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Find FCA registered Financial Advisers Near Me in SA12 7


We have found 237 relevant financial adviser firms within 30 miles of SA12 7. Showing page 4 of 16.

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  2. 🏢

    Paul Pugsley

    FCA reg no.
    947128
    FCA authorised date:
    01/07/21
    Paul Pugsley offers personalised, FCA-regulated financial services across Swansea and West Glamorgan, specialising in life investments, retirement advice, and holistic financial planning for both new and regular investors.
    1. ✔1 Financial Adviser
    2. 🪧10.8 Miles
    3. 📍Swansea
  3. 🏢

    Kevin James Smith Wealth Managers LLP

    FCA reg no.
    794932
    FCA authorised date:
    03/04/18
    Kevin James Smith Wealth Managers LLP offers expert financial planning services in Swansea, specializing in life and investments, pension transfers, and retirement advice. They prioritize understanding individual needs for a secure financial future.
    1. ✔1 Financial Adviser
    2. 🪧10.8 Miles
    3. 📍Swansea
  4. 🏢

    Green Castle Financial Planning LTD

    FCA reg no.
    967971
    FCA authorised date:
    19/01/22
    Green Castle Financial Planning, a reputable specialist in West Glamorgan, offers tailored insurance, investment, pension planning services, and more. FCA regulated for accessible, client-focused financial management.
    1. ✔1 Financial Adviser
    2. 🪧10.8 Miles
    3. 📍Swansea
  5. 🏢

    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. 🪧11.6 Miles
    3. 📍Bridgend
  6. 🏢

    K F Harty Financial Management LTD

    FCA reg no.
    476155
    FCA authorised date:
    11/01/08
    Swansea-based K F Harty Financial Management Ltd specialises in financial planning, providing regulated, tailored advice on life investments and pensions retirement in West Glamorgan.
    1. ✔1 Financial Adviser
    2. ✔1 Mortgage Broker
    3. 🪧11.7 Miles
    4. 📍Swansea
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  8. 🏢

    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. 🪧11.8 Miles
    3. 📍Bridgend
  9. 🏢

    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. 🪧12.2 Miles
    3. 📍Bridgend
  10. 🏢

    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. 🪧12.2 Miles
    3. 📍Bridgend
  11. 🏢

    Cilbenrick LTD

    FCA reg no.
    472971
    FCA authorised date:
    12/11/07
    Cilbenrick Ltd, based in Swansea, West Glamorgan, offers an array of financial services including life and investment planning. Known for trustworthy, personalised advice, it's a top choice in the area.
    1. ✔1 Financial Adviser
    2. 🪧12.2 Miles
    3. 📍Swansea
  12. 🏢

    Planet 3 Wealth Limited

    FCA reg no.
    745837
    FCA authorised date:
    03/10/16
    Planet 3 Wealth Limited is a reliable financial institution offering services like life insurance, strategic investments and pension advice in Swansea and Greater Swansea region. Known for their honest and approachable guidance.
    1. ✔3 Financial Advisers
    2. 🪧12.4 Miles
    3. 📍Swansea
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  14. 🏢

    CDP ASSOCIATES LIMITED

    FCA reg no.
    225607
    FCA authorised date:
    01/09/03
    CDP Associates Ltd, a GB-based financial solutions firm, offers services like life insurance, pensions retirement advice, and investments. Known for integrity, transparency, and a client-centric approach.
    1. ✔1 Financial Adviser
    2. ✔1 Mortgage Broker
    3. 🪧12.7 Miles
    4. 📍Bridgend
  15. 🏢

    GLYNNEATH FINANCIAL SERVICES LTD

    FCA reg no.
    511386
    FCA authorised date:
    05/02/10
    FCA-regulated GLYNNEATH FINANCIAL SERVICES LTD offers expert advice on life investments, retirement planning, and comprehensive financial planning in Glynneath and West Glamorgan. Committed to personalisation, trust, and professionalism.
    1. ✔1 Financial Adviser
    2. ✔1 Mortgage Broker
    3. 🪧12.8 Miles
    4. 📍Neath
  16. 🏢

    THE FINANCIAL PRACTICE (UK) LIMITED

    FCA reg no.
    436500
    FCA authorised date:
    03/10/05
    The Financial Practice (UK) Ltd is a FCA governed firm specializing in strategic financial services like insurance, investment strategies, and comprehensive planning, based in Mid Glamorgan offering tailored financial advice.
    1. ✔1 Financial Adviser
    2. 🪧13.3 Miles
    3. 📍Bridgend
  17. 🏢

    Amber Solutions Financial Planning LLP

    FCA reg no.
    795042
    FCA authorised date:
    03/04/18
    Amber Solutions Financial Planning LLP, a FCA-regulated firm in Llangennech, provides expert financial advice on life investments, pensions, and retirement across the Dyfed region; known for its client-focused approach.
    1. ✔3 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧13.4 Miles
    4. 📍Llanelli
  18. 🏢

    Arian Financial Planning LTD

    FCA reg no.
    544532
    FCA authorised date:
    01/07/11
    Arian Financial Planning Ltd, located in Llanelli, Dyfed, provides tailored, FCA-regulated financial planning services, specializing in life, pensions, retirement, and investments. Known for a client-focused approach and trustworthy advice.
    1. ✔2 Financial Advisers
    2. 🪧13.5 Miles
    3. 📍Llanelli
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