Find FCA registered Financial Advisers Near Me in SA3 5
We have found 122 relevant financial adviser firms within 30 miles of SA3 5. Showing page 6 of 9.
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CDP ASSOCIATES LIMITED
- FCA reg no.
- 225607
- FCA authorised date:
- 01/09/03
CDP Associates Ltd, a GB-based financial solutions firm, offers services like life insurance, pensions retirement advice, and investments. Known for integrity, transparency, and a client-centric approach.- ✔1 Financial Adviser
- ✔1 Mortgage Broker
- 🪧20.3 Miles
- 📍Bridgend
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Red Dot (cymru) LTD
- FCA reg no.
- 302540
- FCA authorised date:
- 31/10/04
Red Dot Group, a leading financial services firm in Llandeilo, Dyfed, offers personalized, regulated financial advice across the UK, specializing in life, investment and retirement planning. FCA recognized under number 302540.- ✔2 Financial Advisers
- ✔2 Mortgage Brokers
- 🪧20.5 Miles
- 📍Llandeilo
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THE FINANCIAL PRACTICE (UK) LIMITED
- FCA reg no.
- 436500
- FCA authorised date:
- 03/10/05
The Financial Practice (UK) Ltd is a FCA governed firm specializing in strategic financial services like insurance, investment strategies, and comprehensive planning, based in Mid Glamorgan offering tailored financial advice.- ✔1 Financial Adviser
- 🪧20.5 Miles
- 📍Bridgend
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Future Asset Management LLP
- FCA reg no.
- 414752
- FCA authorised date:
- 17/01/05
Future Asset Management LLP is a FCA regulated, Bridgend-based firm specializing in expert financial planning, retirement, and life investment advice. Known for professionalism and a client-centric approach, they offer tailored financial solutions.- ✔2 Financial Advisers
- 🪧20.7 Miles
- 📍Bridgend
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Phoenix Life and Mortgages Limited
- FCA reg no.
- 986563
- FCA authorised date:
- 03/11/22
Phoenix Life and Mortgages Limited is a FCA-regulated firm offering tailored advice and services in various financial sectors, known for its client-centric approach and reliability.- ✔2 Financial Advisers
- 🪧21.9 Miles
- 📍Treorchy
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Davies Financial Limited
- FCA reg no.
- 429088
- FCA authorised date:
- 27/04/05
Regulated by the FCA, Davies Financial Limited offers comprehensive and customized financial services including life insurance, investments and more. Known for their client-centered approach, they are a trusted choice in Pencoed's financial sector.- ✔3 Financial Advisers
- 🪧22.2 Miles
- 📍Pencoed
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CST Wealth Management Limited
- FCA reg no.
- 602496
- FCA authorised date:
- 07/11/13
CST Wealth Management, based in Bridgend, offers professional, regulated financial advice. Services include life and investment planning, pensions retirement advice, and overall financial planning for individuals and businesses.- ✔3 Financial Advisers
- 🪧22.2 Miles
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Affinity Financial Management Limited
- FCA reg no.
- 1023412
- FCA authorised date:
- 03/11/25
Affinity Financial, an FCA-regulated Carmarthen-based firm, provides expert financial planning services including life investments and pension retirement advice catering to clients in Dyfed and surrounding regions.- ✔1 Financial Adviser
- ✔3 Mortgage Brokers
- 🪧22.5 Miles
- 📍Carmarthen
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Derwen Financial Planning LTD
- FCA reg no.
- 788539
- FCA authorised date:
- 08/09/17
Derwen Financial Planning Ltd, based in Carmarthen, offers regulated, tailored financial advice covering insurance, retirement, and comprehensive financial planning. Known for their transparency and client focus, they expertly guide individuals and businesses through their financial journeys.- ✔2 Financial Advisers
- 🪧22.6 Miles
- 📍Carmarthen
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Morgan Wealth Management Limited
- FCA reg no.
- 522125
- FCA authorised date:
- 01/07/10
GEM Financial Solutions in Dyfed offers personalized financial advice and a range of regulated services. Known for their proficiency in Carmarthen, they excel in understanding clients' needs and offering tailored solutions.- ✔2 Financial Advisers
- ✔3 Mortgage Brokers
- 🪧22.7 Miles
- 📍Carmarthen
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Steven Rees Wealth Management LTD
- FCA reg no.
- 547727
- FCA authorised date:
- 19/04/11
Steven Rees Wealth Management Ltd provides trusted financial planning and regulated advice services, offering comprehensive strategies in various financial areas. They cater to varied clients, delivering personalized solutions and proficient guidance.- ✔2 Financial Advisers
- 🪧22.7 Miles
- 📍Carmarthen
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Roberts Boyt Limited
- FCA reg no.
- 532928
- FCA authorised date:
- 14/01/11
Roberts Boyt Limited, based in Carmarthen, offers expert financial planning solutions including life insurance, investments, retirement advice, and pension transfers. Regulated by the FCA, they provide reliable, customised advice.- ✔4 Financial Advisers
- 🪧22.8 Miles
- 📍Carmarthen
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Anchorage Wealth & Planning
- FCA reg no.
- 1025659
- FCA authorised date:
- 15/02/25
FCA-regulated Anchorage Wealth & Planning offers expert financial advice in Penllyn and adjacent areas. Specialising in life and investments, pensions retirement advice, and final salary pension transfers. Prioritising client security and growth.- ✔1 Financial Adviser
- 🪧23.9 Miles
- 📍Cowbridge
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SAVVY WEALTH MANAGEMENT LTD
- FCA reg no.
- 562795
- FCA authorised date:
- 07/11/11
Savvy Wealth Management Ltd is a trusted, FCA-regulated provider of comprehensive financial solutions specialising in life investments, pensions retirement advice and financial planning in Mid Glamorgan and surrounding areas.- ✔1 Financial Adviser
- 🪧24.4 Miles
- 📍Pontyclun
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Steven James
- FCA reg no.
- 824620
- FCA authorised date:
- 31/10/18
FCA-regulated firm, Steven James, delivers comprehensive financial planning and regulated advice from Tonyrefail. The dedicated team offers investment management, pension transfers, and retirement advice to secure clients' financial future.- ✔1 Financial Adviser
- 🪧24.5 Miles
- 📍Porth
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