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Find FCA registered Financial Advisers Near Me in SA18 1


We have found 127 relevant financial adviser firms within 30 miles of SA18 1. Showing page 1 of 9.

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  2. 🏢

    Beacon IFA

    FCA reg no.
    566890
    FCA authorised date:
    02/04/12
    1. ✔7 Financial Advisers
    2. ✔3 Mortgage Brokers
    3. 🪧27.1 Miles
    4. 📍Tredegar
  3. 👤

    Alex Thomas

    Beacon IFA
    FCA reg no.
    AXT24368
    FCA authorised date:
    02/04/12
    I am a member of the Chartered Insurance Institute. I hold a valid Statement of Professional Standing (SPS), a certificate of which is available on request. I have passed the following qualifications, allowing me to use the designations DipPFS and Certs CII (MP & ER). CII Level 4 Diploma in Regul... read full individual profile
    1. 🪧36.8 Miles
    2. 📍Saundersfoot
  4. 🏢

    Western Financial Planning LTD

    FCA reg no.
    480405
    FCA authorised date:
    01/07/08
    At Western Financial Planning Ltd , we offer personalised, transparent, and independent financial advice tailored specifically to your needs. We can advise on: Retirement planning and pensions Investment management Estate planning and inheritance tax Personal and family protection Tax-effici... read full company profile
    1. ✔2 Financial Advisers
    2. 🪧64 Miles
    3. 📍Taunton
  5. 🏢

    Philip Evans & Associates

    FCA reg no.
    138916
    FCA authorised date:
    01/12/01
    Philip Evans & Associates is a regulated financial advisory firm based in Dyfed, specialising in life investments, pensions retirement advice, and holistic financial planning for individuals and families.
    1. ✔1 Financial Adviser
    2. 🪧4.6 Miles
    3. 📍Ammanford
  6. 🏢

    I Planning Wealth Management LTD

    FCA reg no.
    553307
    FCA authorised date:
    03/10/11
    I Planning Wealth Management Ltd in Ammanford, Dyfed provides trustworthy financial planning services, specialising in life and investments, pensions, retirement guidance, and tailored financial strategies.
    1. ✔3 Financial Advisers
    2. 🪧4.7 Miles
    3. 📍Ammanford
  7. 🏢

    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. 🪧7.3 Miles
    3. 📍Llandeilo
  8. 🏢

    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. 🪧7.4 Miles
    4. 📍Llandeilo
  9. 🏢

    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. 🪧7.8 Miles
    3. 📍Llanelli
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  11. 🏢

    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. 🪧8 Miles
    3. 📍Swansea
  12. 🏢

    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. 🪧8.2 Miles
    4. 📍Llanelli
  13. 🏢

    MPFS Wealth Management Limited

    FCA reg no.
    941765
    FCA authorised date:
    17/05/21
    FCA-regulated MPFS Wealth Management Limited offers professional financial planning, specializing in life investments and tailored pensions advice. Serving Dyfed and surrounding regions, they combine expertise with a friendly approach for secure financial planning.
    1. ✔2 Financial Advisers
    2. 🪧8.9 Miles
    3. 📍Llanelli
  14. 🏢

    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. 🪧9.1 Miles
    3. 📍Swansea
  15. 🏢

    Mark Horner

    FCA reg no.
    544537
    FCA authorised date:
    01/06/11
    Mark Horner is a seasoned FCA-regulated financial firm in Swansea offering expert advice on life investments, pensions retirement planning, and tailored financial planning, serving Birchgrove and West Glamorgan region.
    1. ✔1 Financial Adviser
    2. 🪧9.1 Miles
    3. 📍Swansea
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  17. 🏢

    KP Wealth LTD

    FCA reg no.
    965185
    FCA authorised date:
    02/12/22
    KP Wealth Ltd offers reliable financial advice on life insurance, investments, pensions, and retirement planning. Their FCA-regulated services cater to both first-time buyers and long-term investors.
    1. ✔2 Financial Advisers
    2. 🪧9.2 Miles
    3. 📍Swansea
  18. 🏢

    The Steve Williams Practice Limited

    FCA reg no.
    216487
    FCA authorised date:
    31/05/05
    The Steve Williams Practice, a regulated financial advisory firm in Swansea, provides comprehensive financial services including investment advice, retirement guidance and financial planning, offering personalized and reliable support.
    1. ✔4 Financial Advisers
    2. 🪧9.2 Miles
    3. 📍Swansea
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