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Find FCA registered Financial Advisers Near Me in SA3 1


We have found 91 relevant financial adviser firms within 30 miles of SA3 1. Showing page 1 of 7.

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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. 🪧24 Miles
    2. 📍Saundersfoot
  3. 🏢

    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. 🪧2.1 Miles
    3. 📍Swansea
  4. 🏢

    Cilbenrick LTD

    FCA reg no.
    472971
    FCA authorised date:
    12/11/07
    Cilbenrick Ltd, based in Swansea, West Glamorgan, offers an array of financial services including life and investment planning. Known for trustworthy, personalised advice, it's a top choice in the area.
    1. ✔1 Financial Adviser
    2. 🪧5.3 Miles
    3. 📍Swansea
  5. 🏢

    John Phillips Financial Planning LLP

    FCA reg no.
    630436
    FCA authorised date:
    05/11/14
    John Phillips Financial Planning LLP, based near Swansea, is a trustworthy and FCA regulated firm specialising in life insurance, investments, and retirement advice. They provide personalised and regulated financial services in West Glamorgan.
    1. ✔2 Financial Advisers
    2. 🪧5.3 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. 🪧7.3 Miles
    3. 📍Swansea
  7. 🏢

    L J Taffetsauffer Wealth Management Limited

    FCA reg no.
    786256
    FCA authorised date:
    08/08/17
    L J Taffetsauffer Wealth Management Ltd provides tailored financial advice in Llanelli, specialising in life & investment planning and pensions retirement. Regulated by the FCA, they assist individuals and businesses alike.
    1. ✔1 Financial Adviser
    2. 🪧7.3 Miles
    3. 📍Llanelli
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  9. 🏢

    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. 🪧7.5 Miles
    3. 📍Swansea
  10. 🏢

    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. 🪧7.5 Miles
    3. 📍Swansea
  11. 🏢

    EWM Financial Consultancy LTD

    FCA reg no.
    742491
    FCA authorised date:
    31/03/16
    EWM Financial Consultancy Ltd, a trusted FCA-regulated firm in Llanelli, specializes in insurance, investments, financial planning and pensions advice, providing tailored, customer-focused solutions across South Wales.
    1. ✔1 Financial Adviser
    2. 🪧7.7 Miles
    3. 📍Llanelli
  12. 🏢

    Roberts Wealth & Financial Planning LTD

    FCA reg no.
    974434
    FCA authorised date:
    22/04/22
    Roberts Wealth & Financial Planning Ltd, a Dyfed-based financial services firm, offers comprehensive financial planning and regulated advice specializing in life investments and retirement planning. Known for their personalized customer-focused approach.
    1. ✔1 Financial Adviser
    2. 🪧7.9 Miles
    3. 📍Llanelli
  13. 🏢

    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. 🪧8 Miles
    3. 📍Swansea
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  15. 🏢

    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. 🪧8.3 Miles
    4. 📍Swansea
  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. 🪧8.6 Miles
    3. 📍Swansea
  17. 🏢

    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. 🪧8.6 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. 🪧8.7 Miles
    3. 📍Swansea
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