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Find FCA registered Financial Advisers Near Me in SA12 9


We have found 253 relevant financial adviser firms within 30 miles of SA12 9. Showing page 4 of 17.

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  2. 🏢

    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. 🪧11.6 Miles
    3. 📍Swansea
  3. 🏢

    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. 🪧11.8 Miles
    3. 📍Swansea
  4. 🏢

    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. 🪧11.8 Miles
    3. 📍Swansea
  5. 🏢

    Ted Rees Financial Services LTD

    FCA reg no.
    654450
    FCA authorised date:
    17/11/14
    Ted Rees Financial Services Ltd is a regulated financial firm in Dunvant, Swansea, specializing in insurance, investment management, and personalised financial planning for both new investors and seasoned savers.
    1. ✔2 Financial Advisers
    2. 🪧12.3 Miles
    3. 📍Swansea
  6. 🏢

    KATH ATKIN-BOWDLER FINANCIAL SERVICES LTD

    FCA reg no.
    762282
    FCA authorised date:
    20/10/16
    Vision IFP is a Swansea-based financial planning firm specializing in final salary pension transfers. It offers a comprehensive range of services, including life insurance, investments, and retirement advice. Regulated by the FCA under number 762282.
    1. ✔1 Financial Adviser
    2. 🪧12.3 Miles
    3. 📍Swansea
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  8. 🏢

    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. 🪧12.4 Miles
    3. 📍Bridgend
  9. 🏢

    Renouf Financial Planning LTD

    FCA reg no.
    1025600
    FCA authorised date:
    15/02/25
    Renouf Financial Planning Ltd is a regulated FCA firm in Swansea, providing expert financial advice, life insurance, investment guidance, and pension transfers to clients around West Glamorgan.
    1. ✔2 Financial Advisers
    2. 🪧12.4 Miles
    3. 📍Swansea
  10. 🏢

    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. 🪧12.7 Miles
    3. 📍Swansea
  11. 🏢

    Christian Jones Financial Services LTD

    FCA reg no.
    562191
    FCA authorised date:
    16/01/12
    Christian Jones Financial Services, a regulated FCA firm based in Bishopston, provides comprehensive financial services across Glamorgan. Their expertise includes life planning, investment solutions, and reliable pension retirement advice.
    1. ✔1 Financial Adviser
    2. 🪧12.9 Miles
    3. 📍Swansea
  12. 🏢

    Future Asset Management LLP

    FCA reg no.
    414752
    FCA authorised date:
    17/01/05
    Future Asset Management LLP is a FCA regulated, Bridgend-based firm specializing in expert financial planning, retirement, and life investment advice. Known for professionalism and a client-centric approach, they offer tailored financial solutions.
    1. ✔2 Financial Advisers
    2. 🪧12.9 Miles
    3. 📍Bridgend
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  14. 🏢

    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. 🪧13.1 Miles
    3. 📍Swansea
  15. 🏢

    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. 🪧13.2 Miles
    3. 📍Swansea
  16. 🏢

    Thomas Davies

    FCA reg no.
    954228
    FCA authorised date:
    06/07/21
    Thomas Davies is a Ferndale-based financial planning firm known for its optimal investment strategies and focused pension advice. Regulated by FCA, it offers client-centric, tailored services to meet individual financial needs.
    1. ✔1 Financial Adviser
    2. 🪧13.3 Miles
    3. 📍Ferndale
  17. 🏢

    Davies Financial Limited

    FCA reg no.
    429088
    FCA authorised date:
    27/04/05
    Regulated by the FCA, Davies Financial Limited offers comprehensive and customized financial services including life insurance, investments and more. Known for their client-centered approach, they are a trusted choice in Pencoed's financial sector.
    1. ✔3 Financial Advisers
    2. 🪧13.4 Miles
    3. 📍Pencoed
  18. 🏢

    CST Wealth Management Limited

    FCA reg no.
    602496
    FCA authorised date:
    07/11/13
    CST Wealth Management, based in Bridgend, offers professional, regulated financial advice. Services include life and investment planning, pensions retirement advice, and overall financial planning for individuals and businesses.
    1. ✔3 Financial Advisers
    2. 🪧13.4 Miles
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