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Find FCA registered Financial Advisers Near Me in TA5 2

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We have found 305 relevant financial adviser firms within 30 miles of TA5 2. Showing page 1 of 21.

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  2. 🏢

    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
    1. ✔2 Financial Advisers
    2. 🪧7.5 Miles
    3. 📍Taunton
  3. 🏢

    Watermark Wealth Management

    FCA reg no.
    828533
    FCA authorised date:
    02/09/19
    DREAM, PLAN... LIVE! The key to a great life is how you live it By focusing our people and technology towards your goals, we can help you achieve them. Our strategies are tailored, robust, monitored and sensitised to market shocks and lifetime events allowing our clients to focus on what m... read full company profile
    1. ✔4 Financial Advisers
    2. ✔Min Pension Savings: £150,000
    3. ✔Min Assets: £300,000
    4. 🪧13.6 Miles
    5. 📍Burnham-on-sea
    ★★★★⯨
  4. 🏢

    Beacon IFA

    FCA reg no.
    566890
    FCA authorised date:
    02/04/12
    1. ✔7 Financial Advisers
    2. ✔3 Mortgage Brokers
    3. 🪧45 Miles
    4. 📍Tredegar
  5. 🏢

    Rossiter Wealth Management LTD

    FCA reg no.
    833408
    FCA authorised date:
    11/02/19
    Regulated by the FCA, Rossiter Wealth Management Ltd provides client-centered financial solutions, including life investments and pensions advice, serving Bridgwater and surrounding counties with tailored, regulated advice.
    1. ✔1 Financial Adviser
    2. 🪧1.8 Miles
    3. 📍Bridgwater
  6. 🏢

    Ballantine Wealth Management Limited

    FCA reg no.
    812482
    FCA authorised date:
    27/06/18
    Ballantine Wealth Management Limited based in Somerset offers regulated advice on a range of financial services, specialising in pension transfers, retirement planning and comprehensive financial planning.
    1. ✔5 Financial Advisers
    2. 🪧2.3 Miles
    3. 📍Bridgwater
  7. 🏢

    Nexus Financial Planning

    FCA reg no.
    216763
    FCA authorised date:
    23/07/02
    Nexus IFA, an FCA-approved financial advice firm based in Somerset, offers tailored planning and regulated advice, including insurance, pensions, and investments. Known for its straightforward, empowering consultation, it serves clients in and around Somerset.
    1. ✔2 Financial Advisers
    2. 🪧2.4 Miles
    3. 📍Bridgwater
  8. 🏢

    Nexus IFA Limited

    FCA reg no.
    550749
    FCA authorised date:
    12/05/11
    Nexus IFA Limited is a registered financial advisory firm in Somerset providing comprehensive financial management services including pensions retirement advice and strategic financial planning to a diverse client base.
    1. ✔6 Financial Advisers
    2. 🪧2.4 Miles
    3. 📍Bridgwater
  9. 🏢

    Andrew O'Connor

    FCA reg no.
    189368
    FCA authorised date:
    01/12/01
    Intouch Investments, regulated by the FCA, offers detailed, client-focused investment advice and financial planning services in Bridgwater and wider Somerset, prioritizing individual customer needs for secure financial futures.
    1. ✔1 Financial Adviser
    2. 🪧4.6 Miles
    3. 📍Bridgwater
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  11. 🏢

    Sean Davey

    FCA reg no.
    439708
    FCA authorised date:
    20/09/05
    Sean Davey, located in Somerset, is a trustworthy financial planning firm offering tailored and regulated services ranging from insurance to investments. Regulated by the FCA, they ensure clients' unique financial goals are met.
    1. ✔1 Financial Adviser
    2. 🪧5.8 Miles
    3. 📍Taunton
  12. 🏢

    Rapprocher LTD

    FCA reg no.
    227440
    FCA authorised date:
    24/11/03
    Rapprocher Ltd is a respected financial firm in Bridgwater, Somerset offering a wide range of FCA-regulated advice across life investments, pensions, and financial planning, providing tailored solutions to meet clients' financial goals.
    1. ✔1 Financial Adviser
    2. 🪧6.2 Miles
    3. 📍Bridgwater
  13. 🏢

    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. 🪧6.4 Miles
    3. 📍Taunton
  14. 🏢

    Brett Andrews

    FCA reg no.
    647058
    FCA authorised date:
    10/12/14
    Brett Andrews Financial Services, based in Somerset, offers trusted and personalised financial planning solutions such as life and investment planning, and specialist pensions retirement advice.
    1. ✔1 Financial Adviser
    2. 🪧7.1 Miles
    3. 📍Taunton
  15. 🏢

    Jade Burrell

    FCA reg no.
    822069
    FCA authorised date:
    01/10/18
    Jade Burrell, an FCA registered firm in Taunton, Somerset, offers reliable financial planning services including life investments, pension advice, final salary pension transfers and more, with a personalized, friendly approach.
    1. ✔1 Financial Adviser
    2. 🪧7.2 Miles
    3. 📍Taunton
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  17. 🏢

    CARDAN (PFP) LTD

    FCA reg no.
    1040272
    FCA authorised date:
    16/09/25
    Premier Financial Planning Ltd., regulated by FCA, offers expert insurance, investment, and pensions advice, specializing in final salary pension transfers and holistic financial planning. Renowned for approachability and serving individuals and businesses in Somerset and surrounding regions.
    1. ✔7 Financial Advisers
    2. 🪧7.3 Miles
    3. 📍Taunton
  18. 🏢

    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.
    1. ✔2 Financial Advisers
    2. 🪧7.5 Miles
    3. 📍Taunton
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