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Find FCA registered Financial Advisers Near Me in SA37 0


We have found 38 relevant financial adviser firms within 30 miles of SA37 0. Showing page 2 of 3.

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  2. 🏢

    MT Polo Limited

    FCA reg no.
    424062
    FCA authorised date:
    14/03/05
    MT Polo Limited, based in Haverfordwest, GB, is a reputable firm offering regulated financial planning advice on life investments, pensions, and retirement, serving diverse clients across surrounding areas. Fully FCA regulated.
    1. ✔4 Financial Advisers
    2. ✔10 Mortgage Brokers
    3. 🪧22 Miles
    4. 📍Haverfordwest
  3. 🏢

    Windsor Financial Planning Limited

    FCA reg no.
    946514
    FCA authorised date:
    26/07/21
    Windsor Financial Planning Limited is a FCA-regulated firm in Dyfed, GB, specializing in life insurance, investment strategies, pensions advice and overall financial planning, serving clientele with regulated, personalized advice.
    1. ✔1 Financial Adviser
    2. 🪧22.7 Miles
  4. 🏢

    Pedr Financial Planning Cyf

    FCA reg no.
    800006
    FCA authorised date:
    10/11/23
    Pedr Financial Planning Cyf, an FCA-regulated firm in Lampeter, Dyfed, offers expertise in financial planning and advisory services such as insurance, investments, and retirement planning across GB.
    1. ✔1 Financial Adviser
    2. 🪧22.8 Miles
    3. 📍Lampeter
  5. 🏢

    Thomas and Thomas Financial Services LTD

    FCA reg no.
    479335
    FCA authorised date:
    01/04/08
    Thomas and Thomas, a reputable financial planning firm, offers personalised, regulated financial advice including investment planning and retirement advice. Based in Haverfordwest, they serve local clients with targeted strategies under strict industry standards.
    1. ✔2 Financial Advisers
    2. 🪧22.9 Miles
    3. 📍Haverfordwest
  6. 🏢

    Cyfri Cyfyngedig

    FCA reg no.
    171029
    FCA authorised date:
    06/09/24
    Cyfri Cyfyngedig, located in Dyfed, provides comprehensive financial advice and planning services. Renowned for being trustworthy and approachable, it offers investments, pensions, and retirement advice. Registered with the FCA (171029).
    1. ✔2 Financial Advisers
    2. 🪧22.9 Miles
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  8. 🏢

    Willcox Financial Limited

    FCA reg no.
    187724
    FCA authorised date:
    14/07/15
    Willcox Financial Limited, situated near Sageston, offers FCA-regulated financial guidance, specialising in personalised planning for areas like insurance and pensions, aiming to help clients achieve financial goals.
    1. ✔1 Financial Adviser
    2. 🪧24.4 Miles
  9. 🏢

    Cleddau Financial Services Limited

    FCA reg no.
    409895
    FCA authorised date:
    04/01/05
    Cleddau Financial Services Limited offers expert, FCA-regulated financial planning, including life and investments, pensions retirement advice. With a client-focused approach, they provide tailored, transparent guidance to secure your financial future.
    1. ✔2 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧26.2 Miles
    4. 📍Milford Haven
  10. 🏢

    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. 🪧26.7 Miles
    3. 📍Llanelli
  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. 🪧26.7 Miles
    4. 📍Llanelli
  12. 🏢

    Sleekstone Private Clients LTD

    FCA reg no.
    844944
    FCA authorised date:
    27/06/19
    Sleekstone Private Clients Ltd provides personalized, client-focused financial services, regulated by the FCA. Expert in creating strategic plans for individual and business financial goals from its Haverfordwest location.
    1. ✔1 Financial Adviser
    2. 🪧26.8 Miles
    3. 📍Haverfordwest
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  14. 🏢

    Altus Financial LTD

    FCA reg no.
    825685
    FCA authorised date:
    09/11/18
    Altus Financial Ltd, FCA-regulated financial planning provider in Pembroke Dock, GB, specialises in life transitions, offering services such as investments, retirement advice, pension transfers, and comprehensive financial planning.
    1. ✔1 Financial Adviser
    2. 🪧27.1 Miles
    3. 📍Pembroke Dock
  15. 🏢

    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. 🪧27.3 Miles
    3. 📍Llandeilo
  16. 🏢

    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. 🪧27.4 Miles
    4. 📍Llandeilo
  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. 🪧27.4 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. 🪧27.4 Miles
    3. 📍Llanelli
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