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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 9 of 24.

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  2. 🏢

    MRIB Limited

    FCA reg no.
    454705
    FCA authorised date:
    02/10/06
    Integrity365, a Gloucestershire-based premier financial services firm, specialises in comprehensive financial planning solutions. Regulated by the FCA under 454705, they provide reliable retirement advice and pension transfers with personal attention.
    1. ✔20 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧13 Miles
    4. 📍Chippenham
  3. 🏢

    Meldon & Co LTD

    FCA reg no.
    134677
    FCA authorised date:
    01/12/01
    Meldon & Co Ltd is a dependable, FCA regulated financial planning firm in Cheddar, Somerset renowned for expert life and investments advice, comprehensive pensions and retirement solutions, and client-focused services.
    1. ✔1 Financial Adviser
    2. 🪧13 Miles
    3. 📍Cheddar
  4. 🏢

    Ellis Davies Financial Planning Limited

    FCA reg no.
    938369
    FCA authorised date:
    01/04/21
    Ellis Davies Financial Planning Limited, located in Clifton, Bristol, offers regulated financial services, including life investments, pensions, and retirement advice. Committed to helping clients secure their financial future.
    1. ✔3 Financial Advisers
    2. 🪧13.1 Miles
    3. 📍Bristol
  5. 🏢

    CHURCHILL WEALTH MANAGEMENT LIMITED

    FCA reg no.
    670373
    FCA authorised date:
    13/05/15
    Churchill Wealth Management is a Bristol-based, FCA regulated firm specializing in tailored wealth management strategies, investment advice, pension retirement plans, and individual financial planning. Renowned for its friendly, professional service.
    1. ✔6 Financial Advisers
    2. 🪧13.1 Miles
    3. 📍Bristol
  6. 🏢

    Leaf Financial Advisers LTD

    FCA reg no.
    944216
    FCA authorised date:
    03/02/21
    Leaf Financial Advisers Ltd, a dependable finance firm in Bristol, offers comprehensive financial planning and regulated advice, specializing in insurance, investments, and pensions retirement advice.
    1. ✔1 Financial Adviser
    2. 🪧13.1 Miles
    3. 📍Bristol
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  8. 🏢

    Momentum Investing LTD

    FCA reg no.
    653015
    FCA authorised date:
    02/02/15
    Momentum Investing Ltd is a Bristol-based, FCA-endorsed financial firm offering bespoke life insurance strategies, investment and pension services, retirement advice, and comprehensive financial planning. Known for its client-centric approach and professional services.
    1. ✔1 Financial Adviser
    2. 🪧13.2 Miles
    3. 📍Bristol
  9. 🏢

    Blue Financial Group Limited

    FCA reg no.
    525994
    FCA authorised date:
    02/05/16
    Located near Bristol, 7. Blue Wealth offers regulated financial advice on life investments, pensions retirement planning and more. Specializing in personalized strategies, they cater to both inexperienced investors and seasoned retirees.
    1. ✔3 Financial Advisers
    2. 🪧13.3 Miles
    3. 📍Bristol
  10. 🏢

    Holroyd Wealth Management Limited

    FCA reg no.
    1007558
    FCA authorised date:
    12/01/24
    Holroyd Wealth Management, FCA registered, offers comprehensive financial planning services including life insurance, investment strategies, and retirement advice, specializing in final salary pension transfers. Based in Somerset, they provide personalised, regulated advice for individuals and busin... read full company profile
    1. ✔1 Financial Adviser
    2. 🪧13.3 Miles
    3. 📍Bristol
  11. 🏢

    Hawker and Palmer Wealth Management Limited

    FCA reg no.
    571728
    FCA authorised date:
    02/07/12
    Hawker and Palmer Wealth Management Limited is a reputable Bristol-based financial services firm offering expert advisement on life investments, retirement planning, and personalized financial management.
    1. ✔2 Financial Advisers
    2. 🪧13.3 Miles
    3. 📍Bristol
  12. 🏢

    Octagon Consultancy LTD

    FCA reg no.
    230953
    FCA authorised date:
    28/05/21
    Octagon Consultancy Ltd is a renowned financial advice firm based in Bristol, offering reliable and comprehensive financial planning including life investment, pensions retirement advice, and final salary pension transfers.
    1. ✔6 Financial Advisers
    2. 🪧13.3 Miles
    3. 📍Clifton
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  14. 🏢

    Kingfisher Wealth Management LTD

    FCA reg no.
    918861
    FCA authorised date:
    02/01/20
    Kingfisher Wealth Management Ltd, based in Bristol, provides professional financial services. Specialised in life investments, pensions, and financial planning, they assist individuals and businesses across Gloucestershire for a secure financial future.
    1. ✔2 Financial Advisers
    2. 🪧13.3 Miles
    3. 📍Bristol
  15. 🏢

    Lorraine Kilmartin

    FCA reg no.
    1019587
    FCA authorised date:
    04/10/24
    Located in Bristol, Lorraine Kilmartin offers expert advice on financial services, specializing in pensions retirement and final salary pension transfers, nurturing clients' financial wellbeing with personalized financial planning. FCA registered.
    1. ✔1 Financial Adviser
    2. 🪧13.3 Miles
    3. 📍Bristol
  16. 🏢

    Ruddle Financial Management Limited

    FCA reg no.
    1044280
    FCA authorised date:
    15/10/25
    Ruddle Financial Management Ltd. provides personalised financial planning and regulated advice in life and investment planning, pensions retirement advice, and final salary pension transfers in Glastonbury, Somerset.
    1. ✔1 Financial Adviser
    2. 🪧13.4 Miles
    3. 📍Glastonbury
  17. 🏢

    Moneo Wealth Management LTD

    FCA reg no.
    440828
    FCA authorised date:
    03/01/06
    Moneo Wealth Management, a fully regulated financial firm based in Bristol, specializes in life investments, retirement advice and comprehensive financial planning, offering tailored, client-focused services to local families.
    1. ✔1 Financial Adviser
    2. 🪧13.5 Miles
    3. 📍Bristol
  18. 🏢

    SEVEN STARS ASSET MANAGEMENT LTD

    FCA reg no.
    627353
    FCA authorised date:
    17/11/14
    KohnCougar is a FCA-regulated firm offering comprehensive, nationwide financial guidance specialising in life, investments, and retirement pensions. They champion tailored solutions to support every stage of your financial journey.
    1. ✔2 Financial Advisers
    2. 🪧13.5 Miles
    3. 📍Bristol
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