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Find FCA registered Financial Advisers Near Me in Caeffynnon SY23


We have found 168 relevant financial adviser firms within 60 miles of Caeffynnon SY23. Showing page 2 of 12.

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  2. 🏢

    Sterling (porthmadog) Cyf

    FCA reg no.
    576846
    FCA authorised date:
    06/07/12
    Sterling (Porthmadog) Cyf is an FCA-regulated finance firm specializing in life, investments, and pensions retirement advice, providing tailored financial planning solutions to residents of Porthmadog and surrounding counties.
    1. ✔1 Financial Adviser
    2. 🪧36.3 Miles
    3. 📍Porthmadog
  3. 🏢

    Lawrence Sheridan Millar

    FCA reg no.
    131526
    FCA authorised date:
    01/12/01
    D J Lawrence & Associates is a trustworthy, FCA-regulated financial advice firm based in Porthmadog, specializing in life decisions, investments, and retirement planning with a customer-centric approach.
    1. ✔1 Financial Adviser
    2. 🪧36.4 Miles
    3. 📍Porthmadog
  4. 🏢

    Cwmni Arian Cyf

    FCA reg no.
    925647
    FCA authorised date:
    05/05/20
    Cwmni Arian Cyf is a Pwllheli-based, FCA regulated financial advisory firm specialising in life investments, final salary pension transfers and comprehensive retirement planning services. They focus on aiding clients navigate their financial journey with expert advice.
    1. ✔1 Financial Adviser
    2. 🪧36.6 Miles
    3. 📍Pwllheli
  5. 🏢

    Peter Vaughan Jones

    FCA reg no.
    150161
    FCA authorised date:
    01/12/01
    Peter Vaughan Jones is an FCA-regulated financial firm in Penrhyndeudraeth, Gwynedd, providing expert advice on investments, retirement and financial planning. Known for their personalised service and commitment to transparency.
    1. ✔1 Financial Adviser
    2. 🪧37.2 Miles
    3. 📍Penrhyndeudraeth
  6. 🏢

    Morgan Wealth Management Limited

    FCA reg no.
    522125
    FCA authorised date:
    01/07/10
    GEM Financial Solutions in Dyfed offers personalized financial advice and a range of regulated services. Known for their proficiency in Carmarthen, they excel in understanding clients' needs and offering tailored solutions.
    1. ✔2 Financial Advisers
    2. ✔3 Mortgage Brokers
    3. 🪧38.9 Miles
    4. 📍Carmarthen
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  8. 🏢

    Affinity Financial Management Limited

    FCA reg no.
    1023412
    FCA authorised date:
    03/11/25
    Affinity Financial, an FCA-regulated Carmarthen-based firm, provides expert financial planning services including life investments and pension retirement advice catering to clients in Dyfed and surrounding regions.
    1. ✔1 Financial Adviser
    2. ✔3 Mortgage Brokers
    3. 🪧39 Miles
    4. 📍Carmarthen
  9. 🏢

    Steven Rees Wealth Management LTD

    FCA reg no.
    547727
    FCA authorised date:
    19/04/11
    Steven Rees Wealth Management Ltd provides trusted financial planning and regulated advice services, offering comprehensive strategies in various financial areas. They cater to varied clients, delivering personalized solutions and proficient guidance.
    1. ✔2 Financial Advisers
    2. 🪧39 Miles
    3. 📍Carmarthen
  10. 🏢

    Roberts Boyt Limited

    FCA reg no.
    532928
    FCA authorised date:
    14/01/11
    Roberts Boyt Limited, based in Carmarthen, offers expert financial planning solutions including life insurance, investments, retirement advice, and pension transfers. Regulated by the FCA, they provide reliable, customised advice.
    1. ✔4 Financial Advisers
    2. 🪧39 Miles
    3. 📍Carmarthen
  11. 🏢

    Derwen Financial Planning LTD

    FCA reg no.
    788539
    FCA authorised date:
    08/09/17
    Derwen Financial Planning Ltd, based in Carmarthen, offers regulated, tailored financial advice covering insurance, retirement, and comprehensive financial planning. Known for their transparency and client focus, they expertly guide individuals and businesses through their financial journeys.
    1. ✔2 Financial Advisers
    2. 🪧39.1 Miles
    3. 📍Carmarthen
  12. 🏢

    ROBERTS KEEN INDEPENDENT FINANCIAL ADVISERS LIMITED

    FCA reg no.
    737641
    FCA authorised date:
    10/10/16
    Roberts Keen Independent Financial Advisers Limited is a FCA-regulated firm based in Llanelli, Dyfed, offering comprehensive financial planning services. They specialize in life investments and pension retirement advice.
    1. ✔3 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧41.2 Miles
    4. 📍Llanelli
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  14. 🏢

    Adrian Davies

    FCA reg no.
    1015574
    FCA authorised date:
    25/07/24
    Adrian Davies is an FCA-regulated firm near Oswestry, specialising in insurance solutions, investment guidance, and bespoke financial planning. Known for its tailored approach, it offers reliable and regulated services to both individuals and businesses.
    1. ✔1 Financial Adviser
    2. 🪧41.9 Miles
    3. 📍Oswestry
  15. 🏢

    GSL Financial Consultants Limited

    FCA reg no.
    467055
    FCA authorised date:
    20/11/23
    GSL Financial Consultants offers comprehensive financial planning and expert advice in investment, pension transfers, and retirement for a secure financial future across GB. FCA-regulated firm specialising in tailored solutions.
    1. ✔1 Financial Adviser
    2. 🪧42 Miles
    3. 📍Llanelli
  16. 🏢

    MPFS Wealth Management Limited

    FCA reg no.
    941765
    FCA authorised date:
    17/05/21
    FCA-regulated MPFS Wealth Management Limited offers professional financial planning, specializing in life investments and tailored pensions advice. Serving Dyfed and surrounding regions, they combine expertise with a friendly approach for secure financial planning.
    1. ✔2 Financial Advisers
    2. 🪧42.1 Miles
    3. 📍Llanelli
  17. 🏢

    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. 🪧42.3 Miles
    3. 📍Ammanford
  18. 🏢

    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. 🪧42.4 Miles
    3. 📍Ammanford
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