Find FCA registered Financial Advisers Near Me in Upper Studley BA14
We have found 405 relevant financial adviser firms within 30 miles of Upper Studley BA14. Showing page 6 of 27.
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Alpha House Wealth Management Limited
- FCA reg no.
- 937230
- FCA authorised date:
- 03/08/23
Alpha House Wealth Management Limited is a trusted FCA-registered financial firm in Bath, Somerset, offering expert financial advice, insurance, investments, pension advice, and comprehensive financial planning. Known for tailored solutions and a client-focused approach.- ✔1 Financial Adviser
- 🪧11.6 Miles
- 📍Bath
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CRADLE OVERSEAS PENSIONS LIMITED
- FCA reg no.
- 626364
- FCA authorised date:
- 01/11/14
FCA-regulated Cradle Overseas Pensions Limited specializes in life investments, financial planning, pensions retirement advice and final salary pension transfers in Calne, Wiltshire.- ✔1 Financial Adviser
- 🪧11.6 Miles
- 📍Calne
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Independent Financial Services 4 You LTD
- FCA reg no.
- 518498
- FCA authorised date:
- 16/06/10
Wiltshire-based Independent Financial Services 4 You Ltd provides tailored financial solutions, including insurance and investment advice, specializing in pensions retirement. They offer a client-focused approach with a trusted reputation.- ✔4 Financial Advisers
- ✔1 Mortgage Broker
- 🪧11.7 Miles
- 📍Chippenham
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Cross Border Financial Planning Limited
- FCA reg no.
- 736360
- FCA authorised date:
- 11/02/16
Regulated by the FCA, Cross Border Financial Planning Limited offers tailored financial planning services including investments and pensions, prioritizing accessibility and precision, serving the Greater Chippenham area and beyond.- ✔1 Financial Adviser
- 🪧11.7 Miles
- 📍Chippenham
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Mortgage Servicing Company LTD
- FCA reg no.
- 457695
- FCA authorised date:
- 07/12/10
Mortgage Servicing Company Ltd is a Chippenham-based, FCA-regulated financial institution offering tailored advice in life investments, pensions, and financial planning to a diverse clientele.- ✔1 Financial Adviser
- 🪧11.7 Miles
- 📍Chippenham
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Marshwood Financial Services LTD
- FCA reg no.
- 231230
- FCA authorised date:
- 07/04/04
Marshwood Financial Services Ltd, an FCA-authorised firm in Chippenham, offers comprehensive financial planning, life and investment services, and pensions retirement advice with a client-focused approach.- ✔1 Financial Adviser
- ✔1 Mortgage Broker
- 🪧11.7 Miles
- 📍Chippenham
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Chamberlain Berry LLP
- FCA reg no.
- 504255
- FCA authorised date:
- 01/12/09
Chamberlain Berry LLP is a trusted financial services firm in Wiltshire, offering personalised investment, retirement and financial planning advice. Known for their approachable style, they are FCA regulated (#504255).- ✔2 Financial Advisers
- 🪧11.7 Miles
- 📍Chippenham
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David Phillips
- FCA reg no.
- 592419
- FCA authorised date:
- 05/12/12
FCA-regulated David Phillips specialises in financial planning, life investments and retirement advice in Wiltshire. Renowned for a client-centric approach, they provide expert, tailored solutions for first-time investors to retirees.- ✔1 Financial Adviser
- 🪧11.8 Miles
- 📍Calne
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Sneddon Financial Planning Partnership
- FCA reg no.
- 597078
- FCA authorised date:
- 12/03/13
Sneddon Financial Planning Partnership offers reliable, holistic financial services in and beyond Somerset. Experts in investments, retirement advice, and pension transfers, they deliver tailored solutions, ensuring maximum financial security for diverse clients.- ✔1 Financial Adviser
- 🪧11.9 Miles
- 📍Bristol
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CBFP UK LTD
- FCA reg no.
- 985143
- FCA authorised date:
- 01/02/23
Cross Border Financial Planning, based near Chippenham, Wiltshire, provides regulated financial advice tailored to individual needs, specializing in life investments, pensions, retirement and comprehensive financial planning.- ✔4 Financial Advisers
- 🪧12.3 Miles
- 📍Chippenham
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Keith Montgomery Associates Limited
- FCA reg no.
- 136684
- FCA authorised date:
- 01/12/01
Keith Montgomery Associates Limited is a leading, FCA-regulated financial services firm based in Chippenham, dedicated to providing tailored financial planning services with utmost professionalism and care.- ✔2 Financial Advisers
- 🪧12.4 Miles
- 📍Chippenham
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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 Financial Adviser
- 🪧12.4 Miles
- 📍Somerset
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John Piper
- FCA reg no.
- 1022383
- FCA authorised date:
- 22/11/24
John Piper is a renowned firm in Somerset, specializing in wealth management, investments, pensions advice, final salary pension transfers and comprehensive financial planning. Known for its client-focused approach and professional service.- ✔1 Financial Adviser
- 🪧12.4 Miles
- 📍Radstock
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Douglas and Young LTD
- FCA reg no.
- 845713
- FCA authorised date:
- 11/07/19
FCA-registered Douglas and Young Ltd, based in Chilcompton, Somerset, offers expert financial services including investment guidance, retirement planning, and pension transfers, renowned for their professional, personalised approach.- ✔2 Financial Advisers
- 🪧12.5 Miles
- 📍Chilcompton
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AISA FINANCIAL PLANNING LIMITED
- FCA reg no.
- 189652
- FCA authorised date:
- 01/12/01
AISA Financial Planning Ltd, a FCA-regulated firm based in Wiltshire, specialises in providing expert advice on life, investments, and retirement pensions, including final salary pension transfers.- ✔4 Financial Advisers
- 🪧12.7 Miles
- 📍Devizes
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