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Find FCA registered Financial Advisers Near Me in Westbury


We have found 395 relevant financial adviser firms within 30 miles of Westbury. Showing page 4 of 27.

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  2. 🏢

    DJS Wealth Adviser LLP

    FCA reg no.
    515323
    FCA authorised date:
    29/12/09
    DJS Wealth Adviser LLP, based in Somerset, is a proficient financial firm providing thoughtful, regulated advice on insurance, investments, pensions and financial planning. They focus on client satisfaction and financial stability.
    1. ✔4 Financial Advisers
    2. 🪧11.5 Miles
    3. 📍Radstock
  3. 🏢

    Combined Financial Strategies LTD

    FCA reg no.
    481624
    FCA authorised date:
    14/04/08
    Based in Bath, Somerset, Combined Financial Strategies Ltd is a renowned provider of regulated financial advice across life, investments, and pensions sectors with a speciality in retirement planning.
    1. ✔1 Financial Adviser
    2. 🪧11.5 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. 🪧11.6 Miles
    3. 📍Bath
  5. 🏢

    Bailey Cook Financial Planning LTD

    FCA reg no.
    823706
    FCA authorised date:
    01/05/19
    Bailey Cook Financial Planning Ltd, based in Bath, Somerset, offers reliable, regulatory-compliant financial services including life insurance, investments, pension advice and more, across the UK.
    1. ✔4 Financial Advisers
    2. 🪧11.6 Miles
    3. 📍Bath
  6. 🏢

    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. 🪧11.6 Miles
    3. 📍Bath
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  8. 🏢

    Synthesis Wealth Management LTD

    FCA reg no.
    921078
    FCA authorised date:
    12/02/20
    Bath-based Synthesis Wealth Management offers comprehensive financial planning and advice. Specialising in life and investment guidance, pensions and retirement planning, it delivers reliable, regulated services tailored to individual financial journeys.
    1. ✔3 Financial Advisers
    2. 🪧11.7 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. 🪧11.8 Miles
    3. 📍Bath
  10. 🏢

    Home Group Financial LTD

    FCA reg no.
    978640
    FCA authorised date:
    07/07/22
    Located in Bath, Home Group Financial Ltd offers comprehensive financial planning and advice. Services include life insurance, investments, pensions, and final salary pension transfers. Known for their professional, approachable ethos.
    1. ✔1 Financial Adviser
    2. 🪧11.9 Miles
    3. 📍Corsham
  11. 🏢

    Prentice Wealth Management LTD

    FCA reg no.
    1040446
    FCA authorised date:
    06/09/25
    Prentice Wealth Management Ltd provides financial planning services in Somerset, specializing in life investments and pension retirement advice. Known for their approachable expert team, they deliver bespoke financial solutions.
    1. ✔3 Financial Advisers
    2. 🪧11.9 Miles
    3. 📍Bath
  12. 🏢

    Thomas Reynolds

    FCA reg no.
    954820
    FCA authorised date:
    15/07/21
    A FCA-regulated firm located in Corsham, Wiltshire, Thomas Reynolds specializes in tailored financial planning, pensions retirement advice and final salary pension transfers, marrying expertise with a friendly, personable approach.
    1. ✔1 Financial Adviser
    2. 🪧11.9 Miles
    3. 📍Corsham
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  14. 🏢

    INTEGRATED FINANCIAL SOLUTIONS LIMITED

    FCA reg no.
    492444
    FCA authorised date:
    02/01/09
    Integrated Financial Solutions Limited is an FCA-regulated firm providing diverse financial services including insurance, investment and retirement advice from Corsham, Wiltshire. Known for personalized advice and client satisfaction.
    1. ✔4 Financial Advisers
    2. 🪧11.9 Miles
    3. 📍Corsham
  15. 🏢

    Mayne Solutions Limited

    FCA reg no.
    628835
    FCA authorised date:
    22/12/14
    Premier Financial Planning is a trusted, FCA-registered firm in Corsham, Wiltshire, offering expert financial services focused on life and investments, pensions retirement advice, and strategic planning.
    1. ✔1 Financial Adviser
    2. ✔1 Mortgage Broker
    3. 🪧11.9 Miles
    4. 📍Corsham
  16. 🏢

    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. 🪧12.1 Miles
    3. 📍Bath
  17. 🏢

    AISA FINANCIAL PLANNING LIMITED

    FCA reg no.
    189652
    FCA authorised date:
    01/12/01
    AISA Financial Planning Ltd, a FCA-regulated firm based in Wiltshire, specialises in providing expert advice on life, investments, and retirement pensions, including final salary pension transfers.
    1. ✔4 Financial Advisers
    2. 🪧12.3 Miles
    3. 📍Devizes
  18. 🏢

    Heritage & Co UK Limited

    FCA reg no.
    1020248
    FCA authorised date:
    09/10/24
    Heritage & Co UK Limited is a FCA regulated financial services firm in Somerset, providing expert advice on investments, pensions, retirement planning, and financial planning to clients in Radstock and surrounding regions.
    1. ✔3 Financial Advisers
    2. 🪧12.4 Miles
    3. 📍Radstock
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