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Find FCA registered Financial Advisers Near Me in Taunton


We have found 180 relevant financial adviser firms within 30 miles of Taunton. Showing page 2 of 12.

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  2. 🏢

    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. 🪧1.7 Miles
    3. 📍Taunton
  3. 🏢

    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. 🪧1.7 Miles
    4. 📍Taunton
  4. 🏢

    Brett Andrews

    FCA reg no.
    647058
    FCA authorised date:
    10/12/14
    Brett Andrews Financial Services, based in Somerset, offers trusted and personalised financial planning solutions such as life and investment planning, and specialist pensions retirement advice.
    1. ✔1 Financial Adviser
    2. 🪧1.8 Miles
    3. 📍Taunton
  5. 🏢

    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. 🪧1.9 Miles
    3. 📍Taunton
  6. 🏢

    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. 🪧1.9 Miles
    3. 📍Taunton
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  8. 🏢

    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. 🪧3 Miles
    3. 📍Taunton
  9. 🏢

    Vision Financial LTD

    FCA reg no.
    550427
    FCA authorised date:
    11/05/11
    Vision Financial Ltd, a regulated firm in Somerset, offers expertise in financial planning, retirement advice, and pensions, serving local families and individuals with personalized financial solutions.
    1. ✔1 Financial Adviser
    2. 🪧3.3 Miles
    3. 📍Taunton
  10. 🏢

    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. 🪧3.3 Miles
    3. 📍Taunton
  11. 🏢

    Ford Wealth Management LLP

    FCA reg no.
    554211
    FCA authorised date:
    23/06/11
    Ford Wealth Management LLP provides personalized financial planning and regulated advice, including investment management to pensions retirement advice, based in Kingston St. Mary, Somerset.
    1. ✔1 Financial Adviser
    2. 🪧4.3 Miles
    3. 📍Taunton
  12. 🏢

    CARDAN (PFP) LTD

    FCA reg no.
    1040272
    FCA authorised date:
    16/09/25
    Premier Financial Planning Ltd., regulated by FCA, offers expert insurance, investment, and pensions advice, specializing in final salary pension transfers and holistic financial planning. Renowned for approachability and serving individuals and businesses in Somerset and surrounding regions.
    1. ✔7 Financial Advisers
    2. 🪧4.8 Miles
    3. 📍Taunton
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  14. 🏢

    Chetwood Wealth Management LTD

    FCA reg no.
    195024
    FCA authorised date:
    01/12/01
    Chetwood Wealth Management Ltd is a reputable UK-based, FCA-regulated firm specialising in financial planning, investments, pensions and final salary pension transfers.
    1. ✔12 Financial Advisers
    2. 🪧5.6 Miles
    3. 📍Wellington
  15. 🏢

    Chetwood Private Wealth Limited

    FCA reg no.
    846194
    FCA authorised date:
    19/07/19
    Chetwood Private Wealth Limited is a Somerset-based firm offering comprehensive financial planning and regulated advice services. They specialize in life investments, pensions retirement advice, and final salary pension transfers.
    1. ✔3 Financial Advisers
    2. 🪧5.6 Miles
    3. 📍Wellington
  16. 🏢

    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. 🪧5.6 Miles
    3. 📍Somerset
  17. 🏢

    Lee Dunkley Wealth Management LTD

    FCA reg no.
    926751
    FCA authorised date:
    27/05/20
    Lee Dunkley Wealth Management LTD, based in Somerset, offers FCA-regulated financial advice, specializing in life insurance, investments, and pension planning. Known for tailored solutions, they serve the Greater Wellington area with trustworthy, personalized service.
    1. ✔1 Financial Adviser
    2. 🪧5.7 Miles
    3. 📍Wellington
  18. 🏢

    Andy Stowell Financial Planning Limited

    FCA reg no.
    939767
    FCA authorised date:
    30/11/20
    Andy Stowell Financial Planning Ltd is a renowned, FCA regulated firm in Wellington, Somerset, offering strategic financial planning and advice. They specialise in life and investment planning, pensions, and retirement strategies.
    1. ✔1 Financial Adviser
    2. 🪧5.7 Miles
    3. 📍Wellington
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