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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 6 of 28.

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  2. 🏢

    PAUL BARNFIELD FINANCIAL PLANNING LTD

    FCA reg no.
    604713
    FCA authorised date:
    22/07/13
    Based in Somerset, Vision IFP is a FCA-regulated financial solutions provider, known for personalized financial planning in investments, pensions, and retirement. They stand out for their professionalism, approachability, and client-focused service.
    1. ✔1 Financial Adviser
    2. 🪧16.3 Miles
    3. 📍Weston Super Mare
  3. 🏢

    Kussul Wealth Management Limited

    FCA reg no.
    971762
    FCA authorised date:
    11/03/22
    Kussul Wealth Management, based near Bristol, provides personalised, FCA regulated financial planning services across the UK, specialising in life investments, pensions advice, and final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧16.4 Miles
    3. 📍Bristol
  4. 🏢

    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. 🪧16.4 Miles
    3. 📍Bridgwater
  5. 🏢

    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. 🪧16.4 Miles
    3. 📍Bridgwater
  6. 🏢

    Julie Reeve

    FCA reg no.
    503833
    FCA authorised date:
    27/11/13
    Julie Reeve is a Bristol-based financial firm specialising in life, investment, and retirement planning. Regulated by the FCA, they offer personalised, client-focused advice, especially in complex financial decisions.
    1. ✔1 Financial Adviser
    2. 🪧16.4 Miles
    3. 📍Bristol
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  8. 🏢

    Practical Financial Planning LTD

    FCA reg no.
    536929
    FCA authorised date:
    09/05/11
    Practical Financial Planning Ltd, based in Somerset, is a FCA regulated firm specialising in life and investment planning, pension advice, and comprehensive financial services across the UK. Known for professional, tailored advice.
    1. ✔1 Financial Adviser
    2. ✔1 Mortgage Broker
    3. 🪧16.4 Miles
    4. 📍Bath
  9. 🏢

    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. 🪧16.5 Miles
    3. 📍Bridgwater
  10. 🏢

    Jack Simpson

    FCA reg no.
    1012934
    FCA authorised date:
    22/05/24
    Based in Bath, Somerset, Jack Simpson is a premium financial services firm specialising in life and investment services. They offer tailored advice on pensions, retirement planning, and financial planning solutions. Regulated by the FCA.
    1. ✔1 Financial Adviser
    2. 🪧16.5 Miles
    3. 📍Bath
  11. 🏢

    David Sinclair

    FCA reg no.
    1026169
    FCA authorised date:
    31/01/25
    M&G plc is a reputable, FCA-regulated financial services firm in Martock, Somerset. Known for its expertise in life insurance, investments, and pensions, they offer tailored advice backed by years of industry experience.
    1. ✔1 Financial Adviser
    2. 🪧16.5 Miles
    3. 📍Martock
  12. 🏢

    Hargreaves Lansdown Advisory Services Limited

    FCA reg no.
    189627
    FCA authorised date:
    01/12/01
    Distinguished Bristol-based financial firm, Hargreaves Lansdown, offers comprehensive, client-focused financial services. They specialize in insurance, investment strategies, pensions advice and more, catering to diverse clientele with tailor-made solutions.
    1. ✔84 Financial Advisers
    2. 🪧16.8 Miles
    3. 📍Bristol
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  14. 🏢

    Ovation Finance Limited

    FCA reg no.
    190914
    FCA authorised date:
    01/12/01
    Based in Bristol, Ovation Finance Limited is a credible FCA-regulated firm specializing in providing comprehensive financial advice and planning. They offer expert solutions for life and investment planning, pensions retirement, and more.
    1. ✔5 Financial Advisers
    2. 🪧16.8 Miles
    3. 📍Bristol
  15. 🏢

    Seventy Six Financial Planning LTD

    FCA reg no.
    971702
    FCA authorised date:
    10/03/22
    Based in Weston super Mare, Somerset, Seventy Six Financial Planning Ltd offers regulated financial planning services. Their expertise includes life and investment strategies, pension retirement advice, and comprehensive financial planning.
    1. ✔1 Financial Adviser
    2. 🪧16.9 Miles
    3. 📍Weston Super Mare
  16. 🏢

    Digby Associates Limited

    FCA reg no.
    631739
    FCA authorised date:
    09/09/14
    Digby Associates, a respected financial firm in Bristol, offers diverse services such as life insurance, investments, pensions, and comprehensive financial planning. Renowned for its trusted advisement and client-oriented approach.
    1. ✔10 Financial Advisers
    2. 🪧16.9 Miles
    3. 📍Bristol
  17. 🏢

    National Friendly Financial Solutions Limited

    FCA reg no.
    452784
    FCA authorised date:
    13/07/06
    National Friendly Financial Solutions Limited is a Bristol-based, FCA-regulated firm specialising in comprehensive financial planning, including life investments, pensions, and retirement advice. We prioritize clients' security and peace of mind.
    1. ✔2 Financial Advisers
    2. 🪧16.9 Miles
    3. 📍Bristol
  18. 🏢

    Fidelius LTD

    FCA reg no.
    188615
    FCA authorised date:
    01/12/01
    Fidelius Wealth Management, based in Bath, Somerset, is an FCA regulated firm specializing in life investments, pensions retirement advice, and final salary pension transfers. They offer personalised, regulated advice for a stable financial future.
    1. ✔9 Financial Advisers
    2. ✔3 Mortgage Brokers
    3. 🪧16.9 Miles
    4. 📍Bath
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