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Find FCA registered Financial Advisers Near Me in SA1 7


We have found 140 relevant financial adviser firms within 30 miles of SA1 7. Showing page 1 of 10.

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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. 🪧29.8 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. 🪧35.5 Miles
    2. 📍Saundersfoot
  4. 🏢

    Western Financial Planning LTD

    FCA reg no.
    480405
    FCA authorised date:
    01/07/08
    At Western Financial Planning Ltd , we offer personalised, transparent, and independent financial advice tailored specifically to your needs. We can advise on: Retirement planning and pensions Investment management Estate planning and inheritance tax Personal and family protection Tax-effici... read full company profile
    1. ✔2 Financial Advisers
    2. 🪧55.9 Miles
    3. 📍Taunton
  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. 🪧0.6 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. 🪧0.6 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. 🪧1.7 Miles
    3. 📍Swansea
  8. 🏢

    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. 🪧1.9 Miles
  9. 🏢

    Aled Williams Financial Management LTD

    FCA reg no.
    805089
    FCA authorised date:
    11/07/18
    Aled Williams Financial Management Ltd, based in Swansea Vale, offers bespoke advice on life insurance, investments, and pensions. Known for trust and comprehensive financial planning, they serve Tregof Village, Swansea, and West Glamorgan.
    1. ✔1 Financial Adviser
    2. 🪧1.9 Miles
    3. 📍Swansea
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  11. 🏢

    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. 🪧1.9 Miles
    3. 📍Swansea
  12. 🏢

    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. 🪧1.9 Miles
    3. 📍Swansea
  13. 🏢

    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. 🪧1.9 Miles
    4. 📍Swansea
  14. 🏢

    M4 Financial Group Limited

    FCA reg no.
    583474
    FCA authorised date:
    14/12/12
    M4 Financial Group, based in Swansea, is an FCA-regulated, top-tier provider of financial planning services including life and investment advice, pensions and retirement planning, catering to West Glamorgan and beyond.
    1. ✔4 Financial Advisers
    2. 🪧2 Miles
    3. 📍Swansea
  15. 🏢

    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. 🪧2.1 Miles
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  17. 🏢

    Mark Horner

    FCA reg no.
    544537
    FCA authorised date:
    01/06/11
    Mark Horner is a seasoned FCA-regulated financial firm in Swansea offering expert advice on life investments, pensions retirement planning, and tailored financial planning, serving Birchgrove and West Glamorgan region.
    1. ✔1 Financial Adviser
    2. 🪧2.4 Miles
    3. 📍Swansea
  18. 🏢

    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. 🪧2.8 Miles
    3. 📍Swansea
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