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Find FCA registered Financial Advisers Near Me in Westbury

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We have found 395 relevant financial adviser firms within 30 miles of Westbury. Showing page 1 of 27.

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  2. 👤

    Tim Hall

    Robertsons & Crawford Ltd
    FCA reg no.
    TXH00221
    FCA authorised date:
    03/05/17
    The fee we charge is commensurate with the amount of work required to provide you with the service you need. We provide an initial, no obligation one-hour meeting to discuss your needs free of charge, where we will establish what work is required and will be able to provide a quotation of costs at t... read full individual profile
    1. ✔Min Pension Savings: £50,000
    2. ✔Min Assets: £50,000
    3. 🪧6.8 Miles
    4. 📍Bradford On Avon
  3. 🏢

    Church Financial Services Limited

    FCA reg no.
    572611
    FCA authorised date:
    02/04/12
    Church Financial Services Limited is a trusted Wiltshire-based financial firm specialising in financial planning, investments, and personalised pension retirement advice, supporting clients across Greater Manchester to secure their future.
    1. ✔3 Financial Advisers
    2. 🪧0.3 Miles
    3. 📍Westbury
  4. 🏢

    Hawthorn Financial Services (wealth Management) Limited

    FCA reg no.
    731359
    FCA authorised date:
    01/06/16
    Hawthorn Financial Services in Westbury, Wiltshire, is a trusted financial firm offering comprehensive wealth management services including pension planning and investment advice tailored to individual client needs.
    1. ✔1 Financial Adviser
    2. 🪧0.9 Miles
    3. 📍Westbury
  5. 🏢

    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. ✔1 Financial Adviser
    2. 🪧2 Miles
    3. 📍Westbury
  6. 🏢

    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. 🪧4.3 Miles
    3. 📍Wiltshire
  7. 🏢

    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. 🪧4.3 Miles
    3. 📍Trowbridge
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  9. 🏢

    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. 🪧4.5 Miles
    4. 📍Trowbridge
  10. 🏢

    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. 🪧4.6 Miles
    3. 📍Trowbridge
  11. 🏢

    Andover Financial Planning LTD

    FCA reg no.
    231131
    FCA authorised date:
    27/04/04
    Andover Financial Planning Ltd is a FCA-regulated firm, offering tailored advice on life, investments, pension transfers, and retirement planning to clients in Trowbridge, Wiltshire and surrounding regions. Known for their client-focused approach.
    1. ✔1 Financial Adviser
    2. 🪧4.7 Miles
    3. 📍Trowbridge
  12. 🏢

    Richwood Financial Services Limited

    FCA reg no.
    1042987
    FCA authorised date:
    02/10/24
    Richwood Financial Services, based near Trowbridge, Wiltshire, offers FCA-regulated advice on life, investments, and pensions. With a client-centric approach, they provide reliable financial guidance to individuals, families, and businesses.
    1. ✔1 Financial Adviser
    2. 🪧5.4 Miles
    3. 📍Trowbridge
  13. 🏢

    DJ Financial Advice LTD

    FCA reg no.
    463894
    FCA authorised date:
    13/02/07
    DJ Financial Advice Ltd, based in Trowbridge, offers a range of FCA-regulated services including life and investment advice, pension consultations, and financial planning across Wiltshire and surrounding regions.
    1. ✔2 Financial Advisers
    2. 🪧5.5 Miles
    3. 📍Trowbridge
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  15. 🏢

    Ethical Market Place Limited

    FCA reg no.
    821691
    FCA authorised date:
    11/09/19
    Ethical Market Place Limited, based in Somerset, offers personalised financial services including insurance, investments and pensions. FCA regulated, they focus on enhancing financial stability with a trustworthy, transparent approach.
    1. ✔1 Financial Adviser
    2. 🪧6.1 Miles
    3. 📍Frome
  16. 🏢

    Richmonde Laine Wealth Management LTD

    FCA reg no.
    402270
    FCA authorised date:
    21/09/04
    Richmonde Laine Wealth Management Ltd offers personalized, fully regulated financial services including insurance, investments and pension retirement advice to individuals and businesses throughout surrounding counties in Wiltshire.
    1. ✔1 Financial Adviser
    2. 🪧6.6 Miles
    3. 📍Bradford On Avon
  17. 🏢

    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. 🪧6.7 Miles
    3. 📍Frome
  18. 🏢

    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. 🪧6.7 Miles
    3. 📍Bradford On Avon
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