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Find FCA registered Financial Advisers Near Me in Port Talbot


We have found 243 relevant financial adviser firms within 30 miles of Port Talbot. Showing page 3 of 17.

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  2. 🏢

    Mollam Wealth LTD

    FCA reg no.
    972885
    FCA authorised date:
    25/03/22
    Mollam Wealth Ltd is a FCA registered firm based in Bridgend, offering comprehensive financial planning, investment advice, and specializing in pensions retirement advice and final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧9.3 Miles
    3. 📍Bridgend
  3. 🏢

    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. 🪧9.3 Miles
    3. 📍Swansea
  4. 🏢

    Sterling Welsh Limited

    FCA reg no.
    680894
    FCA authorised date:
    31/03/15
    Located in Swansea, Sterling Welsh Limited, an FCA registered firm, offers specialist financial services including life investments and pensions advice. Their regulated, client-driven approach makes them a credible choice for personalized financial guidance.
    1. ✔2 Financial Advisers
    2. 🪧9.4 Miles
    3. 📍Swansea
  5. 🏢

    Matthew Jones

    FCA reg no.
    629484
    FCA authorised date:
    01/08/14
    Matthew Jones is a reliable financial firm based in Mumbles, Swansea, offering specialized services such as advice on life and investments, retirement planning and financial planning. Known for their approachable yet professional demeanor.
    1. ✔1 Financial Adviser
    2. 🪧9.5 Miles
    3. 📍Swansea
  6. 🏢

    Peter Reeves

    FCA reg no.
    190706
    FCA authorised date:
    21/07/15
    Undeb Independent Financial Limited is a regulated financial firm in Swansea, offering pensions, investments, and financial planning services. Known for their dedication and client-focused approach, they provide thorough financial guidance.
    1. ✔1 Financial Adviser
    2. 🪧9.6 Miles
    3. 📍Swansea
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  8. 🏢

    Thomas Financial Services LTD

    FCA reg no.
    626393
    FCA authorised date:
    27/03/24
    Thomas Financial Services Ltd, based in Sketty, Swansea, is a regulated financial solutions provider specializing in insurance, investments, pensions, and financial planning for individuals and businesses in West Glamorgan and surrounding areas.
    1. ✔1 Financial Adviser
    2. 🪧9.6 Miles
    3. 📍Swansea
  9. 🏢

    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. 🪧9.8 Miles
    3. 📍Swansea
  10. 🏢

    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. 🪧10 Miles
    3. 📍Swansea
  11. 🏢

    Cosgrove Brown Financial Planning LTD

    FCA reg no.
    582467
    FCA authorised date:
    06/06/12
    Cosgrove Brown Financial Planning Ltd is a FCA regulated firm based in Swansea, reputed for exceptional services in secure life investments and pensions retirement advice, especially with final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧10.1 Miles
    3. 📍Swansea
  12. 🏢

    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. 🪧10.1 Miles
    3. 📍Swansea
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  14. 🏢

    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. 🪧10.4 Miles
    3. 📍Swansea
  15. 🏢

    Curzon Wealth Management Limited

    FCA reg no.
    585168
    FCA authorised date:
    24/07/12
    FCA-regulated Curzon Wealth Management Limited offers tailored financial advice in life investments, pensions retirement, final salary pension transfers, and holistic financial planning across Mid Glamorgan and beyond.
    1. ✔6 Financial Advisers
    2. 🪧10.4 Miles
    3. 📍Bridgend
  16. 🏢

    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. 🪧10.4 Miles
    3. 📍Bridgend
  17. 🏢

    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. 🪧10.8 Miles
    3. 📍Bridgend
  18. 🏢

    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. 🪧10.9 Miles
    3. 📍Bridgend
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