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Find FCA registered Financial Advisers Near Me in TA7 9

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We have found 347 relevant financial adviser firms within 30 miles of TA7 9. Showing page 1 of 24.

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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. 🪧10.2 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. 🪧12.3 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. 🪧29.9 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. 🪧47.5 Miles
    4. 📍Tredegar
  6. 🏢

    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. 🪧3.6 Miles
    3. 📍Bridgwater
  7. 🏢

    Paul David Streeter

    FCA reg no.
    215189
    FCA authorised date:
    16/09/13
    Paul David Streeter is a reputable, FCA-regulated financial advisory firm in Street, Somerset, specialising in life and investment management, personalised pension advice, and final salary pension transfers. Known for delivering tailored strategies that prioritise client interests.
    1. ✔1 Financial Adviser
    2. 🪧4.7 Miles
  8. 🏢

    Find Peace Of Mind LTD

    FCA reg no.
    510117
    FCA authorised date:
    22/01/10
    Find Peace of Mind Ltd in Langport, Somerset offers expert financial planning and investment advice. Regulated by the FCA, they provide tailored, professional services, specialising in pensions and retirement advice.
    1. ✔1 Financial Adviser
    2. ✔1 Mortgage Broker
    3. 🪧5.6 Miles
    4. 📍Langport
  9. 🏢

    Chalice Financial Planning Limited

    FCA reg no.
    1003543
    FCA authorised date:
    31/10/23
    Chalice Financial Planning Limited in Glastonbury offers bespoke financial advice, covering life and investments, pension retirement, and more. The FCA-regulated firm is dedicated to optimizing clients' financial health.
    1. ✔1 Financial Adviser
    2. 🪧6.2 Miles
    3. 📍Glastonbury
  10. 🏢

    Ruddle Financial Management Limited

    FCA reg no.
    1044280
    FCA authorised date:
    15/10/25
    Ruddle Financial Management Ltd. provides personalised financial planning and regulated advice in life and investment planning, pensions retirement advice, and final salary pension transfers in Glastonbury, Somerset.
    1. ✔1 Financial Adviser
    2. 🪧6.6 Miles
    3. 📍Glastonbury
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  12. 🏢

    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. 🪧6.8 Miles
    3. 📍Bridgwater
  13. 🏢

    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. 🪧6.8 Miles
    3. 📍Bridgwater
  14. 🏢

    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. 🪧6.8 Miles
    3. 📍Bridgwater
  15. 🏢

    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. 🪧6.9 Miles
    3. 📍Highbridge
  16. 🏢

    STEPPING STONES FINANCIAL ADVISERS LIMITED

    FCA reg no.
    715787
    FCA authorised date:
    04/01/16
    Stepping Stones Financial Advisers Limited offers comprehensive, client-focused financial services including life insurance, investments, and retirement advice in Somerset, assisting individuals and businesses secure their financial futures.
    1. ✔2 Financial Advisers
    2. 🪧7.5 Miles
    3. 📍Somerton
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  18. 🏢

    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. 🪧7.6 Miles
    3. 📍Bridgwater
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