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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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  2. 🏢

    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. ✔1 Financial Adviser
    2. 🪧21 Miles
    3. 📍Oswestry
  3. 🏢

    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. ✔1 Financial Adviser
    2. 🪧22 Miles
    3. 📍Shrewsbury
  4. 🏢

    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.
    1. ✔2 Financial Advisers
    2. 🪧22.8 Miles
    3. 📍Shrewsbury
  5. 🏢

    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. ✔1 Financial Adviser
    2. 🪧23 Miles
    3. 📍Church Stretton
  6. 🏢

    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. ✔1 Financial Adviser
    2. 🪧23.1 Miles
    3. 📍Shrewsbury
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  8. 🏢

    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. ✔1 Financial Adviser
    2. 🪧23.7 Miles
    3. 📍Shrewsbury
  9. 🏢

    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.
    1. ✔2 Financial Advisers
    2. 🪧24.1 Miles
    3. 📍Shrewsbury
  10. 🏢

    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. ✔1 Financial Adviser
    2. 🪧24.1 Miles
    3. 📍Shrewsbury
  11. 🏢

    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.
    1. ✔2 Financial Advisers
    2. 🪧24.1 Miles
    3. 📍Knighton
  12. 🏢

    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.
    1. ✔2 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧24.2 Miles
    4. 📍Shrewsbury
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  14. 🏢

    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. ✔1 Financial Adviser
    2. ✔6 Mortgage Brokers
    3. 🪧24.2 Miles
    4. 📍Shrewsbury
  15. 🏢

    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.
    1. ✔2 Financial Advisers
    2. 🪧24.3 Miles
    3. 📍Dolgellau
  16. 🏢

    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. ✔1 Financial Adviser
    2. 🪧24.4 Miles
    3. 📍Shrewsbury
  17. 🏢

    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. ✔1 Financial Adviser
    2. 🪧24.4 Miles
    3. 📍Shrewsbury
  18. 🏢

    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. ✔1 Financial Adviser
    2. 🪧24.5 Miles
    3. 📍Shrewsbury
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