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Find FCA registered Financial Advisers Near Me in SA33 5

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We have found 85 relevant financial adviser firms within 30 miles of SA33 5. 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. 🪧15.5 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. 🪧4.8 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. 🪧4.9 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. 🪧5 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. 🪧5.1 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. 🪧5.2 Miles
    4. 📍Carmarthen
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  9. 🏢

    Pembrokeshire Wealth Management LTD

    FCA reg no.
    763082
    FCA authorised date:
    28/10/16
    Pembrokeshire Wealth Management offers expert financial planning and regulated advice in the Dyfed region, specialising in wealth management services, pension management, retirement advice, and final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧10.9 Miles
    3. 📍Narberth
  10. 🏢

    Keith Higginson Financial Services Limited

    FCA reg no.
    221540
    FCA authorised date:
    01/05/03
    Keith Higginson Financial Services, based in Narberth, offers a range of financial solutions including insurance, investment strategies, and pensions advice. Known for high-quality, tailored services, they are trusted partners in financial planning.
    1. ✔2 Financial Advisers
    2. 🪧13.5 Miles
    3. 📍Narberth
  11. 🏢

    More Wealth Management

    FCA reg no.
    531269
    FCA authorised date:
    09/09/10
    More Wealth Management, based in Narberth, provides bespoke financial solutions including insurance, investments, pension advice, and comprehensive financial planning. As a regulated, trustworthy firm, we ensure professional, personalised advice for a secure financial future.
    1. ✔4 Financial Advisers
    2. 🪧14 Miles
    3. 📍Narberth
  12. 🏢

    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. 🪧14 Miles
    3. 📍Llanelli
  13. 🏢

    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. 🪧14 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. 🪧14.1 Miles
    3. 📍Llanelli
  16. 🏢

    DBD Financial Limited

    FCA reg no.
    799349
    FCA authorised date:
    24/01/18
    DBD Financial, authorized by FCA under 799349, is a leading financial advisory firm in Newcastle Emlyn, offering pensions advice, final salary transfers, and comprehensive financial planning to local families and first-time investors.
    1. ✔1 Financial Adviser
    2. ✔1 Mortgage Broker
    3. 🪧14.2 Miles
    4. 📍Newcastle Emlyn
  17. 🏢

    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. 🪧14.5 Miles
    3. 📍Llanelli
  18. 🏢

    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. 🪧15 Miles
    3. 📍Llanelli
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