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Find FCA registered Financial Advisers Near Me in TA1 3


We have found 182 relevant financial adviser firms within 30 miles of TA1 3. Showing page 12 of 13.

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  2. 🏢

    Romilly Park Wealth Management LTD

    FCA reg no.
    835318
    FCA authorised date:
    05/03/19
    Romilly Park Wealth Management in Barry, South Glamorgan, offers competent, personalised financial services. Specialising in life planning, investment advice, and pension transfers, they guide clients to make insightful financial decisions.
    1. ✔3 Financial Advisers
    2. 🪧28.4 Miles
    3. 📍Barry
  3. 🏢

    Hawker and Palmer Wealth Management Limited

    FCA reg no.
    571728
    FCA authorised date:
    02/07/12
    Hawker and Palmer Wealth Management Limited is a reputable Bristol-based financial services firm offering expert advisement on life investments, retirement planning, and personalized financial management.
    1. ✔2 Financial Advisers
    2. 🪧28.4 Miles
    3. 📍Bristol
  4. 🏢

    Jon Houghton Limited

    FCA reg no.
    794390
    FCA authorised date:
    01/05/18
    Devon-based Ruby Financial Management offers FCA-regulated financial advice, covering life and investments, pension retirement, and comprehensive financial planning. They are known for their reliable services and client-friendly approach.
    1. ✔1 Financial Adviser
    2. 🪧28.5 Miles
    3. 📍Crediton
  5. 🏢

    T.m. Pullen

    FCA reg no.
    940374
    FCA authorised date:
    01/06/21
    T.M. Pullen is a trusted financial firm in Somerset, regulated by FCA, offering specialized advice in life investments, pensions, retirement, and broader financial planning across Somerset and surrounding counties.
    1. ✔1 Financial Adviser
    2. 🪧28.5 Miles
    3. 📍Somerset
  6. 🏢

    Samantha Townsend

    FCA reg no.
    1013713
    FCA authorised date:
    18/05/24
    Samantha Townsend is a renowned financial firm in Exeter, offering tailored advice on insurance, investments, and pensions. The FCA-regulated company is known for its client-centric approach and clear, friendly guidance.
    1. ✔1 Financial Adviser
    2. 🪧28.6 Miles
    3. 📍Exeter
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  8. 🏢

    BLANCHFORD FINANCIAL SERVICES LIMITED

    FCA reg no.
    1012357
    FCA authorised date:
    07/05/24
    Based in Devon, Blanchford Financial Services Limited provides expert financial advice, including life planning and pensions. This FCA-regulated firm offers personalised service, prioritizing clients' financial well-being.
    1. ✔1 Financial Adviser
    2. 🪧28.7 Miles
    3. 📍Crediton
  9. 🏢

    Holroyd Wealth Management Limited

    FCA reg no.
    1007558
    FCA authorised date:
    12/01/24
    Holroyd Wealth Management, FCA registered, offers comprehensive financial planning services including life insurance, investment strategies, and retirement advice, specializing in final salary pension transfers. Based in Somerset, they provide personalised, regulated advice for individuals and busin... read full company profile
    1. ✔1 Financial Adviser
    2. 🪧28.8 Miles
    3. 📍Bristol
  10. 🏢

    Vale Asset Management

    FCA reg no.
    415900
    FCA authorised date:
    12/01/05
    Vale Asset Management, an FCA-regulated firm in South Glamorgan, provides comprehensive financial planning services including life insurance, investments, pensions retirement advice, and financial planning. Known for their client-focused approach.
    1. ✔1 Financial Adviser
    2. 🪧29 Miles
    3. 📍Barry
  11. 🏢

    Swan Wealth Management Limited

    FCA reg no.
    503447
    FCA authorised date:
    09/07/09
    Swan Wealth Management Ltd, regulated by the FCA, is based in Bristol. They're known for their diverse finance portfolio, bespoke financial planning and pensions retirement advice, offering a customer-centric approach.
    1. ✔2 Financial Advisers
    2. 🪧29 Miles
    3. 📍Bristol
  12. 🏢

    Fortress Financial Services Limited

    FCA reg no.
    836163
    FCA authorised date:
    14/10/19
    Fortress Financial Services Limited is a trusted, FCA-registered firm providing regulated financial planning and advice in Barry, South Glamorgan. Specializing in insurance, investments, and pensions retirement advice, they cater to tailored client needs.
    1. ✔4 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧29.1 Miles
    4. 📍Barry
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  14. 🏢

    Michael Fox

    FCA reg no.
    564504
    FCA authorised date:
    03/01/12
    Fox Financial Management is a trusted FCA registered firm offering comprehensive financial services including pensions retirement advice and life investments, centrally located in Barry, South Glamorgan.
    1. ✔1 Financial Adviser
    2. 🪧29.5 Miles
    3. 📍Barry
  15. 🏢

    Meredith Morgan Taylor LTD

    FCA reg no.
    936745
    FCA authorised date:
    20/10/20
    Meredith Morgan Taylor Ltd is a trusted, FCA regulated firm providing financial services including insurance, investments, and pensions advice in Exmouth, Devon.
    1. ✔3 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧29.7 Miles
    4. 📍Exmouth
  16. 🏢

    Avocet Wealth Partnership LTD

    FCA reg no.
    943481
    FCA authorised date:
    21/01/21
    Avocet Wealth Partnership Ltd is a renowned FCA-regulated financial services firm in Exmouth, Devon, specializing in life investments, pension retirements advice, and expert final salary pension transfers advice.
    1. ✔2 Financial Advisers
    2. 🪧29.9 Miles
    3. 📍Exmouth
  17. 🏢

    JBM Wealth Management LTD

    FCA reg no.
    823110
    FCA authorised date:
    12/10/18
    Based in Exmouth, Devon, JBM Wealth Management Ltd is a regulated financial advisory firm known for trusted services covering insurance, investments, pensions, and general finance planning. Noted for their approachable and knowledgeable service. FCA registered.
    1. ✔1 Financial Adviser
    2. 🪧29.9 Miles
    3. 📍Exmouth
  18. 🏢

    Lime Wealth Limited

    FCA reg no.
    1014072
    FCA authorised date:
    17/05/24
    Cadre Wealth, an FCA-regulated firm in Penarth, provides detailed financial planning services such as investments, pensions, and retirement advice. They are known for their client-first, tailored approach and friendly, professional service.
    1. ✔1 Financial Adviser
    2. 🪧30 Miles
    3. 📍Penarth
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