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Find FCA registered Financial Advisers Near Me in TA13 5


We have found 166 relevant financial adviser firms within 30 miles of TA13 5. Showing page 10 of 12.

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  2. 🏢

    Goodale Financial Partners LTD

    FCA reg no.
    815708
    FCA authorised date:
    07/08/18
    Based in Blandford, Dorset, Goodale Financial Partners Ltd is a FCA-registered firm offering regulated financial services including life and investment planning with special expertise in pensions retirement and final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧27.9 Miles
    3. 📍Blandford
  3. 🏢

    Pennywise Advisory Services Limited

    FCA reg no.
    707141
    FCA authorised date:
    02/11/15
    Pennywise is a renowned, FCA-regulated financial services firm in Dorset offering customer-centric advice on life insurance, investments, and pensions. Specializes in final salary pension transfers and comprehensive financial planning.
    1. ✔2 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧27.9 Miles
    4. 📍Weymouth
  4. 🏢

    Seventy Six Financial Planning LTD

    FCA reg no.
    971702
    FCA authorised date:
    10/03/22
    Based in Weston super Mare, Somerset, Seventy Six Financial Planning Ltd offers regulated financial planning services. Their expertise includes life and investment strategies, pension retirement advice, and comprehensive financial planning.
    1. ✔1 Financial Adviser
    2. 🪧28 Miles
    3. 📍Weston Super Mare
  5. 🏢

    John Katsouris & Company

    FCA reg no.
    215445
    FCA authorised date:
    31/05/05
    John Katsouris & Company is a credible, FCA regulated financial services firm based in Somerset, offering tailored advice on life insurance, investments, pensions and final salary pension transfers.
    1. ✔2 Financial Advisers
    2. 🪧28.2 Miles
    3. 📍Weston Super Mare
  6. 🏢

    Jonathan West

    FCA reg no.
    914005
    FCA authorised date:
    24/09/19
    Jonathan West is a revered Somerset-based financial services firm, specialising in pensions retirement advice and financial planning. Known for client-focused approach, the FCA-regulated team serves Greater Manchester and beyond.
    1. ✔1 Financial Adviser
    2. 🪧28.3 Miles
    3. 📍Weston Super Mare
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  8. 🏢

    MERIT FINANCIAL SERVICES LIMITED

    FCA reg no.
    487612
    FCA authorised date:
    08/09/08
    Merit Financial Services Limited is a reputable financial planning firm based near Weymouth, Dorset. Specializing in investments, pensions, and retirement advice, they provide tailored and regulated financial guidance.
    1. ✔1 Financial Adviser
    2. 🪧28.4 Miles
    3. 📍Weymouth
  9. 🏢

    Meridian FS Limited

    FCA reg no.
    664078
    FCA authorised date:
    29/11/23
    Meridian FS Limited is a renowned FCA-regulated firm based in Somerset, specialising in life investments, pensions advice and final salary pension transfers, providing strategic financial planning with personalised service.
    1. ✔1 Financial Adviser
    2. 🪧28.4 Miles
    3. 📍Frome
  10. 🏢

    Laver Wealth Management Limited

    FCA reg no.
    153989
    FCA authorised date:
    01/12/01
    Laver Wealth Management Limited, based in Somerset, specializes in tailored financial planning and regulated advice on wealth management, life investments, and retirement plans. Known for client-focused, personalized services and a professional approach.
    1. ✔4 Financial Advisers
    2. 🪧28.4 Miles
    3. 📍Weston Super Mare
  11. 🏢

    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. 🪧28.6 Miles
    3. 📍Bristol
  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. 🪧28.7 Miles
    3. 📍Radstock
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  14. 🏢

    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. 🪧28.8 Miles
    3. 📍Weston Super Mare
  15. 🏢

    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. 🪧28.8 Miles
    3. 📍Weston Super Mare
  16. 🏢

    Harney & Co Independent Financial Advisers

    FCA reg no.
    147308
    FCA authorised date:
    01/12/01
    Harney & Co IFA, a trusted FCA-regulated financial planning firm in Blandford Forum, Dorset, offers expert advice on investments, pensions, insurance, and retirement planning. Known for client-focused, dependable services.
    1. ✔1 Financial Adviser
    2. 🪧28.9 Miles
    3. 📍Blandford Forum
  17. 🏢

    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. 🪧28.9 Miles
    3. 📍Bristol
  18. 🏢

    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. 🪧29 Miles
    3. 📍Bristol
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