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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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
- 🪧8.9 Miles
- 📍Somerton
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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 Financial Adviser
- 🪧9.9 Miles
- 📍Sturminster Newton
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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 Financial Adviser
- ✔1 Mortgage Broker
- 🪧10.6 Miles
- 📍Langport
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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 Financial Adviser
- 🪧12.4 Miles
- 📍Ilminster
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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 Financial Adviser
- 🪧12.9 Miles
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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.- ✔2 Financial Advisers
- 🪧13.4 Miles
- 📍Ilminster
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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 Financial Adviser
- 🪧14.3 Miles
- 📍Sturminster Newton
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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 Financial Adviser
- 🪧14.4 Miles
- 📍Dorset
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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 Financial Adviser
- 🪧14.6 Miles
- 📍Chard
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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 Financial Adviser
- 🪧14.7 Miles
- 📍Bridport
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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.- ✔2 Financial Advisers
- 🪧15.1 Miles
- 📍Chard
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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.- ✔2 Financial Advisers
- 🪧15.2 Miles
- 📍Bridport
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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.- ✔4 Financial Advisers
- 🪧15.2 Miles
- 📍Sturminster Newton
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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 Financial Adviser
- 🪧15.3 Miles
- 📍Dorchester
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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 Financial Adviser
- 🪧15.4 Miles
- 📍Glastonbury
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