Find FCA registered Financial Advisers Near Me in Penygloddfa SY16
We have found 51 relevant financial adviser firms within 30 miles of Penygloddfa SY16. Showing page 1 of 4.
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Rees Astley Independent Financial Advisers Limited
- FCA reg no.
- 148187
- FCA authorised date:
- 01/12/01
Rees Astley, a renowned financial planning firm in Newtown, GB, offers dedicated, client-focused services including life and investments planning, and pension advice. Regulated by the FCA, they're committed to effective financial management.- ✔3 Financial Advisers
- 🪧0.6 Miles
- 📍Newtown
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Chris Venables
- FCA reg no.
- 1020305
- FCA authorised date:
- 24/10/24
Chris Venables is a UK-based, FCA-regulated firm providing expert financial guidance and retirement advice. They specialize in managing pensions, final salary pension transfers, life investments, and comprehensive financial planning.- ✔1 Financial Adviser
- 🪧9.1 Miles
- 📍Caersws
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Countryside Financial Services LTD
- FCA reg no.
- 837291
- FCA authorised date:
- 20/03/19
Countryside Financial Services Ltd, located in Llanidloes, Powys, GB, is a FCA-regulated firm specialising in financial advice, retirement guidance and personalised financial plans. Approachable and reliable, they empower local financial decisions.- ✔1 Financial Adviser
- 🪧10.6 Miles
- 📍Llanidloes
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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
- 🪧16.8 Miles
- 📍Knighton
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Haydn Lewis Financial Services LTD
- FCA reg no.
- 664880
- FCA authorised date:
- 14/01/15
Haydn Lewis Financial Services Ltd is a robust financial planning firm in Llandrindod Wells, Powys, offering regulated advice and a comprehensive array of financial services. Serving local families, they expertly guide clients through complex monetary decisions.- ✔2 Financial Advisers
- 🪧19.5 Miles
- 📍Llandrindod Wells
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Adrian Davies
- FCA reg no.
- 1015574
- FCA authorised date:
- 25/07/24
Adrian Davies is an FCA-regulated firm near Oswestry, specialising in insurance solutions, investment guidance, and bespoke financial planning. Known for its tailored approach, it offers reliable and regulated services to both individuals and businesses.- ✔1 Financial Adviser
- 🪧20 Miles
- 📍Oswestry
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Significant Financial Limited
- FCA reg no.
- 952089
- FCA authorised date:
- 19/11/21
Based in Shropshire, Significant Financial Limited is a regulated financial firm specialising in expert comprehensive financial planning advice, including pensions and investments, with a commitment to client-focused solutions.- ✔2 Financial Advisers
- ✔1 Mortgage Broker
- 🪧21 Miles
- 📍Shropshire
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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
- 🪧21.4 Miles
- 📍Church Stretton
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Mortimer Rose Wealth Management Limited
- FCA reg no.
- 823744
- FCA authorised date:
- 19/10/18
FCA-regulated Mortimer Rose Wealth Management offers comprehensive financial planning services, including life investments and pension advice. Located in Lingen, Herefordshire, they serve locals and surrounding counties with personalised, client-focused strategies.- ✔2 Financial Advisers
- 🪧22.2 Miles
- 📍Bucknell
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Claire Hughes
- FCA reg no.
- 1008501
- FCA authorised date:
- 11/02/24
Claire Hughes is a renowned Shropshire-based financial firm specializing in life investments, pensions retirement advice, and financial planning, providing regulated, personalised advice under FCA number 1008501.- ✔1 Financial Adviser
- 🪧23.5 Miles
- 📍Shrewsbury
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Mid & West IFA Limited
- FCA reg no.
- 610287
- FCA authorised date:
- 01/04/14
Mid & West IFA Limited is a well-established Shropshire-based financial planning firm. Regulated by the FCA, it offers personalised life and investment services, retirement advice, and comprehensive financial planning.- ✔2 Financial Advisers
- 🪧23.8 Miles
- 📍Oswestry
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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
- 🪧24.1 Miles
- 📍Shrewsbury
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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
- 🪧24.6 Miles
- 📍Shrewsbury
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UNA VITA FINANCIAL PLANNING LIMITED
- FCA reg no.
- 930699
- FCA authorised date:
- 18/01/21
Better World Financial Planning Limited is a FCA-regulated team of financial advisors in Oswestry, Shropshire, offering personalised investment, pension and financial planning services.- ✔1 Financial Adviser
- 🪧25 Miles
- 📍Oswestry
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Onelife Planning LLP
- FCA reg no.
- 717860
- FCA authorised date:
- 11/04/16
Onelife Planning LLP is a FCA registered firm providing specialised financial planning services in Kington, Herefordshire. They offer tailored solutions in life planning, investment, and retirement pensions across wider communities.- ✔1 Financial Adviser
- 🪧25.3 Miles
- 📍Kington
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