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Find FCA registered Financial Advisers Near Me in Coed Cae SA15

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We have found 96 relevant financial adviser firms within 30 miles of Coed Cae SA15. Showing page 1 of 7.

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  2. 👤

    Alex Thomas

    Beacon IFA
    FCA reg no.
    AXT24368
    FCA authorised date:
    02/04/12
    I am a member of the Chartered Insurance Institute. I hold a valid Statement of Professional Standing (SPS), a certificate of which is available on request. I have passed the following qualifications, allowing me to use the designations DipPFS and Certs CII (MP & ER). CII Level 4 Diploma in Regul... read full individual profile
    1. 🪧25.5 Miles
    2. 📍Saundersfoot
  3. 🏢

    EWM Financial Consultancy LTD

    FCA reg no.
    742491
    FCA authorised date:
    31/03/16
    EWM Financial Consultancy Ltd, a trusted FCA-regulated firm in Llanelli, specializes in insurance, investments, financial planning and pensions advice, providing tailored, customer-focused solutions across South Wales.
    1. ✔1 Financial Adviser
    2. 🪧0.3 Miles
    3. 📍Llanelli
  4. 🏢

    Roberts Wealth & Financial Planning LTD

    FCA reg no.
    974434
    FCA authorised date:
    22/04/22
    Roberts Wealth & Financial Planning Ltd, a Dyfed-based financial services firm, offers comprehensive financial planning and regulated advice specializing in life investments and retirement planning. Known for their personalized customer-focused approach.
    1. ✔1 Financial Adviser
    2. 🪧0.9 Miles
    3. 📍Llanelli
  5. 🏢

    Andrew M Williams Wealth Management LTD

    FCA reg no.
    546286
    FCA authorised date:
    14/04/11
    Andrew M Williams Wealth Management Ltd is a trusted financial firm in Llanelli, Dyfed, specializing in life investments, pension transfers, and comprehensive financial planning. They offer professional and approachable financial guidance.
    1. ✔2 Financial Advisers
    2. 🪧1.2 Miles
    3. 📍Llanelli
  6. 🏢

    Allistair Reynolds

    FCA reg no.
    942318
    FCA authorised date:
    05/01/21
    Allistair Reynolds is a reputable financial firm in Llanelli, providing tailored financial solutions including life and investment advice, pensions retirement planning, and overall financial planning. Highly praised for prioritising clients' best interests.
    1. ✔1 Financial Adviser
    2. 🪧1.5 Miles
    3. 📍Llanelli
  7. 🏢

    Paul Rodriguez Wealth Management Limited

    FCA reg no.
    536898
    FCA authorised date:
    30/11/10
    Paul Rodriguez Wealth Management Limited in Llanelli, Dyfed, is an FCA-regulated firm providing tailored financial advice, specialising in investments, retirement planning, pension transfers, and life insurance.
    1. ✔3 Financial Advisers
    2. 🪧1.8 Miles
    3. 📍Llanelli
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  9. 🏢

    L J Taffetsauffer Wealth Management Limited

    FCA reg no.
    786256
    FCA authorised date:
    08/08/17
    L J Taffetsauffer Wealth Management Ltd provides tailored financial advice in Llanelli, specialising in life & investment planning and pensions retirement. Regulated by the FCA, they assist individuals and businesses alike.
    1. ✔1 Financial Adviser
    2. 🪧2.3 Miles
    3. 📍Llanelli
  10. 🏢

    Arian Financial Planning LTD

    FCA reg no.
    544532
    FCA authorised date:
    01/07/11
    Arian Financial Planning Ltd, located in Llanelli, Dyfed, provides tailored, FCA-regulated financial planning services, specializing in life, pensions, retirement, and investments. Known for a client-focused approach and trustworthy advice.
    1. ✔2 Financial Advisers
    2. 🪧2.4 Miles
    3. 📍Llanelli
  11. 🏢

    Amber Solutions Financial Planning LLP

    FCA reg no.
    795042
    FCA authorised date:
    03/04/18
    Amber Solutions Financial Planning LLP, a FCA-regulated firm in Llangennech, provides expert financial advice on life investments, pensions, and retirement across the Dyfed region; known for its client-focused approach.
    1. ✔3 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧2.5 Miles
    4. 📍Llanelli
  12. 🏢

    John Phillips Financial Planning LLP

    FCA reg no.
    630436
    FCA authorised date:
    05/11/14
    John Phillips Financial Planning LLP, based near Swansea, is a trustworthy and FCA regulated firm specialising in life insurance, investments, and retirement advice. They provide personalised and regulated financial services in West Glamorgan.
    1. ✔2 Financial Advisers
    2. 🪧3 Miles
    3. 📍Swansea
  13. 🏢

    K F Harty Financial Management LTD

    FCA reg no.
    476155
    FCA authorised date:
    11/01/08
    Swansea-based K F Harty Financial Management Ltd specialises in financial planning, providing regulated, tailored advice on life investments and pensions retirement in West Glamorgan.
    1. ✔1 Financial Adviser
    2. ✔1 Mortgage Broker
    3. 🪧3.3 Miles
    4. 📍Swansea
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  15. 🏢

    Green Castle Financial Planning LTD

    FCA reg no.
    967971
    FCA authorised date:
    19/01/22
    Green Castle Financial Planning, a reputable specialist in West Glamorgan, offers tailored insurance, investment, pension planning services, and more. FCA regulated for accessible, client-focused financial management.
    1. ✔1 Financial Adviser
    2. 🪧4.2 Miles
    3. 📍Swansea
  16. 🏢

    Renouf Financial Planning LTD

    FCA reg no.
    1025600
    FCA authorised date:
    15/02/25
    Renouf Financial Planning Ltd is a regulated FCA firm in Swansea, providing expert financial advice, life insurance, investment guidance, and pension transfers to clients around West Glamorgan.
    1. ✔2 Financial Advisers
    2. 🪧4.5 Miles
    3. 📍Swansea
  17. 🏢

    Planet 3 Wealth Limited

    FCA reg no.
    745837
    FCA authorised date:
    03/10/16
    Planet 3 Wealth Limited is a reliable financial institution offering services like life insurance, strategic investments and pension advice in Swansea and Greater Swansea region. Known for their honest and approachable guidance.
    1. ✔3 Financial Advisers
    2. 🪧4.8 Miles
    3. 📍Swansea
  18. 🏢

    KATH ATKIN-BOWDLER FINANCIAL SERVICES LTD

    FCA reg no.
    762282
    FCA authorised date:
    20/10/16
    Vision IFP is a Swansea-based financial planning firm specializing in final salary pension transfers. It offers a comprehensive range of services, including life insurance, investments, and retirement advice. Regulated by the FCA under number 762282.
    1. ✔1 Financial Adviser
    2. 🪧4.8 Miles
    3. 📍Swansea
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