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Find FCA registered Financial Advisers Near Me in TA6 4

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We have found 368 relevant financial adviser firms within 30 miles of TA6 4. Showing page 1 of 25.

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  2. 🏢

    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. 🪧10.1 Miles
    5. 📍Burnham-on-sea
    ★★★★⯨
  3. 🏢

    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. 🪧10.3 Miles
    3. 📍Taunton
  4. 👤

    Tim Hall

    Robertsons & Crawford Ltd
    FCA reg no.
    TXH00221
    FCA authorised date:
    03/05/17
    The fee we charge is commensurate with the amount of work required to provide you with the service you need. We provide an initial, no obligation one-hour meeting to discuss your needs free of charge, where we will establish what work is required and will be able to provide a quotation of costs at t... read full individual profile
    1. ✔Min Pension Savings: £50,000
    2. ✔Min Assets: £50,000
    3. 🪧34.6 Miles
    4. 📍Bradford On Avon
  5. 🏢

    Beacon IFA

    FCA reg no.
    566890
    FCA authorised date:
    02/04/12
    1. ✔7 Financial Advisers
    2. ✔3 Mortgage Brokers
    3. 🪧43.4 Miles
    4. 📍Tredegar
  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. 🪧2.6 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. 🪧2.6 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. 🪧2.6 Miles
    3. 📍Bridgwater
  9. 🏢

    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. 🪧3.3 Miles
    3. 📍Bridgwater
  10. 🏢

    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. 🪧5 Miles
    3. 📍Bridgwater
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  12. 🏢

    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. 🪧5.1 Miles
    3. 📍Burnham On Sea
  13. 🏢

    William Human

    FCA reg no.
    528326
    FCA authorised date:
    21/07/10
    William Human, a respected financial firm in Highbridge, Somerset, offers expert advice on life investments, pensions, and retirement, specializing in final salary pension transfers. Known for personal financial planning services, professionalism, and high ethical standards, regulated by the FCA.
    1. ✔1 Financial Adviser
    2. 🪧6 Miles
    3. 📍Highbridge
  14. 🏢

    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. 🪧6 Miles
    3. 📍Burnham On Sea
  15. 🏢

    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. 🪧6.4 Miles
    3. 📍Bridgwater
  16. 🏢

    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. 🪧8.5 Miles
    3. 📍Taunton
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  18. 🏢

    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. 🪧9.6 Miles
    3. 📍Taunton
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