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Find FCA registered Financial Advisers Near Me in TA8 1


We have found 471 relevant financial adviser firms within 30 miles of TA8 1. Showing page 13 of 32.

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  2. 🏢

    MULBERRY WEALTH CLIENT SERVICES LIMITED

    FCA reg no.
    197003
    FCA authorised date:
    01/12/01
    Regulated by the FCA, Mulberry Wealth Client Services Limited is a reputable Cardiff-based financial firm offering expert advice on life, investments, retirement and financial planning tailored to individual needs.
    1. ✔8 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧21.2 Miles
    4. 📍Cardiff
  3. 🏢

    Somerset WM Limited

    FCA reg no.
    936859
    FCA authorised date:
    04/03/21
    Somerset Wealth Management in Chilcompton offers comprehensive financial advisory services including investment planning and retirement advice. Known for its client-centric approach, it is regulated by the FCA.
    1. ✔1 Financial Adviser
    2. 🪧21.2 Miles
    3. 📍Somerset
  4. 🏢

    Generation Wealth LTD

    FCA reg no.
    685841
    FCA authorised date:
    06/08/15
    Generation Wealth Ltd is a regulated financial advisory firm in Wellington, Somerset, specialising in life investments, pensions, and retirement. Known for our approachability, we provide expert guidance with integrity and precision.
    1. ✔1 Financial Adviser
    2. 🪧21.3 Miles
    3. 📍Wellington
  5. 🏢

    Emericks Financial Services Limited

    FCA reg no.
    936711
    FCA authorised date:
    06/01/21
    Emericks Financial Services is a regulated financial planning company based in Somerset, offering expert, tailored advice in life and investment matters, pensions, and retirement planning.
    1. ✔1 Financial Adviser
    2. 🪧21.4 Miles
    3. 📍Somerset
  6. 🏢

    Hayman Watkin Davies LTD

    FCA reg no.
    836962
    FCA authorised date:
    02/10/19
    Based in Cardiff, Hayman Watkin Davies Ltd offers specialized financial services, including life investments and pension advice, with a client-focused approach. They are FCA regulated and known for their professionalism and understanding.
    1. ✔2 Financial Advisers
    2. 🪧21.4 Miles
    3. 📍Cardiff
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  8. 🏢

    Nicola Turner

    FCA reg no.
    1016124
    FCA authorised date:
    27/06/24
    Nicola Turner is a regulated financial firm in Cardiff, specialising in life investments and pensions retirement advice. Known for their approachable, client-focused services, they expertly assist in financial planning and final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧21.5 Miles
    3. 📍Cardiff
  9. 🏢

    Prosperity Planning LTD

    FCA reg no.
    804989
    FCA authorised date:
    01/02/19
    Prosperity Planning Ltd is an FCA regulated financial planning firm in Bristol, specialising in life insurance, retirement pensions advice and investment assistance. Known for approachable tailored solutions, trust and professionalism.
    1. ✔2 Financial Advisers
    2. 🪧21.5 Miles
    3. 📍Bristol
  10. 🏢

    Coronation Wealth Management LLP

    FCA reg no.
    826961
    FCA authorised date:
    26/11/18
    Bristol-based Coronation Wealth Management LLP offers FCA-regulated, strategic advice in sectors including investments, retirement planning, and financial planning, serving clients across Somerset with a personalised service.
    1. ✔2 Financial Advisers
    2. 🪧21.5 Miles
    3. 📍Bristol
  11. 🏢

    NTM FINANCIAL SERVICES LIMITED

    FCA reg no.
    589715
    FCA authorised date:
    02/01/13
    NTM Financial Services, FCA registered, specialises in personalised financial planning, including life and investment advice, as well as pension and retirement guidance. Their client-focused approach prioritises individual needs and long-term financial stability.
    1. ✔4 Financial Advisers
    2. 🪧21.5 Miles
    3. 📍Cardiff
  12. 🏢

    David Reid

    FCA reg no.
    1013723
    FCA authorised date:
    10/06/24
    Based in Cardiff, David Reid is an FCA-registered financial firm specializing in pensions, investments, and financial planning. Known for client-centric, tailored services, it extends to individuals and businesses in South Glamorgan.
    1. ✔1 Financial Adviser
    2. 🪧21.5 Miles
    3. 📍Cardiff
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  14. 🏢

    Pure Wealth Management Limited

    FCA reg no.
    826357
    FCA authorised date:
    13/06/19
    Located in Cardiff, Pure Wealth Management offers personalised financial services including life and investments, pensions retirement advice, and financial planning. Known for their client-focused approach, they help secure your financial future.
    1. ✔3 Financial Advisers
    2. ✔3 Mortgage Brokers
    3. 🪧21.6 Miles
    4. 📍Cardiff
  15. 🏢

    Clifton Wealth Partnership Portishead Limited

    FCA reg no.
    1005046
    FCA authorised date:
    28/11/23
    FCA regulated Clifton Asset Management Ltd offers comprehensive financial planning, including life insurance, investments, and retirement advice. Known for their expertise and integrity, they focus on client needs, making finance less daunting.
    1. ✔3 Financial Advisers
    2. 🪧21.6 Miles
    3. 📍Ham Green
  16. 🏢

    Clifton Wealth Partnership (stroud) LTD

    FCA reg no.
    991032
    FCA authorised date:
    01/02/23
    Clifton Wealth Partnership is a FCA regulated firm in Bristol, Somerset, specializing in life insurance, investment advice, and pension retirement planning. Known for their professionalism and custom-tailored services.
    1. ✔3 Financial Advisers
    2. 🪧21.6 Miles
    3. 📍Bristol
  17. 🏢

    Grosvenor Consultancy Limited

    FCA reg no.
    187799
    FCA authorised date:
    01/12/01
    Grosvenor Consultancy Limited is a FCA-regulated firm in Somerset offering expert financial advice, specialized in investments, pensions, insurance, and financial planning, with a client-focused approach. Serving the South West region.
    1. ✔17 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧21.6 Miles
  18. 🏢

    Clifton Wealth Partnership LTD

    FCA reg no.
    541273
    FCA authorised date:
    01/04/11
    Clifton Wealth Partnership Ltd, based in Somerset, offers trusted financial solutions including investment services, retirement advice, and financial planning. Known for their approachable team, they provide robust financial guidance across Greater Bristol.
    1. ✔19 Financial Advisers
    2. 🪧21.6 Miles
    3. 📍Bristol
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