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Find FCA registered Financial Advisers Near Me in SA14 9


We have found 94 relevant financial adviser firms within 30 miles of SA14 9. Showing page 5 of 7.

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  2. 🏢

    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. 🪧14.8 Miles
    4. 📍Carmarthen
  3. 🏢

    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. 🪧14.9 Miles
    3. 📍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. 🪧15 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. 🪧15 Miles
    3. 📍Carmarthen
  6. 🏢

    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. 🪧15.1 Miles
    3. 📍Carmarthen
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  8. 🏢

    IRP Wealth Planning LLP

    FCA reg no.
    452357
    FCA authorised date:
    02/10/12
    IRP Wealth Planning LLP is a trusted financial services firm based in Llandeilo, offering tailored advice on life insurance, pensions, investment planning, and salary pension transfers.
    1. ✔2 Financial Advisers
    2. 🪧15.2 Miles
    3. 📍Llandeilo
  9. 🏢

    Wealthcare (1985) LTD

    FCA reg no.
    569260
    FCA authorised date:
    18/08/14
    6. Your Wealthcare is a reputable, FCA registered financial services firm in Swansea, offering tailored advice on insurance, investments, pensions and retirement planning to individual and corporate clients.
    1. ✔3 Financial Advisers
    2. 🪧15.2 Miles
    3. 📍Port Talbot
  10. 🏢

    Red Dot (cymru) LTD

    FCA reg no.
    302540
    FCA authorised date:
    31/10/04
    Red Dot Group, a leading financial services firm in Llandeilo, Dyfed, offers personalized, regulated financial advice across the UK, specializing in life, investment and retirement planning. FCA recognized under number 302540.
    1. ✔2 Financial Advisers
    2. ✔2 Mortgage Brokers
    3. 🪧15.5 Miles
    4. 📍Llandeilo
  11. 🏢

    Carpenter John Financial Services LTD

    FCA reg no.
    481332
    FCA authorised date:
    30/04/08
    Carpenter John Financial Services Ltd is a well-established financial firm offering tailor-made life, investment, and pension planning services in West Glamorgan and beyond, adhering to strict financial regulations for client peace of mind.
    1. ✔2 Financial Advisers
    2. ✔3 Mortgage Brokers
    3. 🪧15.5 Miles
    4. 📍Port Talbot
  12. 🏢

    College Street Insurance Advisers

    FCA reg no.
    596683
    FCA authorised date:
    20/08/13
    Based in West Glamorgan, GB, College Street Insurance Advisers offers regulated financial planning, pension advice and investment services. They guarantee reliable, tailored guidance for all financial needs under FCA registration 596683.
    1. ✔2 Financial Advisers
    2. 🪧15.7 Miles
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  14. 🏢

    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. 🪧21.8 Miles
    4. 📍Neath
  15. 🏢

    George Rashbrook

    FCA reg no.
    981175
    FCA authorised date:
    18/08/22
    George Rashbrook is a highly-regarded, FCA-regulated financial firm in Carmarthen, known for specialist services including life investments, pension advice, and strategic final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧22.1 Miles
    3. 📍Llanwrda
  16. 🏢

    Laurel Court Associates Limited

    FCA reg no.
    231749
    FCA authorised date:
    13/05/04
    Regulated by the FCA, Laurel Court Associates Limited offers expert financial planning, regulated advice, and specialized services in life & investments and pensions retirement. Based in Porthcawl, they're praised for their personable approach.
    1. ✔6 Financial Advisers
    2. ✔5 Mortgage Brokers
    3. 🪧22.4 Miles
    4. 📍Porthcawl
  17. 🏢

    Medical & Professional Investment LLP

    FCA reg no.
    485852
    FCA authorised date:
    03/11/08
    MPI Online is an FCA-regulated financial services firm in Porthcawl, offering personalized life insurance, investment solutions, and pensions retirement advice across Greater Manchester.
    1. ✔7 Financial Advisers
    2. ✔9 Mortgage Brokers
    3. 🪧22.4 Miles
    4. 📍Porthcawl
  18. 🏢

    ABACUS ASSURANCE FINANCIAL SERVICES LIMITED

    FCA reg no.
    516109
    FCA authorised date:
    16/08/10
    ABACUS Assurance Financial Services, FCA registered in Porthcawl, specialises in secure advice on life & investments and pension retirement planning. The firm is known for a client-centric approach and expert financial planning.
    1. ✔4 Financial Advisers
    2. 🪧23.1 Miles
    3. 📍Porthcawl
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