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Find FCA registered Financial Advisers Near Me in TA10 9


We have found 220 relevant financial adviser firms within 30 miles of TA10 9. Showing page 8 of 15.

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  2. 🏢

    Fiveways Financial Planning Limited

    FCA reg no.
    608678
    FCA authorised date:
    12/05/14
    Fiveways Financial Planning Limited, based in Weston super Mare, Somerset, offers expert life investments, pensions retirement advice and final salary pension transfers, dedicated to helping clients secure their financial futures.
    1. ✔7 Financial Advisers
    2. 🪧22.2 Miles
    3. 📍Weston Super Mare
  3. 🏢

    Peter Marks

    FCA reg no.
    995680
    FCA authorised date:
    02/05/23
    Peter Marks leads an FCA-regulated firm in Somerset, specialising in life insurance, investments, pensions, and financial planning. Well-versed in wealth management, they provide professional and tailored financial services.
    1. ✔1 Financial Adviser
    2. 🪧22.3 Miles
    3. 📍Frome
  4. 🏢

    PBF Wealth Management LTD

    FCA reg no.
    611215
    FCA authorised date:
    03/12/13
    PBF Wealth Management Ltd, based in Somerset, is a FCA-regulated financial firm offering comprehensive services across the UK, including life investments, pensions retirement advice, and final salary pension transfers.
    1. ✔2 Financial Advisers
    2. 🪧22.4 Miles
    3. 📍Weston Super Mare
  5. 🏢

    VISION WEST & WALES LIMITED

    FCA reg no.
    783489
    FCA authorised date:
    05/07/17
    Vision West & Wales Limited is a FCA regulated financial firm based in Somerset, offering comprehensive financial services - including life investments and retirement planning - with client-focused approach and decades of experience.
    1. ✔2 Financial Advisers
    2. 🪧22.4 Miles
    3. 📍Weston Super Mare
  6. 🏢

    Mayfair Associates

    FCA reg no.
    210617
    FCA authorised date:
    31/05/05
    Mayfair Town & Country, a premier financial services firm in Somerset, specialises in personalised financial advice and solutions. Known for its professional and approachable style, it's regulated by the FCA.
    1. ✔2 Financial Advisers
    2. 🪧22.5 Miles
    3. 📍Weston Super Mare
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  8. 🏢

    Explore Money LTD

    FCA reg no.
    942083
    FCA authorised date:
    30/12/20
    Mawbey Independent Financial Advice, based in Somerset, offers tailored financial solutions including life planning, pensions advice, and comprehensive financial planning, driven by a client-centric approach and regulated by the FCA.
    1. ✔1 Financial Adviser
    2. 🪧22.5 Miles
    3. 📍Weston Super Mare
  9. 🏢

    Opal Financial Management Limited

    FCA reg no.
    602945
    FCA authorised date:
    02/11/17
    Opal Financial Management Limited is a Todber-based FCA regulated firm offering tailored financial services like planning, investments and retirement strategies across Dorset and surrounding regions.
    1. ✔4 Financial Advisers
    2. 🪧22.6 Miles
    3. 📍Sturminster Newton
  10. 🏢

    Simply IFA Limited

    FCA reg no.
    711969
    FCA authorised date:
    09/11/15
    Simply IFA Limited is a reliable, FCA registered financial firm in Lyme Regis, Dorset, specializing in comprehensive financial planning and advice, including life insurance, investments, and retirement pensions.
    1. ✔2 Financial Advisers
    2. 🪧22.6 Miles
    3. 📍Lyme Regis
  11. 🏢

    Future Financial Wealth LLP

    FCA reg no.
    592054
    FCA authorised date:
    28/11/12
    Future Financial Wealth LLP is a trusted financial planning partner located in Dorset, specializing in life insurance, investments, and pension retirement advice. They offer tailored, regulated advice to help clients build financial confidence.
    1. ✔13 Financial Advisers
    2. 🪧22.8 Miles
    3. 📍Gillingham
  12. 🏢

    DJS Wealth Adviser LLP

    FCA reg no.
    515323
    FCA authorised date:
    29/12/09
    DJS Wealth Adviser LLP, based in Somerset, is a proficient financial firm providing thoughtful, regulated advice on insurance, investments, pensions and financial planning. They focus on client satisfaction and financial stability.
    1. ✔4 Financial Advisers
    2. 🪧22.8 Miles
    3. 📍Radstock
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  14. 🏢

    Upper Street Financial Planning LTD

    FCA reg no.
    727124
    FCA authorised date:
    27/11/15
    Upper Street Financial Planning Ltd is a reputable FCA-registered financial advisory firm in Sturminster Newton, Dorset, known for providing tailored pension retirement advice and other financial planning services.
    1. ✔1 Financial Adviser
    2. 🪧22.8 Miles
    3. 📍Sturminster Newton
  15. 🏢

    John Carrick Wealth Management LLP

    FCA reg no.
    531854
    FCA authorised date:
    17/09/10
    John Carrick Wealth Management LLP is a reputable, FCA-regulated firm in Sturminster Newton, Dorset, offering financial advice and services including investment and retirement planning as well as pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧22.9 Miles
    3. 📍Dorset
  16. 🏢

    Bright Future Financial LTD

    FCA reg no.
    794622
    FCA authorised date:
    21/11/17
    Bright Future Financial Ltd, based in Axminster, Devon, is a renowned FCA-regulated firm, offering top-tier financial planning services including insurance, investments, and pension advice, with excellence in final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧22.9 Miles
    3. 📍Axminster
  17. 🏢

    Aureus Wealth Management LTD

    FCA reg no.
    976592
    FCA authorised date:
    25/04/25
    Aureus Wealth Management Ltd is a Somerset-based financial services firm specialising in life insurance, investments, and pensions. Known for their personalised, reliable service, they offer comprehensive planning solutions for individuals and businesses.
    1. ✔1 Financial Adviser
    2. 🪧22.9 Miles
    3. 📍Weston Super Mare
  18. 🏢

    Davies Wealth Management LTD

    FCA reg no.
    415072
    FCA authorised date:
    18/11/04
    Davies Wealth Management Ltd, a trusted FCA-regulated firm based in Dorset, specializes in life insurance, and investments. They provide transparent, expert financial strategies and retirement advice.
    1. ✔5 Financial Advisers
    2. 🪧23.4 Miles
    3. 📍Bridport
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