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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 8 of 22.

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  2. 🏢

    Manders Financial Services Limited

    FCA reg no.
    575133
    FCA authorised date:
    14/02/12
    Somerset-based Manders Financial Services Limited provides bespoke financial planning, specialising in life investments, pensions and retirement planning. Known as a reliable, customer-focused firm catering to Southfields and nearby areas. FCA registered.
    1. ✔2 Financial Advisers
    2. 🪧22.7 Miles
    3. 📍Ilminster
  3. 🏢

    Michael Raymond

    FCA reg no.
    608375
    FCA authorised date:
    09/01/14
    Somerset-based Bright Financial Planning specialises in investments, insurance, pensions retirement advice, and comprehensive financial planning. Their seasoned advisors offer personalised, regulated advice for sound financial decisions.
    1. ✔1 Financial Adviser
    2. 🪧22.7 Miles
    3. 📍Ilminster
  4. 🏢

    Oliver Financial Planning LTD

    FCA reg no.
    963900
    FCA authorised date:
    10/11/22
    Bath-based Oliver Financial Planning Ltd provides regulated financial advice, specializing in pensions retirement advice, and life insurance decisions, and investment facilitation, tailored to individual financial goals.
    1. ✔1 Financial Adviser
    2. 🪧22.7 Miles
    3. 📍Bath
  5. 🏢

    Swan Wealth Management Limited

    FCA reg no.
    503447
    FCA authorised date:
    09/07/09
    Swan Wealth Management Ltd, regulated by the FCA, is based in Bristol. They're known for their diverse finance portfolio, bespoke financial planning and pensions retirement advice, offering a customer-centric approach.
    1. ✔2 Financial Advisers
    2. 🪧23 Miles
    3. 📍Bristol
  6. 🏢

    Hawker and Palmer Wealth Management Limited

    FCA reg no.
    571728
    FCA authorised date:
    02/07/12
    Hawker and Palmer Wealth Management Limited is a reputable Bristol-based financial services firm offering expert advisement on life investments, retirement planning, and personalized financial management.
    1. ✔2 Financial Advisers
    2. 🪧23.2 Miles
    3. 📍Bristol
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  8. 🏢

    Goodwill Financial Services Limited

    FCA reg no.
    450155
    FCA authorised date:
    27/07/06
    Goodwill Financial Services in Bristol delivers expert financial planning and regulated advice, specializing in life investments and pension retirement strategies. Our approachable team offers strategic planning for a secure future. FCA registration number 450155.
    1. ✔3 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧23.3 Miles
    4. 📍Bristol
  9. 🏢

    Andrew O'Connor

    FCA reg no.
    189368
    FCA authorised date:
    01/12/01
    Intouch Investments, regulated by the FCA, offers detailed, client-focused investment advice and financial planning services in Bridgwater and wider Somerset, prioritizing individual customer needs for secure financial futures.
    1. ✔1 Financial Adviser
    2. 🪧23.3 Miles
    3. 📍Bridgwater
  10. 🏢

    Nexus Financial Planning

    FCA reg no.
    216763
    FCA authorised date:
    23/07/02
    Nexus IFA, an FCA-approved financial advice firm based in Somerset, offers tailored planning and regulated advice, including insurance, pensions, and investments. Known for its straightforward, empowering consultation, it serves clients in and around Somerset.
    1. ✔2 Financial Advisers
    2. 🪧23.3 Miles
    3. 📍Bridgwater
  11. 🏢

    Nexus IFA Limited

    FCA reg no.
    550749
    FCA authorised date:
    12/05/11
    Nexus IFA Limited is a registered financial advisory firm in Somerset providing comprehensive financial management services including pensions retirement advice and strategic financial planning to a diverse client base.
    1. ✔6 Financial Advisers
    2. 🪧23.3 Miles
    3. 📍Bridgwater
  12. 🏢

    Ballantine Wealth Management Limited

    FCA reg no.
    812482
    FCA authorised date:
    27/06/18
    Ballantine Wealth Management Limited based in Somerset offers regulated advice on a range of financial services, specialising in pension transfers, retirement planning and comprehensive financial planning.
    1. ✔5 Financial Advisers
    2. 🪧23.4 Miles
    3. 📍Bridgwater
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  14. 🏢

    Holroyd Wealth Management Limited

    FCA reg no.
    1007558
    FCA authorised date:
    12/01/24
    Holroyd Wealth Management, FCA registered, offers comprehensive financial planning services including life insurance, investment strategies, and retirement advice, specializing in final salary pension transfers. Based in Somerset, they provide personalised, regulated advice for individuals and busin... read full company profile
    1. ✔1 Financial Adviser
    2. 🪧23.4 Miles
    3. 📍Bristol
  15. 🏢

    Lucy Hammick

    FCA reg no.
    1019709
    FCA authorised date:
    07/10/24
    Lucy Hammick is a trusted, client-centric financial services provider in Felton, near Bristol, specializing in life investments, pensions, and comprehensive planning. Known for friendly, approachable, personalised financial solutions. Regulated by FCA.
    1. ✔1 Financial Adviser
    2. 🪧23.5 Miles
    3. 📍Bristol
  16. 🏢

    Quinn & Amanda McCarthy

    FCA reg no.
    840105
    FCA authorised date:
    11/04/19
    Quinn & Amanda McCarthy is a Somerset-based FCA-regulated firm (#840105) offering expert financial planning and advice, specializing in life investments, pensions, and final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧23.6 Miles
  17. 🏢

    Strong Mortgage Solutions Limited

    FCA reg no.
    927438
    FCA authorised date:
    08/06/20
    Bristol-based, FCA regulated Strong Mortgage Solutions Ltd, offers comprehensive financial services, specializing in life and investment planning, pensions, retirement plans and final salary pension transfers. They prioritize client-centric, meticulous financial planning.
    1. ✔1 Financial Adviser
    2. 🪧23.7 Miles
    3. 📍Bristol
  18. 🏢

    Singer Wealth Management LTD

    FCA reg no.
    1033347
    FCA authorised date:
    23/05/25
    Singer Wealth Management is a top financial planning firm in Bristol, offering a wide range of regulated services. Specializing in life investments and retirement planning, they support clients in securing their financial future.
    1. ✔1 Financial Adviser
    2. 🪧23.7 Miles
    3. 📍Bristol
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