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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 8 of 11.

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  2. 🏢

    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. ✔1 Financial Adviser
    2. 🪧24.9 Miles
    3. 📍Somerset
  3. 🏢

    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. ✔1 Financial Adviser
    2. 🪧24.9 Miles
    3. 📍Weymouth
  4. 🏢

    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. ✔1 Financial Adviser
    2. 🪧25.1 Miles
    3. 📍Bristol
  5. 🏢

    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.
    1. ✔7 Financial Advisers
    2. 🪧25.5 Miles
    3. 📍Taunton
  6. 🏢

    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. ✔1 Financial Adviser
    2. 🪧25.5 Miles
    3. 📍Bristol
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  8. 🏢

    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.
    1. ✔4 Financial Advisers
    2. 🪧25.5 Miles
    3. 📍Radstock
  9. 🏢

    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. ✔1 Financial Adviser
    2. 🪧25.9 Miles
    3. 📍Wellington
  10. 🏢

    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.
    1. ✔12 Financial Advisers
    2. 🪧25.9 Miles
    3. 📍Wellington
  11. 🏢

    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.
    1. ✔3 Financial Advisers
    2. 🪧25.9 Miles
    3. 📍Wellington
  12. 🏢

    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. ✔1 Financial Adviser
    2. 🪧26 Miles
    3. 📍Wellington
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  14. 🏢

    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. ✔1 Financial Adviser
    2. 🪧26 Miles
    3. 📍Wellington
  15. 🏢

    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. ✔1 Financial Adviser
    2. 🪧26 Miles
    3. 📍Wellington
  16. 🏢

    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.
    1. ✔2 Financial Advisers
    2. 🪧26 Miles
    3. 📍Burnham On Sea
  17. 🏢

    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.
    1. ✔3 Financial Advisers
    2. ✔3 Mortgage Brokers
    3. 🪧26 Miles
    4. 📍Honiton
  18. 🏢

    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. ✔1 Financial Adviser
    2. 🪧26 Miles
    3. 📍Wellington
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