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Find FCA registered Financial Advisers Near Me in SA3 5

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We have found 122 relevant financial adviser firms within 30 miles of SA3 5. Showing page 1 of 9.

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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. 🪧32.3 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. 🪧34.9 Miles
    4. 📍Tredegar
  4. 🏢

    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. 🪧0.7 Miles
    3. 📍Swansea
  5. 🏢

    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. 🪧0.9 Miles
    3. 📍Swansea
  6. 🏢

    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. 🪧0.9 Miles
    3. 📍Swansea
  7. 🏢

    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. 🪧1 Miles
    3. 📍Swansea
  8. 🏢

    Sterling Welsh Limited

    FCA reg no.
    680894
    FCA authorised date:
    31/03/15
    Located in Swansea, Sterling Welsh Limited, an FCA registered firm, offers specialist financial services including life investments and pensions advice. Their regulated, client-driven approach makes them a credible choice for personalized financial guidance.
    1. ✔2 Financial Advisers
    2. 🪧1 Miles
    3. 📍Swansea
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  10. 🏢

    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. 🪧1 Miles
    3. 📍Swansea
  11. 🏢

    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. 🪧1.7 Miles
    3. 📍Swansea
  12. 🏢

    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. 🪧1.7 Miles
    3. 📍Swansea
  13. 🏢

    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. 🪧2 Miles
    3. 📍Swansea
  14. 🏢

    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. 🪧2.1 Miles
    3. 📍Swansea
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  16. 🏢

    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. 🪧2.3 Miles
    3. 📍Swansea
  17. 🏢

    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. 🪧2.6 Miles
    3. 📍Swansea
  18. 🏢

    Selwyn Russell Barnes

    FCA reg no.
    1026373
    FCA authorised date:
    28/02/25
    Swansea-based financial firm, regulated by the FCA, offering a range of tailored services from life investments to pensions advice. Known for client-focused strategies and solutions for complex financial situations.
    1. ✔1 Financial Adviser
    2. 🪧2.6 Miles
    3. 📍Swansea
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