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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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  2. 🏢

    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. ✔1 Financial Adviser
    2. 🪧11.9 Miles
    3. 📍Shaftesbury
  3. 🏢

    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. 🪧12 Miles
    3. 📍Frome
  4. 🏢

    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. 🪧12.4 Miles
    3. 📍Yeovil
  5. 🏢

    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. 🪧12.6 Miles
    3. 📍Somerset
  6. 🏢

    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. 🪧12.7 Miles
    3. 📍Yeovil
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  8. 🏢

    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. ✔1 Financial Adviser
    2. 🪧12.7 Miles
    3. 📍Radstock
  9. 🏢

    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. ✔1 Financial Adviser
    2. 🪧12.8 Miles
    3. 📍Frome
  10. 🏢

    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. 🪧13 Miles
    3. 📍Frome
  11. 🏢

    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. ✔1 Financial Adviser
    2. 🪧13.3 Miles
    3. 📍Radstock
  12. 🏢

    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. ✔1 Financial Adviser
    2. 🪧13.4 Miles
    3. 📍Yeovil
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  14. 🏢

    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. ✔1 Financial Adviser
    2. 🪧13.4 Miles
    3. 📍Yeovil
  15. 🏢

    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. ✔1 Financial Adviser
    2. 🪧13.4 Miles
    3. 📍Yeovil
  16. 🏢

    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. 🪧13.5 Miles
    3. 📍Radstock
  17. 🏢

    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.
    1. ✔2 Financial Advisers
    2. 🪧13.7 Miles
    3. 📍Somerton
  18. 🏢

    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. ✔1 Financial Adviser
    2. 🪧14.2 Miles
    3. 📍Wells
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