Find FCA registered Financial Advisers Near Me in Llanfair Caereinion
We have found 49 relevant financial adviser firms within 30 miles of Llanfair Caereinion. Showing page 2 of 4.
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Shropshire Independent Financial Services Limited
- FCA reg no.
- 607476
- FCA authorised date:
- 02/01/14
Shropshire Independent Financial Services Ltd is a FCA-regulated firm specialising in life insurance, investments, and retirement planning, providing personalised financial solutions across Shropshire and surrounding regions.- ✔1 Financial Adviser
- 🪧21 Miles
- 📍Oswestry
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David Reynolds Financial Services Limited
- FCA reg no.
- 592934
- FCA authorised date:
- 14/12/12
David Reynolds Financial Services Limited is an FCA-regulated firm in Baschurch, Shropshire, offering a wide range of financial services for individuals and corporations, including pensions and investment planning.- ✔1 Financial Adviser
- 🪧22 Miles
- 📍Shrewsbury
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Morton-wilson Associates Limited
- FCA reg no.
- 191667
- FCA authorised date:
- 01/12/01
Morton-Wilson Associates Limited, a trusted Shrewsbury-based firm, offers expert financial advice tailored to individual needs. Services include life and investment guidance, pensions retirement advice, and extensive financial planning. Regulated by the FCA.- ✔2 Financial Advisers
- 🪧22.8 Miles
- 📍Shrewsbury
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PHILIPPA GEE WEALTH MANAGEMENT LIMITED
- FCA reg no.
- 600827
- FCA authorised date:
- 01/10/13
Philippa Gee Wealth Management in Shropshire provides personalised financial services including life insurance, retirement planning and investments. Known for their comprehensive planning and support for local families and businesses.- ✔1 Financial Adviser
- 🪧23 Miles
- 📍Church Stretton
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Teresa Jane Fraser
- FCA reg no.
- 595064
- FCA authorised date:
- 28/01/13
Teresa Jane Fraser is a reputable Shropshire-based financial advisory firm offering personalised, regulated financial planning services, including life investments and retirement advice, with a commitment to client security.- ✔1 Financial Adviser
- 🪧23.1 Miles
- 📍Shrewsbury
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2020 Financial Advice Limited
- FCA reg no.
- 945644
- FCA authorised date:
- 25/02/21
Based in Shrewsbury, 2020 Financial Advice Limited is a reliable, customer-focused, FCA-regulated company specializing in personalized financial advice, including life insurance, investments, and pension retirement planning.- ✔1 Financial Adviser
- 🪧23.7 Miles
- 📍Shrewsbury
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Holland Morgan LTD
- FCA reg no.
- 228826
- FCA authorised date:
- 10/06/15
Holland Morgan Ltd, based in Shrewsbury, provides regulated financial advice specializing in life and investments, pensions, and comprehensive financial planning. Dedicated to integrity and tailored client services, they serve Shropshire and nearby regions.- ✔2 Financial Advisers
- 🪧24.1 Miles
- 📍Shrewsbury
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Murray Round Wealth Management Limited
- FCA reg no.
- 194133
- FCA authorised date:
- 01/12/01
Murray Round Wealth Management is a trusted, FCA-regulated firm based in Shrewsbury, offering diverse financial planning services including pension advice and life investments. They prioritize a client-centric approach to safeguard local families' financial futures.- ✔1 Financial Adviser
- 🪧24.1 Miles
- 📍Shrewsbury
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Personal Asset Management Wealth Limited
- FCA reg no.
- 999157
- FCA authorised date:
- 05/07/23
FCA-regulated firm Personal Asset Management Wealth Limited, based in Powys, specialises in life investments, final salary pension transfers, and retirement advice. They provide superior, personalised financial planning services to a broad client base.- ✔2 Financial Advisers
- 🪧24.1 Miles
- 📍Knighton
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DACO Associates Limited
- FCA reg no.
- 586519
- FCA authorised date:
- 20/02/13
Masons IFA is a FCA regulated financial advisory in Shrewsbury, GB, specializing in life insurance, investments, and pensions retirement advice, known for its tailored advice and approachable manner.- ✔2 Financial Advisers
- ✔1 Mortgage Broker
- 🪧24.2 Miles
- 📍Shrewsbury
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Timothy Hugh Morland
- FCA reg no.
- 496126
- FCA authorised date:
- 01/04/09
Morland Potter Financial in Shrewsbury offers trusted, regulated financial planning and advice on investments, insurance, pensions and retirement to individuals and businesses in surrounding counties.- ✔1 Financial Adviser
- ✔6 Mortgage Brokers
- 🪧24.2 Miles
- 📍Shrewsbury
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J S Jones IFA Limited
- FCA reg no.
- 624888
- FCA authorised date:
- 03/11/14
Based in Dolgellau, J S Jones IFA Limited is an authorised financial planning firm offering reliable life investment, retirement advice, and strategic financial planning services across Gwynedd. Known for their tailored and personal approach.- ✔2 Financial Advisers
- 🪧24.3 Miles
- 📍Dolgellau
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Exhale Financial Planning Limited
- FCA reg no.
- 1033397
- FCA authorised date:
- 09/06/25
Exhale Financial Planning Limited is a trusted provider of tailored financial planning services in Shrewsbury, specialising in life, investments, and pensions advice, operating under FCA registration number 1033397.- ✔1 Financial Adviser
- 🪧24.4 Miles
- 📍Shrewsbury
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Henry Davies Wealth Management LTD
- FCA reg no.
- 1015489
- FCA authorised date:
- 02/12/24
Henry Davies Wealth Management Ltd, based in Shrewsbury, Shropshire, provides trusted, customised financial planning services and pensions retirement advice as an FCA-regulated entity.- ✔1 Financial Adviser
- 🪧24.4 Miles
- 📍Shrewsbury
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Rice & Co Financial Management Limited
- FCA reg no.
- 705085
- FCA authorised date:
- 02/06/15
Rice & Co Financial Management Limited, based in Shrewsbury, offers expert, regulated advice on life investments, pensions, and financial planning. They provide personalized service, specializing in retirement advice and final salary pension transfers.- ✔1 Financial Adviser
- 🪧24.5 Miles
- 📍Shrewsbury
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