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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 7 of 25.

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  2. 🏢

    Thomas Porter

    FCA reg no.
    801904
    FCA authorised date:
    15/02/18
    FCA-regulated Thomas Porter is a trusted Wiltshire-based financial planning firm specializing in pensions retirement advice and final salary pension transfers, serving a broad clientele with an approachable service style.
    1. ✔1 Financial Adviser
    2. 🪧17.2 Miles
    3. 📍Trowbridge
  3. 🏢

    John Hall Financial Services LTD

    FCA reg no.
    926219
    FCA authorised date:
    15/05/20
    John Hall Financial Services Ltd, based in Somerset, provides tailored financial services, including retirement and investment advice. With a wealth of experience, they offer personal attention to clients' financial needs.
    1. ✔1 Financial Adviser
    2. 🪧17.3 Miles
    3. 📍Yeovil
  4. 🏢

    P J Watts Independent Financial Adviser LTD

    FCA reg no.
    911629
    FCA authorised date:
    02/06/20
    KWL Wealth Management, based in Somerset, offers bespoke UK-wide financial services including planning, pensions, retirement advice, and investment guidance. An FCA regulated firm, they're committed to achieving clients' unique financial goals.
    1. ✔1 Financial Adviser
    2. 🪧17.3 Miles
    3. 📍Martock
  5. 🏢

    Wiltshire Wealth LTD

    FCA reg no.
    835130
    FCA authorised date:
    22/11/19
    Wiltshire Wealth Ltd, based in Bradford on Avon, is a FCA-regulated firm specialising in life investments and financial planning, known for their professional yet approachable style.
    1. ✔1 Financial Adviser
    2. 🪧17.4 Miles
    3. 📍Bradford On Avon
  6. 🏢

    John Gaulton Independent Financial Advisors

    FCA reg no.
    732710
    FCA authorised date:
    01/07/16
    Bristol-based John Gaulton Independent Financial Advisors offers tailored financial planning solutions, specialising in life, investments, pensions, and retirement advice. Registered under the FCA, they provide reliable, personalised, and regulated financial guidance.
    1. ✔2 Financial Advisers
    2. 🪧17.4 Miles
    3. 📍Bristol
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  8. 🏢

    Bowmore Financial Planning Limited

    FCA reg no.
    115180
    FCA authorised date:
    01/12/01
    Bowmore Financial Planning Limited is an FCA regulated firm in Bristol, offering personalized financial planning services. They provide approachable, reliable advice on pensions, retirement, life, and investments.
    1. ✔10 Financial Advisers
    2. 🪧17.4 Miles
    3. 📍Bristol
  9. 🏢

    Old Mill Financial Planning Limited

    FCA reg no.
    967142
    FCA authorised date:
    03/10/22
    Old Mill is a reliable Somerset-based financial firm providing tailored solutions in life insurance, retirement planning, and investment strategies. They are FCA regulated and dedicated to client success.
    1. ✔24 Financial Advisers
    2. 🪧17.4 Miles
    3. 📍Somerset
  10. 🏢

    Adanac Financial Services LTD

    FCA reg no.
    494917
    FCA authorised date:
    24/04/09
    Adanac Financial Services, based in Yeovil, Somerset, specialises in pensions, retirement advice, and financial planning. Regulated by FCA, they offer comprehensive and tailored financial solutions to local families.
    1. ✔4 Financial Advisers
    2. 🪧17.4 Miles
    3. 📍Yeovil
  11. 🏢

    Crane Williams LTD

    FCA reg no.
    841333
    FCA authorised date:
    03/05/19
    Regulated by the FCA, Crane Williams Ltd is a Bristol-based financial planning firm specialising in life investments, pensions, and retirement planning, known for its approachable style and high professional standards.
    1. ✔1 Financial Adviser
    2. 🪧17.5 Miles
    3. 📍Bristol
  12. 🏢

    Golden Valley Financial Planning Limited

    FCA reg no.
    939133
    FCA authorised date:
    23/11/20
    We advise on a range of products from Prudential and other carefully selected providers. This is known as restricted advice. Using a focused and controlled approach allows us to develop an in‑depth knowledge of the products, so we can safely and confidently recommend a solution that’s right for ... read full company profile.
    1. ✔1 Financial Adviser
    2. 🪧17.6 Miles
    3. 📍Bristol
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  14. 🏢

    MONTGOMERY CHARLES FINANCIAL MANAGEMENT LIMITED

    FCA reg no.
    586392
    FCA authorised date:
    01/11/12
    Montgomery Charles Wealth Management is a regulated FCA financial firm in Wiltshire, specialising in comprehensive wealth management services, including tailored investment strategies, and recognized for pension retirement advice.
    1. ✔7 Financial Advisers
    2. 🪧17.6 Miles
    3. 📍Wiltshire
  15. 🏢

    Julie Reeve

    FCA reg no.
    503833
    FCA authorised date:
    27/11/13
    Julie Reeve is a Bristol-based financial firm specialising in life, investment, and retirement planning. Regulated by the FCA, they offer personalised, client-focused advice, especially in complex financial decisions.
    1. ✔1 Financial Adviser
    2. 🪧17.7 Miles
    3. 📍Bristol
  16. 🏢

    King's Court Financial Planning LLP

    FCA reg no.
    613020
    FCA authorised date:
    02/06/14
    King's Court Financial Planning LLP is a reliable, approachable financial advisory firm in Trowbridge, offering personalised, comprehensive services including insurance, investments, and retirement planning.
    1. ✔2 Financial Advisers
    2. 🪧17.7 Miles
    3. 📍Trowbridge
  17. 🏢

    Meridan Pension Services Limited

    FCA reg no.
    841099
    FCA authorised date:
    02/03/20
    Bristol-based Meridan Pension Services Limited offers comprehensive financial solutions, including life & investments strategies, pensions retirement advice, and financial planning services, catering to a diverse clientele.
    1. ✔3 Financial Advisers
    2. 🪧17.8 Miles
    3. 📍Bristol
  18. 🏢

    Kingfisher Independent Financial Planning LLP

    FCA reg no.
    562475
    FCA authorised date:
    03/01/12
    Kingfisher Financial Planning, situated in Trowbridge, offers personalised, FCA-regulated financial services including funeral plans, life investments and pensions retirement advice. Their client-centred approach empowers clients to realise their ambitions.
    1. ✔2 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧18 Miles
    4. 📍Trowbridge
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