
    Oculus Wealth Management, an FCA-regulated firm in Bath, Somerset, specializes in personalized financial planning, including life investments and pension advice, renowned for its client-centric approach.
    1. ✔1 Financial Adviser
    2. 🪧24.1 Miles
    3. 📍Bath
  3. 🏢

    RHEO LTD

    FCA reg no.
    1029225
    FCA authorised date:
    22/07/25
    Rheo Ltd, an FCA regulated firm in Bath, Somerset, specializes in financial planning with a focus on life insurance, investments and pensions retirement advice, offering customized solutions for diverse client needs.
    1. ✔1 Financial Adviser
    2. 🪧24.1 Miles
    3. 📍Bath
  4. 🏢

    Jack Simpson

    FCA reg no.
    1012934
    FCA authorised date:
    22/05/24
    Based in Bath, Somerset, Jack Simpson is a premium financial services firm specialising in life and investment services. They offer tailored advice on pensions, retirement planning, and financial planning solutions. Regulated by the FCA.
    1. ✔1 Financial Adviser
    2. 🪧24.1 Miles
    3. 📍Bath
  5. 🏢

    Oliver Financial Planning LTD

    FCA reg no.
    963900
    FCA authorised date:
    10/11/22
    Bath-based Oliver Financial Planning Ltd provides regulated financial advice, specializing in pensions retirement advice, and life insurance decisions, and investment facilitation, tailored to individual financial goals.
    1. ✔1 Financial Adviser
    2. 🪧24.1 Miles
    3. 📍Bath
  6. 🏢

    Grosvenor Birch Limited

    FCA reg no.
    528798
    FCA authorised date:
    01/11/10
    Grosvenor Birch Limited is a reputable Hampshire-based financial firm specialising in life investments and pension retirement advice. The FCA-regulated company provides comprehensive financial planning services tailored to individual needs.
    1. ✔2 Financial Advisers
    2. 🪧24.1 Miles
    3. 📍Romsey
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  8. 🏢

    CITY FINANCIAL PLANNING LIMITED

    FCA reg no.
    440633
    FCA authorised date:
    03/01/06
    City Financial Planning Ltd, a Bath-based, FCA-regulated firm, specialises in life and investment planning, offering customised advice on pensions and retirement throughout Somerset and surrounding areas.
    1. ✔8 Financial Advisers
    2. 🪧24.2 Miles
    3. 📍Bath
  9. 🏢

    Combined Financial Strategies LTD

    FCA reg no.
    481624
    FCA authorised date:
    14/04/08
    Based in Bath, Somerset, Combined Financial Strategies Ltd is a renowned provider of regulated financial advice across life, investments, and pensions sectors with a speciality in retirement planning.
    1. ✔1 Financial Adviser
    2. 🪧24.2 Miles
    3. 📍Bath
  10. 🏢

    Meraki Financial Planning Limited

    FCA reg no.
    1016215
    FCA authorised date:
    27/06/24
    Meraki Financial Planning Limited is an FCA-regulated firm offering comprehensive financial services in Thatcham, Berkshire. They specialize in life investments, pensions, retirement advice, and overall financial planning, prioritizing client-centered solutions.
    1. ✔1 Financial Adviser
    2. 🪧24.2 Miles
    3. 📍Thatcham
  11. 🏢

    Nautilus Financial Planning LTD

    FCA reg no.
    442130
    FCA authorised date:
    21/11/05
    Nautilus Financial Planning Ltd, based in Marshfield, Gloucestershire, offers personalised, FCA-regulated financial services including insurance, investments, and pensions. Known for approachability, reliability, and expert advice, it serves both local and regional clients.
    1. ✔1 Financial Adviser
    2. 🪧24.2 Miles
    3. 📍Marshfield
  12. 🏢

    Reybridge Capital LTD

    FCA reg no.
    1032333
    FCA authorised date:
    01/05/25
    Reybridge Capital Ltd, based in Bath, Somerset, offers expert financial planning services including life insurance, investments, and pensions retirement advice. The firm is also skilled in handling final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧24.2 Miles
    3. 📍Bath
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  14. 🏢

    Matheson Charles Limited

    FCA reg no.
    954458
    FCA authorised date:
    09/07/21
    Matheson Charles Limited is a trusted, Bath-based financial services firm offering comprehensive financial planning advice, specializing in wealth management, life investments, and pension retirement advice.
    1. ✔3 Financial Advisers
    2. 🪧24.2 Miles
    3. 📍Bath
  15. 🏢

    Owen and Associates

    FCA reg no.
    146808
    FCA authorised date:
    01/12/01
    Owen & Associates is a professional financial firm based in Bath, Somerset, specialising in pensions, investment management, and comprehensive financial planning. Known for their client-centric approach, they offer regulated, tailored advice.
    1. ✔1 Financial Adviser
    2. ✔3 Mortgage Brokers
    3. 🪧24.2 Miles
    4. 📍Bath
  16. 🏢

    Morgans LTD

    FCA reg no.
    159488
    FCA authorised date:
    01/12/01
    Morgan Financial Group Limited is a FCA-regulated firm in Bath, Somerset. Known for proficient, customer-focused financial services including life, investments, pensions retirement advice and comprehensive financial planning.
    1. ✔4 Financial Advisers
    2. 🪧24.2 Miles
    3. 📍Bath
  17. 🏢

    Watson Financial Limited

    FCA reg no.
    591071
    FCA authorised date:
    09/11/12
    Watson Financial Limited is an FCA-regulated company based in Bath, Somerset, offering reliable financial services including life investments, pensions retirement planning, and final salary pension transfers.
    1. ✔3 Financial Advisers
    2. 🪧24.2 Miles
    3. 📍Bath
  18. 🏢

    Bailey Cook Financial Planning LTD

    FCA reg no.
    823706
    FCA authorised date:
    01/05/19
    Bailey Cook Financial Planning Ltd, based in Bath, Somerset, offers reliable, regulatory-compliant financial services including life insurance, investments, pension advice and more, across the UK.
    1. ✔4 Financial Advisers
    2. 🪧24.3 Miles
    3. 📍Bath
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