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Find FCA registered Financial Advisers Near Me in Wotton-under-Edge


We have found 501 relevant financial adviser firms within 30 miles of Wotton-under-Edge. Showing page 8 of 34.

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  2. 🏢

    Rockman Wealth LTD

    FCA reg no.
    916778
    FCA authorised date:
    19/04/24
    Sterling James Wealth Management Ltd, based in Bristol, offers expert financial services including life investments, pensions, retirement advice and comprehensive planning. It specializes in final salary pension transfers, providing tailored, ethical financial strategies to local clients.
    1. ✔1 Financial Adviser
    2. 🪧12.7 Miles
    3. 📍Bristol
  3. 🏢

    Marcus John Dean

    FCA reg no.
    596415
    FCA authorised date:
    27/02/13
    Marcus John Dean, FCA regulated, offers expert financial planning services, specialising in life investments and retirement pensions. Based in Mangotsfield, they provide tailored, regulated advice suited to individual needs.
    1. ✔1 Financial Adviser
    2. 🪧12.7 Miles
    3. 📍Bristol
  4. 🏢

    Oculus Wealth Management (bath) LTD

    FCA reg no.
    623140
    FCA authorised date:
    12/05/14
    Oculus Wealth Management in Wick, Bristol offers comprehensive financial planning and advice, including insurance, investments and pensions advice, with a specialization in final salary pension transfers. Regulated by the FCA (No. 623140).
    1. ✔1 Financial Adviser
    2. 🪧12.7 Miles
    3. 📍Bristol
  5. 🏢

    Town & Country Financial Planning Limited

    FCA reg no.
    527161
    FCA authorised date:
    07/10/10
    Town & Country Financial Planning Limited in Painswick, Gloucestershire, offers reliable and client-oriented financial services including insurance, retirement advice, and financial planning. Known for expertise in investments and pensions, they provide personalized, regulated advice.
    1. ✔1 Financial Adviser
    2. 🪧13.2 Miles
    3. 📍Stroud
  6. 🏢

    Oakdale Wealth Limited

    FCA reg no.
    968495
    FCA authorised date:
    24/01/22
    Oakdale Wealth Limited, an FCA-registered firm, offers top-tier financial planning and regulated advice covering life insurance, investments, pensions retirement counselling, and final salary pension transfers in Stroud and nearby areas.
    1. ✔1 Financial Adviser
    2. 🪧13.2 Miles
    3. 📍Stroud
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  8. 🏢

    PDT Financial Services LTD

    FCA reg no.
    838460
    FCA authorised date:
    15/07/19
    Bristol-based PDT Financial Services Ltd offers expert, FCA-regulated financial advice on life investments, pensions and retirement planning with a personal client-focused approach. Perfect for those seeking smart financial planning.
    1. ✔1 Financial Adviser
    2. 🪧13.3 Miles
    3. 📍Bristol
  9. 🏢

    Gerald Archer

    FCA reg no.
    415388
    FCA authorised date:
    22/11/04
    Gerald Archer is a trusted, FCA regulated financial planner in Chepstow, Gloucestershire, specializing in investments, pension strategies and more, providing reliable, personalized financial solutions.
    1. ✔1 Financial Adviser
    2. 🪧13.3 Miles
    3. 📍Chepstow
  10. 🏢

    Blakeway and Hunt Limited

    FCA reg no.
    189019
    FCA authorised date:
    06/11/23
    A trusted financial firm based in Gloucester, Blakeway and Hunt Limited offers comprehensive financial services, specializing in pensions retirement advice and final salary pension transfers. Regulated under FCA number 189019.
    1. ✔2 Financial Advisers
    2. 🪧13.6 Miles
    3. 📍Gloucester
  11. 🏢

    Smitton Wealth Solutions Limited

    FCA reg no.
    841129
    FCA authorised date:
    01/05/19
    Smitton Wealth Solutions Limited is a reliable financial planning firm based in Gloucestershire, offering a range of services including insurance, investment assistance, and pensions advice. Regulated by the FCA for trustworthiness.
    1. ✔1 Financial Adviser
    2. 🪧13.7 Miles
    3. 📍Gloucester
  12. 🏢

    Isaac Wealth Limited

    FCA reg no.
    761086
    FCA authorised date:
    13/10/16
    Isaac Wealth Limited is a reputable financial services firm in Chepstow, Gwent, offering expertise in life insurance, investments, pensions, and comprehensive financial planning.
    1. ✔2 Financial Advisers
    2. 🪧13.7 Miles
    3. 📍Chepstow
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  14. 🏢

    Mark Hayball

    FCA reg no.
    948733
    FCA authorised date:
    09/04/21
    Mark Hayball is a trusted FCA-regulated firm based in Gloucester, renowned for providing expert advice on diverse financial segments like life investments, pensions retirement advice, and comprehensive financial planning.
    1. ✔1 Financial Adviser
    2. 🪧13.9 Miles
    3. 📍Gloucester
  15. 🏢

    David Griffith Rogers

    FCA reg no.
    1005484
    FCA authorised date:
    24/11/23
    David Griffith Rogers is a Gwent-based financial firm specializing in financial planning, investments, and retirement advice. Renowned for personalized, client-oriented services, they operate under FCA registration number 1005484.
    1. ✔1 Financial Adviser
    2. 🪧13.9 Miles
    3. 📍Chepstow
  16. 🏢

    Triple A Advice LTD

    FCA reg no.
    709929
    FCA authorised date:
    07/07/21
    Bristol-based Ackland Independent Financial Advice offers regulated, tailored wealth management, investment, and retirement planning services. They specialize in life insurance, pension transfers, and comprehensive financial planning.
    1. ✔1 Financial Adviser
    2. 🪧14 Miles
    3. 📍Bristol
  17. 🏢

    Paul Russell Financial Services LTD

    FCA reg no.
    845638
    FCA authorised date:
    05/11/19
    30 plus years in Financial Services and the firm offers advice of many matters as the adviser is Independent and qualified to chartered and fellowship level. Why not call for a conversations at our expense.
    1. ✔1 Financial Adviser
    2. 🪧14.1 Miles
    3. 📍Bristol
  18. 🏢

    Kathryn Jumabhoy

    FCA reg no.
    1024475
    FCA authorised date:
    31/01/25
    Kathryn Jumabhoy is a reliable, FCA-regulated financial advisory firm based in Wiltshire, offering comprehensive life and investment planning, pension transfers, and retirement planning services.
    1. ✔1 Financial Adviser
    2. 🪧14.2 Miles
    3. 📍Chippenham
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