Find FCA registered Financial Advisers Near Me in Wincanton
We have found 305 relevant financial adviser firms within 30 miles of Wincanton. Showing page 2 of 21.
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Wessex Financial Planning Limited
- FCA reg no.
- 430299
- FCA authorised date:
- 01/06/05
Wessex Financial Planning Limited, regulated by FCA, offers expert services in life insurance, investments, pensions and retirement advice. Known for their approachability, they provide tailored advice for a secure financial future.- ✔1 Financial Adviser
- 🪧11.9 Miles
- 📍Shaftesbury
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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 Financial Adviser
- 🪧12 Miles
- 📍Frome
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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 Financial Adviser
- 🪧12.4 Miles
- 📍Yeovil
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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.- ✔24 Financial Advisers
- 🪧12.6 Miles
- 📍Somerset
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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.- ✔4 Financial Advisers
- 🪧12.7 Miles
- 📍Yeovil
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People First Finance LTD
- FCA reg no.
- 956872
- FCA authorised date:
- 15/08/21
People First Finance Ltd, located in Radstock, Somerset, is a trusted financial services company specializing in investments, pensions and more. Known for its client-focused approach, the firm adheres to stringent FCA regulations.- ✔1 Financial Adviser
- 🪧12.7 Miles
- 📍Radstock
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Peter Marks
- FCA reg no.
- 995680
- FCA authorised date:
- 02/05/23
Peter Marks leads an FCA-regulated firm in Somerset, specialising in life insurance, investments, pensions, and financial planning. Well-versed in wealth management, they provide professional and tailored financial services.- ✔1 Financial Adviser
- 🪧12.8 Miles
- 📍Frome
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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 Financial Adviser
- 🪧13 Miles
- 📍Frome
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ZC Financial Planning
- FCA reg no.
- 802061
- FCA authorised date:
- 16/02/18
ZC Financial Planning is an FCA-regulated firm in Radstock, Somerset, offering expert retirement advice, investment services, and final salary pension transfers. They provide a personalised approach to meet your financial needs.- ✔1 Financial Adviser
- 🪧13.3 Miles
- 📍Radstock
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Northseam Limited
- FCA reg no.
- 767528
- FCA authorised date:
- 16/12/16
Northseam Limited is a trusted Yeovil-based financial company regulated by the FCA, offering life insurance, pensions retirement advice, financial planning, and final salary pension transfers with tailored solutions.- ✔1 Financial Adviser
- 🪧13.4 Miles
- 📍Yeovil
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Ogilvie Thorne Limited
- FCA reg no.
- 940119
- FCA authorised date:
- 03/12/20
Ogilvie Thorne Limited, a FCA-recognized firm in Somerset, provides reliable financial planning services and regulated advice across life, investments, pensions, and more to diverse clients.- ✔1 Financial Adviser
- 🪧13.4 Miles
- 📍Yeovil
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Blue Fox Wealth Management Limited
- FCA reg no.
- 789201
- FCA authorised date:
- 02/01/18
Blue Fox Wealth is a trusted, FCA-regulated financial firm offering comprehensive finance services, including insurance, investments, and pensions advice, from their base in Yeovil, Somerset.- ✔1 Financial Adviser
- 🪧13.4 Miles
- 📍Yeovil
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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.- ✔3 Financial Advisers
- 🪧13.5 Miles
- 📍Radstock
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STEPPING STONES FINANCIAL ADVISERS LIMITED
- FCA reg no.
- 715787
- FCA authorised date:
- 04/01/16
Stepping Stones Financial Advisers Limited offers comprehensive, client-focused financial services including life insurance, investments, and retirement advice in Somerset, assisting individuals and businesses secure their financial futures.- ✔2 Financial Advisers
- 🪧13.7 Miles
- 📍Somerton
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Dean Scott
- FCA reg no.
- 918374
- FCA authorised date:
- 17/12/19
A reputable financial firm based in Wells, Somerset; Dean Scott offers extensive financial services, including insurance and retirement advice. Known for its customer-focused approach, it serves local and regional clients.- ✔1 Financial Adviser
- 🪧14.2 Miles
- 📍Wells
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