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Find FCA registered Financial Advisers Near Me in TA7 9


We have found 347 relevant financial adviser firms within 30 miles of TA7 9. Showing page 3 of 24.

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  2. 🏢

    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. 🪧12.3 Miles
    3. 📍Taunton
  3. 🏢

    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. 🪧12.3 Miles
    3. 📍Taunton
  4. 🏢

    Cardan Wealth Management LLP

    FCA reg no.
    1037331
    FCA authorised date:
    23/07/25
    Cardan Wealth Management LLP is a highly regarded, FCA-registered financial firm in Taunton, Somerset, offering comprehensive financial planning services and trusted advice on investments and pensions.
    1. ✔2 Financial Advisers
    2. 🪧12.3 Miles
    3. 📍Taunton
  5. 🏢

    Churchill Investments PLC

    FCA reg no.
    182363
    FCA authorised date:
    01/12/01
    Churchill Investments Plc is an established, FCA-registered financial services firm in Somerset. Specializing in life and investment management, they provide expert pensions retirement advice and comprehensive financial planning.
    1. ✔3 Financial Advisers
    2. 🪧12.5 Miles
    3. 📍Winscombe
  6. 🏢

    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. 🪧12.6 Miles
    3. 📍Taunton
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  8. 🏢

    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. 🪧12.6 Miles
    4. 📍Taunton
  9. 🏢

    Simply Advice LTD

    FCA reg no.
    804598
    FCA authorised date:
    16/07/18
    FCA registered firm, Simply Advice, located in Stoke Sub Hamdon, Somerset offers expert services in life and investments, pensions retirement, and comprehensive financial planning tailored to clients' individual needs.
    1. ✔2 Financial Advisers
    2. 🪧12.9 Miles
    3. 📍Stoke Sub Hamdon
  10. 🏢

    Celia Johnson

    FCA reg no.
    604922
    FCA authorised date:
    24/07/13
    Celia Johnson is a Somerset-based, FCA-regulated financial services firm specializing in life investments, pension planning, and comprehensive financial planning, renowned for its transparency, strategic approach, and robust regional coverage.
    1. ✔1 Financial Adviser
    2. 🪧13.1 Miles
    3. 📍Weston Super Mare
  11. 🏢

    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. 🪧13.4 Miles
  12. 🏢

    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. 🪧13.4 Miles
    3. 📍Taunton
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  14. 🏢

    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. 🪧13.4 Miles
    3. 📍Taunton
  15. 🏢

    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. 🪧13.6 Miles
    3. 📍Taunton
  16. 🏢

    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. 🪧13.6 Miles
    3. 📍Taunton
  17. 🏢

    A M Ruthven & Associates LTD

    FCA reg no.
    301368
    FCA authorised date:
    31/10/04
    A M Ruthven & Associates Ltd is a reputable financial services firm in Taunton, Somerset, offering insightful life and investment advice, retirement planning, and customised pensions with a regulated, personalised approach.
    1. ✔1 Financial Adviser
    2. 🪧13.7 Miles
    3. 📍Taunton
  18. 🏢

    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. 🪧13.7 Miles
    4. 📍Taunton
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