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Find FCA registered Financial Advisers Near Me in Lisbon SA5

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We have found 126 relevant financial adviser firms within 30 miles of Lisbon SA5. Showing page 1 of 9.

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  2. 🏢

    Beacon IFA

    FCA reg no.
    566890
    FCA authorised date:
    02/04/12
    1. ✔7 Financial Advisers
    2. ✔3 Mortgage Brokers
    3. 🪧31.3 Miles
    4. 📍Tredegar
  3. 👤

    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. 🪧33.8 Miles
    2. 📍Saundersfoot
  4. 🏢

    Tailored Financial Advice LTD

    FCA reg no.
    753915
    FCA authorised date:
    01/11/16
    Swansea-based Tailored Financial Advice Ltd offers comprehensive, client-centric financial planning services including life investments, retirement advice, and pension planning to individuals, families, and businesses in West Glamorgan.
    1. ✔1 Financial Adviser
    2. ✔2 Mortgage Brokers
    3. 🪧1.3 Miles
    4. 📍Swansea
  5. 🏢

    Hexagon Wealth Limited

    FCA reg no.
    483403
    FCA authorised date:
    01/07/08
    Regulated financial services firm, Hexagon Wealth Limited, specialises in life insurance, investments, pensions retirement advice and comprehensive financial planning in Swansea and West Glamorgan region.
    1. ✔10 Financial Advisers
    2. 🪧1.5 Miles
    3. 📍Swansea
  6. 🏢

    AJH Financial Services LTD

    FCA reg no.
    226955
    FCA authorised date:
    13/11/03
    Located in Swansea, AJH Financial Services Ltd is a top provider of regulated financial advice. Known for personalized financial planning, they serve both individuals and businesses in the local area.
    1. ✔3 Financial Advisers
    2. 🪧1.5 Miles
    3. 📍Swansea
  7. 🏢

    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. 🪧1.9 Miles
    3. 📍Swansea
  8. 🏢

    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. 🪧2 Miles
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  10. 🏢

    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. 🪧2.1 Miles
    3. 📍Swansea
  11. 🏢

    David Gascoyne Financial Services LTD

    FCA reg no.
    574918
    FCA authorised date:
    10/02/12
    FCA-regulated David Gascoyne Financial Services in West Glamorgan provides expert, client-focused guidance on life insurance, investments, pensions and financial planning. Their approachable professionals offer tailored advice across South Wales.
    1. ✔1 Financial Adviser
    2. 🪧2.1 Miles
  12. 🏢

    Estate Capital Financial Management Limited

    FCA reg no.
    402217
    FCA authorised date:
    05/10/04
    Estate Capital Financial Management Limited, based in Swansea, is a FCA-regulated institution offering bespoke life investments, pensions retirement planning, and more, to ensure clients secure a comfortable future.
    1. ✔4 Financial Advisers
    2. 🪧2.1 Miles
    3. 📍Swansea
  13. 🏢

    GOWER HOUSE FINANCIAL LIMITED

    FCA reg no.
    607692
    FCA authorised date:
    25/04/14
    Gower House Financial Limited is a FCA-regulated firm in Sketty, Swansea, offering personalised financial services, specialising in life and pension investments, and comprehensive retirement advice. They prioritize approachability and tailored solutions for client's financial wellbeing.
    1. ✔2 Financial Advisers
    2. 🪧2.2 Miles
    3. 📍Swansea
  14. 🏢

    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. 🪧2.2 Miles
    3. 📍Swansea
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  16. 🏢

    KP Wealth LTD

    FCA reg no.
    965185
    FCA authorised date:
    02/12/22
    KP Wealth Ltd offers reliable financial advice on life insurance, investments, pensions, and retirement planning. Their FCA-regulated services cater to both first-time buyers and long-term investors.
    1. ✔2 Financial Advisers
    2. 🪧2.2 Miles
    3. 📍Swansea
  17. 🏢

    The Steve Williams Practice Limited

    FCA reg no.
    216487
    FCA authorised date:
    31/05/05
    The Steve Williams Practice, a regulated financial advisory firm in Swansea, provides comprehensive financial services including investment advice, retirement guidance and financial planning, offering personalized and reliable support.
    1. ✔4 Financial Advisers
    2. 🪧2.2 Miles
    3. 📍Swansea
  18. 🏢

    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. 🪧2.3 Miles
    3. 📍Swansea
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