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Find FCA registered Financial Advisers Near Me in South Cary BA7

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We have found 298 relevant financial adviser firms within 30 miles of South Cary BA7. Showing page 1 of 20.

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  2. 🏢

    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. 🪧19.8 Miles
    5. 📍Burnham-on-sea
    ★★★★⯨
  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. 🪧21.8 Miles
    4. 📍Bradford On Avon
  4. 🏢

    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. 🪧24.3 Miles
    3. 📍Taunton
  5. 🏢

    Church House Investments Limited

    FCA reg no.
    190548
    FCA authorised date:
    01/12/01
    Based in UK's Sherborne, Church House Investments Limited offers personalised financial solutions including wealth management, investing, pensions retirement advice, funeral plans, and life insurance; registered with the FCA under no. 190548.
    1. ✔7 Financial Advisers
    2. 🪧8.8 Miles
    3. 📍Sherborne
  6. 🏢

    Derek Howard

    FCA reg no.
    439391
    FCA authorised date:
    15/09/05
    Derek Howard is a reputable, FCA-regulated financial planning firm in Kilmington, Wiltshire, specializing in life investments, pension advice, and final salary pension transfers, prioritizing client-focused, accessible solutions.
    1. ✔1 Financial Adviser
    2. 🪧9.2 Miles
    3. 📍Kilmington
  7. 🏢

    Fort Financial Planning LTD

    FCA reg no.
    425743
    FCA authorised date:
    01/04/05
    Fort Financial Planning Ltd is a FCA-regulated firm based in Sherborne, Dorset, specializing in life and investments, pensions retirement advice. They provide bespoke financial strategies ensuring clients' confidence in their financial future.
    1. ✔2 Financial Advisers
    2. 🪧9.2 Miles
    3. 📍Sherborne
  8. 🏢

    STEPPING STONES FINANCIAL ADVISERS LIMITED

    FCA reg no.
    715787
    FCA authorised date:
    04/01/16
    Stepping Stones Financial Advisers Limited offers comprehensive, client-focused financial services including life insurance, investments, and retirement advice in Somerset, assisting individuals and businesses secure their financial futures.
    1. ✔2 Financial Advisers
    2. 🪧9.2 Miles
    3. 📍Somerton
  9. 🏢

    Ruddle Financial Management Limited

    FCA reg no.
    1044280
    FCA authorised date:
    15/10/25
    Ruddle Financial Management Ltd. provides personalised financial planning and regulated advice in life and investment planning, pensions retirement advice, and final salary pension transfers in Glastonbury, Somerset.
    1. ✔1 Financial Adviser
    2. 🪧9.5 Miles
    3. 📍Glastonbury
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  11. 🏢

    John Piper

    FCA reg no.
    1022383
    FCA authorised date:
    22/11/24
    John Piper is a renowned firm in Somerset, specializing in wealth management, investments, pensions advice, final salary pension transfers and comprehensive financial planning. Known for its client-focused approach and professional service.
    1. ✔1 Financial Adviser
    2. 🪧9.7 Miles
    3. 📍Radstock
  12. 🏢

    Chalice Financial Planning Limited

    FCA reg no.
    1003543
    FCA authorised date:
    31/10/23
    Chalice Financial Planning Limited in Glastonbury offers bespoke financial advice, covering life and investments, pension retirement, and more. The FCA-regulated firm is dedicated to optimizing clients' financial health.
    1. ✔1 Financial Adviser
    2. 🪧9.8 Miles
    3. 📍Glastonbury
  13. 🏢

    Paul David Streeter

    FCA reg no.
    215189
    FCA authorised date:
    16/09/13
    Paul David Streeter is a reputable, FCA-regulated financial advisory firm in Street, Somerset, specialising in life and investment management, personalised pension advice, and final salary pension transfers. Known for delivering tailored strategies that prioritise client interests.
    1. ✔1 Financial Adviser
    2. 🪧9.9 Miles
  14. 🏢

    Dean Scott

    FCA reg no.
    918374
    FCA authorised date:
    17/12/19
    A reputable financial firm based in Wells, Somerset; Dean Scott offers extensive financial services, including insurance and retirement advice. Known for its customer-focused approach, it serves local and regional clients.
    1. ✔1 Financial Adviser
    2. 🪧10.1 Miles
    3. 📍Wells
  15. 🏢

    Gardiner Page & Roe Personal & Corporate Financial Planning

    FCA reg no.
    215228
    FCA authorised date:
    31/05/05
    Gardiner Page & Roe is a FCA-regulated financial planning firm in Somerset, offering comprehensive services like investment advice, retirement planning, and holistic financial planning to corporations and individuals.
    1. ✔3 Financial Advisers
    2. 🪧10.4 Miles
    3. 📍Wells
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  17. 🏢

    Benjamin Warren

    FCA reg no.
    786349
    FCA authorised date:
    09/08/17
    Authorised under FCA, Benjamin Warren specialises in life investments and pensions retirement advice. Located in Wells, Somerset, his firm offers tailored financial planning solutions ideal for both novice and experienced investors.
    1. ✔1 Financial Adviser
    2. 🪧10.4 Miles
    3. 📍Wells
  18. 🏢

    ZC Financial Planning

    FCA reg no.
    802061
    FCA authorised date:
    16/02/18
    ZC Financial Planning is an FCA-regulated firm in Radstock, Somerset, offering expert retirement advice, investment services, and final salary pension transfers. They provide a personalised approach to meet your financial needs.
    1. ✔1 Financial Adviser
    2. 🪧10.8 Miles
    3. 📍Radstock
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