Find FCA registered Financial Advisers Near Me in West Shepton BA4
We have found 362 relevant financial adviser firms within 30 miles of West Shepton BA4. Showing page 3 of 25.
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Henri James Wealth LTD
- FCA reg no.
- 586453
- FCA authorised date:
- 09/04/13
Henri James Wealth Ltd, a reputable FCA regulated financial planning firm in Somerset, offers expert advice in life investments, pensions, and retirement. They provide comprehensive financial planning tailored to individual needs.- ✔1 Financial Adviser
- 🪧12.2 Miles
- 📍Blagdon
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Find Peace Of Mind LTD
- FCA reg no.
- 510117
- FCA authorised date:
- 22/01/10
Find Peace of Mind Ltd in Langport, Somerset offers expert financial planning and investment advice. Regulated by the FCA, they provide tailored, professional services, specialising in pensions and retirement advice.- ✔1 Financial Adviser
- ✔1 Mortgage Broker
- 🪧12.6 Miles
- 📍Langport
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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.- ✔4 Financial Advisers
- 🪧12.7 Miles
- 📍Bristol
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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.- ✔3 Financial Advisers
- 🪧13.6 Miles
- 📍Bath
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TLF Wealth Management LTD
- FCA reg no.
- 1024729
- FCA authorised date:
- 22/12/25
TLF Wealth Management Ltd is a top financial advisory firm in Somerset, offering expert life and investment advice, comprehensive financial planning, and bespoke pension retirement services.- ✔1 Financial Adviser
- 🪧14.1 Miles
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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 Financial Adviser
- 🪧14.6 Miles
- 📍Bath
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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 Financial Adviser
- 🪧14.6 Miles
- 📍Bath
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Swan Wealth Management Limited
- FCA reg no.
- 503447
- FCA authorised date:
- 09/07/09
Swan Wealth Management Ltd, regulated by the FCA, is based in Bristol. They're known for their diverse finance portfolio, bespoke financial planning and pensions retirement advice, offering a customer-centric approach.- ✔2 Financial Advisers
- 🪧14.7 Miles
- 📍Bristol
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Churchill Investments PLC
- FCA reg no.
- 182363
- FCA authorised date:
- 01/12/01
Churchill Investments Plc is an established, FCA-registered financial services firm in Somerset. Specializing in life and investment management, they provide expert pensions retirement advice and comprehensive financial planning.- ✔3 Financial Advisers
- 🪧14.8 Miles
- 📍Winscombe
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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.- ✔2 Financial Advisers
- 🪧15 Miles
- 📍Bristol
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William Human
- FCA reg no.
- 528326
- FCA authorised date:
- 21/07/10
William Human, a respected financial firm in Highbridge, Somerset, offers expert advice on life investments, pensions, and retirement, specializing in final salary pension transfers. Known for personal financial planning services, professionalism, and high ethical standards, regulated by the FCA.- ✔1 Financial Adviser
- 🪧15 Miles
- 📍Highbridge
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Elite Financial Planning Limited
- FCA reg no.
- 711851
- FCA authorised date:
- 01/12/15
Elite Financial Planning Limited is a FCA regulated firm specialising in life and investment planning, retirement advice, and pensions. They provide personalised advice and are adept at assisting first-time investors.- ✔1 Financial Adviser
- 🪧15 Miles
- 📍Westbury
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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 Financial Adviser
- 🪧15.1 Miles
- 📍Bath
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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 Financial Adviser
- 🪧15.1 Miles
- 📍Bristol
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Lucy Hammick
- FCA reg no.
- 1019709
- FCA authorised date:
- 07/10/24
Lucy Hammick is a trusted, client-centric financial services provider in Felton, near Bristol, specializing in life investments, pensions, and comprehensive planning. Known for friendly, approachable, personalised financial solutions. Regulated by FCA.- ✔1 Financial Adviser
- 🪧15.2 Miles
- 📍Bristol
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