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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 9 of 21.

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  2. 🏢

    Golden Valley Financial Planning Limited

    FCA reg no.
    939133
    FCA authorised date:
    23/11/20
    We advise on a range of products from Prudential and other carefully selected providers. This is known as restricted advice. Using a focused and controlled approach allows us to develop an in‑depth knowledge of the products, so we can safely and confidently recommend a solution that’s right for ... read full company profile.
    1. ✔1 Financial Adviser
    2. 🪧23.7 Miles
    3. 📍Bristol
  3. 🏢

    Tierney Financial Services LTD

    FCA reg no.
    450433
    FCA authorised date:
    26/08/20
    FCA regulated Tierney Financial Services Ltd, based in Devon, offers personalised financial advice and planning services, specialising in investments, pensions, and final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧23.8 Miles
    3. 📍Honiton
  4. 🏢

    Carter Dawes IFA Solutions Limited

    FCA reg no.
    457006
    FCA authorised date:
    31/10/06
    Carter Dawes IFA Solutions Limited is a reputable, FCA registered firm based in Honiton, Devon, specialising in comprehensive financial planning and regulated advice for life, investments, pensions, and retirement.
    1. ✔19 Financial Advisers
    2. 🪧23.8 Miles
    3. 📍Honiton
  5. 🏢

    Citadel Financial Solutions LTD

    FCA reg no.
    515001
    FCA authorised date:
    22/12/09
    Citadel Financial Solutions Ltd is an FCA-regulated firm offering comprehensive financial planning services, pensions advice and more. They are renowned for their unbiased, client-focused approach to finance in Honiton, Devon.
    1. ✔2 Financial Advisers
    2. 🪧23.8 Miles
    3. 📍Honiton
  6. 🏢

    Wychwood Financial Services Limited

    FCA reg no.
    679371
    FCA authorised date:
    01/07/15
    Wychwood Financial Services Limited offers tailored financial planning and advice, including life and investment plans and pension retirement advice. Regulated by the FCA, they serve individuals and families in Somerset.
    1. ✔1 Financial Adviser
    2. 🪧23.8 Miles
    3. 📍Bristol
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  8. 🏢

    Thompson Tobin Financial LTD

    FCA reg no.
    582439
    FCA authorised date:
    06/06/12
    Thompson Tobin Financial Ltd, based in Somerset, offers professional financial planning and advisory services, specialising in investments, pensions, and final salary pension transfers. Known for their client-focused approach, they are both trustworthy and committed to meeting individual needs.
    1. ✔1 Financial Adviser
    2. 🪧23.8 Miles
    3. 📍Bristol
  9. 🏢

    MIKE SMITH IFA LTD.

    FCA reg no.
    610634
    FCA authorised date:
    02/01/14
    MIKE SMITH IFA LTD in Clevedon, Somerset is a reputable FCA-regulated firm offering personalised financial planning, pensions, and investment advice for stable future finances across Somerset and surrounding counties.
    1. ✔2 Financial Advisers
    2. 🪧23.8 Miles
    3. 📍Clevedon
  10. 🏢

    Halen Wealth Limited

    FCA reg no.
    816033
    FCA authorised date:
    06/02/19
    South Glamorgan-based Halen Wealth Limited offers expert life, investment, and pension retirement advice with robust financial planning. Regulated by the FCA, they prioritize client-focused service for a prosperous financial future.
    1. ✔1 Financial Adviser
    2. 🪧23.8 Miles
    3. 📍Barry
  11. 🏢

    Paul Forman-cummings

    FCA reg no.
    921915
    FCA authorised date:
    20/08/20
    Paul Forman Financial Services, based in Tiverton, Devon, provides expert regulated financial planning and advice, specialising in life, investments and pensions, offering personalized services for individual's financial needs.
    1. ✔1 Financial Adviser
    2. 🪧23.8 Miles
    3. 📍Tiverton
  12. 🏢

    FORGERON FINANCIAL PLANNING LIMITED

    FCA reg no.
    512100
    FCA authorised date:
    08/02/10
    Forgeron Financial Planning Ltd is a proficient financial services company based in Tiverton, Devon, offering FCA regulated advice on pensions, retirement and investments to individuals and businesses.
    1. ✔1 Financial Adviser
    2. 🪧23.9 Miles
    3. 📍Tiverton
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  14. 🏢

    Sanctuary Financial LTD

    FCA reg no.
    807536
    FCA authorised date:
    03/12/18
    Sanctuary Financial Ltd, based in Cardiff, is a leading FCA-regulated financial service provider specializing in life investments, pensions retirement advice, and comprehensive financial planning in the South Glamorgan region.
    1. ✔3 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧23.9 Miles
    4. 📍Cardiff
  15. 🏢

    Moneta Wealth Management LTD

    FCA reg no.
    491244
    FCA authorised date:
    10/11/08
    Moneta Wealth Management Ltd, located near Bristol, offers FCA-regulated financial advice on life investments, pensions, and retirement planning. Known for their professional and approachable service, they cater to individual financial goals.
    1. ✔1 Financial Adviser
    2. 🪧24 Miles
    3. 📍Bristol
  16. 🏢

    Lucy Hammick

    FCA reg no.
    1019709
    FCA authorised date:
    07/10/24
    Lucy Hammick is a trusted, client-centric financial services provider in Felton, near Bristol, specializing in life investments, pensions, and comprehensive planning. Known for friendly, approachable, personalised financial solutions. Regulated by FCA.
    1. ✔1 Financial Adviser
    2. 🪧24.1 Miles
    3. 📍Bristol
  17. 🏢

    Hubbard-miles Wealth Management LTD

    FCA reg no.
    1019561
    FCA authorised date:
    01/10/24
    Cardiff-based Hubbard-Miles Wealth Management Ltd specialises in comprehensive financial planning, including life, investments, and pension retirement advice. They offer personalised solutions rooted in integrity for clients across South Glamorgan.
    1. ✔3 Financial Advisers
    2. 🪧24.1 Miles
    3. 📍Cardiff
  18. 🏢

    PENGUIN WEALTH PLANNERS LIMITED

    FCA reg no.
    830057
    FCA authorised date:
    01/08/19
    A Cardiff-based firm, Penguin Wealth Planners Limited provides expert financial planning services, specializing in funeral plans. They offer personalized advice on investments, pensions, retirement, and life insurance, serving primarily South Glamorgan clients.
    1. ✔8 Financial Advisers
    2. ✔2 Mortgage Brokers
    3. 🪧24.1 Miles
    4. 📍Cardiff
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