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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 6 of 11.

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  2. 🏢

    Bright Future Financial LTD

    FCA reg no.
    794622
    FCA authorised date:
    21/11/17
    Bright Future Financial Ltd, based in Axminster, Devon, is a renowned FCA-regulated firm, offering top-tier financial planning services including insurance, investments, and pension advice, with excellence in final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧21.8 Miles
    3. 📍Axminster
  3. 🏢

    Whitlow Financial Planning Limited

    FCA reg no.
    477126
    FCA authorised date:
    04/08/11
    Regulated by the FCA, Whitlow Financial Planning Limited is a respected Dorset-based firm specializing in life investments, pensions retirement advice, and final salary pension transfers.
    1. ✔2 Financial Advisers
    2. 🪧21.9 Miles
    3. 📍Blandford Forum
  4. 🏢

    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. 🪧22.1 Miles
    3. 📍Shaftesbury
  5. 🏢

    Plumptree Kilby

    FCA reg no.
    149715
    FCA authorised date:
    01/12/01
    Plumptree Kilby is a reputable FCA-registered financial firm in Taunton, Somerset, offering personalized financial planning services including life investments and retirement advice.
    1. ✔2 Financial Advisers
    2. 🪧22.1 Miles
    3. 📍Taunton
  6. 🏢

    Heritage Independent Financial Consultancy LTD

    FCA reg no.
    624976
    FCA authorised date:
    16/09/14
    Heritage Independent Financial Consultancy Ltd is an FCA registered firm in Taunton, Somerset, specialising in personalised financial planning, pensions retirement advice, and investment strategies. Celebrated for their client-focused approach and industry experience.
    1. ✔4 Financial Advisers
    2. ✔3 Mortgage Brokers
    3. 🪧22.2 Miles
    4. 📍Taunton
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  8. 🏢

    Kenyon Clarke Financial Services LTD

    FCA reg no.
    533507
    FCA authorised date:
    07/01/11
    Kenyon Clarke Financial Services Ltd in Somerset offers expert financial services, specializing in life and investments; offering personalized pension advice and comprehensive financial planning.
    1. ✔2 Financial Advisers
    2. 🪧22.3 Miles
    3. 📍Taunton
  9. 🏢

    Bluebell Financial Management Limited

    FCA reg no.
    990457
    FCA authorised date:
    01/08/23
    Bluebell Financial Management Limited, based in Devon, is a trusted firm specialising in life investments, pensions retirement advice and overall financial wellbeing, offering tailor-suited solutions and professional guidance.
    1. ✔1 Financial Adviser
    2. 🪧22.3 Miles
    3. 📍Honiton
  10. 🏢

    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. 🪧22.3 Miles
    3. 📍Radstock
  11. 🏢

    PROSPER FINANCIAL SOLUTIONS LIMITED

    FCA reg no.
    587653
    FCA authorised date:
    02/04/13
    Prosper Financial Solutions Ltd is a regulated firm in Blandford Forum, Dorset, offering comprehensive financial solutions. We specialize in insurance, strategic investments, retirement advice and financial planning, prioritising community financial health.
    1. ✔2 Financial Advisers
    2. ✔2 Mortgage Brokers
    3. 🪧22.5 Miles
    4. 📍Blandford Forum
  12. 🏢

    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. 🪧22.6 Miles
    3. 📍Radstock
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  14. 🏢

    Nicholas Carroll & Financial Associates Limited

    FCA reg no.
    1005968
    FCA authorised date:
    17/11/23
    Nicholas Carroll & Financial Associates Limited is a FCA regulated firm in Weymouth, Dorset, offering tailored financial services from insurance to retirement advice for individual needs.
    1. ✔2 Financial Advisers
    2. 🪧22.6 Miles
    3. 📍Weymouth
  15. 🏢

    Douglas and Young LTD

    FCA reg no.
    845713
    FCA authorised date:
    11/07/19
    FCA-registered Douglas and Young Ltd, based in Chilcompton, Somerset, offers expert financial services including investment guidance, retirement planning, and pension transfers, renowned for their professional, personalised approach.
    1. ✔2 Financial Advisers
    2. 🪧22.7 Miles
    3. 📍Chilcompton
  16. 🏢

    STEVEN SIDHU WEALTH MANAGEMENT LTD

    FCA reg no.
    608518
    FCA authorised date:
    09/10/13
    Vision IFP is an FCA-regulated firm in Taunton, offering client-focused financial planning solutions, including life insurance, investments and pension retirement advice. Known for final salary pension transfers, they ensure utmost client satisfaction.
    1. ✔1 Financial Adviser
    2. 🪧22.7 Miles
    3. 📍Taunton
  17. 🏢

    William Human

    FCA reg no.
    528326
    FCA authorised date:
    21/07/10
    William Human, a respected financial firm in Highbridge, Somerset, offers expert advice on life investments, pensions, and retirement, specializing in final salary pension transfers. Known for personal financial planning services, professionalism, and high ethical standards, regulated by the FCA.
    1. ✔1 Financial Adviser
    2. 🪧22.9 Miles
    3. 📍Highbridge
  18. 🏢

    JAMES YOUNG ASSOCIATES LIMITED

    FCA reg no.
    505532
    FCA authorised date:
    06/11/09
    James Young Associates Limited is a FCA registered firm that offers dependable financial planning and advice, including life and investments, and retirement planning in Weymouth, Dorset.
    1. ✔1 Financial Adviser
    2. ✔2 Mortgage Brokers
    3. 🪧22.9 Miles
    4. 📍Weymouth
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