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Find FCA registered Financial Advisers Near Me in SA2 8


We have found 122 relevant financial adviser firms within 30 miles of SA2 8. Showing page 2 of 9.

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  2. 🏢

    Matthew Jones

    FCA reg no.
    629484
    FCA authorised date:
    01/08/14
    Matthew Jones is a reliable financial firm based in Mumbles, Swansea, offering specialized services such as advice on life and investments, retirement planning and financial planning. Known for their approachable yet professional demeanor.
    1. ✔1 Financial Adviser
    2. 🪧2.5 Miles
    3. 📍Swansea
  3. 🏢

    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. 🪧2.5 Miles
    3. 📍Swansea
  4. 🏢

    Secure For Life Wealth Management Limited

    FCA reg no.
    912517
    FCA authorised date:
    21/08/19
    Regulated firm Secure For Life specialises in providing personalised financial planning services, including life and investments, and pension transfers. Known for a clear, friendly approach, they assist individuals, businesses and first-time investors.
    1. ✔5 Financial Advisers
    2. 🪧2.5 Miles
  5. 🏢

    Peter Reeves

    FCA reg no.
    190706
    FCA authorised date:
    21/07/15
    Undeb Independent Financial Limited is a regulated financial firm in Swansea, offering pensions, investments, and financial planning services. Known for their dedication and client-focused approach, they provide thorough financial guidance.
    1. ✔1 Financial Adviser
    2. 🪧2.6 Miles
    3. 📍Swansea
  6. 🏢

    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. 🪧2.7 Miles
    3. 📍Swansea
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  8. 🏢

    CLEARVIEW INDEPENDENT FINANCIAL ADVISERS LIMITED

    FCA reg no.
    540867
    FCA authorised date:
    01/07/11
    Swansea-based CLEARVIEW INDEPENDENT FINANCIAL ADVISERS LIMITED provides client-centered financial services, including life investments, pensions retirement advice, and financial planning as an FCA-regulated company. Known for professionalism and approachability.
    1. ✔3 Financial Advisers
    2. 🪧2.9 Miles
    3. 📍Swansea
  9. 🏢

    M4 Financial Group Limited

    FCA reg no.
    583474
    FCA authorised date:
    14/12/12
    M4 Financial Group, based in Swansea, is an FCA-regulated, top-tier provider of financial planning services including life and investment advice, pensions and retirement planning, catering to West Glamorgan and beyond.
    1. ✔4 Financial Advisers
    2. 🪧2.9 Miles
    3. 📍Swansea
  10. 🏢

    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. 🪧3 Miles
    3. 📍Swansea
  11. 🏢

    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. 🪧3 Miles
    3. 📍Swansea
  12. 🏢

    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. 🪧3.2 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. 🪧4.2 Miles
    3. 📍Swansea
  15. 🏢

    Cosgrove Brown Financial Planning LTD

    FCA reg no.
    582467
    FCA authorised date:
    06/06/12
    Cosgrove Brown Financial Planning Ltd is a FCA regulated firm based in Swansea, reputed for exceptional services in secure life investments and pensions retirement advice, especially with final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧4.4 Miles
    3. 📍Swansea
  16. 🏢

    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. 🪧4.5 Miles
    3. 📍Swansea
  17. 🏢

    Tailored Financial Advice LTD

    FCA reg no.
    753915
    FCA authorised date:
    01/11/16
    Swansea-based Tailored Financial Advice Ltd offers comprehensive, client-centric financial planning services including life investments, retirement advice, and pension planning to individuals, families, and businesses in West Glamorgan.
    1. ✔1 Financial Adviser
    2. ✔2 Mortgage Brokers
    3. 🪧4.6 Miles
    4. 📍Swansea
  18. 🏢

    Hexagon Wealth Limited

    FCA reg no.
    483403
    FCA authorised date:
    01/07/08
    Regulated financial services firm, Hexagon Wealth Limited, specialises in life insurance, investments, pensions retirement advice and comprehensive financial planning in Swansea and West Glamorgan region.
    1. ✔10 Financial Advisers
    2. 🪧4.6 Miles
    3. 📍Swansea
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