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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 4 of 24.

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  2. 🏢

    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. 🪧8.1 Miles
    3. 📍Bath
  3. 🏢

    Ian Gray & Associates LTD

    FCA reg no.
    418811
    FCA authorised date:
    29/07/11
    Gray & Associates is a FCA regulated firm offering bespoke financial planning and advice in Bath and Somerset. They specialize in life and investment services, pension advice, and final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧8.2 Miles
    3. 📍Bath
  4. 🏢

    Oculus Wealth Management (bradford On Avon) Limited

    FCA reg no.
    916207
    FCA authorised date:
    04/11/19
    Oculus Wealth Management, an FCA-regulated firm in Bath, Somerset, specializes in personalized financial planning, including life investments and pension advice, renowned for its client-centric approach.
    1. ✔1 Financial Adviser
    2. 🪧8.3 Miles
    3. 📍Bath
  5. 🏢

    Meridian FS Limited

    FCA reg no.
    664078
    FCA authorised date:
    29/11/23
    Meridian FS Limited is a renowned FCA-regulated firm based in Somerset, specialising in life investments, pensions advice and final salary pension transfers, providing strategic financial planning with personalised service.
    1. ✔1 Financial Adviser
    2. 🪧8.4 Miles
    3. 📍Frome
  6. 🏢

    Goodwill Financial Services Limited

    FCA reg no.
    450155
    FCA authorised date:
    27/07/06
    Goodwill Financial Services in Bristol delivers expert financial planning and regulated advice, specializing in life investments and pension retirement strategies. Our approachable team offers strategic planning for a secure future. FCA registration number 450155.
    1. ✔3 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧8.7 Miles
    4. 📍Bristol
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  8. 🏢

    Advance Investments Limited

    FCA reg no.
    195786
    FCA authorised date:
    01/12/01
    Advance Investments Limited is a reputable Bath-based financial services firm providing insurance, pension advice, and strategic investment guidance. Known for its client-focused approach and comprehensive financial solutions tailored to individual needs.
    1. ✔4 Financial Advisers
    2. 🪧8.7 Miles
    3. 📍Bath
  9. 🏢

    Sulis Wealth LTD

    FCA reg no.
    768844
    FCA authorised date:
    06/01/17
    Sulis Wealth Ltd is a reputable financial firm in Bath, offering comprehensive wealth management solutions including tailored pensions advice, strategic investment planning and financial counsel. Regulated by FCA under 768844.
    1. ✔1 Financial Adviser
    2. 🪧8.8 Miles
    3. 📍Bath
  10. 🏢

    Singer Wealth Management LTD

    FCA reg no.
    1033347
    FCA authorised date:
    23/05/25
    Singer Wealth Management is a top financial planning firm in Bristol, offering a wide range of regulated services. Specializing in life investments and retirement planning, they support clients in securing their financial future.
    1. ✔1 Financial Adviser
    2. 🪧8.8 Miles
    3. 📍Bristol
  11. 🏢

    Oliver Financial Planning LTD

    FCA reg no.
    963900
    FCA authorised date:
    10/11/22
    Bath-based Oliver Financial Planning Ltd provides regulated financial advice, specializing in pensions retirement advice, and life insurance decisions, and investment facilitation, tailored to individual financial goals.
    1. ✔1 Financial Adviser
    2. 🪧9 Miles
    3. 📍Bath
  12. 🏢

    Strong Mortgage Solutions Limited

    FCA reg no.
    927438
    FCA authorised date:
    08/06/20
    Bristol-based, FCA regulated Strong Mortgage Solutions Ltd, offers comprehensive financial services, specializing in life and investment planning, pensions, retirement plans and final salary pension transfers. They prioritize client-centric, meticulous financial planning.
    1. ✔1 Financial Adviser
    2. 🪧9.1 Miles
    3. 📍Bristol
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  14. 🏢

    Gardiner Page & Roe Personal & Corporate Financial Planning

    FCA reg no.
    215228
    FCA authorised date:
    31/05/05
    Gardiner Page & Roe is a FCA-regulated financial planning firm in Somerset, offering comprehensive services like investment advice, retirement planning, and holistic financial planning to corporations and individuals.
    1. ✔3 Financial Advisers
    2. 🪧9.4 Miles
    3. 📍Wells
  15. 🏢

    Benjamin Warren

    FCA reg no.
    786349
    FCA authorised date:
    09/08/17
    Authorised under FCA, Benjamin Warren specialises in life investments and pensions retirement advice. Located in Wells, Somerset, his firm offers tailored financial planning solutions ideal for both novice and experienced investors.
    1. ✔1 Financial Adviser
    2. 🪧9.5 Miles
    3. 📍Wells
  16. 🏢

    WATTSIIS LTD

    FCA reg no.
    618265
    FCA authorised date:
    01/09/14
    WATTSIIS LTD is a Bristol-based, fully regulated financial firm specializing in life investments, financial planning, and pensions retirement, providing expert and friendly advice tailored to individual client needs.
    1. ✔1 Financial Adviser
    2. 🪧9.8 Miles
    3. 📍Bristol
  17. 🏢

    Elite Financial Consulting LTD

    FCA reg no.
    529009
    FCA authorised date:
    01/04/11
    Elite Financial Consulting Ltd is a Bristol-based, FCA registered firm (#529009) specialising in tailored advice on life investments, pensions, and retirement planning for a secure financial future.
    1. ✔5 Financial Advisers
    2. ✔4 Mortgage Brokers
    3. 🪧9.9 Miles
    4. 📍Bristol
  18. 🏢

    Aisa Retirement Planning LLP

    FCA reg no.
    779882
    FCA authorised date:
    26/05/17
    Aisa Retirement Planning LLP is a Bristol-based financial services firm, known for its expertise in life investments, retirement planning and comprehensive financial planning, serving both local and regional clients.
    1. ✔3 Financial Advisers
    2. 🪧10.1 Miles
    3. 📍Bristol
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