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Find FCA registered Financial Advisers Near Me in SA4 4

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We have found 111 relevant financial adviser firms within 30 miles of SA4 4. Showing page 1 of 8.

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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. 🪧29.7 Miles
    2. 📍Saundersfoot
  3. 🏢

    Beacon IFA

    FCA reg no.
    566890
    FCA authorised date:
    02/04/12
    1. ✔7 Financial Advisers
    2. ✔3 Mortgage Brokers
    3. 🪧34.6 Miles
    4. 📍Tredegar
  4. 🏢

    Green Castle Financial Planning LTD

    FCA reg no.
    967971
    FCA authorised date:
    19/01/22
    Green Castle Financial Planning, a reputable specialist in West Glamorgan, offers tailored insurance, investment, pension planning services, and more. FCA regulated for accessible, client-focused financial management.
    1. ✔1 Financial Adviser
    2. 🪧0.4 Miles
    3. 📍Swansea
  5. 🏢

    Renouf Financial Planning LTD

    FCA reg no.
    1025600
    FCA authorised date:
    15/02/25
    Renouf Financial Planning Ltd is a regulated FCA firm in Swansea, providing expert financial advice, life insurance, investment guidance, and pension transfers to clients around West Glamorgan.
    1. ✔2 Financial Advisers
    2. 🪧0.6 Miles
    3. 📍Swansea
  6. 🏢

    K F Harty Financial Management LTD

    FCA reg no.
    476155
    FCA authorised date:
    11/01/08
    Swansea-based K F Harty Financial Management Ltd specialises in financial planning, providing regulated, tailored advice on life investments and pensions retirement in West Glamorgan.
    1. ✔1 Financial Adviser
    2. ✔1 Mortgage Broker
    3. 🪧1.6 Miles
    4. 📍Swansea
  7. 🏢

    KATH ATKIN-BOWDLER FINANCIAL SERVICES LTD

    FCA reg no.
    762282
    FCA authorised date:
    20/10/16
    Vision IFP is a Swansea-based financial planning firm specializing in final salary pension transfers. It offers a comprehensive range of services, including life insurance, investments, and retirement advice. Regulated by the FCA under number 762282.
    1. ✔1 Financial Adviser
    2. 🪧1.7 Miles
    3. 📍Swansea
  8. 🏢

    Cosgrove Brown Financial Planning LTD

    FCA reg no.
    582467
    FCA authorised date:
    06/06/12
    Cosgrove Brown Financial Planning Ltd is a FCA regulated firm based in Swansea, reputed for exceptional services in secure life investments and pensions retirement advice, especially with final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧2.5 Miles
    3. 📍Swansea
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  10. 🏢

    Amber Solutions Financial Planning LLP

    FCA reg no.
    795042
    FCA authorised date:
    03/04/18
    Amber Solutions Financial Planning LLP, a FCA-regulated firm in Llangennech, provides expert financial advice on life investments, pensions, and retirement across the Dyfed region; known for its client-focused approach.
    1. ✔3 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧2.5 Miles
    4. 📍Llanelli
  11. 🏢

    Arian Financial Planning LTD

    FCA reg no.
    544532
    FCA authorised date:
    01/07/11
    Arian Financial Planning Ltd, located in Llanelli, Dyfed, provides tailored, FCA-regulated financial planning services, specializing in life, pensions, retirement, and investments. Known for a client-focused approach and trustworthy advice.
    1. ✔2 Financial Advisers
    2. 🪧2.7 Miles
    3. 📍Llanelli
  12. 🏢

    Planet 3 Wealth Limited

    FCA reg no.
    745837
    FCA authorised date:
    03/10/16
    Planet 3 Wealth Limited is a reliable financial institution offering services like life insurance, strategic investments and pension advice in Swansea and Greater Swansea region. Known for their honest and approachable guidance.
    1. ✔3 Financial Advisers
    2. 🪧2.8 Miles
    3. 📍Swansea
  13. 🏢

    Kevin James Smith Wealth Managers LLP

    FCA reg no.
    794932
    FCA authorised date:
    03/04/18
    Kevin James Smith Wealth Managers LLP offers expert financial planning services in Swansea, specializing in life and investments, pension transfers, and retirement advice. They prioritize understanding individual needs for a secure financial future.
    1. ✔1 Financial Adviser
    2. 🪧3.1 Miles
    3. 📍Swansea
  14. 🏢

    Paul Pugsley

    FCA reg no.
    947128
    FCA authorised date:
    01/07/21
    Paul Pugsley offers personalised, FCA-regulated financial services across Swansea and West Glamorgan, specialising in life investments, retirement advice, and holistic financial planning for both new and regular investors.
    1. ✔1 Financial Adviser
    2. 🪧3.1 Miles
    3. 📍Swansea
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  16. 🏢

    Ted Rees Financial Services LTD

    FCA reg no.
    654450
    FCA authorised date:
    17/11/14
    Ted Rees Financial Services Ltd is a regulated financial firm in Dunvant, Swansea, specializing in insurance, investment management, and personalised financial planning for both new investors and seasoned savers.
    1. ✔2 Financial Advisers
    2. 🪧3.6 Miles
    3. 📍Swansea
  17. 🏢

    Thomas Financial Services LTD

    FCA reg no.
    626393
    FCA authorised date:
    27/03/24
    Thomas Financial Services Ltd, based in Sketty, Swansea, is a regulated financial solutions provider specializing in insurance, investments, pensions, and financial planning for individuals and businesses in West Glamorgan and surrounding areas.
    1. ✔1 Financial Adviser
    2. 🪧4 Miles
    3. 📍Swansea
  18. 🏢

    Andrew M Williams Wealth Management LTD

    FCA reg no.
    546286
    FCA authorised date:
    14/04/11
    Andrew M Williams Wealth Management Ltd is a trusted financial firm in Llanelli, Dyfed, specializing in life investments, pension transfers, and comprehensive financial planning. They offer professional and approachable financial guidance.
    1. ✔2 Financial Advisers
    2. 🪧4.1 Miles
    3. 📍Llanelli
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