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Find FCA registered Financial Advisers Near Me in TA24 7


We have found 216 relevant financial adviser firms within 30 miles of TA24 7. Showing page 7 of 15.

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  2. 🏢

    Jason Morgan

    FCA reg no.
    994410
    FCA authorised date:
    04/04/23
    Jason Morgan is a Bridgend-based financial firm, renowned for expert assistance in life investments, final salary pension transfers, and retirement planning. They offer regulated, tailored services suited to a varied client base.
    1. ✔1 Financial Adviser
    2. 🪧25.6 Miles
    3. 📍Bridgend
  3. 🏢

    THE FINANCIAL PRACTICE (UK) LIMITED

    FCA reg no.
    436500
    FCA authorised date:
    03/10/05
    The Financial Practice (UK) Ltd is a FCA governed firm specializing in strategic financial services like insurance, investment strategies, and comprehensive planning, based in Mid Glamorgan offering tailored financial advice.
    1. ✔1 Financial Adviser
    2. 🪧25.7 Miles
    3. 📍Bridgend
  4. 🏢

    Woollacott Wealth Management Limited

    FCA reg no.
    1049176
    FCA authorised date:
    27/01/26
    Based in Winkleigh, Devon, Woollacott Wealth Management Limited offers tailored financial planning services including pensions and investment advice. The firm is known for its exceptional client satisfaction and robust financial strategies.
    1. ✔1 Financial Adviser
    2. 🪧25.8 Miles
    3. 📍Winkleigh
  5. 🏢

    Magenta Financial Planning Limited

    FCA reg no.
    745621
    FCA authorised date:
    01/09/16
    Magenta Financial Planning Limited is a Bridgend-based, FCA-regulated firm providing comprehensive financial planning services, including life insurance, prudent investments, pensions, and retirement advice.
    1. ✔2 Financial Advisers
    2. 🪧25.9 Miles
    3. 📍Bridgend
  6. 🏢

    Positive Wealth Creation LTD

    FCA reg no.
    481182
    FCA authorised date:
    16/06/08
    Positive Wealth Creation Ltd is an FCA-regulated firm specializing in comprehensive financial planning, investment advice, and personalized pensions and retirement guidance around Somerset from their Burnham on Sea base.
    1. ✔2 Financial Advisers
    2. 🪧26 Miles
    3. 📍Burnham On Sea
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  8. 🏢

    Aevitas Wealth LTD

    FCA reg no.
    724303
    FCA authorised date:
    16/05/16
    Bridgend-based Aevitas Life is a trusted financial services firm offering comprehensive solutions in insurance, investments, pensions, and financial planning. Known for regulated advice tailored to clients' needs, they ensure financial stability.
    1. ✔1 Financial Adviser
    2. 🪧26 Miles
    3. 📍Bridgend
  9. 🏢

    Hill Hannay Wealth Management LTD

    FCA reg no.
    798698
    FCA authorised date:
    16/01/18
    Hill Hannay Wealth Management Ltd is a dedicated financial services provider in Devon, specialising in life investments, pensions, and overall financial planning. They offer personalized, approachable financial advice to ensure clients grow and secure their wealth.
    1. ✔1 Financial Adviser
    2. 🪧26 Miles
    3. 📍Honiton
  10. 🏢

    Stephen Elvin Independent Financial Advice LTD

    FCA reg no.
    788538
    FCA authorised date:
    08/09/17
    Stephen Elvin Independent Financial Advice Ltd, an FCA-regulated firm in Burnham on Sea, provides comprehensive financial planning services, specializing in life investments, retirement planning, and final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧26.2 Miles
    3. 📍Burnham On Sea
  11. 🏢

    Davies Financial Limited

    FCA reg no.
    429088
    FCA authorised date:
    27/04/05
    Regulated by the FCA, Davies Financial Limited offers comprehensive and customized financial services including life insurance, investments and more. Known for their client-centered approach, they are a trusted choice in Pencoed's financial sector.
    1. ✔3 Financial Advisers
    2. 🪧26.6 Miles
    3. 📍Pencoed
  12. 🏢

    CST Wealth Management Limited

    FCA reg no.
    602496
    FCA authorised date:
    07/11/13
    CST Wealth Management, based in Bridgend, offers professional, regulated financial advice. Services include life and investment planning, pensions retirement advice, and overall financial planning for individuals and businesses.
    1. ✔3 Financial Advisers
    2. 🪧26.6 Miles
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  14. 🏢

    Bob Farrington LTD

    FCA reg no.
    501409
    FCA authorised date:
    01/10/09
    Bob Farrington Ltd is a Devon-based financial planning firm, registered under FCA No. 501409, offering tailored advice on life, investments, pensions and retirement in the Exeter region.
    1. ✔1 Financial Adviser
    2. 🪧26.9 Miles
    3. 📍Exeter
  15. 🏢

    Bluebell Financial Management Limited

    FCA reg no.
    990457
    FCA authorised date:
    01/08/23
    Bluebell Financial Management Limited, based in Devon, is a trusted firm specialising in life investments, pensions retirement advice and overall financial wellbeing, offering tailor-suited solutions and professional guidance.
    1. ✔1 Financial Adviser
    2. 🪧27.1 Miles
    3. 📍Honiton
  16. 🏢

    Eastgate Financial Services (exeter) Limited

    FCA reg no.
    456868
    FCA authorised date:
    01/11/06
    Exeter-based Eastgate Financial Services offers professional, FCA-regulated advice on life, investments, and pensions retirement, with tailored financial planning to meet individual needs across Devon.
    1. ✔1 Financial Adviser
    2. 🪧27.1 Miles
    3. 📍Exeter
  17. 🏢

    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. 🪧27.2 Miles
    3. 📍Penarth
  18. 🏢

    CDP ASSOCIATES LIMITED

    FCA reg no.
    225607
    FCA authorised date:
    01/09/03
    CDP Associates Ltd, a GB-based financial solutions firm, offers services like life insurance, pensions retirement advice, and investments. Known for integrity, transparency, and a client-centric approach.
    1. ✔1 Financial Adviser
    2. ✔1 Mortgage Broker
    3. 🪧27.2 Miles
    4. 📍Bridgend
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