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Find FCA registered Financial Advisers Near Me in Brecon / Aberhonddu

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We have found 134 relevant financial adviser firms within 30 miles of Brecon / Aberhonddu. Showing page 5 of 9.

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  2. 🏢

    Gregory Davies Wealth Management LTD

    FCA reg no.
    923669
    FCA authorised date:
    10/12/24
    Regulated by the FCA, Gregory Davies Wealth Management Ltd. provides tailored financial services including insurance, investments and pensions. Based in Caerphilly, they're known for their professional, approachable and strategic wealth management advice.
    1. ✔2 Financial Advisers
    2. 🪧26.7 Miles
    3. 📍Caerphilly
  3. 🏢

    Thomas, Carroll Independent Financial Advisers Limited

    FCA reg no.
    450497
    FCA authorised date:
    03/07/06
    Thomas, Carroll Independent Financial Advisers Limited located in Caerphilly, Gwent offers specialised financial advice on investments, pensions, and retirement planning. Ensures adherence to high standards, serving clients with reliable, regulated advice.
    1. ✔3 Financial Advisers
    2. 🪧26.8 Miles
    3. 📍Caerphilly
  4. 🏢

    JON LB IFA LTD

    FCA reg no.
    1038563
    FCA authorised date:
    25/07/25
    JON LB IFA LTD, a FCA regulated firm, offers financial services including insurance, investments and pensions advice. They provide tailored solutions to Gwent region, simplifying complex finance decisions for individuals and businesses.
    1. ✔1 Financial Adviser
    2. 🪧26.8 Miles
    3. 📍Usk
  5. 🏢

    The Money Partnership Limited

    FCA reg no.
    954255
    FCA authorised date:
    09/05/22
    Newport-based The Money Partnership Limited offers personalised financial services including life investments, retirement planning and pensions advice. FCA-registered with a focus on tailored solutions for diverse clientele.
    1. ✔3 Financial Advisers
    2. ✔4 Mortgage Brokers
    3. 🪧26.8 Miles
    4. 📍Newport
  6. 🏢

    Kelly East Wealth Management LTD

    FCA reg no.
    1043495
    FCA authorised date:
    24/11/25
    Kelly East Wealth Management in Newport provides expert financial planning advice, specializing in life investments and pension transfers. They offer regulated, tailored services to help clients manage finances efficiently.
    1. ✔1 Financial Adviser
    2. 🪧26.8 Miles
    3. 📍Newport
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  8. 🏢

    Steven Davies

    FCA reg no.
    569697
    FCA authorised date:
    28/05/15
    Steven Davies is a reputable FCA-regulated financial planning firm in Neath, West Glamorgan, providing advice on investments, pensions, and final salary pension transfers. Committed to personalized client solutions.
    1. ✔1 Financial Adviser
    2. 🪧27 Miles
    3. 📍Neath
  9. 🏢

    Servini Financial Planning Limited

    FCA reg no.
    823801
    FCA authorised date:
    01/04/19
    Servini Financial Planning Limited, based in Caerphilly, Gwent, provides comprehensive, FCA regulated financial services, specialising in life and investment planning, retirement advice, and all-encompassing financial planning.
    1. ✔1 Financial Adviser
    2. 🪧27.2 Miles
    3. 📍Caerphilly
  10. 🏢

    The Rutherford Lewis & Read Partnership

    FCA reg no.
    195527
    FCA authorised date:
    31/05/05
    Rutherford Lewis & Read, a FCA regulated financial services provider in Gwent, Caerphilly, offers comprehensive investment advice, pension guidance, financial planning and more to clients across the region.
    1. ✔1 Financial Adviser
    2. 🪧27.2 Miles
    3. 📍Caerphilly
  11. 🏢

    Sherald Ann Waterhouse-trew

    FCA reg no.
    915901
    FCA authorised date:
    28/10/19
    Sherald Ann Waterhouse-Trew, an FCA regulated firm in Caerphilly, Gwent, specializes in financial services like life insurance and pension advice, serving a diverse client base with professional integrity.
    1. ✔1 Financial Adviser
    2. 🪧27.2 Miles
    3. 📍Caerphilly
  12. 🏢

    Kingsley Wealth Management LTD

    FCA reg no.
    968911
    FCA authorised date:
    31/01/22
    2. Kingsley Wealth Management is a Cardiff-based firm offering dynamic financial planning and retirement advice to clients in Gwent and beyond, specializing in life investments and final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧27.2 Miles
    3. 📍Cardiff
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  14. 🏢

    Nucleus Wealth Planning Limited

    FCA reg no.
    844903
    FCA authorised date:
    02/03/20
    Nucleus Wealth Planning Limited, an FCA-registered firm based in Pontypridd, offers tailored financial planning services, specializing in life and investment advice, and strategic pensions retirement advice.
    1. ✔1 Financial Adviser
    2. 🪧27.4 Miles
    3. 📍Pontypridd
  15. 🏢

    Philip Evans & Associates

    FCA reg no.
    138916
    FCA authorised date:
    01/12/01
    Philip Evans & Associates is a regulated financial advisory firm based in Dyfed, specialising in life investments, pensions retirement advice, and holistic financial planning for individuals and families.
    1. ✔1 Financial Adviser
    2. 🪧27.6 Miles
    3. 📍Ammanford
  16. 🏢

    I Planning Wealth Management LTD

    FCA reg no.
    553307
    FCA authorised date:
    03/10/11
    I Planning Wealth Management Ltd in Ammanford, Dyfed provides trustworthy financial planning services, specialising in life and investments, pensions, retirement guidance, and tailored financial strategies.
    1. ✔3 Financial Advisers
    2. 🪧27.6 Miles
    3. 📍Ammanford
  17. 🏢

    Keith Jones

    FCA reg no.
    229838
    FCA authorised date:
    13/01/11
    Keith Jones is a reputable Newport-based financial planning company offering tailored, regulated advice in life investments, pensions retirement advice, and overall financial guidance; renowned for a client-centric approach.
    1. ✔1 Financial Adviser
    2. 🪧27.9 Miles
    3. 📍Newport
  18. 🏢

    CHRIS LEACH and ASSOCIATES LIMITED

    FCA reg no.
    563997
    FCA authorised date:
    03/01/12
    Chris Leach & Associates Ltd, based in Cardiff, offers regulated financial services such as life insurance, investments, pensions, and retirement advice. They are dedicated to personalised planning for individuals and families' financial futures.
    1. ✔3 Financial Advisers
    2. 🪧28.1 Miles
    3. 📍Cardiff
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