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Location Guide

Financial Advisers in North Somerset

10 FCA-authorised advisers · South West · 4.5★ average Google rating

There are 10 FCA-authorised financial advisers in North Somerset, South West. All firms listed here are verified against the FCA Financial Services Register and must hold the minimum QCF Level 4 qualification.

Common advice specialisms among North Somerset advisers include Investments, Pensions and Retirement. You can filter by specialism below, or search by postcode to find advisers closest to you. All advisers are free to contact for an initial consultation.

Centurion Wealth Management Limited

FCA Verified

Clevedon, BS21

0.0 mi
3.0
(2)
Alternative InvestmentsPensionsRetirement+2
0.0 mi
5.0
(8)
MortgagesAlternative InvestmentsPensions+2

Eden Park Investment Management Ltd

FCA Verified

Bristol, BS20

0.0 mi
4.9
(35)
Wealth ManagementInvestments

Your Life Solutions Limited

FCA Verified

Bristol, BS20

0.0 mi
4.7
(10)
InvestmentsPensionsRetirement

Weston Associates IFA Limited

FCA Verified

Bristol, BS20

0.0 mi
Alternative InvestmentsPensionsRetirement+2

Colin Of Mar

FCA Verified

Bristol, BS20

0.0 mi
Alternative InvestmentsInvestmentsPensions+1

MIKE SMITH IFA LTD.

FCA Verified

Clevedon, BS21

0.0 mi
5.0
(15)
Alternative InvestmentsPensionsRetirement+2
0.0 mi
4.2
(17)

The Frost Partnership

FCA Verified

Weston-Super-Mare, BS22

0.0 mi
MortgagesAlternative InvestmentsInvestments+2
0.0 mi
5.0
(70)
PensionsRetirementMortgages+1

Frequently Asked Questions — Financial Advisers in North Somerset

How many FCA-authorised financial advisers are there in North Somerset?

There are 10 FCA-authorised financial advisers listed in North Somerset, South West. All firms listed on approval.co.uk are verified against the FCA Financial Services Register.

How do I find a good financial adviser in North Somerset?

Start by checking that any adviser is FCA-authorised using the FCA Register at register.fca.org.uk. Look for relevant qualifications (CII Diploma or Chartered status), check their specialisms match your needs (Investments, Pensions and Retirement are common in North Somerset), and ask for a free initial consultation before committing.

How much does a financial adviser cost in North Somerset?

Financial advisers in North Somerset typically charge an initial fee of 1–3% of assets advised on, with ongoing annual fees of 0.5–1%. Some charge fixed project fees (typically £500–£5,000 for a financial plan) or hourly rates of £150–£350. All advisers must be transparent about fees before you commit.

Are financial advisers in North Somerset regulated?

Yes. All financial advisers in North Somerset must be authorised or appointed representatives of an authorised firm regulated by the Financial Conduct Authority (FCA). You can verify any firm's status on the FCA Register. Using an unauthorised adviser means you have no access to the Financial Ombudsman Service or FSCS compensation.

What financial advice services are most commonly needed in North Somerset?

The most common financial advice needs among North Somerset residents include Investments, Pensions and Retirement. Whether you are planning for retirement, buying a home, investing a lump sum, or managing an inheritance, an FCA-authorised adviser can help you make the most tax-efficient and suitable decisions for your circumstances.

Results are ordered by proximity to your postcode. This order does not indicate quality, suitability, or any form of recommendation. Always verify an adviser's current FCA authorisation at register.fca.org.uk before engaging their services.

Other areas in South West