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Find FCA registered Financial Advisers Near Me in SA10 8


We have found 225 relevant financial adviser firms within 30 miles of SA10 8. Showing page 10 of 15.

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  2. 🏢

    Gregory Davies Wealth Management LTD

    FCA reg no.
    923669
    FCA authorised date:
    10/12/24
    Regulated by the FCA, Gregory Davies Wealth Management Ltd. provides tailored financial services including insurance, investments and pensions. Based in Caerphilly, they're known for their professional, approachable and strategic wealth management advice.
    1. ✔2 Financial Advisers
    2. 🪧25.2 Miles
    3. 📍Caerphilly
  3. 🏢

    Affinity Financial Management Limited

    FCA reg no.
    1023412
    FCA authorised date:
    03/11/25
    Affinity Financial, an FCA-regulated Carmarthen-based firm, provides expert financial planning services including life investments and pension retirement advice catering to clients in Dyfed and surrounding regions.
    1. ✔1 Financial Adviser
    2. ✔3 Mortgage Brokers
    3. 🪧25.2 Miles
    4. 📍Carmarthen
  4. 🏢

    Morgan Wealth Management Limited

    FCA reg no.
    522125
    FCA authorised date:
    01/07/10
    GEM Financial Solutions in Dyfed offers personalized financial advice and a range of regulated services. Known for their proficiency in Carmarthen, they excel in understanding clients' needs and offering tailored solutions.
    1. ✔2 Financial Advisers
    2. ✔3 Mortgage Brokers
    3. 🪧25.4 Miles
    4. 📍Carmarthen
  5. 🏢

    Steven Rees Wealth Management LTD

    FCA reg no.
    547727
    FCA authorised date:
    19/04/11
    Steven Rees Wealth Management Ltd provides trusted financial planning and regulated advice services, offering comprehensive strategies in various financial areas. They cater to varied clients, delivering personalized solutions and proficient guidance.
    1. ✔2 Financial Advisers
    2. 🪧25.5 Miles
    3. 📍Carmarthen
  6. 🏢

    The Rutherford Lewis & Read Partnership

    FCA reg no.
    195527
    FCA authorised date:
    31/05/05
    Rutherford Lewis & Read, a FCA regulated financial services provider in Gwent, Caerphilly, offers comprehensive investment advice, pension guidance, financial planning and more to clients across the region.
    1. ✔1 Financial Adviser
    2. 🪧25.5 Miles
    3. 📍Caerphilly
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  8. 🏢

    Wise Wealth Management LTD

    FCA reg no.
    925644
    FCA authorised date:
    05/05/20
    Wise Wealth Management Ltd, FCA-registered financial advisors near Blackwood, offer tailored life investments, pension advice, and financial planning services to clients across Gwent and beyond.
    1. ✔1 Financial Adviser
    2. 🪧25.5 Miles
    3. 📍Blackwood
  9. 🏢

    Derwen Financial Planning LTD

    FCA reg no.
    788539
    FCA authorised date:
    08/09/17
    Derwen Financial Planning Ltd, based in Carmarthen, offers regulated, tailored financial advice covering insurance, retirement, and comprehensive financial planning. Known for their transparency and client focus, they expertly guide individuals and businesses through their financial journeys.
    1. ✔2 Financial Advisers
    2. 🪧25.5 Miles
    3. 📍Carmarthen
  10. 🏢

    Paul Bird

    FCA reg no.
    563514
    FCA authorised date:
    31/08/11
    Paul Bird is an FCA-regulated financial advisory firm in Cardiff, providing personalised advice in life investments, pensions, final salary pension transfers, and financial planning to the South Glamorgan area.
    1. ✔1 Financial Adviser
    2. 🪧25.6 Miles
    3. 📍Cardiff
  11. 🏢

    Roberts Boyt Limited

    FCA reg no.
    532928
    FCA authorised date:
    14/01/11
    Roberts Boyt Limited, based in Carmarthen, offers expert financial planning solutions including life insurance, investments, retirement advice, and pension transfers. Regulated by the FCA, they provide reliable, customised advice.
    1. ✔4 Financial Advisers
    2. 🪧25.6 Miles
    3. 📍Carmarthen
  12. 🏢

    Jon Griffiths

    FCA reg no.
    925896
    FCA authorised date:
    11/05/20
    Jon Griffiths is a Cardiff-based, FCA-regulated financial planning firm offering comprehensive solutions like investments, pensions and final salary pension transfers, specialising in life and retirement advice across South Glamorgan.
    1. ✔1 Financial Adviser
    2. 🪧25.7 Miles
    3. 📍Cardiff
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  14. 🏢

    D.s. HOWELL FINANCIAL SERVICES LIMITED

    FCA reg no.
    428904
    FCA authorised date:
    19/04/05
    FCA-regulated D.S. Howell Financial Services Limited offers effective financial solutions and personalised advice in Cardiff and South Glamorgan. Specialists in life and investments, pensions retirement advice, and comprehensive financial planning.
    1. ✔4 Financial Advisers
    2. 🪧25.7 Miles
    3. 📍Cardiff
  15. 🏢

    Servini Financial Planning Limited

    FCA reg no.
    823801
    FCA authorised date:
    01/04/19
    Servini Financial Planning Limited, based in Caerphilly, Gwent, provides comprehensive, FCA regulated financial services, specialising in life and investment planning, retirement advice, and all-encompassing financial planning.
    1. ✔1 Financial Adviser
    2. 🪧25.7 Miles
    3. 📍Caerphilly
  16. 🏢

    Financial Planning Business Limited

    FCA reg no.
    598887
    FCA authorised date:
    17/04/13
    Financial Planning Business Limited is an FCA-regulated firm in Radyr, South Glamorgan, offering comprehensive financial services, including pensions advice and investment planning, with a client-centred approach.
    1. ✔2 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧25.8 Miles
    4. 📍Radyr
  17. 🏢

    Sherald Ann Waterhouse-trew

    FCA reg no.
    915901
    FCA authorised date:
    28/10/19
    Sherald Ann Waterhouse-Trew, an FCA regulated firm in Caerphilly, Gwent, specializes in financial services like life insurance and pension advice, serving a diverse client base with professional integrity.
    1. ✔1 Financial Adviser
    2. 🪧25.9 Miles
    3. 📍Caerphilly
  18. 🏢

    Kingsley Wealth Management LTD

    FCA reg no.
    968911
    FCA authorised date:
    31/01/22
    2. Kingsley Wealth Management is a Cardiff-based firm offering dynamic financial planning and retirement advice to clients in Gwent and beyond, specializing in life investments and final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧25.9 Miles
    3. 📍Cardiff
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