Find FCA registered Financial Advisers Near Me in Welham BA7
We have found 321 relevant financial adviser firms within 30 miles of Welham BA7. Showing page 2 of 22.
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John Hall Financial Services LTD
- FCA reg no.
- 926219
- FCA authorised date:
- 15/05/20
John Hall Financial Services Ltd, based in Somerset, provides tailored financial services, including retirement and investment advice. With a wealth of experience, they offer personal attention to clients' financial needs.- ✔1 Financial Adviser
- 🪧11.7 Miles
- 📍Yeovil
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Meridian FS Limited
- FCA reg no.
- 664078
- FCA authorised date:
- 29/11/23
Meridian FS Limited is a renowned FCA-regulated firm based in Somerset, specialising in life investments, pensions advice and final salary pension transfers, providing strategic financial planning with personalised service.- ✔1 Financial Adviser
- 🪧11.7 Miles
- 📍Frome
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Chalice Financial Planning Limited
- FCA reg no.
- 1003543
- FCA authorised date:
- 31/10/23
Chalice Financial Planning Limited in Glastonbury offers bespoke financial advice, covering life and investments, pension retirement, and more. The FCA-regulated firm is dedicated to optimizing clients' financial health.- ✔1 Financial Adviser
- 🪧11.8 Miles
- 📍Glastonbury
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Peter Marks
- FCA reg no.
- 995680
- FCA authorised date:
- 02/05/23
Peter Marks leads an FCA-regulated firm in Somerset, specialising in life insurance, investments, pensions, and financial planning. Well-versed in wealth management, they provide professional and tailored financial services.- ✔1 Financial Adviser
- 🪧11.8 Miles
- 📍Frome
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Gardiner Page & Roe Personal & Corporate Financial Planning
- FCA reg no.
- 215228
- FCA authorised date:
- 31/05/05
Gardiner Page & Roe is a FCA-regulated financial planning firm in Somerset, offering comprehensive services like investment advice, retirement planning, and holistic financial planning to corporations and individuals.- ✔3 Financial Advisers
- 🪧11.9 Miles
- 📍Wells
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Old Mill Financial Planning Limited
- FCA reg no.
- 967142
- FCA authorised date:
- 03/10/22
Old Mill is a reliable Somerset-based financial firm providing tailored solutions in life insurance, retirement planning, and investment strategies. They are FCA regulated and dedicated to client success.- ✔24 Financial Advisers
- 🪧11.9 Miles
- 📍Somerset
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Benjamin Warren
- FCA reg no.
- 786349
- FCA authorised date:
- 09/08/17
Authorised under FCA, Benjamin Warren specialises in life investments and pensions retirement advice. Located in Wells, Somerset, his firm offers tailored financial planning solutions ideal for both novice and experienced investors.- ✔1 Financial Adviser
- 🪧11.9 Miles
- 📍Wells
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Adanac Financial Services LTD
- FCA reg no.
- 494917
- FCA authorised date:
- 24/04/09
Adanac Financial Services, based in Yeovil, Somerset, specialises in pensions, retirement advice, and financial planning. Regulated by FCA, they offer comprehensive and tailored financial solutions to local families.- ✔4 Financial Advisers
- 🪧12 Miles
- 📍Yeovil
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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 Financial Adviser
- 🪧12 Miles
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Northseam Limited
- FCA reg no.
- 767528
- FCA authorised date:
- 16/12/16
Northseam Limited is a trusted Yeovil-based financial company regulated by the FCA, offering life insurance, pensions retirement advice, financial planning, and final salary pension transfers with tailored solutions.- ✔1 Financial Adviser
- 🪧12.2 Miles
- 📍Yeovil
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Ogilvie Thorne Limited
- FCA reg no.
- 940119
- FCA authorised date:
- 03/12/20
Ogilvie Thorne Limited, a FCA-recognized firm in Somerset, provides reliable financial planning services and regulated advice across life, investments, pensions, and more to diverse clients.- ✔1 Financial Adviser
- 🪧12.2 Miles
- 📍Yeovil
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Blue Fox Wealth Management Limited
- FCA reg no.
- 789201
- FCA authorised date:
- 02/01/18
Blue Fox Wealth is a trusted, FCA-regulated financial firm offering comprehensive finance services, including insurance, investments, and pensions advice, from their base in Yeovil, Somerset.- ✔1 Financial Adviser
- 🪧12.3 Miles
- 📍Yeovil
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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
- 🪧12.6 Miles
- 📍Chilcompton
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Ethical Market Place Limited
- FCA reg no.
- 821691
- FCA authorised date:
- 11/09/19
Ethical Market Place Limited, based in Somerset, offers personalised financial services including insurance, investments and pensions. FCA regulated, they focus on enhancing financial stability with a trustworthy, transparent approach.- ✔1 Financial Adviser
- 🪧12.7 Miles
- 📍Frome
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Upper Street Financial Planning LTD
- FCA reg no.
- 727124
- FCA authorised date:
- 27/11/15
Upper Street Financial Planning Ltd is a reputable FCA-registered financial advisory firm in Sturminster Newton, Dorset, known for providing tailored pension retirement advice and other financial planning services.- ✔1 Financial Adviser
- 🪧12.8 Miles
- 📍Sturminster Newton
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