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Find FCA registered Financial Advisers Near Me in TA5 2


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

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  2. 🏢

    Amberstone Financial Planning Limited

    FCA reg no.
    1028529
    FCA authorised date:
    18/02/25
    AmberStone Financial Planning Limited, based in Somerset, provides tailored financial planning and investment solutions. They offer expert advice on life investments, pensions and retirement plans, catering to clients' unique needs.
    1. ✔1 Financial Adviser
    2. 🪧7.5 Miles
  3. 🏢

    Financial Planning For Professionals Limited

    FCA reg no.
    523366
    FCA authorised date:
    04/05/10
    Milsted Langdon Financial Planning, FCA registered under 523366, is a Taunton-based firm specializing in holistic financial planning, including life insurance, investments, pensions retirement, and final salary pension transfers.
    1. ✔3 Financial Advisers
    2. 🪧7.8 Miles
    3. 📍Taunton
  4. 🏢

    Milsted Langdon Financial Services Limited

    FCA reg no.
    126457
    FCA authorised date:
    01/12/01
    Milsted Langdon Financial Services is a FCA-regulated firm in Taunton, Somerset offering financial planning, retirement advice, and investment services tailored to individual needs in and around Somerset.
    1. ✔8 Financial Advisers
    2. 🪧7.8 Miles
    3. 📍Taunton
  5. 🏢

    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. 🪧7.8 Miles
    3. 📍Burnham On Sea
  6. 🏢

    Plumptree Kilby

    FCA reg no.
    149715
    FCA authorised date:
    01/12/01
    Plumptree Kilby is a reputable FCA-registered financial firm in Taunton, Somerset, offering personalized financial planning services including life investments and retirement advice.
    1. ✔2 Financial Advisers
    2. 🪧7.9 Miles
    3. 📍Taunton
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  8. 🏢

    Heritage Independent Financial Consultancy LTD

    FCA reg no.
    624976
    FCA authorised date:
    16/09/14
    Heritage Independent Financial Consultancy Ltd is an FCA registered firm in Taunton, Somerset, specialising in personalised financial planning, pensions retirement advice, and investment strategies. Celebrated for their client-focused approach and industry experience.
    1. ✔4 Financial Advisers
    2. ✔3 Mortgage Brokers
    3. 🪧7.9 Miles
    4. 📍Taunton
  9. 🏢

    New Horizon Financial Planning LTD

    FCA reg no.
    1044442
    FCA authorised date:
    14/11/25
    New Horizon Financial Planning Ltd is an FCA-regulated firm in Taunton, Somerset, specializing in life investments and pension advice, committed to ensuring clients' long-term financial stability.
    1. ✔1 Financial Adviser
    2. 🪧8 Miles
    3. 📍Taunton
  10. 🏢

    Cole Wealth Management LTD

    FCA reg no.
    952070
    FCA authorised date:
    02/06/21
    Cole Wealth Management Ltd, a trusted financial firm based in Taunton, Somerset, provides key advice on life and pension investments, final salary pension transfers, and comprehensive financial planning.
    1. ✔1 Financial Adviser
    2. 🪧8 Miles
    3. 📍Taunton
  11. 🏢

    Keyte Limited

    FCA reg no.
    136129
    FCA authorised date:
    01/12/01
    Keyte Limited, based in Taunton, Somerset, is a FCA regulated financial services firm. It provides client-focused advice on life insurance, investments, pensions retirement, and more.
    1. ✔7 Financial Advisers
    2. 🪧8.2 Miles
    3. 📍Taunton
  12. 🏢

    Liberate Wealth (taunton) Limited

    FCA reg no.
    580191
    FCA authorised date:
    20/11/23
    Liberate Wealth (Taunton) Limited is a FCA-regulated firm specializing in personalized financial services, including life insurance, investments, and retirement planning in Taunton, Somerset and surrounding regions.
    1. ✔5 Financial Advisers
    2. 🪧8.2 Miles
    3. 📍Taunton
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  14. 🏢

    Albert Goodman Financial Planning Limited

    FCA reg no.
    148300
    FCA authorised date:
    01/12/01
    Albert Goodman Chartered Accountants, a professional firm based in Taunton, offers expert financial advice and planning. Known for reliable, regulated, tailored advice, they are trusted by first-time and seasoned investors.
    1. ✔10 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧8.2 Miles
    4. 📍Taunton
  15. 🏢

    Cooper Associates Wealth Management LTD

    FCA reg no.
    514008
    FCA authorised date:
    04/12/09
    Cooper Associates offers reliable financial services, specialising in life investments and pensions advice. Based in Taunton, they provide client-focused, personalised advice, simplifying complex financial terms for easy understanding.
    1. ✔27 Financial Advisers
    2. 🪧8.2 Miles
    3. 📍Taunton
  16. 🏢

    INVEST SOUTHWEST LIMITED

    FCA reg no.
    469547
    FCA authorised date:
    01/08/07
    Invest Southwest is an FCA-regulated financial firm based in Somerset, offering expert advice on life and investments, as well as comprehensive financial planning, with a focus on pensions and retirement planning.
    1. ✔17 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧8.3 Miles
    4. 📍Taunton
  17. 🏢

    W&t Limited

    FCA reg no.
    439620
    FCA authorised date:
    03/01/06
    Blackdown Financial, based in Taunton, Somerset, provides regulated advice on financial planning, investments and pensions retirement with an approachable and professional manner, tailored to individual needs.
    1. ✔3 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧8.4 Miles
    4. 📍Taunton
  18. 🏢

    Govier Financial Planning Limited

    FCA reg no.
    796116
    FCA authorised date:
    08/12/17
    Govier Financial Planning Limited is a Somerset-based FCA-regulated firm specializing in life planning, investments, pensions, retirement advice, and final salary pension transfers, dedicated to securing clients' financial future.
    1. ✔1 Financial Adviser
    2. 🪧8.5 Miles
    3. 📍Taunton
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