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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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  2. 🏢

    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. 🪧8.9 Miles
    3. 📍Carmarthen
  3. 🏢

    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. 🪧8.9 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. 🪧8.9 Miles
    4. 📍Carmarthen
  5. 🏢

    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. ✔1 Financial Adviser
    2. 🪧9.2 Miles
    3. 📍Swansea
  6. 🏢

    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.
    1. ✔2 Financial Advisers
    2. 🪧9.4 Miles
    3. 📍Swansea
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  8. 🏢

    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. ✔1 Financial Adviser
    2. 🪧9.6 Miles
    3. 📍Llanelli
  9. 🏢

    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.
    1. ✔3 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧9.6 Miles
    4. 📍Llanelli
  10. 🏢

    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. 🪧9.6 Miles
    3. 📍Swansea
  11. 🏢

    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. 🪧9.6 Miles
    4. 📍Swansea
  12. 🏢

    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. 🪧10.4 Miles
    3. 📍Swansea
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  14. 🏢

    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. 🪧10.7 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. 🪧11.1 Miles
    3. 📍Swansea
  16. 🏢

    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. 🪧11.1 Miles
    3. 📍Swansea
  17. 🏢

    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. 🪧11.2 Miles
    3. 📍Swansea
  18. 🏢

    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. 🪧12.2 Miles
    3. 📍Swansea
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