Find FCA registered Financial Advisers Near Me in TA1 5
We have found 186 relevant financial adviser firms within 30 miles of TA1 5. Showing page 1 of 13.
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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- ✔2 Financial Advisers
- 🪧2.5 Miles
- 📍Taunton
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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.- ✔2 Financial Advisers
- 🪧0.3 Miles
- 📍Taunton
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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 Financial Adviser
- 🪧0.5 Miles
- 📍Taunton
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STEVEN SIDHU WEALTH MANAGEMENT LTD
- FCA reg no.
- 608518
- FCA authorised date:
- 09/10/13
Vision IFP is an FCA-regulated firm in Taunton, offering client-focused financial planning solutions, including life insurance, investments and pension retirement advice. Known for final salary pension transfers, they ensure utmost client satisfaction.- ✔1 Financial Adviser
- 🪧0.9 Miles
- 📍Taunton
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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.- ✔4 Financial Advisers
- ✔3 Mortgage Brokers
- 🪧0.9 Miles
- 📍Taunton
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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.- ✔2 Financial Advisers
- 🪧1 Miles
- 📍Taunton
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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.- ✔3 Financial Advisers
- ✔1 Mortgage Broker
- 🪧1 Miles
- 📍Taunton
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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.- ✔17 Financial Advisers
- ✔1 Mortgage Broker
- 🪧1.1 Miles
- 📍Taunton
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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.- ✔27 Financial Advisers
- 🪧1.1 Miles
- 📍Taunton
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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.- ✔7 Financial Advisers
- 🪧1.2 Miles
- 📍Taunton
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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 Financial Adviser
- 🪧1.3 Miles
- 📍Taunton
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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 Financial Adviser
- 🪧1.3 Miles
- 📍Taunton
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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 Financial Adviser
- 🪧1.4 Miles
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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 Financial Adviser
- 🪧1.9 Miles
- 📍Taunton
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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.- ✔2 Financial Advisers
- 🪧2.5 Miles
- 📍Taunton
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