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Find FCA registered Financial Advisers Near Me in Carmarthen / Caerfyrddin


We have found 87 relevant financial adviser firms within 30 miles of Carmarthen / Caerfyrddin. Showing page 5 of 6.

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  2. 🏢

    Ashley Kissick Financial Advisers LTD

    FCA reg no.
    917064
    FCA authorised date:
    19/11/19
    Ashley Kissick Financial Advisers Ltd in Swansea offers trusted financial planning, insurance solutions, investment services and pension advice. Specializes in final salary pension transfers and delivers personalized guidance.
    1. ✔1 Financial Adviser
    2. 🪧22.1 Miles
    3. 📍Swansea
  3. 🏢

    Selwyn Russell Barnes

    FCA reg no.
    1026373
    FCA authorised date:
    28/02/25
    Swansea-based financial firm, regulated by the FCA, offering a range of tailored services from life investments to pensions advice. Known for client-focused strategies and solutions for complex financial situations.
    1. ✔1 Financial Adviser
    2. 🪧22.1 Miles
    3. 📍Swansea
  4. 🏢

    Alexander Douglas Limited

    FCA reg no.
    629965
    FCA authorised date:
    01/12/14
    Alexander Douglas Limited is a Swansea-based, FCA-regulated firm offering expert financial planning services, including life insurance and retirement advice. Known for their approachable style, they serve first-time investors and seasoned savers alike.
    1. ✔2 Financial Advisers
    2. 🪧22.2 Miles
    3. 📍Swansea
  5. 🏢

    Mark Horner

    FCA reg no.
    544537
    FCA authorised date:
    01/06/11
    Mark Horner is a seasoned FCA-regulated financial firm in Swansea offering expert advice on life investments, pensions retirement planning, and tailored financial planning, serving Birchgrove and West Glamorgan region.
    1. ✔1 Financial Adviser
    2. 🪧22.4 Miles
    3. 📍Swansea
  6. 🏢

    Secure For Life Wealth Management Limited

    FCA reg no.
    912517
    FCA authorised date:
    21/08/19
    Regulated firm Secure For Life specialises in providing personalised financial planning services, including life and investments, and pension transfers. Known for a clear, friendly approach, they assist individuals, businesses and first-time investors.
    1. ✔5 Financial Advisers
    2. 🪧22.7 Miles
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  8. 🏢

    CLEARVIEW INDEPENDENT FINANCIAL ADVISERS LIMITED

    FCA reg no.
    540867
    FCA authorised date:
    01/07/11
    Swansea-based CLEARVIEW INDEPENDENT FINANCIAL ADVISERS LIMITED provides client-centered financial services, including life investments, pensions retirement advice, and financial planning as an FCA-regulated company. Known for professionalism and approachability.
    1. ✔3 Financial Advisers
    2. 🪧22.7 Miles
    3. 📍Swansea
  9. 🏢

    Pendleton Financial Planning Limited

    FCA reg no.
    624098
    FCA authorised date:
    27/05/14
    FCA-regulated Pendleton Financial Planning Limited in Newton, Swansea is a trusted provider of meticulously tailored advice on pensions, retirement planning, and investment strategies, serving clients in West Glamorgan and beyond.
    1. ✔1 Financial Adviser
    2. 🪧22.9 Miles
    3. 📍Swansea
  10. 🏢

    Seventy Two Wealth LTD

    FCA reg no.
    592645
    FCA authorised date:
    02/04/13
    Seventy Two Wealth Ltd is a respected Swansea-based financial services firm offering regulated advice on investment, pensions, retirement planning and comprehensive financial planning. Known for professional acumen, approachability, adaptability and reliability.
    1. ✔1 Financial Adviser
    2. 🪧23.1 Miles
    3. 📍Swansea
  11. 🏢

    M4 Financial Group Limited

    FCA reg no.
    583474
    FCA authorised date:
    14/12/12
    M4 Financial Group, based in Swansea, is an FCA-regulated, top-tier provider of financial planning services including life and investment advice, pensions and retirement planning, catering to West Glamorgan and beyond.
    1. ✔4 Financial Advisers
    2. 🪧23.1 Miles
    3. 📍Swansea
  12. 🏢

    Matthew Jones

    FCA reg no.
    629484
    FCA authorised date:
    01/08/14
    Matthew Jones is a reliable financial firm based in Mumbles, Swansea, offering specialized services such as advice on life and investments, retirement planning and financial planning. Known for their approachable yet professional demeanor.
    1. ✔1 Financial Adviser
    2. 🪧23.4 Miles
    3. 📍Swansea
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  14. 🏢

    Peter Reeves

    FCA reg no.
    190706
    FCA authorised date:
    21/07/15
    Undeb Independent Financial Limited is a regulated financial firm in Swansea, offering pensions, investments, and financial planning services. Known for their dedication and client-focused approach, they provide thorough financial guidance.
    1. ✔1 Financial Adviser
    2. 🪧23.4 Miles
    3. 📍Swansea
  15. 🏢

    Sterling Welsh Limited

    FCA reg no.
    680894
    FCA authorised date:
    31/03/15
    Located in Swansea, Sterling Welsh Limited, an FCA registered firm, offers specialist financial services including life investments and pensions advice. Their regulated, client-driven approach makes them a credible choice for personalized financial guidance.
    1. ✔2 Financial Advisers
    2. 🪧23.5 Miles
    3. 📍Swansea
  16. 🏢

    Willcox Financial Limited

    FCA reg no.
    187724
    FCA authorised date:
    14/07/15
    Willcox Financial Limited, situated near Sageston, offers FCA-regulated financial guidance, specialising in personalised planning for areas like insurance and pensions, aiming to help clients achieve financial goals.
    1. ✔1 Financial Adviser
    2. 🪧24.5 Miles
  17. 🏢

    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. 🪧25.4 Miles
    3. 📍Neath
  18. 🏢

    HOWARD EVANS FINANCIAL SERVICES LIMITED

    FCA reg no.
    436295
    FCA authorised date:
    13/09/05
    Howard Evans Financial Services, based in Neath, West Glamorgan, is a trusted provider of regulated financial advice, offering comprehensive services such as life and investment planning, and pension retirement advice.
    1. ✔2 Financial Advisers
    2. 🪧25.4 Miles
    3. 📍Neath
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