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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 5 of 12.

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  2. 🏢

    P J Watts Independent Financial Adviser LTD

    FCA reg no.
    911629
    FCA authorised date:
    02/06/20
    KWL Wealth Management, based in Somerset, offers bespoke UK-wide financial services including planning, pensions, retirement advice, and investment guidance. An FCA regulated firm, they're committed to achieving clients' unique financial goals.
    1. ✔1 Financial Adviser
    2. 🪧15.3 Miles
    3. 📍Martock
  3. 🏢

    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. 🪧16 Miles
    3. 📍Stoke Sub Hamdon
  4. 🏢

    MAYFIELD INVESTMENT MANAGEMENT LTD

    FCA reg no.
    602199
    FCA authorised date:
    10/10/13
    MAYFIELD INVESTMENT MANAGEMENT LTD is an FCA-regulated financial planning firm based in Somerset, specialising in life investments, pension retirement advice, and final salary pension transfers.
    1. ✔1 Financial Adviser
    2. ✔1 Mortgage Broker
    3. 🪧16.2 Miles
    4. 📍Crewkerne
  5. 🏢

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

    Morris Trice Associates LTD

    FCA reg no.
    528398
    FCA authorised date:
    22/07/10
    Morris Trice Associates Ltd is a trusted, FCA regulated financial planning firm in Devon, offering services in wealth management, life insurance, pension advice, and strategic investment planning.
    1. ✔2 Financial Advisers
    2. 🪧16.6 Miles
    3. 📍Cullompton
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  8. 🏢

    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. 🪧16.8 Miles
    3. 📍Somerton
  9. 🏢

    Hill Hannay Wealth Management LTD

    FCA reg no.
    798698
    FCA authorised date:
    16/01/18
    Hill Hannay Wealth Management Ltd is a dedicated financial services provider in Devon, specialising in life investments, pensions, and overall financial planning. They offer personalized, approachable financial advice to ensure clients grow and secure their wealth.
    1. ✔1 Financial Adviser
    2. 🪧17 Miles
    3. 📍Honiton
  10. 🏢

    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. 🪧17.2 Miles
    3. 📍Burnham On Sea
  11. 🏢

    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. 🪧17.3 Miles
  12. 🏢

    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. 🪧17.4 Miles
    3. 📍Highbridge
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  14. 🏢

    Paul Forman-cummings

    FCA reg no.
    921915
    FCA authorised date:
    20/08/20
    Paul Forman Financial Services, based in Tiverton, Devon, provides expert regulated financial planning and advice, specialising in life, investments and pensions, offering personalized services for individual's financial needs.
    1. ✔1 Financial Adviser
    2. 🪧17.7 Miles
    3. 📍Tiverton
  15. 🏢

    FORGERON FINANCIAL PLANNING LIMITED

    FCA reg no.
    512100
    FCA authorised date:
    08/02/10
    Forgeron Financial Planning Ltd is a proficient financial services company based in Tiverton, Devon, offering FCA regulated advice on pensions, retirement and investments to individuals and businesses.
    1. ✔1 Financial Adviser
    2. 🪧17.8 Miles
    3. 📍Tiverton
  16. 🏢

    Davey Wealth Management LTD

    FCA reg no.
    916275
    FCA authorised date:
    05/11/19
    Davey Wealth Management Ltd is an FCA-regulated firm specialising in life investments, pensions, and final salary pension transfers, offering tailored financial planning service in Tiverton, Devon.
    1. ✔1 Financial Adviser
    2. 🪧18 Miles
    3. 📍Tiverton
  17. 🏢

    Hannah Freeland

    FCA reg no.
    1030933
    FCA authorised date:
    29/03/25
    Hannah Freeland, a leading financial consultancy firm located in Tiverton, Devon, offers a broad range of financial services, including insurance, investments, and pensions. Renowned for excellent service, it's valued by local families and first-time investors.
    1. ✔1 Financial Adviser
    2. 🪧18.1 Miles
    3. 📍Tiverton
  18. 🏢

    Paul Hipkiss

    FCA reg no.
    125652
    FCA authorised date:
    01/12/01
    Paul Hipkiss at Tiverton, Devon, offers expert financial advisory services including investment and retirement planning. Known for professionalism and a friendly approach, they serve Devon and neighbouring counties under FCA registration 125652.
    1. ✔2 Financial Advisers
    2. 🪧18.1 Miles
    3. 📍Tiverton
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