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Find FCA registered Financial Advisers Near Me in Yeovil


We have found 161 relevant financial adviser firms within 30 miles of Yeovil. Showing page 2 of 11.

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  2. 🏢

    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. 🪧8.9 Miles
    3. 📍Somerton
  3. 🏢

    Jasmine Milne

    FCA reg no.
    1036661
    FCA authorised date:
    14/07/25
    Jasmine Milne is a FCA-regulated financial services firm based in Stourton Caundle, specialising in tailored financial planning and advice. They provide expert services in life insurance, investments, pensions, and retirement advice.
    1. ✔1 Financial Adviser
    2. 🪧9.9 Miles
    3. 📍Sturminster Newton
  4. 🏢

    Find Peace Of Mind LTD

    FCA reg no.
    510117
    FCA authorised date:
    22/01/10
    Find Peace of Mind Ltd in Langport, Somerset offers expert financial planning and investment advice. Regulated by the FCA, they provide tailored, professional services, specialising in pensions and retirement advice.
    1. ✔1 Financial Adviser
    2. ✔1 Mortgage Broker
    3. 🪧10.6 Miles
    4. 📍Langport
  5. 🏢

    Michael Raymond

    FCA reg no.
    608375
    FCA authorised date:
    09/01/14
    Somerset-based Bright Financial Planning specialises in investments, insurance, pensions retirement advice, and comprehensive financial planning. Their seasoned advisors offer personalised, regulated advice for sound financial decisions.
    1. ✔1 Financial Adviser
    2. 🪧12.4 Miles
    3. 📍Ilminster
  6. 🏢

    Paul David Streeter

    FCA reg no.
    215189
    FCA authorised date:
    16/09/13
    Paul David Streeter is a reputable, FCA-regulated financial advisory firm in Street, Somerset, specialising in life and investment management, personalised pension advice, and final salary pension transfers. Known for delivering tailored strategies that prioritise client interests.
    1. ✔1 Financial Adviser
    2. 🪧12.9 Miles
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  8. 🏢

    Manders Financial Services Limited

    FCA reg no.
    575133
    FCA authorised date:
    14/02/12
    Somerset-based Manders Financial Services Limited provides bespoke financial planning, specialising in life investments, pensions and retirement planning. Known as a reliable, customer-focused firm catering to Southfields and nearby areas. FCA registered.
    1. ✔2 Financial Advisers
    2. 🪧13.4 Miles
    3. 📍Ilminster
  9. 🏢

    Upper Street Financial Planning LTD

    FCA reg no.
    727124
    FCA authorised date:
    27/11/15
    Upper Street Financial Planning Ltd is a reputable FCA-registered financial advisory firm in Sturminster Newton, Dorset, known for providing tailored pension retirement advice and other financial planning services.
    1. ✔1 Financial Adviser
    2. 🪧14.3 Miles
    3. 📍Sturminster Newton
  10. 🏢

    John Carrick Wealth Management LLP

    FCA reg no.
    531854
    FCA authorised date:
    17/09/10
    John Carrick Wealth Management LLP is a reputable, FCA-regulated firm in Sturminster Newton, Dorset, offering financial advice and services including investment and retirement planning as well as pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧14.4 Miles
    3. 📍Dorset
  11. 🏢

    Hamblin-martin Financial LTD

    FCA reg no.
    711323
    FCA authorised date:
    24/07/15
    Hamblin-Martin Financial Ltd, based in Chard, Somerset, provides strategic financial planning and FCA-backed advice. They specialise in life investments, pensions, and final salary pension transfers serving local and wider communities.
    1. ✔1 Financial Adviser
    2. 🪧14.6 Miles
    3. 📍Chard
  12. 🏢

    Hamilton Wealth Planning Limited

    FCA reg no.
    992783
    FCA authorised date:
    02/03/23
    Hamilton Wealth Planning is a reputable, FCA-regulated financial consultancy firm near Bridport, Dorset, offering personalized financial planning and investment services to clients in Marshwood Vale and beyond.
    1. ✔1 Financial Adviser
    2. 🪧14.7 Miles
    3. 📍Bridport
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  14. 🏢

    South Somerset Mortgages LTD

    FCA reg no.
    457099
    FCA authorised date:
    21/11/06
    South Somerset Mortgages Ltd is a trusted, FCA-regulated company in Chard, Somerset, offering bespoke financial services such as life investments, pensions retirement advice, and detailed financial planning.
    1. ✔2 Financial Advisers
    2. 🪧15.1 Miles
    3. 📍Chard
  15. 🏢

    GILLINGHAMS INDEPENDENT FINANCIAL ADVISERS LIMITED

    FCA reg no.
    609295
    FCA authorised date:
    01/05/14
    Gillinghams Independent Financial Advisers Ltd, an FCA-regulated firm based in Bridport, Dorset, specializes in tailored financial planning services such as investment advice, pensions retirement counsel and more.
    1. ✔2 Financial Advisers
    2. 🪧15.2 Miles
    3. 📍Bridport
  16. 🏢

    Opal Financial Management Limited

    FCA reg no.
    602945
    FCA authorised date:
    02/11/17
    Opal Financial Management Limited is a Todber-based FCA regulated firm offering tailored financial services like planning, investments and retirement strategies across Dorset and surrounding regions.
    1. ✔4 Financial Advisers
    2. 🪧15.2 Miles
    3. 📍Sturminster Newton
  17. 🏢

    LEE FORD IFA LIMITED

    FCA reg no.
    550697
    FCA authorised date:
    12/05/11
    Vision IFP is a reputable, FCA regulated financial service provider in Piddlehinton, Dorset, known for well-informed advice on life investments, pension planning, and bespoke financial planning.
    1. ✔1 Financial Adviser
    2. 🪧15.3 Miles
    3. 📍Dorchester
  18. 🏢

    Ruddle Financial Management Limited

    FCA reg no.
    1044280
    FCA authorised date:
    15/10/25
    Ruddle Financial Management Ltd. provides personalised financial planning and regulated advice in life and investment planning, pensions retirement advice, and final salary pension transfers in Glastonbury, Somerset.
    1. ✔1 Financial Adviser
    2. 🪧15.4 Miles
    3. 📍Glastonbury
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