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Find FCA registered Financial Advisers Near Me in SA2 7

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We have found 110 relevant financial adviser firms within 30 miles of SA2 7. Showing page 1 of 8.

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  2. 👤

    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. 🪧30.3 Miles
    2. 📍Saundersfoot
  3. 🏢

    Beacon IFA

    FCA reg no.
    566890
    FCA authorised date:
    02/04/12
    1. ✔7 Financial Advisers
    2. ✔3 Mortgage Brokers
    3. 🪧35.7 Miles
    4. 📍Tredegar
  4. 🏢

    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. 🪧0.5 Miles
    3. 📍Swansea
  5. 🏢

    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. 🪧0.8 Miles
    3. 📍Swansea
  6. 🏢

    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. 🪧1.3 Miles
    3. 📍Swansea
  7. 🏢

    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. 🪧1.4 Miles
    3. 📍Swansea
  8. 🏢

    Thomas Financial Services LTD

    FCA reg no.
    626393
    FCA authorised date:
    27/03/24
    Thomas Financial Services Ltd, based in Sketty, Swansea, is a regulated financial solutions provider specializing in insurance, investments, pensions, and financial planning for individuals and businesses in West Glamorgan and surrounding areas.
    1. ✔1 Financial Adviser
    2. 🪧1.7 Miles
    3. 📍Swansea
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  10. 🏢

    Jonathan Cook Rees

    FCA reg no.
    991071
    FCA authorised date:
    02/02/23
    Swansea-based Jonathan Cook Rees is a FCA-regulated firm offering tailored financial advice and services in sectors like life investments and pension planning across West Glamorgan.
    1. ✔1 Financial Adviser
    2. 🪧1.8 Miles
    3. 📍Swansea
  11. 🏢

    Davies & Preedy Financial Planning LTD

    FCA reg no.
    938442
    FCA authorised date:
    13/11/20
    Davies & Preedy Financial Planning Ltd is a reputed Swansea-based company that offers regulated financial planning services (FCA registration number 938442). Situated near Sketty, their expertise spans across life, investments, pensions retirement advice, and final salary pension transfers, ensuring... read full company profile.
    1. ✔2 Financial Advisers
    2. 🪧1.8 Miles
    3. 📍Swansea
  12. 🏢

    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. 🪧2.1 Miles
    3. 📍Swansea
  13. 🏢

    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. 🪧2.4 Miles
    3. 📍Swansea
  14. 🏢

    GOWER HOUSE FINANCIAL LIMITED

    FCA reg no.
    607692
    FCA authorised date:
    25/04/14
    Gower House Financial Limited is a FCA-regulated firm in Sketty, Swansea, offering personalised financial services, specialising in life and pension investments, and comprehensive retirement advice. They prioritize approachability and tailored solutions for client's financial wellbeing.
    1. ✔2 Financial Advisers
    2. 🪧2.8 Miles
    3. 📍Swansea
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  16. 🏢

    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. 🪧2.8 Miles
    3. 📍Swansea
  17. 🏢

    Good Financial Advice Limited

    FCA reg no.
    978011
    FCA authorised date:
    27/06/22
    Good Financial Advice Limited is a FCA regulated firm in Brynmill, Swansea, specialising in financial planning and advice. They offer tailored solutions for pensions, investments and life decisions.
    1. ✔1 Financial Adviser
    2. 🪧2.9 Miles
    3. 📍Swansea
  18. 🏢

    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. 🪧3 Miles
    3. 📍Swansea
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