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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 7 of 21.

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  2. 🏢

    Dean Scott

    FCA reg no.
    918374
    FCA authorised date:
    17/12/19
    A reputable financial firm based in Wells, Somerset; Dean Scott offers extensive financial services, including insurance and retirement advice. Known for its customer-focused approach, it serves local and regional clients.
    1. ✔1 Financial Adviser
    2. 🪧20.2 Miles
    3. 📍Wells
  3. 🏢

    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. 🪧20.5 Miles
    3. 📍Bristol
  4. 🏢

    MAYFIELD INVESTMENT MANAGEMENT LTD

    FCA reg no.
    602199
    FCA authorised date:
    10/10/13
    MAYFIELD INVESTMENT MANAGEMENT LTD is an FCA-regulated financial planning firm based in Somerset, specialising in life investments, pension retirement advice, and final salary pension transfers.
    1. ✔1 Financial Adviser
    2. ✔1 Mortgage Broker
    3. 🪧20.6 Miles
    4. 📍Crewkerne
  5. 🏢

    Northseam Limited

    FCA reg no.
    767528
    FCA authorised date:
    16/12/16
    Northseam Limited is a trusted Yeovil-based financial company regulated by the FCA, offering life insurance, pensions retirement advice, financial planning, and final salary pension transfers with tailored solutions.
    1. ✔1 Financial Adviser
    2. 🪧20.6 Miles
    3. 📍Yeovil
  6. 🏢

    Ogilvie Thorne Limited

    FCA reg no.
    940119
    FCA authorised date:
    03/12/20
    Ogilvie Thorne Limited, a FCA-recognized firm in Somerset, provides reliable financial planning services and regulated advice across life, investments, pensions, and more to diverse clients.
    1. ✔1 Financial Adviser
    2. 🪧20.6 Miles
    3. 📍Yeovil
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  8. 🏢

    Romilly Park Wealth Management LTD

    FCA reg no.
    835318
    FCA authorised date:
    05/03/19
    Romilly Park Wealth Management in Barry, South Glamorgan, offers competent, personalised financial services. Specialising in life planning, investment advice, and pension transfers, they guide clients to make insightful financial decisions.
    1. ✔3 Financial Advisers
    2. 🪧20.8 Miles
    3. 📍Barry
  9. 🏢

    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. 🪧20.8 Miles
    3. 📍Bristol
  10. 🏢

    Blue Fox Wealth Management Limited

    FCA reg no.
    789201
    FCA authorised date:
    02/01/18
    Blue Fox Wealth is a trusted, FCA-regulated financial firm offering comprehensive finance services, including insurance, investments, and pensions advice, from their base in Yeovil, Somerset.
    1. ✔1 Financial Adviser
    2. 🪧20.8 Miles
    3. 📍Yeovil
  11. 🏢

    David Travers Financial Services

    FCA reg no.
    441196
    FCA authorised date:
    03/01/06
    David Travers Financial Services is an FCA-regulated firm in Honiton, Devon specializing in life investments, pensions advice, and comprehensive financial planning. Known for their client-focused approach, they excellently help individuals secure their financial futures.
    1. ✔1 Financial Adviser
    2. ✔1 Mortgage Broker
    3. 🪧20.8 Miles
    4. 📍Honiton
  12. 🏢

    Vale Asset Management

    FCA reg no.
    415900
    FCA authorised date:
    12/01/05
    Vale Asset Management, an FCA-regulated firm in South Glamorgan, provides comprehensive financial planning services including life insurance, investments, pensions retirement advice, and financial planning. Known for their client-focused approach.
    1. ✔1 Financial Adviser
    2. 🪧20.9 Miles
    3. 📍Barry
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  14. 🏢

    Fortress Financial Services Limited

    FCA reg no.
    836163
    FCA authorised date:
    14/10/19
    Fortress Financial Services Limited is a trusted, FCA-registered firm providing regulated financial planning and advice in Barry, South Glamorgan. Specializing in insurance, investments, and pensions retirement advice, they cater to tailored client needs.
    1. ✔4 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧21.1 Miles
    4. 📍Barry
  15. 🏢

    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. 🪧21.5 Miles
    3. 📍Penarth
  16. 🏢

    Michael Fox

    FCA reg no.
    564504
    FCA authorised date:
    03/01/12
    Fox Financial Management is a trusted FCA registered firm offering comprehensive financial services including pensions retirement advice and life investments, centrally located in Barry, South Glamorgan.
    1. ✔1 Financial Adviser
    2. 🪧21.6 Miles
    3. 📍Barry
  17. 🏢

    Gm2 LIMITED

    FCA reg no.
    228579
    FCA authorised date:
    06/05/04
    GM2 Limited is a reliable firm in Penarth, South Glamorgan, offering tailored financial planning and regulated advice. Renowned for client-focus and professional conduct, they specialise in life investments, pensions, and final salary pension transfers.
    1. ✔2 Financial Advisers
    2. 🪧21.6 Miles
    3. 📍Penarth
  18. 🏢

    ROMILLY ASSOCIATES IFA LTD

    FCA reg no.
    450550
    FCA authorised date:
    03/08/06
    Romilly Associates IFA Ltd in Penarth, GB offers personalized financial planning, specializing in life insurance along with investment and pensions retirement advice.
    1. ✔3 Financial Advisers
    2. 🪧21.8 Miles
    3. 📍Penarth
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