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Find FCA registered Financial Advisers Near Me in TA11 7


We have found 280 relevant financial adviser firms within 30 miles of TA11 7. Showing page 7 of 19.

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  2. 🏢

    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. 🪧21.4 Miles
    3. 📍Bristol
  3. 🏢

    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. 🪧21.5 Miles
    3. 📍Taunton
  4. 🏢

    Alpha House Wealth Management Limited

    FCA reg no.
    937230
    FCA authorised date:
    03/08/23
    Alpha House Wealth Management Limited is a trusted FCA-registered financial firm in Bath, Somerset, offering expert financial advice, insurance, investments, pension advice, and comprehensive financial planning. Known for tailored solutions and a client-focused approach.
    1. ✔1 Financial Adviser
    2. 🪧21.6 Miles
    3. 📍Bath
  5. 🏢

    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. 🪧21.7 Miles
    3. 📍Bristol
  6. 🏢

    Celia Johnson

    FCA reg no.
    604922
    FCA authorised date:
    24/07/13
    Celia Johnson is a Somerset-based, FCA-regulated financial services firm specializing in life investments, pension planning, and comprehensive financial planning, renowned for its transparency, strategic approach, and robust regional coverage.
    1. ✔1 Financial Adviser
    2. 🪧21.7 Miles
    3. 📍Weston Super Mare
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  8. 🏢

    Wessex Financial Planning Limited

    FCA reg no.
    430299
    FCA authorised date:
    01/06/05
    Wessex Financial Planning Limited, regulated by FCA, offers expert services in life insurance, investments, pensions and retirement advice. Known for their approachability, they provide tailored advice for a secure financial future.
    1. ✔1 Financial Adviser
    2. 🪧21.9 Miles
    3. 📍Shaftesbury
  9. 🏢

    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. ✔1 Financial Adviser
    2. 🪧22.1 Miles
    3. 📍Taunton
  10. 🏢

    Beewise FS LTD

    FCA reg no.
    923646
    FCA authorised date:
    11/05/22
    Beewise FS Ltd, located near Weston super Mare, is a respected FCA-regulated financial services firm. It specializes in life insurance, investments, retirement advice, and strategic financial planning.
    1. ✔1 Financial Adviser
    2. 🪧22.2 Miles
    3. 📍Weston Super Mare
  11. 🏢

    Elite Financial Planning Limited

    FCA reg no.
    711851
    FCA authorised date:
    01/12/15
    Elite Financial Planning Limited is a FCA regulated firm specialising in life and investment planning, retirement advice, and pensions. They provide personalised advice and are adept at assisting first-time investors.
    1. ✔1 Financial Adviser
    2. 🪧22.3 Miles
    3. 📍Westbury
  12. 🏢

    LEE FORD IFA LIMITED

    FCA reg no.
    550697
    FCA authorised date:
    12/05/11
    Vision IFP is a reputable, FCA regulated financial service provider in Piddlehinton, Dorset, known for well-informed advice on life investments, pension planning, and bespoke financial planning.
    1. ✔1 Financial Adviser
    2. 🪧22.4 Miles
    3. 📍Dorchester
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  14. 🏢

    Ford Wealth Management LLP

    FCA reg no.
    554211
    FCA authorised date:
    23/06/11
    Ford Wealth Management LLP provides personalized financial planning and regulated advice, including investment management to pensions retirement advice, based in Kingston St. Mary, Somerset.
    1. ✔1 Financial Adviser
    2. 🪧22.5 Miles
    3. 📍Taunton
  15. 🏢

    Newman Langley & Stavri Financial Consulting Limited

    FCA reg no.
    726547
    FCA authorised date:
    24/11/15
    Newman Langley & Stavri Financial Consulting Limited offers bespoke financial services including insurance and strategic investments. Regulated under FCA, they provide reliable, client-focused solutions across Somerset and surrounding regions.
    1. ✔3 Financial Advisers
    2. 🪧22.7 Miles
    3. 📍Bath
  16. 🏢

    GILLINGHAMS INDEPENDENT FINANCIAL ADVISERS LIMITED

    FCA reg no.
    609295
    FCA authorised date:
    01/05/14
    Gillinghams Independent Financial Advisers Ltd, an FCA-regulated firm based in Bridport, Dorset, specializes in tailored financial planning services such as investment advice, pensions retirement counsel and more.
    1. ✔2 Financial Advisers
    2. 🪧23 Miles
    3. 📍Bridport
  17. 🏢

    Lucy Hammick

    FCA reg no.
    1019709
    FCA authorised date:
    07/10/24
    Lucy Hammick is a trusted, client-centric financial services provider in Felton, near Bristol, specializing in life investments, pensions, and comprehensive planning. Known for friendly, approachable, personalised financial solutions. Regulated by FCA.
    1. ✔1 Financial Adviser
    2. 🪧23 Miles
    3. 📍Bristol
  18. 🏢

    Lab Financial Planning LTD

    FCA reg no.
    1002078
    FCA authorised date:
    22/09/23
    FCA-regulated firm, Lab Financial Planning Ltd, offers expert services in life and investment advice, and pension transfers. Based in Weston Super Mare, Somerset, we specialise in tailored pensions and retirement advice.
    1. ✔1 Financial Adviser
    2. 🪧23.3 Miles
    3. 📍Weston Super Mare
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