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Find FCA registered Financial Advisers Near Me in Dolgellau


We have found 276 relevant financial adviser firms within 60 miles of Dolgellau. Showing page 15 of 19.

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  2. 🏢

    Matrix Capital Limited

    FCA reg no.
    430282
    FCA authorised date:
    16/06/05
    Matrix Capital Limited, a FCA-regulated firm, provides bespoke financial planning services including life investments, pensions and retirement plans in Shropshire. Known for integrity and meticulous guidance, the firm is based in Little Hudwick, WV16 6TG.
    1. ✔2 Financial Advisers
    2. 🪧58 Miles
  3. 🏢

    Edward Asset Management LLP

    FCA reg no.
    400367
    FCA authorised date:
    14/06/04
    Edward Asset Management LLP is a respected Liverpool-based financial services company, offering bespoke advice in life and investment planning, pension retirement and comprehensive financial planning.
    1. ✔2 Financial Advisers
    2. 🪧58.2 Miles
    3. 📍Liverpool
  4. 🏢

    DOMINION FINANCIAL MANAGEMENT LIMITED

    FCA reg no.
    763604
    FCA authorised date:
    28/04/17
    Dominion Financial Management Limited, located in Tarporley, Cheshire, offers expert advice and services in life insurance, investments, and pensions retirement. We specialise in final salary pension transfers, prioritising clients' unique financial goals.
    1. ✔2 Financial Advisers
    2. 🪧58.4 Miles
    3. 📍Tarporley
  5. 🏢

    Charles Wealth Management (NW) Limited

    FCA reg no.
    1043712
    FCA authorised date:
    03/11/25
    Charles Wealth Management (NW) Limited is a notable Cheshire-based firm known for its personalised financial solutions, including investment advice and retirement planning. A trusted, FCA-regulated company renowned for professionalism and client-centric approach.
    1. ✔1 Financial Adviser
    2. 🪧58.6 Miles
    3. 📍Frodsham
  6. 🏢

    Modus WM Limited

    FCA reg no.
    791639
    FCA authorised date:
    16/10/17
    Modus WM Limited is a Liverpool-based financial advisory firm offering expert life, investment, and pension services. Renowned for reliable, regulated advice, they specialize in tailored solutions for clients' financial stability and growth.
    1. ✔3 Financial Advisers
    2. 🪧58.7 Miles
    3. 📍Liverpool
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  8. 🏢

    Saunders Financial Management Limited

    FCA reg no.
    971052
    FCA authorised date:
    03/03/22
    Liverpool-based Saunders Financial Management Limited is a FCA-regulated firm renowned for expert financial planning including investments, pensions, and final salary pension transfers. Known for professionalism and a client-focused approach.
    1. ✔1 Financial Adviser
    2. 🪧58.7 Miles
    3. 📍Liverpool
  9. 🏢

    Deirdre Dowdeswell

    FCA reg no.
    214889
    FCA authorised date:
    31/05/05
    UK-based Deirdre Dowdeswell provides expert financial services, including life investments and pension planning, with a personalised approach particularly appreciated by first-time investors. Distinguishes itself with tailored strategies and utmost dedication.
    1. ✔1 Financial Adviser
    2. 🪧58.7 Miles
  10. 🏢

    Factor Financial Planning Limited

    FCA reg no.
    1005406
    FCA authorised date:
    19/01/24
    Liverpool-based Factor Financial Planning Limited offers strategic financial advice in life investments, pensions, and retirement planning. They specialise in final salary pension transfers and broader financial planning. FCA-regulated with a client-focused approach.
    1. ✔2 Financial Advisers
    2. 🪧58.8 Miles
    3. 📍Liverpool
  11. 🏢

    Thewealthpoint Management LTD

    FCA reg no.
    999777
    FCA authorised date:
    20/12/24
    TheWealthPoint Management Ltd, based in Liverpool, delivers regulated, client-focused financial advice specialising in life and investment planning, pensions, and retirement. Known for approachability, they cater to a diverse clientele.
    1. ✔3 Financial Advisers
    2. 🪧58.8 Miles
    3. 📍Liverpool
  12. 🏢

    Caleb Roberts Financial Management LTD

    FCA reg no.
    497107
    FCA authorised date:
    06/04/09
    Caleb Roberts Financial Management Ltd is a FCA-regulated firm offering expert life investments, pension retirement advice, and comprehensive financial planning to the Powys and wider GB region. Renowned for their tailored, client-focused approach, they balance professional expertise with a personal... read full company profile
    1. ✔4 Financial Advisers
    2. 🪧58.9 Miles
    3. 📍Brecon
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  14. 🏢

    8 Financial Planning Limited

    FCA reg no.
    958869
    FCA authorised date:
    01/02/22
    1.8 Financial Planning Limited in Telford, Shropshire, is a FCA-regulated financial advisory firm specializing in life investments, retirement advice, and comprehensive finance planning for diverse clients.
    1. ✔1 Financial Adviser
    2. 🪧58.9 Miles
    3. 📍Shropshire
  15. 🏢

    SME Wealth Management Limited

    FCA reg no.
    1019050
    FCA authorised date:
    20/02/25
    SME Wealth Management Limited, located in Liverpool, is a leading provider of financial services, including life insurance, retirement advice and investment solutions, with a client-first approach.
    1. ✔3 Financial Advisers
    2. 🪧58.9 Miles
    3. 📍Liverpool
  16. 🏢

    MEADONS FINANCIAL MANAGEMENT LIMITED

    FCA reg no.
    663159
    FCA authorised date:
    01/04/15
    Meadons Financial Management Ltd, regulated under FCA number 663159, specialises in core financial planning like life investments and pensions. Serving Market Drayton and beyond, they tailor their advice to your unique needs.
    1. ✔1 Financial Adviser
    2. 🪧58.9 Miles
    3. 📍Market Drayton
  17. 🏢

    Thomas Brannigan

    FCA reg no.
    482628
    FCA authorised date:
    01/07/08
    Thomas Brannigan is a Liverpool-based, FCA-regulated financial planning firm with expertise in life insurance, investments, pensions, and retirement advice. Known for their tailored services and client-focus.
    1. ✔2 Financial Advisers
    2. ✔5 Mortgage Brokers
    3. 🪧58.9 Miles
    4. 📍Liverpool
  18. 🏢

    Uniec Prestige Financial LLP

    FCA reg no.
    466874
    FCA authorised date:
    18/04/07
    Uniec Prestige Financial LLP is a Liverpool-based firm offering expert financial services such as life investments and retirement planning. Known for transparency, they're regulated by the FCA and specialize in individualised financial strategies.
    1. ✔4 Financial Advisers
    2. 🪧58.9 Miles
    3. 📍Liverpool
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