Find FCA registered Financial Advisers Near Me in Wells
We have found 419 relevant financial adviser firms within 30 miles of Wells. Showing page 9 of 28.
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Atomos Financial Planning Limited
- FCA reg no.
- 193503
- FCA authorised date:
- 01/12/01
Regulated by the FCA, 17. atomos. is a trusted financial firm in Bristol providing tailored investment and retirement services, and comprehensive financial planning.- ✔56 Financial Advisers
- 🪧17.2 Miles
- 📍Bristol
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Owen and Associates
- FCA reg no.
- 146808
- FCA authorised date:
- 01/12/01
Owen & Associates is a professional financial firm based in Bath, Somerset, specialising in pensions, investment management, and comprehensive financial planning. Known for their client-centric approach, they offer regulated, tailored advice.- ✔1 Financial Adviser
- ✔3 Mortgage Brokers
- 🪧17.3 Miles
- 📍Bath
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Morgans LTD
- FCA reg no.
- 159488
- FCA authorised date:
- 01/12/01
Morgan Financial Group Limited is a FCA-regulated firm in Bath, Somerset. Known for proficient, customer-focused financial services including life, investments, pensions retirement advice and comprehensive financial planning.- ✔4 Financial Advisers
- 🪧17.3 Miles
- 📍Bath
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Bailey Cook Financial Planning LTD
- FCA reg no.
- 823706
- FCA authorised date:
- 01/05/19
Bailey Cook Financial Planning Ltd, based in Bath, Somerset, offers reliable, regulatory-compliant financial services including life insurance, investments, pension advice and more, across the UK.- ✔4 Financial Advisers
- 🪧17.3 Miles
- 📍Bath
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Pembroke Asset Management LLP
- FCA reg no.
- 229257
- FCA authorised date:
- 01/04/04
Pembroke Asset Management LLP is a Bristol-based, FCA regulated wealth management firm providing innovative advice on investments, pensions and retirement. Our experienced team delivers tailored financial solutions across regions.- ✔3 Financial Advisers
- 🪧17.3 Miles
- 📍Bristol
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Rossiter Wealth Management LTD
- FCA reg no.
- 833408
- FCA authorised date:
- 11/02/19
Regulated by the FCA, Rossiter Wealth Management Ltd provides client-centered financial solutions, including life investments and pensions advice, serving Bridgwater and surrounding counties with tailored, regulated advice.- ✔1 Financial Adviser
- 🪧17.3 Miles
- 📍Bridgwater
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Synthesis Wealth Management LTD
- FCA reg no.
- 921078
- FCA authorised date:
- 12/02/20
Bath-based Synthesis Wealth Management offers comprehensive financial planning and advice. Specialising in life and investment guidance, pensions and retirement planning, it delivers reliable, regulated services tailored to individual financial journeys.- ✔3 Financial Advisers
- 🪧17.3 Miles
- 📍Bath
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Prentice Wealth Management LTD
- FCA reg no.
- 1040446
- FCA authorised date:
- 06/09/25
Prentice Wealth Management Ltd provides financial planning services in Somerset, specializing in life investments and pension retirement advice. Known for their approachable expert team, they deliver bespoke financial solutions.- ✔3 Financial Advisers
- 🪧17.3 Miles
- 📍Bath
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Combined Financial Strategies LTD
- FCA reg no.
- 481624
- FCA authorised date:
- 14/04/08
Based in Bath, Somerset, Combined Financial Strategies Ltd is a renowned provider of regulated financial advice across life, investments, and pensions sectors with a speciality in retirement planning.- ✔1 Financial Adviser
- 🪧17.3 Miles
- 📍Bath
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Neil Bird
- FCA reg no.
- 840199
- FCA authorised date:
- 12/04/19
Based in Bristol's Clifton Park, Neil Bird provides expert financial planning solutions including life and investment planning, pension retirement advice, and final salary pension transfers, with a regulated and personalised approach.- ✔2 Financial Advisers
- 🪧17.3 Miles
- 📍Bristol
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CITY FINANCIAL PLANNING LIMITED
- FCA reg no.
- 440633
- FCA authorised date:
- 03/01/06
City Financial Planning Ltd, a Bath-based, FCA-regulated firm, specialises in life and investment planning, offering customised advice on pensions and retirement throughout Somerset and surrounding areas.- ✔8 Financial Advisers
- 🪧17.4 Miles
- 📍Bath
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Cooper Knowles Limited
- FCA reg no.
- 1003823
- FCA authorised date:
- 15/08/25
Cooper Knowles Limited, an FCA regulated firm based in Bath, offers expert financial services including life investments, pensions retirement planning, and final salary pension transfers. The firm prioritizes reliability, trust, and personalized service.- ✔1 Financial Adviser
- 🪧17.4 Miles
- 📍Bath
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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
- 🪧17.4 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
- 🪧17.4 Miles
- 📍Yeovil
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Lansdown Place Wealth Management LTD
- FCA reg no.
- 434251
- FCA authorised date:
- 18/01/13
Regulated financial advisory firm, Lansdown Place Wealth Management Ltd, provides expert guidance in life investments and pensions in Bristol. They're committed to personalised service for your financial success.- ✔14 Financial Advisers
- 🪧17.4 Miles
- 📍Bristol
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