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Find FCA registered Financial Advisers Near Me in SA32 7

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We have found 80 relevant financial adviser firms within 30 miles of SA32 7. 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. 🪧27.6 Miles
    2. 📍Saundersfoot
  3. 🏢

    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. 🪧7.1 Miles
    4. 📍Carmarthen
  4. 🏢

    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. 🪧7.2 Miles
    4. 📍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. 🪧7.3 Miles
    3. 📍Carmarthen
  6. 🏢

    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. 🪧7.4 Miles
    3. 📍Carmarthen
  7. 🏢

    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. 🪧7.5 Miles
    3. 📍Carmarthen
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  9. 🏢

    IRP Wealth Planning LLP

    FCA reg no.
    452357
    FCA authorised date:
    02/10/12
    IRP Wealth Planning LLP is a trusted financial services firm based in Llandeilo, offering tailored advice on life insurance, pensions, investment planning, and salary pension transfers.
    1. ✔2 Financial Advisers
    2. 🪧8.3 Miles
    3. 📍Llandeilo
  10. 🏢

    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.
    1. ✔2 Financial Advisers
    2. ✔2 Mortgage Brokers
    3. 🪧8.4 Miles
    4. 📍Llandeilo
  11. 🏢

    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. 🪧9.3 Miles
    4. 📍Llanelli
  12. 🏢

    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. 🪧9.8 Miles
    3. 📍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. 🪧10.1 Miles
    3. 📍Llanelli
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  15. 🏢

    I Planning Wealth Management LTD

    FCA reg no.
    553307
    FCA authorised date:
    03/10/11
    I Planning Wealth Management Ltd in Ammanford, Dyfed provides trustworthy financial planning services, specialising in life and investments, pensions, retirement guidance, and tailored financial strategies.
    1. ✔3 Financial Advisers
    2. 🪧12 Miles
    3. 📍Ammanford
  16. 🏢

    George Rashbrook

    FCA reg no.
    981175
    FCA authorised date:
    18/08/22
    George Rashbrook is a highly-regarded, FCA-regulated financial firm in Carmarthen, known for specialist services including life investments, pension advice, and strategic final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧12 Miles
    3. 📍Llanwrda
  17. 🏢

    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. 🪧12.1 Miles
    3. 📍Llanelli
  18. 🏢

    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. 🪧12.2 Miles
    3. 📍Llanelli
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