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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 9 of 28.

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  2. 🏢

    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.
    1. ✔56 Financial Advisers
    2. 🪧17.2 Miles
    3. 📍Bristol
  3. 🏢

    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. ✔1 Financial Adviser
    2. ✔3 Mortgage Brokers
    3. 🪧17.3 Miles
    4. 📍Bath
  4. 🏢

    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.
    1. ✔4 Financial Advisers
    2. 🪧17.3 Miles
    3. 📍Bath
  5. 🏢

    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.
    1. ✔4 Financial Advisers
    2. 🪧17.3 Miles
    3. 📍Bath
  6. 🏢

    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.
    1. ✔3 Financial Advisers
    2. 🪧17.3 Miles
    3. 📍Bristol
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  8. 🏢

    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. ✔1 Financial Adviser
    2. 🪧17.3 Miles
    3. 📍Bridgwater
  9. 🏢

    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.
    1. ✔3 Financial Advisers
    2. 🪧17.3 Miles
    3. 📍Bath
  10. 🏢

    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.
    1. ✔3 Financial Advisers
    2. 🪧17.3 Miles
    3. 📍Bath
  11. 🏢

    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. ✔1 Financial Adviser
    2. 🪧17.3 Miles
    3. 📍Bath
  12. 🏢

    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.
    1. ✔2 Financial Advisers
    2. 🪧17.3 Miles
    3. 📍Bristol
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  14. 🏢

    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.
    1. ✔8 Financial Advisers
    2. 🪧17.4 Miles
    3. 📍Bath
  15. 🏢

    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. ✔1 Financial Adviser
    2. 🪧17.4 Miles
    3. 📍Bath
  16. 🏢

    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. ✔1 Financial Adviser
    2. 🪧17.4 Miles
    3. 📍Yeovil
  17. 🏢

    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. ✔1 Financial Adviser
    2. 🪧17.4 Miles
    3. 📍Yeovil
  18. 🏢

    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.
    1. ✔14 Financial Advisers
    2. 🪧17.4 Miles
    3. 📍Bristol
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