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Find FCA registered Financial Advisers Near Me in TA1 1


We have found 183 relevant financial adviser firms within 30 miles of TA1 1. 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. 🪧1.5 Miles
    3. 📍Taunton
  3. 🏢

    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. 🪧0.3 Miles
    3. 📍Taunton
  4. 🏢

    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. 🪧0.4 Miles
    3. 📍Taunton
  5. 🏢

    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. 🪧0.4 Miles
    3. 📍Taunton
  6. 🏢

    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. 🪧0.4 Miles
    3. 📍Taunton
  7. 🏢

    INVEST SOUTHWEST LIMITED

    FCA reg no.
    469547
    FCA authorised date:
    01/08/07
    Invest Southwest is an FCA-regulated financial firm based in Somerset, offering expert advice on life and investments, as well as comprehensive financial planning, with a focus on pensions and retirement planning.
    1. ✔17 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧0.4 Miles
    4. 📍Taunton
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  9. 🏢

    W&t Limited

    FCA reg no.
    439620
    FCA authorised date:
    03/01/06
    Blackdown Financial, based in Taunton, Somerset, provides regulated advice on financial planning, investments and pensions retirement with an approachable and professional manner, tailored to individual needs.
    1. ✔3 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧0.4 Miles
    4. 📍Taunton
  10. 🏢

    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. 🪧0.5 Miles
  11. 🏢

    Govier Financial Planning Limited

    FCA reg no.
    796116
    FCA authorised date:
    08/12/17
    Govier Financial Planning Limited is a Somerset-based FCA-regulated firm specializing in life planning, investments, pensions, retirement advice, and final salary pension transfers, dedicated to securing clients' financial future.
    1. ✔1 Financial Adviser
    2. 🪧0.6 Miles
    3. 📍Taunton
  12. 🏢

    Plumptree Kilby

    FCA reg no.
    149715
    FCA authorised date:
    01/12/01
    Plumptree Kilby is a reputable FCA-registered financial firm in Taunton, Somerset, offering personalized financial planning services including life investments and retirement advice.
    1. ✔2 Financial Advisers
    2. 🪧0.8 Miles
    3. 📍Taunton
  13. 🏢

    Heritage Independent Financial Consultancy LTD

    FCA reg no.
    624976
    FCA authorised date:
    16/09/14
    Heritage Independent Financial Consultancy Ltd is an FCA registered firm in Taunton, Somerset, specialising in personalised financial planning, pensions retirement advice, and investment strategies. Celebrated for their client-focused approach and industry experience.
    1. ✔4 Financial Advisers
    2. ✔3 Mortgage Brokers
    3. 🪧0.9 Miles
    4. 📍Taunton
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  15. 🏢

    Kenyon Clarke Financial Services LTD

    FCA reg no.
    533507
    FCA authorised date:
    07/01/11
    Kenyon Clarke Financial Services Ltd in Somerset offers expert financial services, specializing in life and investments; offering personalized pension advice and comprehensive financial planning.
    1. ✔2 Financial Advisers
    2. 🪧1.3 Miles
    3. 📍Taunton
  16. 🏢

    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. 🪧1.5 Miles
    3. 📍Taunton
  17. 🏢

    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. 🪧1.5 Miles
    3. 📍Taunton
  18. 🏢

    A M Ruthven & Associates LTD

    FCA reg no.
    301368
    FCA authorised date:
    31/10/04
    A M Ruthven & Associates Ltd is a reputable financial services firm in Taunton, Somerset, offering insightful life and investment advice, retirement planning, and customised pensions with a regulated, personalised approach.
    1. ✔1 Financial Adviser
    2. 🪧1.6 Miles
    3. 📍Taunton
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