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Find FCA registered Financial Advisers Near Me in EX34 0


We have found 51 relevant financial adviser firms within 30 miles of EX34 0. Showing page 3 of 4.

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  2. 🏢

    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. 🪧26.9 Miles
    3. 📍Swansea
  3. 🏢

    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. 🪧27 Miles
    3. 📍Swansea
  4. 🏢

    Bryan J Hollingsworth

    FCA reg no.
    152663
    FCA authorised date:
    10/10/18
    We provide a personal and flexible planning service to individual clients either to deal with a specific need or to build an overall Financial Plan. Additionally we can offer an ongoing review service tailored to a client's particular requirements.
    1. ✔1 Financial Adviser
    2. 🪧27 Miles
    3. 📍Crediton
  5. 🏢

    Christian Jones Financial Services LTD

    FCA reg no.
    562191
    FCA authorised date:
    16/01/12
    Christian Jones Financial Services, a regulated FCA firm based in Bishopston, provides comprehensive financial services across Glamorgan. Their expertise includes life planning, investment solutions, and reliable pension retirement advice.
    1. ✔1 Financial Adviser
    2. 🪧27.5 Miles
    3. 📍Swansea
  6. 🏢

    Jonathan Cook Rees

    FCA reg no.
    991071
    FCA authorised date:
    02/02/23
    Swansea-based Jonathan Cook Rees is a FCA-regulated firm offering tailored financial advice and services in sectors like life investments and pension planning across West Glamorgan.
    1. ✔1 Financial Adviser
    2. 🪧28.4 Miles
    3. 📍Swansea
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  8. 🏢

    Jason Morgan

    FCA reg no.
    994410
    FCA authorised date:
    04/04/23
    Jason Morgan is a Bridgend-based financial firm, renowned for expert assistance in life investments, final salary pension transfers, and retirement planning. They offer regulated, tailored services suited to a varied client base.
    1. ✔1 Financial Adviser
    2. 🪧28.8 Miles
    3. 📍Bridgend
  9. 🏢

    Davies & Preedy Financial Planning LTD

    FCA reg no.
    938442
    FCA authorised date:
    13/11/20
    Davies & Preedy Financial Planning Ltd is a reputed Swansea-based company that offers regulated financial planning services (FCA registration number 938442). Situated near Sketty, their expertise spans across life, investments, pensions retirement advice, and final salary pension transfers, ensuring... read full company profile.
    1. ✔2 Financial Advisers
    2. 🪧29.4 Miles
    3. 📍Swansea
  10. 🏢

    Good Financial Advice Limited

    FCA reg no.
    978011
    FCA authorised date:
    27/06/22
    Good Financial Advice Limited is a FCA regulated firm in Brynmill, Swansea, specialising in financial planning and advice. They offer tailored solutions for pensions, investments and life decisions.
    1. ✔1 Financial Adviser
    2. 🪧29.5 Miles
    3. 📍Swansea
  11. 🏢

    Magenta Financial Planning Limited

    FCA reg no.
    745621
    FCA authorised date:
    01/09/16
    Magenta Financial Planning Limited is a Bridgend-based, FCA-regulated firm providing comprehensive financial planning services, including life insurance, prudent investments, pensions, and retirement advice.
    1. ✔2 Financial Advisers
    2. 🪧29.5 Miles
    3. 📍Bridgend
  12. 🏢

    Kelvin Jenkins

    FCA reg no.
    460215
    FCA authorised date:
    02/01/07
    Kelvin Jenkins is a distinguished FCA regulated financial services provider in Swansea, specialising in personalised financial planning, offering reliable life insurance, investment and retirement advice.
    1. ✔1 Financial Adviser
    2. 🪧29.6 Miles
    3. 📍Swansea
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  14. 🏢

    Aevitas Wealth LTD

    FCA reg no.
    724303
    FCA authorised date:
    16/05/16
    Bridgend-based Aevitas Life is a trusted financial services firm offering comprehensive solutions in insurance, investments, pensions, and financial planning. Known for regulated advice tailored to clients' needs, they ensure financial stability.
    1. ✔1 Financial Adviser
    2. 🪧29.6 Miles
    3. 📍Bridgend
  15. 🏢

    Copperstone Financial Services LTD

    FCA reg no.
    448232
    FCA authorised date:
    03/04/06
    Copperstone Financial Services Ltd provides trusted, regulated financial advice in Swansea and West Glamorgan. Experts in investments, pensions, and retirement plans, they focus on secure and comprehensive financial planning.
    1. ✔2 Financial Advisers
    2. 🪧29.6 Miles
    3. 📍Swansea
  16. 🏢

    Future Asset Management LLP

    FCA reg no.
    414752
    FCA authorised date:
    17/01/05
    Future Asset Management LLP is a FCA regulated, Bridgend-based firm specializing in expert financial planning, retirement, and life investment advice. Known for professionalism and a client-centric approach, they offer tailored financial solutions.
    1. ✔2 Financial Advisers
    2. 🪧29.7 Miles
    3. 📍Bridgend
  17. 🏢

    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. 🪧29.8 Miles
    3. 📍Swansea
  18. 🏢

    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. 🪧29.8 Miles
    3. 📍Swansea
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