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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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.- ✔2 Financial Advisers
- 🪧22.8 Miles
- 📍Burnham On Sea
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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.- ✔2 Financial Advisers
- 🪧22.8 Miles
- 📍Shaftesbury
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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 Financial Adviser
- 🪧23.1 Miles
- 📍Bridgwater
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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.- ✔2 Financial Advisers
- 🪧23.2 Miles
- 📍Chippenham
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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.- ✔6 Financial Advisers
- 🪧23.3 Miles
- 📍Shaftesbury
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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.- ✔15 Financial Advisers
- 🪧23.3 Miles
- 📍Shaftesbury
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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.- ✔3 Financial Advisers
- 🪧23.3 Miles
- 📍Shaftesbury
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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.- ✔4 Financial Advisers
- 🪧23.4 Miles
- 📍Sturminster Newton
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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.- ✔7 Financial Advisers
- 🪧23.4 Miles
- 📍Sherborne
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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.- ✔4 Financial Advisers
- 🪧23.4 Miles
- 📍Devizes
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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 Financial Adviser
- 🪧23.5 Miles
- 📍Chippenham
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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 Financial Adviser
- 🪧23.5 Miles
- 📍Wotton Under Edge
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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 Financial Adviser
- 🪧23.8 Miles
- 📍Shaftesbury
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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.- ✔2 Financial Advisers
- 🪧23.8 Miles
- 📍Sherborne
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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 Financial Adviser
- 🪧24 Miles
- 📍Malmesbury
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