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Find FCA registered Financial Advisers Near Me in Welton BA3


We have found 360 relevant financial adviser firms within 30 miles of Welton BA3. Showing page 2 of 24.

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  2. 🏢

    John Piper

    FCA reg no.
    1022383
    FCA authorised date:
    22/11/24
    John Piper is a renowned firm in Somerset, specializing in wealth management, investments, pensions advice, final salary pension transfers and comprehensive financial planning. Known for its client-focused approach and professional service.
    1. ✔1 Financial Adviser
    2. 🪧5 Miles
    3. 📍Radstock
  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. 🪧5.3 Miles
    3. 📍Frome
  4. 🏢

    T.m. Pullen

    FCA reg no.
    940374
    FCA authorised date:
    01/06/21
    T.M. Pullen is a trusted financial firm in Somerset, regulated by FCA, offering specialized advice in life investments, pensions, retirement, and broader financial planning across Somerset and surrounding counties.
    1. ✔1 Financial Adviser
    2. 🪧5.7 Miles
    3. 📍Somerset
  5. 🏢

    Barlow & Bartlett Wealth Management

    FCA reg no.
    990057
    FCA authorised date:
    16/01/23
    Barlow & Bartlett Wealth Management, based in Bath, Somerset, provides reliable and regulated financial services, specializing in pension transfers and personal wealth management, serving an extensive client base across Somerset.
    1. ✔1 Financial Adviser
    2. 🪧6.5 Miles
    3. 📍Bath
  6. 🏢

    Informed Choice (south West) Limited

    FCA reg no.
    136258
    FCA authorised date:
    01/12/01
    Informed Choice (South West) Limited, regulated by the FCA, is a reliable financial firm in Bath, Somerset, providing expert advice on life, investments, pensions, retirement, and financial planning.
    1. ✔1 Financial Adviser
    2. 🪧6.6 Miles
    3. 📍Bath
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  8. 🏢

    Newman Langley & Stavri Financial Consulting Limited

    FCA reg no.
    726547
    FCA authorised date:
    24/11/15
    Newman Langley & Stavri Financial Consulting Limited offers bespoke financial services including insurance and strategic investments. Regulated under FCA, they provide reliable, client-focused solutions across Somerset and surrounding regions.
    1. ✔3 Financial Advisers
    2. 🪧6.7 Miles
    3. 📍Bath
  9. 🏢

    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. 🪧7.1 Miles
    3. 📍Bath
  10. 🏢

    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. 🪧7.3 Miles
    4. 📍Bath
  11. 🏢

    Paul Ewins

    FCA reg no.
    1014527
    FCA authorised date:
    18/05/24
    Paul Ewins is an FCA-regulated financial firm from Bristol offering expert advice on financial planning from investments to pension retirement. Known for their specialized service in final salary pension transfers and approachable demeanour.
    1. ✔1 Financial Adviser
    2. 🪧7.5 Miles
    3. 📍Bristol
  12. 🏢

    Sneddon Financial Planning Partnership

    FCA reg no.
    597078
    FCA authorised date:
    12/03/13
    Sneddon Financial Planning Partnership offers reliable, holistic financial services in and beyond Somerset. Experts in investments, retirement advice, and pension transfers, they deliver tailored solutions, ensuring maximum financial security for diverse clients.
    1. ✔1 Financial Adviser
    2. 🪧7.6 Miles
    3. 📍Bristol
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  14. 🏢

    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. 🪧7.6 Miles
    4. 📍Bath
  15. 🏢

    Star House Financial Services Limited

    FCA reg no.
    737736
    FCA authorised date:
    01/12/16
    Star House Financial Services Limited is a reputable FCA-registered company based near Bristol, providing expert advice on investments, retirement planning and more, with a client-centered approach and integrity.
    1. ✔4 Financial Advisers
    2. 🪧7.7 Miles
    3. 📍Bristol
  16. 🏢

    Belgrave Asset Management Limited

    FCA reg no.
    410497
    FCA authorised date:
    01/04/05
    Belgrave Asset Management Limited is a reputable financial services firm in Bath, Somerset, offering life insurance, investments, and pensions retirement advice. Known for their approachability, the FCA regulated firm offers tailored, integrity-driven services.
    1. ✔2 Financial Advisers
    2. 🪧7.8 Miles
    3. 📍Bath
  17. 🏢

    Knee Financial Planning LTD

    FCA reg no.
    1006852
    FCA authorised date:
    16/12/23
    FCA-regulated Knee Financial Planning Ltd offers a comprehensive range of insurance, investment, and retirement planning services. Known for client-focused, tailored advice, they extend their professional services beyond Bath, Somerset.
    1. ✔1 Financial Adviser
    2. 🪧7.8 Miles
    3. 📍Bath
  18. 🏢

    LTC Solutions LTD

    FCA reg no.
    401638
    FCA authorised date:
    28/06/04
    LTC Solutions Ltd is a reputable FCA-registered financial planning firm in Bath, Somerset, specializing in life and investments, pensions retirement advice, final salary pension transfers, and comprehensive financial planning.
    1. ✔2 Financial Advisers
    2. 🪧7.8 Miles
    3. 📍Bath
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