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Find FCA registered Financial Advisers Near Me in Wells


We have found 419 relevant financial adviser firms within 30 miles of Wells. Showing page 3 of 28.

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  2. 🏢

    Find Peace Of Mind LTD

    FCA reg no.
    510117
    FCA authorised date:
    22/01/10
    Find Peace of Mind Ltd in Langport, Somerset offers expert financial planning and investment advice. Regulated by the FCA, they provide tailored, professional services, specialising in pensions and retirement advice.
    1. ✔1 Financial Adviser
    2. ✔1 Mortgage Broker
    3. 🪧11.3 Miles
    4. 📍Langport
  3. 🏢

    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. ✔1 Financial Adviser
    2. 🪧11.5 Miles
    3. 📍Frome
  4. 🏢

    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. 🪧11.5 Miles
    3. 📍Bristol
  5. 🏢

    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. 🪧11.6 Miles
    3. 📍Bristol
  6. 🏢

    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. 🪧11.8 Miles
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  8. 🏢

    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. 🪧11.8 Miles
    3. 📍Bristol
  9. 🏢

    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. ✔1 Financial Adviser
    2. 🪧12.4 Miles
    3. 📍Bath
  10. 🏢

    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. 🪧12.7 Miles
    3. 📍Bristol
  11. 🏢

    TLF Wealth Management LTD

    FCA reg no.
    1024729
    FCA authorised date:
    22/12/25
    TLF Wealth Management Ltd is a top financial advisory firm in Somerset, offering expert life and investment advice, comprehensive financial planning, and bespoke pension retirement services.
    1. ✔1 Financial Adviser
    2. 🪧13.3 Miles
  12. 🏢

    Rapprocher LTD

    FCA reg no.
    227440
    FCA authorised date:
    24/11/03
    Rapprocher Ltd is a respected financial firm in Bridgwater, Somerset offering a wide range of FCA-regulated advice across life investments, pensions, and financial planning, providing tailored solutions to meet clients' financial goals.
    1. ✔1 Financial Adviser
    2. 🪧13.8 Miles
    3. 📍Bridgwater
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  14. 🏢

    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. ✔1 Financial Adviser
    2. 🪧14 Miles
    3. 📍Frome
  15. 🏢

    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. ✔1 Financial Adviser
    2. 🪧14.3 Miles
    3. 📍Frome
  16. 🏢

    Hunt Financial Planning Limited

    FCA reg no.
    944024
    FCA authorised date:
    01/02/21
    True Potential LLP, a leading Bristol-based financial firm, offers tailored life investments, pensions, and financial planning services. FCA regulated for trusted guidance, they cater to both novice and seasoned investors.
    1. ✔2 Financial Advisers
    2. 🪧14.3 Miles
    3. 📍Bristol
  17. 🏢

    Celia Johnson

    FCA reg no.
    604922
    FCA authorised date:
    24/07/13
    Celia Johnson is a Somerset-based, FCA-regulated financial services firm specializing in life investments, pension planning, and comprehensive financial planning, renowned for its transparency, strategic approach, and robust regional coverage.
    1. ✔1 Financial Adviser
    2. 🪧14.5 Miles
    3. 📍Weston Super Mare
  18. 🏢

    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. 🪧14.7 Miles
    4. 📍Bristol
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