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Find FCA registered Financial Advisers Near Me in SA31 3

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We have found 88 relevant financial adviser firms within 30 miles of SA31 3. Showing page 1 of 6.

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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. 🪧19.3 Miles
    2. 📍Saundersfoot
  3. 🏢

    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.
    1. ✔4 Financial Advisers
    2. 🪧0.9 Miles
    3. 📍Carmarthen
  4. 🏢

    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.
    1. ✔2 Financial Advisers
    2. 🪧1 Miles
    3. 📍Carmarthen
  5. 🏢

    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.
    1. ✔2 Financial Advisers
    2. 🪧1.1 Miles
    3. 📍Carmarthen
  6. 🏢

    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.
    1. ✔2 Financial Advisers
    2. ✔3 Mortgage Brokers
    3. 🪧1.2 Miles
    4. 📍Carmarthen
  7. 🏢

    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. ✔1 Financial Adviser
    2. ✔3 Mortgage Brokers
    3. 🪧1.3 Miles
    4. 📍Carmarthen
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  9. 🏢

    MPFS Wealth Management Limited

    FCA reg no.
    941765
    FCA authorised date:
    17/05/21
    FCA-regulated MPFS Wealth Management Limited offers professional financial planning, specializing in life investments and tailored pensions advice. Serving Dyfed and surrounding regions, they combine expertise with a friendly approach for secure financial planning.
    1. ✔2 Financial Advisers
    2. 🪧11.3 Miles
    3. 📍Llanelli
  10. 🏢

    CARNWYLLON WEALTH MANAGEMENT LIMITED

    FCA reg no.
    512448
    FCA authorised date:
    16/02/10
    Carnwyllon Wealth Management Ltd, an FCA registered firm in Llanelli, offers dependable financial planning, retirement advice, and innovative solutions in a client-focused and approachable manner.
    1. ✔2 Financial Advisers
    2. 🪧11.5 Miles
    3. 📍Llanelli
  11. 🏢

    Aurum Wealth LLP

    FCA reg no.
    800234
    FCA authorised date:
    01/05/18
    Aurum Wealth LLP is a regulated financial advisory firm in Dyfed, offering tailored services in life investments, retirement planning, and pension advice for individuals across South Wales.
    1. ✔2 Financial Advisers
    2. 🪧11.6 Miles
    3. 📍Llanelli
  12. 🏢

    ROBERTS KEEN INDEPENDENT FINANCIAL ADVISERS LIMITED

    FCA reg no.
    737641
    FCA authorised date:
    10/10/16
    Roberts Keen Independent Financial Advisers Limited is a FCA-regulated firm based in Llanelli, Dyfed, offering comprehensive financial planning services. They specialize in life investments and pension retirement advice.
    1. ✔3 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧11.7 Miles
    4. 📍Llanelli
  13. 🏢

    GSL Financial Consultants Limited

    FCA reg no.
    467055
    FCA authorised date:
    20/11/23
    GSL Financial Consultants offers comprehensive financial planning and expert advice in investment, pension transfers, and retirement for a secure financial future across GB. FCA-regulated firm specialising in tailored solutions.
    1. ✔1 Financial Adviser
    2. 🪧12.3 Miles
    3. 📍Llanelli
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  15. 🏢

    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. 🪧13 Miles
    3. 📍Llanelli
  16. 🏢

    Paul Rodriguez Wealth Management Limited

    FCA reg no.
    536898
    FCA authorised date:
    30/11/10
    Paul Rodriguez Wealth Management Limited in Llanelli, Dyfed, is an FCA-regulated firm providing tailored financial advice, specialising in investments, retirement planning, pension transfers, and life insurance.
    1. ✔3 Financial Advisers
    2. 🪧13.3 Miles
    3. 📍Llanelli
  17. 🏢

    Allistair Reynolds

    FCA reg no.
    942318
    FCA authorised date:
    05/01/21
    Allistair Reynolds is a reputable financial firm in Llanelli, providing tailored financial solutions including life and investment advice, pensions retirement planning, and overall financial planning. Highly praised for prioritising clients' best interests.
    1. ✔1 Financial Adviser
    2. 🪧13.3 Miles
    3. 📍Llanelli
  18. 🏢

    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. 🪧13.6 Miles
    3. 📍Llanelli
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