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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 21 of 24.

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  2. 🏢

    Positive Wealth Creation LTD

    FCA reg no.
    481182
    FCA authorised date:
    16/06/08
    Positive Wealth Creation Ltd is an FCA-regulated firm specializing in comprehensive financial planning, investment advice, and personalized pensions and retirement guidance around Somerset from their Burnham on Sea base.
    1. ✔2 Financial Advisers
    2. 🪧22.8 Miles
    3. 📍Burnham On Sea
  3. 🏢

    Wessex Investment Management Limited

    FCA reg no.
    400509
    FCA authorised date:
    02/08/04
    Wessex Investment Management Limited is a revered financial services firm in Shaftesbury, offering expert life insurance, retirement pensions advice, and specialising in final salary pension transfers.
    1. ✔2 Financial Advisers
    2. 🪧22.8 Miles
    3. 📍Shaftesbury
  4. 🏢

    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. 🪧23.1 Miles
    3. 📍Bridgwater
  5. 🏢

    Simon Edward Associates Limited

    FCA reg no.
    1019745
    FCA authorised date:
    10/12/24
    Simon Edward Associates Limited is a renowned financial planning firm in Wiltshire, providing regulated, client-focused services in life and investment planning, pensions retirement advice, and final salary pension transfers.
    1. ✔2 Financial Advisers
    2. 🪧23.2 Miles
    3. 📍Chippenham
  6. 🏢

    Bloomfield & Associates Limited

    FCA reg no.
    575725
    FCA authorised date:
    27/02/18
    Bloomfield & Associates is a trusted FCA-regulated financial advisory firm in Shaftesbury, Dorset, offering personalized insurance, investment, pension advice, and financial planning services to a diverse clientele.
    1. ✔6 Financial Advisers
    2. 🪧23.3 Miles
    3. 📍Shaftesbury
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  8. 🏢

    Peter Harding Practice LTD

    FCA reg no.
    402110
    FCA authorised date:
    13/07/04
    Peter Harding Practice Ltd is a leading, FCA-regulated financial planning firm in Shaftesbury, Dorset, specializing in life investments, pensions retirement advice, and comprehensive financial planning for local individuals and families.
    1. ✔15 Financial Advisers
    2. 🪧23.3 Miles
    3. 📍Shaftesbury
  9. 🏢

    3-s Financial Management

    FCA reg no.
    439768
    FCA authorised date:
    28/11/05
    3-S Financial Management in Shaftesbury, Dorset, is a regulated finance firm offering comprehensive services including retirement advice and pensions. Focusing on client-centric solutions, the company provides tailored, FCA-regulated financial advice.
    1. ✔3 Financial Advisers
    2. 🪧23.3 Miles
    3. 📍Shaftesbury
  10. 🏢

    Opal Financial Management Limited

    FCA reg no.
    602945
    FCA authorised date:
    02/11/17
    Opal Financial Management Limited is a Todber-based FCA regulated firm offering tailored financial services like planning, investments and retirement strategies across Dorset and surrounding regions.
    1. ✔4 Financial Advisers
    2. 🪧23.4 Miles
    3. 📍Sturminster Newton
  11. 🏢

    Church House Investments Limited

    FCA reg no.
    190548
    FCA authorised date:
    01/12/01
    Based in UK's Sherborne, Church House Investments Limited offers personalised financial solutions including wealth management, investing, pensions retirement advice, funeral plans, and life insurance; registered with the FCA under no. 190548.
    1. ✔7 Financial Advisers
    2. 🪧23.4 Miles
    3. 📍Sherborne
  12. 🏢

    AISA FINANCIAL PLANNING LIMITED

    FCA reg no.
    189652
    FCA authorised date:
    01/12/01
    AISA Financial Planning Ltd, a FCA-regulated firm based in Wiltshire, specialises in providing expert advice on life, investments, and retirement pensions, including final salary pension transfers.
    1. ✔4 Financial Advisers
    2. 🪧23.4 Miles
    3. 📍Devizes
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  14. 🏢

    Kathryn Jumabhoy

    FCA reg no.
    1024475
    FCA authorised date:
    31/01/25
    Kathryn Jumabhoy is a reliable, FCA-regulated financial advisory firm based in Wiltshire, offering comprehensive life and investment planning, pension transfers, and retirement planning services.
    1. ✔1 Financial Adviser
    2. 🪧23.5 Miles
    3. 📍Chippenham
  15. 🏢

    Neales Financial Management Limited

    FCA reg no.
    191772
    FCA authorised date:
    01/12/01
    Neales Financial Management Limited is a trusted, FCA-regulated finance firm based in Gloucestershire, offering expert financial planning, life investments, and pensions retirement advice to a wide customer base.
    1. ✔1 Financial Adviser
    2. 🪧23.5 Miles
    3. 📍Wotton Under Edge
  16. 🏢

    Wessex Financial Planning Limited

    FCA reg no.
    430299
    FCA authorised date:
    01/06/05
    Wessex Financial Planning Limited, regulated by FCA, offers expert services in life insurance, investments, pensions and retirement advice. Known for their approachability, they provide tailored advice for a secure financial future.
    1. ✔1 Financial Adviser
    2. 🪧23.8 Miles
    3. 📍Shaftesbury
  17. 🏢

    Fort Financial Planning LTD

    FCA reg no.
    425743
    FCA authorised date:
    01/04/05
    Fort Financial Planning Ltd is a FCA-regulated firm based in Sherborne, Dorset, specializing in life and investments, pensions retirement advice. They provide bespoke financial strategies ensuring clients' confidence in their financial future.
    1. ✔2 Financial Advisers
    2. 🪧23.8 Miles
    3. 📍Sherborne
  18. 🏢

    Conor Webley

    FCA reg no.
    924959
    FCA authorised date:
    24/04/20
    Conor Webley is a reputable, FCA-regulated financial advising firm in Malmesbury, Wiltshire, offering a range of financial services. They specialize in providing personalized advice and easy-to-understand financial planning.
    1. ✔1 Financial Adviser
    2. 🪧24 Miles
    3. 📍Malmesbury
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