Find FCA registered Financial Advisers Near Me in Yeovil
We have found 161 relevant financial adviser firms within 30 miles of Yeovil. Showing page 8 of 11.
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Emericks Financial Services Limited
- FCA reg no.
- 936711
- FCA authorised date:
- 06/01/21
Emericks Financial Services is a regulated financial planning company based in Somerset, offering expert, tailored advice in life and investment matters, pensions, and retirement planning.- ✔1 Financial Adviser
- 🪧24.9 Miles
- 📍Somerset
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MERIT FINANCIAL SERVICES LIMITED
- FCA reg no.
- 487612
- FCA authorised date:
- 08/09/08
Merit Financial Services Limited is a reputable financial planning firm based near Weymouth, Dorset. Specializing in investments, pensions, and retirement advice, they provide tailored and regulated financial guidance.- ✔1 Financial Adviser
- 🪧24.9 Miles
- 📍Weymouth
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Jon Cowgill
- FCA reg no.
- 919089
- FCA authorised date:
- 07/01/20
Based in Farrington Gurney, Bristol, Jon Cowgill offers professional financial planning services including investments, and pensions advice, and specialises in final salary pension transfers. Known for their trustworthy, personalized advice.- ✔1 Financial Adviser
- 🪧25.1 Miles
- 📍Bristol
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CARDAN (PFP) LTD
- FCA reg no.
- 1040272
- FCA authorised date:
- 16/09/25
Premier Financial Planning Ltd., regulated by FCA, offers expert insurance, investment, and pensions advice, specializing in final salary pension transfers and holistic financial planning. Renowned for approachability and serving individuals and businesses in Somerset and surrounding regions.- ✔7 Financial Advisers
- 🪧25.5 Miles
- 📍Taunton
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Moneta Wealth Management LTD
- FCA reg no.
- 491244
- FCA authorised date:
- 10/11/08
Moneta Wealth Management Ltd, located near Bristol, offers FCA-regulated financial advice on life investments, pensions, and retirement planning. Known for their professional and approachable service, they cater to individual financial goals.- ✔1 Financial Adviser
- 🪧25.5 Miles
- 📍Bristol
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DJS Wealth Adviser LLP
- FCA reg no.
- 515323
- FCA authorised date:
- 29/12/09
DJS Wealth Adviser LLP, based in Somerset, is a proficient financial firm providing thoughtful, regulated advice on insurance, investments, pensions and financial planning. They focus on client satisfaction and financial stability.- ✔4 Financial Advisers
- 🪧25.5 Miles
- 📍Radstock
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Thomas Penn Partnership LTD
- FCA reg no.
- 475009
- FCA authorised date:
- 02/01/08
Thomas Penn Partnership Ltd is a client-centric financial firm in Wellington, Somerset, specialising in personalised life investment, pension planning, and financial advice. Regulated by the FCA, they offer expert guidance tailored to individual needs.- ✔1 Financial Adviser
- 🪧25.9 Miles
- 📍Wellington
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Chetwood Wealth Management LTD
- FCA reg no.
- 195024
- FCA authorised date:
- 01/12/01
Chetwood Wealth Management Ltd is a reputable UK-based, FCA-regulated firm specialising in financial planning, investments, pensions and final salary pension transfers.- ✔12 Financial Advisers
- 🪧25.9 Miles
- 📍Wellington
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Chetwood Private Wealth Limited
- FCA reg no.
- 846194
- FCA authorised date:
- 19/07/19
Chetwood Private Wealth Limited is a Somerset-based firm offering comprehensive financial planning and regulated advice services. They specialize in life investments, pensions retirement advice, and final salary pension transfers.- ✔3 Financial Advisers
- 🪧25.9 Miles
- 📍Wellington
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Lee Dunkley Wealth Management LTD
- FCA reg no.
- 926751
- FCA authorised date:
- 27/05/20
Lee Dunkley Wealth Management LTD, based in Somerset, offers FCA-regulated financial advice, specializing in life insurance, investments, and pension planning. Known for tailored solutions, they serve the Greater Wellington area with trustworthy, personalized service.- ✔1 Financial Adviser
- 🪧26 Miles
- 📍Wellington
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Andy Stowell Financial Planning Limited
- FCA reg no.
- 939767
- FCA authorised date:
- 30/11/20
Andy Stowell Financial Planning Ltd is a renowned, FCA regulated firm in Wellington, Somerset, offering strategic financial planning and advice. They specialise in life and investment planning, pensions, and retirement strategies.- ✔1 Financial Adviser
- 🪧26 Miles
- 📍Wellington
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MJC Financial Planning Limited
- FCA reg no.
- 528810
- FCA authorised date:
- 04/01/11
MJC Financial Planning Limited, a FCA regulated firm in Wellington, Somerset, offers expert assistance in pensions retirement planning, investments, life and funeral plans with a personalized, approachable service.- ✔1 Financial Adviser
- 🪧26 Miles
- 📍Wellington
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Positive Wealth Creation LTD
- FCA reg no.
- 481182
- FCA authorised date:
- 16/06/08
Positive Wealth Creation Ltd is an FCA-regulated firm specializing in comprehensive financial planning, investment advice, and personalized pensions and retirement guidance around Somerset from their Burnham on Sea base.- ✔2 Financial Advisers
- 🪧26 Miles
- 📍Burnham On Sea
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Robson Financial Limited
- FCA reg no.
- 731380
- FCA authorised date:
- 01/07/16
Robson Financial Limited, based in Honiton, Devon, is a trusted and FCA-regulated name in financial services. They specialise in life investments, retirement advice, and comprehensive financial planning for all client needs.- ✔3 Financial Advisers
- ✔3 Mortgage Brokers
- 🪧26 Miles
- 📍Honiton
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Nuttall Wealth Management LTD
- FCA reg no.
- 677596
- FCA authorised date:
- 18/03/15
Nuttall Wealth Management is a Wellington-based, FCA-regulated financial firm providing expert guidance on insurance, investments, and pensions, with specialisation in final salary pension transfers. They offer personalised advice to clients across Somerset.- ✔1 Financial Adviser
- 🪧26 Miles
- 📍Wellington
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