Find FCA registered Financial Advisers Near Me in SA17 4
We have found 85 relevant financial adviser firms within 30 miles of SA17 4. Showing page 2 of 6.
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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.- ✔2 Financial Advisers
- 🪧8.9 Miles
- 📍Carmarthen
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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.- ✔4 Financial Advisers
- 🪧8.9 Miles
- 📍Carmarthen
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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.- ✔2 Financial Advisers
- ✔3 Mortgage Brokers
- 🪧8.9 Miles
- 📍Carmarthen
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Catrin Edwards Independent Financial Services LTD
- FCA reg no.
- 956757
- FCA authorised date:
- 13/08/21
Vision IFP is a reputable financial advisory firm, registered with the FCA, offering expert services in life investments, pensions, and financial planning in Swansea and the surrounding Dyfed region.- ✔1 Financial Adviser
- 🪧9.2 Miles
- 📍Swansea
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Copperstone Financial Services LTD
- FCA reg no.
- 448232
- FCA authorised date:
- 03/04/06
Copperstone Financial Services Ltd provides trusted, regulated financial advice in Swansea and West Glamorgan. Experts in investments, pensions, and retirement plans, they focus on secure and comprehensive financial planning.- ✔2 Financial Advisers
- 🪧9.4 Miles
- 📍Swansea
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GSL Financial Consultants Limited
- FCA reg no.
- 467055
- FCA authorised date:
- 20/11/23
GSL Financial Consultants offers comprehensive financial planning and expert advice in investment, pension transfers, and retirement for a secure financial future across GB. FCA-regulated firm specialising in tailored solutions.- ✔1 Financial Adviser
- 🪧9.6 Miles
- 📍Llanelli
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ROBERTS KEEN INDEPENDENT FINANCIAL ADVISERS LIMITED
- FCA reg no.
- 737641
- FCA authorised date:
- 10/10/16
Roberts Keen Independent Financial Advisers Limited is a FCA-regulated firm based in Llanelli, Dyfed, offering comprehensive financial planning services. They specialize in life investments and pension retirement advice.- ✔3 Financial Advisers
- ✔1 Mortgage Broker
- 🪧9.6 Miles
- 📍Llanelli
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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.- ✔3 Financial Advisers
- 🪧9.6 Miles
- 📍Swansea
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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 Financial Adviser
- ✔1 Mortgage Broker
- 🪧9.6 Miles
- 📍Swansea
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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 Financial Adviser
- 🪧10.4 Miles
- 📍Swansea
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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.- ✔2 Financial Advisers
- 🪧10.7 Miles
- 📍Swansea
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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 Financial Adviser
- 🪧11.1 Miles
- 📍Swansea
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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 Financial Adviser
- 🪧11.1 Miles
- 📍Swansea
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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 Financial Adviser
- 🪧11.2 Miles
- 📍Swansea
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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.- ✔2 Financial Advisers
- 🪧12.2 Miles
- 📍Swansea
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