Find FCA registered Financial Advisers Near Me in SA3 2
We have found 100 relevant financial adviser firms within 30 miles of SA3 2. Showing page 1 of 7.
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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- 🪧28.3 Miles
- 📍Saundersfoot
- ✔7 Financial Advisers
- ✔3 Mortgage Brokers
- 🪧39.2 Miles
- 📍Tredegar
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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 Financial Adviser
- 🪧0.8 Miles
- 📍Swansea
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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 Financial Adviser
- 🪧2.7 Miles
- 📍Swansea
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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.- ✔2 Financial Advisers
- 🪧3.7 Miles
- 📍Swansea
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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 Financial Adviser
- 🪧3.9 Miles
- 📍Swansea
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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 Financial Adviser
- 🪧4 Miles
- 📍Swansea
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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 Financial Adviser
- 🪧4.1 Miles
- 📍Swansea
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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 Financial Adviser
- 🪧4.1 Miles
- 📍Swansea
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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.- ✔2 Financial Advisers
- 🪧4.1 Miles
- 📍Swansea
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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.- ✔2 Financial Advisers
- 🪧4.1 Miles
- 📍Swansea
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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 Financial Adviser
- 🪧4.3 Miles
- 📍Swansea
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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 Financial Adviser
- 🪧4.4 Miles
- 📍Swansea
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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 Financial Adviser
- 🪧4.5 Miles
- 📍Swansea
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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 Financial Adviser
- 🪧4.6 Miles
- 📍Swansea
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